Thrivent is seeking a Financial Management Officer to manage the daily administration of investment management agency and IRA relationships within Thrivent Trust. This onsite role in Appleton, Wisconsin centers on maintaining strong client ties, collaborating with financial advisors, and working with the business development team to uncover growth opportunities and cross-sell solutions.
Responsibilities
- Deliver high-quality service to existing clients and Financial Advisors while cultivating new relationships to drive Thrivent Trust growth and profitability.
- Provide consistent, excellent client service in writing and speaking, whether in person, by phone, or via Teams or Zoom.
- Participate in client meetings as a primary relationship contacts.
- Manage client requests for Agencies and IRAs.
- Coordinate with external partners (Attorneys, CPAs) and internal teams (Compliance, Investments, Middle Office) to ensure accurate, timely administration and risk management.
- Adhere to applicable regulations, including OCC requirements, and follow internal standards, policies, and procedures.
- Engage current and prospective clients to identify and secure new business opportunities.
- Model Thrivent leadership competencies by demonstrating resiliency, collaboration, and accountability in interactions with clients and colleagues.
- Support an environment focused on continuous improvement, exceptional employee engagement, and a steadfast commitment to clients, reinforcing Thrivent’s purpose, promise, and values.
Requirements
- Bachelor’s degree in business or a related field.
- Minimum of 3 years of experience in trust administration, financial services, wealth management, or a related area.
- Intermediate proficiency with Microsoft Office (Excel, Word, Outlook) and video conferencing platforms.
- Strong client service or customer service experience.
- Basic knowledge of investment products.
- Approximately 5% travel required to meet prospective clients, attend meetings, support business development, and nurture long-term partnerships through client and committee engagement.
Technology
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft Teams
- Zoom
Benefits
- Bonuses and incentives, including annual or long-term rewards
- Medical, dental, and vision insurance
- Health savings account
- Flexible spending accounts
- 401(k) plan and pension
- Life and accidental death and dismemberment insurance
- Disability and supplemental protection insurance
- 20 days of paid time off per year
- Sick and Safe Time, 10 company holidays
- Volunteer Time Off and paid parental leave
- Employee assistance program and well-being benefits
- Additional employee benefits
Compensation
The annual base salary range is $81,537 to $110,315, with actual offers determined by factors such as location, experience, and skills.
Location & Travel
Onsite role in Appleton, Wisconsin, with approximately 5% travel to engage with clients and support business development efforts.
Qualifications Snapshot
- Required: Bachelor’s degree in business or a related field
- Required: At least 3 years in trust administration, financial services, wealth management, or a related field
- Required: Proficiency with Microsoft Office and video conferencing tools
- Required: Strong client service experience and basic knowledge of investment products
- Required: Approximately 5% travel
- Preferred: CFP, CTFA, CISP or similar designations; OCC regulatory experience
Additional Information
This position supports flexible work arrangements, allowing on-site and/or remote work from the Appleton, WI area.
Pay Transparency
The listed compensation reflects a full-time role and will be influenced by location, experience, skills, and market factors. Thrivent is committed to equal employment opportunities and accommodating applicants with disabilities upon request.
