Experienced Advisor Transition Specialist

The Experienced Advisor Transition Specialist executes a consistent, high-touch, and compliant transition and transition experience for experienced financial advisors and teams joining Thrivent. This role coordinates transition activities from offer through integration, manages detailed transition plans, tracks key milestones, and serves as a central point of coordination across recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external partners. Working under the direction of the Experienced Advisor Transition Consultant, the Specialist supports advisor readiness, practice integration, and long-term retention by helping ensure advisors experience a seamless transition into Thrivent.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES:

Transition Planning & Execution

- Executes a scalable, integrated transition and   transition   framework for experienced advisors and teams, ensuring   a consistent , compliant, and advisor-centered experience from offer through integration.

- Develops and   maintains   detailed transition plans tailored to each advisor or team, including milestones, dependencies, deliverables, risks, and stakeholder   accountabilities .

- Coordinates and   facilitates   transition kickoff meetings to align expectations, confirm timing, clarify roles, and   establish   accountability across internal and external partners.

- Serves as the central operational liaison among the incoming   advisor , recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external firms.

- Tracks progress against transition milestones, proactively   identifies   risks or delays, escalates issues as   appropriate , and supports   timely   resolution.

- Maintains accurate documentation, status updates, and reporting related to advisor   transition   and   transition   activities.

- Gathers advisor feedback throughout the   transition   journey and   shares   insights with the Experienced Advisor   Transition   Consultant and leadership to inform process improvements.

- Supports the Experienced Advisor   Transition   Consultant with complex transition cases, special projects, and enhancements to   transition   tools, resources, and workflows.

Advisor Experience

- Provides responsive, high-quality communication and support throughout the advisor transition and   transition   process.

- Helps advisors understand transition steps,   required   actions, timing, and available resources so they can move through   transition   with confidence and clarity.

- Identifies   opportunities to improve   the   transition   experience, reduce friction, and strengthen advisor satisfaction and retention.

- Partners with business development, field leadership, relationship management, and other support teams to help ensure a smooth handoff after key transition milestones are complete.

Cross-Functional Collaboration

- Coordinates with recruiting, compliance, operations, Centers of Excellence, licensing and registration, technology, field leadership, and external firms to complete transition deliverables such as technology setup, registration, book transfer support, training, and advisor readiness activities.

- Communicates transition status, risks, decisions, and next steps to appropriate internal stakeholders and leaders.

- Connects key stakeholders to the   appropriate stages   of the transition process to ensure alignment,   timely   execution, and clear ownership.

- Contributes to continuous improvement efforts that streamline   transition   workflows, strengthen role clarity, and enhance the advisor and stakeholder experience.

- Models Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—through collaboration, accountability, sound judgment, and   results   orientation.

- Models Thrivent’s leadership competencies –   Model the Way, Rally the Team, and Deliver Outcomes .   ​

- Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients .    Shapes and/or supports a culture that   represents   the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.

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QUALIFICATIONS & SKILLS:

Required:

- Bachelor’s degree in business, human resources, finance, communications, organizational leadership, or   a related   field   required .

- Equivalent   combination of education and relevant experience may be considered.

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 with 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 .

- Financial services, insurance, wealth management, licensing and registration, advisor recruiting,   transition , or practice management experience preferred.

- Experience supporting organizational growth initiatives, process improvement efforts, workflow optimization, or business transformation initiatives preferred.

Knowledge & Skills

- Strong project management and organizational skills, with the ability to manage multiple advisor transitions simultaneously.

- Ability to create and   maintain   detailed project plans, track milestones, manage dependencies, and proactively address risks.

- Excellent verbal and written communication skills, with the ability to engage advisors, leaders, and business partners clearly and professionally.

- Strong relationship management and service orientation, with a commitment to delivering   a high -touch experience.

- Ability to navigate ambiguity, solve problems, exercise sound judgment, and make   timely   decisions in a fast-paced environment.

- Ability to coordinate across diverse stakeholder groups and foster collaboration, shared ownership, and accountability.

- Strong attention to detail and ability to follow established policies, procedures, compliance requirements, and operational standards.

- Analytical mindset with the ability to   identify   trends, recommend improvements, and use data and feedback to inform decisions.

- Proficiency   with Microsoft Office tools, including Excel, PowerPoint, Teams, and project management or workflow tools.

- Ability to   maintain   confidentiality and handle sensitive   advisor ,   candidate , and business information with professionalism.

Preferred:

- Knowledge of advisor   transition , advisor transitions, registrations, licensing, broker-dealer operations, RIA or hybrid affiliation models, or wealth management practices.

- Familiarity with financial advisor   recruiting,   advisor development, practice management, business development, or field operations.

- Experience working in a highly regulated environment requiring adherence to compliance, supervision, and operational requirements.

- Exposure to change management, program implementation, process design, or operational transformation.

- Demonstrated ability to build trusted relationships and serve as a primary point of coordination for advisors, clients, leaders, or business partners.

Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $73,955.00 - $100,059.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to  [email protected]  or call  800-847-4836  and request Human Resources.

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