The Sr. Talent Development Specialist will lead the development and growth of our Financial Advisors. This role will be instrumental in designing, implementing, and sustaining development programs and initiatives that drive the success and professional development of our financial advisors. The ideal candidate will have a deep understanding of the financial services industry with a proven track record in developing high-impact training and development programs for financial professionals.
The role will be responsible for, but not limited to program design, vendor selection as applicable, content creation, communications planning, logistic management (in partnership with our coordinators), evaluation and analytics. The ideal candidate is a strategic thinker with a strong background in learning & development and organizational development. This role requires someone who can engage with senior leadership, collaborate across departments, and drive initiatives that foster a culture of continuous learning and development.
This can be a remote position within the US.
Role Responsibilities:
Program Design and Implementation:
- Lead the design and execution of comprehensive development programs tailored specifically for Financial Advisors, focusing on areas such as financial planning & advice, client relationship management, and regulatory compliance.
- Collaborate with key stakeholders, including sales and compliance teams, to identify learning needs and develop targeted programs to enhance Financial Advisor performance.
Financial Advisor Development:
- Develop and deliver specialized training programs that address the unique needs of Financial Advisors, including product knowledge, sales techniques, and client engagement strategies.
- Collaborate with cross-functional teams to ensure leadership development initiatives are integrated with overall talent management strategies.
Organizational Development:
- Partner with our business execution team and business leaders to drive organizational change initiatives, including culture transformation, team building, and change management.
- Assess organizational needs and develop strategies to improve advisor engagement, retention, and productivity.
Learning & Development:
- Oversee the development and delivery of training programs, including e-learning, workshops, and seminars.
- Measure the effectiveness of training programs through metrics and feedback, making necessary adjustments to improve outcomes.
Talent Management:
- Collaborate with senior leadership to develop and implement talent management strategies, including succession planning, talent reviews, and high-potential development.
- Identify and nurture key talent within the organization, ensuring a strong pipeline for future leadership roles.
Stakeholder Engagement:
- Build strong relationships with senior leadership and department heads to ensure alignment of talent development initiatives with business objectives.
- Serve as a trusted advisor to leaders on talent development strategies and initiatives.
Required:
- Bachelor’s degree in human resources, education, organizational development, business administration, or a related field. Master’s degree preferred.
- 5+ years of experience in talent development, financial services, or a related field.
- Proven experience in designing and delivering financial advisor development programs.
- Strong understanding of adult learning principles, instructional design, and performance management.
- Excellent communication skills.
- Ability to work collaboratively with diverse teams and influence senior leadership.
- Strong analytical skills with the ability to measure and report on the effectiveness of development programs.
- Licensing: FINRA Series 7, 63/65 or 66 required or obtained within 120 days
Preferred:
- Experience in launch and onboarding in the financial services industry or for sales positions
- Knowledge of tools, techniques and resources for onboarding sales candidates preferred
- Certified Professional in Learning and Performance (CPLP), SHRM Certified Professional (SHRM-CP), or other relevant certifications are a plus.
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 $81,887.00 - $110,789.00 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
