Financial Management Officer

Overview

Thrivent is dedicated to helping people achieve financial clarity. We view money as a tool to support life goals and are guided by a higher purpose at our core. We offer financial advice, investments, insurance, banking and generosity programs to help clients make the most of all they’ve been given. As a membership-owned fraternal organization and a holistic financial services firm, we serve the unique needs of our clients, focusing on their goals and priorities to guide well-informed financial choices for today and tomorrow.

Job Summary

The Financial Management Officer is responsible for the day-to-day management and administration of assigned investment management agency and IRA relationships within Thrivent Trust. This role combines essential administrative duties with ongoing contact with clients and their financial advisors. The officer proactively discovers, develops and maintains client relationships by partnering with the business development team to bring in new clients, and collaborates with financial advisors to identify and pursue opportunities inside and outside the organization. Understanding each client’s needs helps identify cross-selling opportunities and delivers personalized solutions that add value. Regularly review the client base to uncover growth and revenue opportunities, consolidating outside accounts by integrating Thrivent Trust offerings and ensuring clients receive comprehensive, tailored support.

Job Responsibilities and Duties

• Deliver high quality service to existing clients and financial advisors while developing new relationships to promote growth and profitability of Thrivent Trust.
• Provide consistent, exceptional client service in writing and verbally, whether face-to-face, by phone, or via Teams or Zoom.
• Participate in client meetings as a primary relationship contact.
• Manage client requests for Agencies and IRAs.
• Coordinate with external partners (Attorneys, CPAs) and internal support partners (Compliance, Investments, Middle Office) to ensure accurate, timely administration and effective risk management.
• Adhere to external regulations including the Office of the Comptroller of the Currency (OCC), as well as internal standards, guidelines, policies, and procedures.
• Reach out to current and prospective clients to identify and secure new business opportunities.
• Demonstrate Thrivent’s leadership competencies (Rally the Team, Deliver Outcomes, Model the Way) by showing resilience, collaboration, and accountability.
• Work proactively with clients and colleagues to support continuous improvement and strong client engagement.
• Contribute to a culture aligned with Thrivent’s purpose, promise and values to sustain trust and a strong reputation with clients.

Job Qualifications

• Required
  • Bachelor’s degree in business or a related field.
  • Minimum of 3 years of trust administration, financial services, wealth management or related experience.
  • Intermediate proficiency with Microsoft Office products, specifically Excel, Word and Outlook, and video conferencing platforms.
  • Strong client service or customer service experience.
  • Basic knowledge of investment products.
  • Approximately 5% travel is required to meet prospective clients, attend meetings, support business development, and cultivate long-term partnerships through client and committee engagement.
• Preferred
  • Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA), Certified IRA Services Professional (CISP) designations or other financial certifications supported and encouraged.
  • Office of the Comptroller of the Currency (OCC) regulatory experience.

Additional Information

Location: Appleton, WI 54919. This position supports a flexible work arrangement, allowing on-site and/or remote work from the Appleton area.

Pay Transparency: The full-time role carries a salary range of $81,537.00 to $110,315.00 per year. Base pay is determined by factors such as location, relevant experience, skills, knowledge, business needs, market demand, and other considerations Thrivent deems important.

Benefits and Eligibility

• Thrivent offers a comprehensive benefits package, including bonuses (annual or long-term incentives), medical, dental, and vision insurance; health savings account; flexible spending account; 401(k); pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of paid time off per 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 benefits is subject to plan documents. Thrivent reserves the right to modify plans and policies at any time.

Thrivent is an Equal Employment Opportunity employer. We do not discriminate based on 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 law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodations for individuals with disabilities. If you need an accommodation, please email [email protected] or call 800-847-4836 and request Human Resources.