Practice Growth Director

Growth MarketingGrowth MarketingFull TimeRemoteTeam 5,001-10,000Since 1922H1B SponsorCompany SiteLinkedIn

Location

Minnesota

Posted

60 days ago

Salary

$77.7K - $105.1K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Drive growth in ANBP, acquiring new clients, and achieving investment revenue targets (RFOB) • Enhance the growth and productivity of experienced financial advisors by supporting their practices and succession planning. • Focus on expanding target practices through the identification of specialized roles, robust annual business planning, and assistance with complex revenue-sharing agreements. • Demonstrate a strong commitment to and deep understanding of the organization’s purpose-based advice strategy and solutions. • Ensure consistent delivery of a high-quality advice experience and implement both protection and investment product solutions. • Proactively support experienced advisors with business plans and goals through efficient communication. • Coach them and provide necessary tools to ensure their success. • Develop and implement strategies to enhance practice productivity, including book management, client service models, and staffing. • Coach and promote collaboration among advisors of varying tenures and productivity levels through peer-to-peer forums, one-on-one coaching, and regional meetings. • Support group capacity growth by retaining experienced advisors and enhancing practices through effective teaming and advice capacity additions. • Build strong advisor relationships to generate warm referrals for local groups and teams. • Develop collaborative relationships with the National Practice Group, Advisor Growth, Advice, Wholesaling teams, and regional leaders, focusing on strategic alignment and addressing local advisor needs. • Coach veteran practices and cultivate a positive and productive veteran advisor culture resulting in increased productivity, sales, revenue, new clients, practice leverage, and building team structures. • Coach and support advisors on exploring and executing team models in partnership with the Succession, Teaming, and Joint Field Work teams. • Enhance the professionalism of experienced advisor practices and ensure an exceptional client experience using the purpose-based advice framework. • Foster cooperation between experienced and new advisors through joint field work and book management. • Recognize and celebrate collaborative contributions and achievements. • Assist in identifying the need to add to teams, sourcing candidates, and conducting interviews for target practices. • Develop and implement advisor and team segmentation strategies, including facilitating study groups, helping advisors present ideas to peers, and building a positive culture with advisors and field leaders.

Job Requirements

  • Four-year college degree strongly preferred.
  • Minimum five years coaching financial advisors.
  • Demonstrated experience and expertise working with more sophisticated advisors and practices strongly preferred.
  • Experience in using the organization’s advice platform, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.)
  • Expertise with foundational practice management topics required: client service models, adding staff/new advisors to a team or solo practice, model office, etc.
  • Familiarity with more advanced practice management topics: revenue sharing teams, legal entity team structures, advanced staff roles is strongly preferred.
  • Ability to present and facilitate large and small groups in order to drive understanding of concepts and practices that lead to experienced advisor success.
  • Ability to utilize technology, like Salesforce and Power BI to connect with and coach advisors.
  • Professional designation or history of significant progress toward achievement preferred.
  • 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 obtained within 90 days.
  • State securities registered and insurance licensed and appointed in all states that comprise the group area.
  • Satisfactory background check and clean compliance record.
  • Flexibility to travel within the region (may include overnight) and conduct business during evening hours.

Benefits

  • Health insurance
  • 401(k) matching
  • Paid time off
  • Remote work options

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