Experienced Advisor Transition Specialist

The Experienced Advisor Transition Specialist executes a consistent, high-touch, and compliant transition and transition experience for experienced financial advisors and teams joining Thrivent. This role coordinates transition activities from offer through integration, manages detailed transition plans, tracks key milestones, and serves as a central point of coordination across recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external partners. Working under the direction of the Experienced Advisor Transition Consultant, the Specialist supports advisor readiness, practice integration, and long-term retention by helping ensure advisors experience a seamless transition into Thrivent. This can be a remote position within the US.           DUTIES & RESPONSIBILITIES:    Transition Planning & Execution   Executes a scalable, integrated transition and   transition   framework for experienced advisors and teams, ensuring   a consistent , compliant, and advisor-centered experience from offer through integration.   Develops and   maintains   detailed transition plans tailored to each advisor or team, including milestones, dependencies, deliverables, risks, and stakeholder   accountabilities .   Coordinates and   facilitates   transition kickoff meetings to align expectations, confirm timing, clarify roles, and   establish   accountability across internal and external partners.   Serves as the central operational liaison among the incoming   advisor , recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external firms.   Tracks progress against transition milestones, proactively   identifies   risks or delays, escalates issues as   appropriate , and supports   timely   resolution.   Maintains accurate documentation, status updates, and reporting related to advisor   transition   and   transition   activities.   Gathers advisor feedback throughout the   transition   journey and   shares   insights with the Experienced Advisor   Transition   Consultant and leadership to inform process improvements.   Supports the Experienced Advisor   Transition   Consultant with complex transition cases, special projects, and enhancements to   transition   tools, resources, and workflows.   Advisor Experience   Provides responsive, high-quality communication and support throughout the advisor transition and   transition   process.   Helps advisors understand transition steps,   required   actions, timing, and available resources so they can move through   transition   with confidence and clarity.   Identifies   opportunities to improve   the   transition   experience, reduce friction, and strengthen advisor satisfaction and retention.   Partners with business development, field leadership, relationship management, and other support teams to help ensure a smooth handoff after key transition milestones are complete.   Cross-Functional Collaboration   Coordinates with recruiting, compliance, operations, Centers of Excellence, licensing and registration, technology, field leadership, and external firms to complete transition deliverables such as technology setup, registration, book transfer support, training, and advisor readiness activities.   Communicates transition status, risks, decisions, and next steps to appropriate internal stakeholders and leaders.   Connects key stakeholders to the   appropriate stages   of the transition process to ensure alignment,   timely   execution, and clear ownership.   Contributes to continuous improvement efforts that streamline   transition   workflows, strengthen role clarity, and enhance the advisor and stakeholder experience.   Models Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—through collaboration, accountability, sound judgment, and   results   orientation.   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.    ​   QUALIFICATIONS & SKILLS:     Required:      Bachelor’s degree in business, human resources, finance, communications, organizational leadership, or   a related   field   required .   Equivalent   combination of education and relevant experience may be considered.   Experience   3+ years of experience in   transition , project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions.   Experience managing complex, multi-step processes with multiple stakeholders, dependencies, deadlines, and competing priorities.   Experience coordinating cross-functional work and influencing outcomes without direct authority.   Experience delivering strong   client , advisor, employee, or customer   experiences .   Financial services, insurance, wealth management, licensing and registration, advisor recruiting,   transition , or practice management experience preferred.   Experience supporting organizational growth initiatives, process improvement efforts, workflow optimization, or business transformation initiatives preferred.   Knowledge & Skills   Strong project management and organizational skills, with the ability to manage multiple advisor transitions simultaneously.   Ability to create and   maintain   detailed project plans, track milestones, manage dependencies, and proactively address risks.   Excellent verbal and written communication skills, with the ability to engage advisors, leaders, an