Director of Planning Operations

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

Responsibilities

• 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

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

Technologies

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

Compensation

• USD 90,000 to 135,000 per year based on experience

Benefits

• Retirement Plan
• Paid Time Off
• Company Profit Sharing Plan
• Access to Health, Dental, and Vision Insurance
• Employer Paid Life and Disability Insurance

Work Location & Schedule

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

Dependencies

• Ability to work with all roles of the sponsoring financial advisor
• Ability to represent the organization in work with external clients
• Ability to cultivate and maintain relationships with outside organizations