Director of Planning Operations

Responsibilities

• Hands-on financial analysis and plan development in a fast-paced, high-volume setting.
• Implement and leverage Microsoft Co-Pilot along with other AI tools to streamline processes.
• Lead, mentor, and develop members of the financial planning team.
• Oversee the preparation, review, and delivery of comprehensive financial plans with accuracy and efficiency.
• Support the creation of financial plans as needed.
• Develop clear, executable implementation steps for advisors to drive revenue through plan execution.
• Collaborate with advisors on client planning strategy, meeting preparation, and advisor meeting guides.
• Establish processes around required distributions, internal policy payments, death claims, and related opportunities.
• Ensure client data accuracy and consistency across planning platforms and CRM systems.
• Improve and scale planning and meeting preparation workflows, tasks, and opportunities to enhance efficiency and service quality.
• Directly prepare meetings for 20 to 40 appointments weekly.
• Serve as a senior planning resource on complex client cases.
• Maintain confidentiality of sensitive client and firm information.
• Uphold Thrivent policies, compliance standards, and regulatory requirements.

Requirements

• Securities licenses: Series 7 and 66 or Series 7, 63 and 65, plus resident state Life, Health, and Annuities registration.
• Background check, fingerprinting, and securities registration and/or insurance licensing verification as applicable.
• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field preferred.
• Project and process management experience.
• 3–5+ years of experience in financial planning or related financial services roles.
• CFP designation preferred or ability to obtain within two years of start date.
• Strong 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.

Technologies

• Microsoft Co-Pilot
• AI tools
• CRM systems
• Microsoft Office

Desired Characteristics

• Innovative mindset
• Analytical and process-focused thinking
• Customer-focused approach
• Teamwork and collaboration orientation
• Flexible and adaptable

External and Internal Dependencies

• Ability to collaborate with all roles of the sponsoring financial advisor team
• Represent the organization in interactions with external clients
• Ability to cultivate and maintain relationships with outside organizations

Compensation and Benefits

• Full compensation range of $90,000-$135,000 based on experience
• Retirement Plan
• Paid Time Off
• Company Profit Sharing Plan
• Access to Health, Dental, and Vision Insurance
• Employer Paid Life and Disability Insurance