Market Director
About the Role
The Market Director is a key area leader responsible for driving growth through advisor teams and future team leaders to serve Thrivent’s clients. This role focuses on attracting, launching (onboarding), and retaining field talent while helping them find their best role at Thrivent to grow. The Market Director serves as the connection to teaming and succession efforts in the Dallas Fort Worth area, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the local market.
This position requires experience in the financial services industry with a strong expertise in delivering purpose-based advice and building local community relationships.
Responsibilities
- Attract and Retain Talent:
- Build and execute a plan to recruit quality talent by developing trusting relationships within broad networks and leveraging personal centers of influence (COI) to obtain referrals.
- Maintain a consistent recruiting pipeline to support market capacity growth and total sales objectives through advisor referrals and community relationships.
- Collaborate with channel stakeholders to source candidates for open roles across all channels (e.g., Virtual Advice, team sales, and support roles).
- Actively manage and engage with candidates in all phases of selection, licensing, and launch in partnership with matrix teams.
- Conduct selection interviews, assess candidates, and communicate Thrivent’s unique value proposition.
- Establish relationships with matrix partners to provide resources and support for developing and growing talent.
- Develop and Launch FA Practices:
- Demonstrate mastery of the Thrivent Financial Advice Process and model and coach on all elements.
- Provide consistent launch support for new financial advisors in their first year alongside launch matrix partners.
- Support financial advisors and teams in developing and executing business plans to achieve goals through relationships, referrals, and community engagement.
- Conduct joint field work with financial advisors to observe, offer feedback, and assist with case consultation and delivery.
- Align with matrixed partners to grow future team leaders and team members.
- Demonstrate, model, and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform, and other Thrivent advice tools.
- Stay informed on best practices and changes impacting the business through connections with local leadership and matrix partners.
- Market Management and Culture:
- Engage financial advisors in the market by providing opportunities for learning, development, and connections to build confidence, competence, and culture.
- Develop a healthy market culture, driving strong results and ensuring excellence within the team.
- Ensure collaboration with matrix partners to support new financial advisors.
- Facilitate connections between new and experienced financial advisors for joint field work or practice experiences.
- Support and foster the culture created with the area vice president and channel stakeholders.
- Monitor and maintain appropriate budget parameters throughout the year.
- Collaborate with matrix partnership and operational leadership for investments in the area as needed.
- Working in the Matrix:
- Serve as a point of contact for relationships with dedicated matrix partners and establish an ongoing cadence for connections.
- Execute plans for integration and leverage within the market.
- Engage all matrix partners to leverage their expertise and skills for business processes and systems.
- Work with the Community Engagement team and others to develop and implement advisor growth plans.
Requirements
- Four-year college degree strongly preferred.
- 5+ years in the financial services industry with experience attracting and hiring new talent.
- Demonstrated track record of attracting, selecting, and developing financial advisors.
- Experience hiring financial advisors for teams.
- Securities registrations, state insurance licenses, and appointments in all states where financial advisors conduct business and receive commissions (required once financial advisors are assigned to this position).
- Experience leading groups, presenting, and facilitating to drive understanding of concepts and practices for new financial advisor success.
- Demonstrated track record of solid sales results (e.g., life/health/annuities, investments) and alignment with providing clients holistic, purpose-based advice.
- Experience using the Thrivent Financial Advice Process, Salesforce, and other Thrivent tools; ability and willingness to model, promote, and demonstrate tool usage.
- Willingness and ability to commit to joint field work expectations.
Licensing
- FINRA Series 7, 63/65, or 66 required or obtained within 90 days.
- State insurance licensed and appointed in life, health, and variable lines of authority or attained within 90 days.
- State securities registered and insurance licensed and appointed in all states comprising the Advisor Group or aligned to specific assigned financial advisors.
- Satisfactory background check and clean compliance record.
Additional Requirements
- Flexibility to travel within the area (may include overnight), up to 50%, and conduct business during evening hours.
- Must have own vehicle for business purposes.
- Demonstrated track record of satisfactory performance.
Pay
Compensation for this full-time role is a combination of base, bonus, and incentives. The total compensation range is $145,000 - $211,000 per year, dependent upon performance, geographic region, relevant experience, skills, knowledge, business needs, and market demand.
Benefits
- Various bonuses (e.g., annual or long-term incentives).
- Medical, dental, and vision insurance.
- Health savings account and flexible spending account.
- 401(k) and pension plans.
- Life and accidental death and dismemberment insurance.
- Disability insurance and supplemental protection insurance.
- 20 days of Paid Time Off each year.
- Sick and Safe Time.
- 10 paid company holidays.
- Volunteer Time Off.
- Paid parental leave.
- Employee Assistance Program (EAP).
- Well-being benefits and other employee benefits.
Eligibility for benefits is subject to the applicable plan/policy documents, which are subject to change at Thrivent’s discretion.