Experienced Advisor Onboarding & Transition Specialist
New
T
ThriventFinancial services
This can be a remote position within the US.Full-TimeMiddle
Salary94,175 - 127,413 USD per year
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Job Details
- Experience
- 3+ years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions, or equivalent combination of education and relevant experience.
- Required Skills
- Project ManagementMicrosoft ExcelStakeholder managementPowerPointProcess improvement
Requirements
- Bachelor’s degree in business, human resources, finance, communications, organizational leadership, or a related field, or equivalent education and relevant experience.
- 3+ years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions.
- Experience managing complex, multi-step processes involving multiple stakeholders, dependencies, deadlines, and competing priorities.
- Experience coordinating cross-functional work and influencing outcomes without direct authority.
- Experience delivering strong client, advisor, employee, or customer experiences.
- Strong project management and organizational skills, including the ability to manage multiple transitions simultaneously.
- Ability to create and maintain project plans, track milestones and dependencies, and proactively address risks.
- Strong verbal and written communication skills for engaging advisors, leaders, and business partners.
- Ability to solve problems, exercise sound judgment, and make timely decisions in a fast-paced environment.
- Strong attention to detail and ability to follow policies, procedures, compliance requirements, and operational standards.
- Analytical ability to identify trends, recommend improvements, and use data and feedback to inform decisions.
- Proficiency with Microsoft Office tools, including Excel, PowerPoint, and Teams, and project management or workflow tools.
- Ability to maintain confidentiality and handle sensitive advisor, candidate, employee, and business information.
Responsibilities
- Develop and maintain transition plans with milestones, dependencies, deliverables, risks, and stakeholder accountabilities.
- Coordinate and facilitate kickoff meetings to align expectations, timing, roles, and accountability.
- Coordinate transition, onboarding, and offboarding activities among advisors, employees, internal teams, and external partners.
- Track milestones, identify risks or delays, escalate issues, and support timely resolution.
- Maintain documentation, status updates, reports, and accurate system and platform information.
- Gather feedback from advisors, employees, teams, and stakeholders and share insights with leadership.
- Coordinate deliverables such as technology setup, registration, book transfer support, training, and advisor readiness.
- Communicate transition status, risks, decisions, and next steps to stakeholders and leaders.
- Support complex transition cases and projects, and improve transition tools, resources, and workflows.
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