Sr Business Process Specialist - Ramp Up New Advisor Experience

About the role

The Senior Business Process Specialist - Ramp Up New Advisor Experience serves as a highly experienced subject matter expert of end-to-end business process with consultative responsibilities. This role is responsible for leading the design, execution, and continuous improvement of the onboarding and ramp-up experience for new financial advisors.

Responsibilities

• Acts as the key point of contact for the department to support the many and varied initiatives they may participate in for Ramp Up new advisor program.
• Leads large initiatives for Ramp Up to define business need, articulate business value, process requirements, research, recommend appropriate solutions and implementation.
• Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.
• Defines priorities and aligns work accordingly – often balancing multiple tasks and multiple priorities at once.
• Identifies options, risks, upstream and downstream business impact of proposed solutions to communicate recommendations to upline leaders.
• Develops and maintains end-to-end process knowledge across functional areas, including process design, and process performance.
• Provide work direction/mentorship to new advisors in the program.
• Supports in the development of change management material and activities to support new processes and procedures.
• Influence without authority through explanation of facts, policies, and practices.
• Ensure all systems, administrative processes, and training elements are integrated and aligned with field expectations and regulatory standards.
• Own the communication, coordination, and stakeholder alignment across departments supporting the new advisor journey.
• Partner with field leaders and coaches to monitor progress, identify gaps, and offer targeted recommendations for improvement.
• Guide new advisors in how to operationalize client service standards, planning tools, and workflow systems to build scalable practices.
• Continuously assess and enhance the advisor onboarding and ramp-up model based on feedback, performance data, and evolving business needs.

Qualifications & Skills

• Bachelor’s degree or equivalent combination of education and experience.
• 5+ years of practical experience performing analysis and supporting medium to large efforts in a SME capacity.
• Strong knowledge of advice-based planning models, compliance standards, and advisor support infrastructure.
• Advanced levels of proven critical thinking, analysis skills and independence.
• Hold yourself accountable, setting a high standard for yourself and others around you.
• Experience with improving and/or creating processes.
• Ability to multi-task significant priorities with complex components.
• Experience with informal leadership of cross functional teams that lead to action and results.
• Strong interpersonal and collaboration skills.
• Ability to build relationships across different audiences.
• Prior experience leading advisor onboarding or development programs at a regional or enterprise level.

Preferred

• Prior experience leading advisor onboarding or development programs at a regional or enterprise level.
• FINRA licenses (Series 7, 66) or deep familiarity with the regulatory environment for financial advisors.
• Experience with CRM, planning tools, and workflow systems used in advisor practices.
• Exceptional oral, written, presentation communication and interpersonal skills for various levels within the organization.
• Comprehensive knowledge of service processing and operations as well as pertinent laws and regulations.
• Knowledge/understanding of Continuous Improvement and change management methodologies (i.e. DMAIC and ADKAR) through participation within CI and projects and certification (i.e. Green Belt preferred).
• Experience working with multiple project management methodologies (i.e., agile, waterfall) including requirements, testing, design, and implementation strategies.