Planner Operations Manager- Denali Associates

3 weeks ago


Auburn, Washington, United States Thrivent Full time
Job Overview

Thrivent is seeking a skilled Planner Operations Manager to lead our planning department and drive business success. The successful candidate will oversee team members, develop processes, and create financial plans that meet client needs.

The ideal candidate will have 1-2 years of industry experience, with certifications such as CFP or CFA highly desired. A bachelor's degree in finance, accounting, or economics is also preferred. Strong organizational and communication skills are essential for success in this role.

Responsibilities
  • Work with practice owner/financial advisor to oversee and improve processes for collecting client data.
  • Facilitate process to gather and maintain customer suitability information
  • Research and analyze investment and portfolio allocations
Benefits and Compensation

The estimated salary for this position is $75,000-$105,000 per year, plus possible bonus compensation. This position is eligible for team bonuses ranging from 0-10% of annual salary and a monthly stipend toward employee benefits.

About Our Organization

Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement. We carry ratings from independent rating agencies which demonstrate the strength and stability of the organization.


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