Lead a team of onboarding specialists focused on delivering a seamless launch experience for new financial advisors
Manage the onboarding specialists and licensing coach roles
Monitor key leading indicators such as licensing pass rates, appointments, advice, and PACE
Partner closely with field developers to ensure advisor transitions are executed at the highest standard
Serve as the primary point of contact for the Field Leaders on advisor-onboarding issues
Oversee the end-to-end onboarding journey for new advisors
Provide strategic leadership and oversight of the centralized candidate-support function
Design and implement onboarding systems for both individual and group cohorts
Monitor advisor engagement, satisfaction, and productivity metrics
Partner with field leaders to deliver targeted interventions, resources, and coaching
Track and analyze technology utilization metrics
Build strong partnerships with IT, HR, Field Leadership, and other teams
Facilitate feedback loops with field leaders and stakeholders

Bachelor’s degree in finance, business administration, or a related field
Demonstrated experience (5+ years) managing in the financial services industry
Strong depth of knowledge with financial services tools, techniques, and resources such as Salesforce and MoneyGuidePro
Experience in field onboarding or training within financial services or sales environments
Skillset that supports the procurement and development of diverse talent
Strong interpersonal communication and relationship-building skills
Excellent planning and organizational skills
Demonstrated ability to coach, mentor, and develop team members
Proven capability to lead cross-functional collaboration
Strong analytical and decision-making skills
Ability to model Thrivent’s leadership competencies
Experience managing through ambiguity and driving clarity
State LHA, FINRA SIE, and FINRA Series 7, 63/65 or 66 required or obtained within 120 days.

Field Onboarding & Integration Manager

Key skills