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Sr. Product Portfolio Consultant

Role overview

Qualifications

  • Bachelor’s degree or equivalent in Business, Finance, or related field
  • Experience working in a product operating model
  • Investment/Financial Management experience
  • Proficient in Microsoft Office products, especially Excel

Responsibilities

  • Develop reporting to help leaders understand their progress against current capacity constraints
  • Maintain financial data to provide visibility to total investment being made in products and portfolios
  • Interact with leaders up to CIO level and build views and reporting for decision-making
  • Lead efforts to improve existing processes to gain efficiencies and reduce complexity

Key facts

  • Remote from: Minnesota (USA)
  • Freelance
  • Senior (5-10 years)
  • Product Consultant
  • English

Hard skills

Other skills

  • Decision Making
  • Problem Reporting
  • Communication
  • Intellectual Curiosity
  • Dealing With Ambiguity
  • Teamwork
  • Collaboration
  • Critical Thinking

About the company

Thrivent logo

Thrivent

Financial Services

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.  As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond. For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

Company details

Company typeXLarge
IndustryFinancial Services
Company size5001 - 10000

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Job description

This role will act as a change champion as we transform the way we work at Thrivent, driving adoption to our Product Operating Model. Teams working in a Product Operating Model rely on capacity constraints to drive prioritization and this team’s primary focus is to ensure we’re putting capacity in the right places to ensure Thrivent’s highest priority outcomes can be delivered.

This role will provide support to leadership with regard to financial, capacity, and asset management. You will partner with Product teams, DD&T, Finance, and Human Resources to help leaders understand their capacity constraints. You will support leaders through planning and portfolio governance routines to ensure transparency to the investments being made towards business outcomes across the organization.

DUTIES & RESPONSIBILITIES:  

  • Develop reporting as needed to help leaders understand their progress against current capacity constraints. 
  • Maintain financial data to provide visibility to total investment being made in products and portfolios 
  • Provide financial data to help product and portfolio leaders understand risks and opportunities within their portfolios.   
  • Demonstrate expert knowledge of product and portfolio level financial management.  
  • Interact with leaders up to CIO level; build views and reporting appropriate for level of leadership to drive decision making.   
  • Make recommendations to leadership regarding potential areas to invest or to constrain in order to optimize value realization for Thrivent.  
  • Support leaders through governance routines as needed to ensure visibility to work and to drive a perpetual planning mindset. 
  • Partner with Finance as needed to support financial forecasting and long range financial planning. 
  • Lead efforts to improve existing processes in order to gain efficiencies and reduce complexity. 
  • Partner with product coaches and portfolio leaders to identify opportunities to mature portfolio practices.   
  • Provide guidance, support, and data to leaders, to enable decision making at all levels of governance. 
  • Serves as a key partner to Product Portfolio leadership with regard to capacity and asset management. Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.  
  • 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.    

This role will work on a team as part of the Operating Model Enablement team, alongside the Product Transformation Office. You will need to operate effectively in a matrix environment, demonstrating strong relationship building skills and the ability to influence upwards and outwards. Your primary customers are VPs, Directors, and Managers. You will also work closely with partners in Finance and Human Resources as well as our Product and Agile Coaches.  


QUALIFICATIONS & SKILLS:   

  • Bachelor’s degree or equivalent in Business, Finance, or related field 
  • Experience working in a product operating model 
  • Investment/Financial Management experience
  • Proficient in Microsoft Office products, especially Excel 
  • Experience successfully communicating between technology, finance, and HR leaders 

Other Critical Factors 

  • Ability to handle ambiguity and lead change 
  • Intellectual curiosity - Desire to learn and improve. 
  • Customer focus - strong sense of urgency, thrives on getting things done.  
  • Teamwork and collaboration. 
  • Ability to communicate clearly with executive level leadership 
  • Critical thinker 
  • Continuous improvement mindset. 
  • Self-starter - thrives in an ambitious environment 
  • Executive level influencer 
  • Demonstrates courage 
Pay TransparencyThrivent’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 $126,490.00 - $171,134.00 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.

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Marcus Rivera

Chief Revenue Officer

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