Field Onboarding & Integration Manager

Team Leadership & Coaching 

• Recruit, develop, and manage a team of 4–5 onboarding specialists, and 4-5 Licensing coaches, ensuring each team member is equipped to deliver high-touch, personalized onboarding support for multiple advisor cohorts. 

• Foster a culture of accountability, collaboration, and continuous improvement by regularly coaching team members, facilitating feedback sessions, and providing opportunities for professional growth. 

• Act as a “player-coach,” stepping in to provide direct onboarding coverage during peak periods or complex launches, while empowering the team to own their work and innovate. 

• Model Thrivent’s Leadership Competencies by demonstrating integrity, resilience, and a commitment to shared outcomes; encourage open communication and celebrate team successes.  

Advisor Pre-Boarding and Onboarding & Engagement 

• Oversee the end-to-end onboarding journey for new advisors, ensuring at least 90% application readiness (system access, technology setup, process understanding) within the first weeks of training. 

• Provide strategic leadership and oversight of the centralized candidate‑support function, ensuring consistent execution of coaching, accountability, and study‑progress monitoring across all licensing candidates. 

• Responsible for the advisor licensing coach experience fostering a collaborative and innovative environment for development of the program.  

• Explore opportunities to provide more one to many coaching and leverage the field talent team to deliver a stand out licensing experience.  

• Ensure that advisors that leave the foundations training program are proficient with the advice delivery experience, working closely with the field training team to modify approach as needed.  

• Design and implement onboarding systems for both individual and group cohorts, adapting approaches to meet the needs of diverse advisor backgrounds and learning styles. 

• Monitor advisor engagement, satisfaction, and productivity metrics (e.g., login rates, training completion, early activity benchmarks), using data to identify trends, gaps, and opportunities for improvement. 

• Monitoring licensing pass rates across the ecosystem roles and raise up concerns to modify the alignment or approach.  

• Partner with field leaders to deliver targeted interventions, resources, and coaching that accelerate advisor ramp-up and drive early business growth. 

• Serve as the advisor development lead for the NPA group, supporting the onboarding and launch of new advisors into those practices. Work closely with the Field Development Director to build a training approach to upskill developers to provide future support.  

• Serve as a resource for advisors and field leaders, providing guidance on technology, process, and best practices to ensure a smooth transition into the organization.  

Technology & Systems Enablement 

• Serve as a power user and subject matter expert for Salesforce, TPP, MoneyGuidePro, Workday, and other onboarding platforms; troubleshoot issues and advocate for technology enhancements with the digital advisor product team. 

• Lead the adoption of digital tools and best practices, ensuring advisors and onboarding specialists are proficient and confident in using all required systems. 

• Collaborate with IT and product teams to optimize onboarding workflows, automate manual processes, and maintain data integrity across platforms. 

• Track and analyze technology utilization metrics, reporting on system adoption and identifying opportunities to improve efficiency and user experience. 

• Ensure all team members are proficient in the technologies to enable new advisors and answer questions that arise about using the applications in their practice.   

• Analyze performance data and operational trends (pass rates, cycle times, retention, vendor effectiveness) to identify gaps, recommend improvements, and drive continuous enhancement of the onboarding and licensing experience. 

Cross-Functional Collaboration & Project Leadership 

• Build strong partnerships with Practice Growth, IT, HR, Field Leadership, COE, and Licensing teams to streamline onboarding processes, resolve barriers, and align on key deliverables. 

• Lead or contribute to cross-functional projects that enhance onboarding systems, including the design and rollout of new onboarding modules, process improvements, and technology integrations. 

• Own key metrics for advisor launch success, regularly sharing insights, recommendations, and action plans with stakeholders to drive continuous improvement. 

• Facilitate feedback loops with field leaders and other stakeholders to ensure onboarding processes remain relevant, effective, and aligned with organizational goals. 

• Collaborate cross‑functionally with corporate partners to identify and implement improvements in onboarding, training, tools, and resources that support new advisor success and strengthen the overall advisor ecosystem. 

Change Management & Continuous Improvement 

• Champion change management initiatives, guiding the team and stakeholders through ambiguity, evolving business needs, and new technology implementations. 

• Continuously assess onboarding processes and systems, leveraging feedback, performance data, and industry trends to recommend and implement improvements. 

• Stay current on regulatory requirements, compliance standards, and best practices in advisor onboarding and development; ensure all processes meet internal and external standards. 

• Drive a culture of innovation and adaptability, encouraging the team to experiment with new approaches and share learnings across the organization.  

Thrivent Leadership Competencies 

• Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. 

• Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes. ​ 

• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.  Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.  

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 Required:   

• Bachelor’s degree in finance, business administration, or a related field.  

• Demonstrated experience (5+ years) managing in the financial services industry, with a proven ability to lead teams through change, growth, and operational complexity. 

• Strong depth of knowledge with financial services tools, techniques, and resources such as Salesforce and MoneyGuidePro, with the ability to guide others in their effective use. 

• Experience in field onboarding or training within financial services or sales environments; ability to translate field needs into scalable processes. 

• Skillset that supports the procurement and development of diverse talent, with a commitment to inclusive leadership practices. 

• Strong interpersonal communication and relationshipbuilding skills, with the ability to influence across levels and functions. 

• Excellent planning and organizational skills, with the ability to set priorities, manage multiple workstreams, and ensure consistent execution across the team. 

• Demonstrated ability to coach, mentor, and develop team members, fostering a culture of accountability, continuous improvement, and high performance. 

• Proven capability to lead crossfunctional collaboration, aligning stakeholders around standardized processes and shared outcomes. 

• Strong analytical and decisionmaking skills, with the ability to interpret performance data, identify trends, and drive strategic improvements. 

• Ability to model Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—while shaping a culture aligned to Thrivent’s purpose and values. 

• Experience managing through ambiguity and driving clarity, structure, and consistency in evolving environments. 

• Minimal travel may be required depending on business needs. 

• Licensing: State LHA, FINRA SIE, and FINRA Series 7, 63/65 or 66 required or obtained within 120 days.