Director Of Planning Operations Finance Jobs

1 job found

1mo ago

Thrivent Minneapolis, MN

Minneapolis, MN

1mo ago Closed

$90k - $135k/yr Full time Finance Director Manager Design

This position is no longer accepting applications (closed Sep 18, 2026).

Lead planning operations and hands-on client financial planning support in a fast-paced advisory environment.

Prepare financial analysis and build financial plans as a hands-on planner for day-to-day client work in a high-producing setting
Integrate Microsoft Co-Pilot and other AI tools into planning processes and operations
Lead, coach, and develop the financial planning team
Oversee preparation, review, and delivery of comprehensive financial plans while maintaining accuracy and improving process efficiency
Support advisor revenue growth by creating straightforward implementation steps tied to the financial planning process
Partner with advisors on client planning strategy, meeting preparation, and building advisor meeting guides
Own operational controls and process execution for RMDs, internal payment of policies, death claims, and related opportunities
Ensure client data accuracy and consistency across planning materials and CRM systems
Improve, scale, and refine planning and meeting preparation workflows, tasking, and opportunities to enhance efficiency and service quality
Directly prepare meetings for 20–40 appointments per week
Serve as a senior planning resource for complex client cases
Maintain confidentiality of sensitive client and firm information
Ensure adherence to Thrivent policies, compliance standards, and applicable regulatory requirements

Securities registrations: Series 7 and 66, or Series 7, 63, and 65
Resident state Life, Health and Annuities registration
Successful completion of a background check and fingerprinting, plus securities registration and/or insurance licensing verification where applicable
Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field (preferred)
Project and process management experience
3–5+ years experience in financial planning or related financial services roles
CFP® designation preferred or ability to obtain within 2 years of start date
Exceptional people, leadership, organizational, and communication skills
Ability to manage multiple priorities while maintaining attention to detail
Proficiency with financial planning tools, CRM systems, and Microsoft Office

Minneapolis, MN (onsite)
Full-time; in-office presence 1 day per month or 3 days per week depending on residence location
In person

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