Sr Business Process Specialist - Ramp Up New Advisor Experience

The Senior Business Process Specialist - Ramp Up New Advisor Experience serves as a highly experienced subject matter expert of end-to-end business process with consultative responsibilities. This role is responsible for leading the design, execution, and continuous improvement of the onboarding and ramp-up experience for new financial advisors. The individual owns the end-to-end administrative and launch support process, ensuring new advisors have a seamless and structured start to their careers. In partnership with field leaders and enterprise training teams, the Sr BPS of RampUp, New Advisor Experience ensures that new advisors consistently adopt advice-driven behaviors, deliver a high-quality client experience, and are positioned for early and sustained success. This role is responsible for representing the business, regulatory and compliance requirements through collaboration with execution teams and by leading large strategic initiatives. They will be responsible for ensuring business need is clearly understood and the end-to-end solution of the Ramp Up Program meets the needs by delivering enhanced client/agent experiences, cost efficiencies, and/or competitive advantage across multiple functional business areas/disciplines. Along with maintaining processes and procedures utilized by the processing teams, they will ensure they are accurate and at the right level of detail for judgement-based decision making. Ongoing process improvement and standardization to ensure efficient processes is expected of this role.

DUTIES & RESPONSIBILITIES

• Acts as the key point of contact for the department to support many and varied initiatives they may participate in for Ramp Up new advisor program.
• Leads large initiatives for Ramp Up to define business need, articulate business value, process requirements, research, recommend appropriate solutions and implementation.
• Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.
• Defines priorities and aligns work accordingly – often balancing multiple tasks and multiple priorities at once.
• Identifies options, risks, upstream and downstream business impact of proposed solutions to communicate recommendations to upline leaders.
• Develops and maintains end-to-end process knowledge across functional areas, including process design, and process performance.
• Provide work direction/mentorship to new advisors in the program.
• Supports the development of change management material and activities to support new processes and procedures. Influence without authority through explanation of facts, policies, and practices.
• Ensure all systems, administrative processes, and training elements are integrated and aligned with field expectations and regulatory standards.
• Own the communication, coordination, and stakeholder alignment across departments supporting the new advisor journey.
• Partner with field leaders and coaches to monitor progress, identify gaps, and offer targeted recommendations for improvement.
• Guide new advisors in how to operationalize client service standards, planning tools, and workflow systems to build scalable practices.
• Continuously assess and enhance the advisor onboarding and ramp-up model based on feedback, performance data, and evolving business needs.

Audience

• Individual contributors at Thrivent
• Field Organization
• External vendors and/or consultants
• Thrivent clients
• All levels of leadership

Developing recommendations for implementing best practices for complex business processes. Determining which of the possible solutions is most appropriate for the situation (accounting for various factors). Interpret and explain data or information to deliver messages to the audiences not knowledgeable in the subject matter.

QUALIFICATIONS & SKILLS

• Bachelor’s degree or equivalent combination of education and experience.
• 5+ years of practical experience performing analysis and supporting medium to large efforts in a SME capacity.
• Strong knowledge of advice-based planning models, compliance standards, and advisor support infrastructure.
• Advanced levels of proven critical thinking, analysis skills and independence.
• Hold yourself accountable, setting a high standard for yourself and others around you.
• Experience with improving and/or creating processes.
• Ability to multi-task significant priorities with complex components.
• Experience with informal leadership of cross functional teams that lead to action and results.
• Strong interpersonal and collaboration skills. Ability to build relationships across different audiences.
• Proven organizational skills.

• Prior experience leading advisor onboarding or development programs at a regional or enterprise level.
• FINRA licenses (Series 7, 66) or deep familiarity with the regulatory environment for financial advisors.
• Experience with CRM, planning tools, and workflow systems used in advisor practices.
• Exceptional oral, written, presentation communication and interpersonal skills for various levels within the organization.
• Comprehensive knowledge of service processing and operations as well as pertinent laws and regulations. Accountable for understanding the process in depth, ability to explain most complex inquiries around process and procedures.
• Knowledge/understanding of Continuous Improvement and change management methodologies (i.e. DMAIC and ADKAR) through participation within CI and projects and certification (i.e. Green Belt preferred).
• Experience working with multiple project management methodologies (i.e., agile, waterfall) including requirements, testing, design, and implementation strategies.

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 $89,895.00 - $121,621.00 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 or call and request Human Resources.

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