Operational Planning

Operational Planning Finance Jobs

2 jobs found

1mo ago

Director of Planning Operations

Thrivent Stevens Point, WI

Stevens Point, WI

1mo ago Closed

$90k - $135k/yr Full time Finance Director Senior Ai Integration

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

Thrivent, operating through Voyage Financial Advisors, is seeking a Director of Planning Operations for an onsite, in-person role in Stevens Point, Wisconsin. In this position, you will lead planning operations, support financial advisors and clients, and manage the planning team while driving efficiency and revenue growth through process improvements and AI tools. The role offers a compensation range of $90,000 to $135,000, commensurate with experience, and requires a strong blend of financial planning expertise, leadership, and operational acumen.

Responsibilities

Actively prepare financial analyses and develop financial plans, serving as a hands-on planner in a fast-paced, high-producing environment.
Integrate Microsoft Co-Pilot and other AI tools into processes and operations.
Lead, coach, and develop members of the financial planning team.
Oversee the preparation, review, and delivery of comprehensive financial plans, ensuring accuracy and process efficiency.
Assist in the creation of financial plans.
Help the advisory team by creating straightforward implementation steps to drive revenue growth through execution.
Partner with advisors to support client planning strategies, meeting preparation, and advisor meeting guides.
Control and formalize processes for RMDs, internal policy payments, death claims, and opportunities.
Ensure accuracy and consistency of client data within planning and CRM systems.
Improve and scale planning and meeting-prep 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 on complex client cases.
Maintain confidentiality of sensitive client and firm information.
Ensure adherence to Thrivent policies, compliance standards, and regulatory requirements.

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registrations.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or 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 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
CRM systems
Microsoft Office

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

Desired Characteristics

Innovative
Analytical and process thinking
Customer-focused
Focus on teamwork and collaboration
Adaptable and flexible

External/Internal Dependencies

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

Work Location

In person

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1mo ago

Director of Planning Operations

Thrivent Wausau, WI

Wausau, WI

1mo ago Closed

$90k - $135k/yr Full time Finance Director Senior Business Systems

This position is no longer accepting applications (closed Aug 4, 2026).

Job Description

Thrivent, in partnership with Voyage Financial Advisors, is seeking a Director of Planning Operations to help steer planning operations from its Wausau, Wisconsin onsite location. This role centers on hands-on financial planning, integrating AI-enabled tools, and coaching a high-performing planning team to shape client strategy and drive efficiency in a fast-paced environment.

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

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