Apply on Employer Site

Thrivent · 3 months ago

Director of Dedicated Planning & Investment Operations - Auburn, WA

United States

Full-time

Remote

Lead/Staff, Director/Executive

$85K/yr - $130K/yr

3+ years exp

Thrivent is a faith-based, not-for-profit financial services organization dedicated to helping clients achieve their financial goals. The Director of Dedicated Planning & Investment Operations will oversee the planning department, manage team members, and ensure the preparation of financial plans and investment research while coordinating client service needs.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Oversee workflow and job responsibilities of planning department team members

Lead training and development for department, and work with leadership to build out infrastructure

Enter client information into various systems

Prepare and update financial plans and presentation material for client meetings

Enter information into financial planning software and prepare draft financial plans

Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date

Research and respond to client inquiries

Finalize, submit, and track all client account and application paperwork

Gather and maintain customer suitability information

Research and analyze investment and portfolio allocations

Assist in generating performance reports

Maintain information in CRM (Salesforce) system

Fill out necessary forms for opening and maintaining accounts

Handle request for transfers of funds in and out of accounts

Identify and offer recommendations on how to optimize workflows

Other duties as assigned

Qualification

Certified Financial PlannerChartered Financial AnalystSecurities registrationFinancial Planning softwareSalesforceAdaptability/FlexibilityOrganizational skillsCommunication skillsInterpersonal skillsTeamworkCollaboration

Required

Previous administrative/secretarial experience desired

3+ years industry experience required

Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent

Securities (7/66, or 7/63 & 65) and Life, Health, and Annuity registration required

Extremely strong organizational skills

Strong communication and interpersonal skills

Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn

Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

Ability to maintain integrity of sensitive/confidential information

Preferred

Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred

Benefits

Team and individual bonuses ranging from 0-10% of annual salary

A monthly stipend toward health and retirement benefits for full time candidates

Company

Thrivent

Glassdoor3.7

Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

H1B Sponsorship

Thrivent has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (9)

2023 (15)

2022 (6)

2021 (2)

2020 (2)