Client Relationship Consultant - Advisor Practice Solutions
Company: Thrivent
Location: Minneapolis
Posted on: May 9, 2025
Job Description:
The Client Relationship Consultant is responsible for defining
and managing the end-to-end business processes that shape the
client assignment experience within the Advisor Ecosystem. This
role focuses on ensuring the necessary infrastructure and standards
are in place to consistently deliver a high-quality client
experience. Key responsibilities include establishing and
maintaining performance metrics, analyzing data to drive
client-centered actions, and achieving desired business outcomes.
The Consultant also maintains strong stakeholder relationships and
collaborates across the organization to ensure alignment and
successful delivery of strategic goals.DUTIES &
RESPONSIBILITIES:Client Experience Process Ownership & Outcomes -
25%
- Define, align and maintain end-to end business process to
deliver on desired outcomes
- Enhance processes through continuous improvement reviews, and
support of distribution programs as needed
- Ensure the necessary infrastructure and standards are in place
to support a high-quality client experience.
- Establish and maintain client experience interaction and
quality standards
- Drive adoption and support of process and standards through
training, communication and change management
- Provide work direction to Client Relationship
SpecialistMeasurement, Analysis & Insights, Reporting, Improvement
- 25%
- Define performance metrics and KPIs, set targets
- Cross-divisional collaboration with reporting & analytics
functions to produce a comprehensive picture of current state.
- Understand influence of client experience on Net Promoter Score
and identify levers to improve scoresStakeholder Management &
Leadership - 25%
- Leverage data and analytics to tell compelling stories that
drive client-centered actions for all levels of leadership
- Influence actions to achieve business outcomesCompliance &
Communications Management - 15%
- Ensure FINRA requirements are met
- Ensure communications and procedures support best client and
advisor experience
- Provide client and Advisor outreach as neededClient & Advisor
Escalations - 10%
- Provide oversight and resolution of escalation process and
procedures
- Cross channel conflict between Advisors
- Models Thrivent's leadership competencies - Model the Way,
Rally the Team, and Deliver Outcomes.
- Supports and/or develops an environment in which Thrivent
employees and colleagues are focused on continuous improvement,
exceptional employee engagement, and an unwavering commitment to
our clients. Shapes and/or supports a culture that represents the
Thrivent purpose, promise and values, ensuring that Thrivent's
trust and reputation remain strong with its clients.Clients,
Financial Advisors, Thrivent Advisor Group Staff, Field Leadership,
Practice Growth Directors, Teaming & Succession Consultants,
Distribution Leadership, Digital Advisor Experience Team, Business
Intelligence, Legal and compliance, Operations QUALIFICATIONS &
SKILLS: Required:
- College degree or equivalent experience required.
- 5 years working in the financial services field.
- Experience directly supporting advisor practice s required.
- Ability to thrive in a matrix management organization very
helpful
- Demonstrated results through continuous improvement
methodologies
- Customer service and demonstrated ability to navigate escalated
situations
- Proven strategic management and problem analysis skills:
demonstrable critical thinking skills
- Strong project management skills-ability to manage multiple and
moderately complex projects that drive positive outcomes
- Ability to understand diverse audiences and influence without
direct authority
- Demonstrated aptitude for dealing with ambiguity.
- Experienceleading peers and customersthrough changing
environments and priorities.
- Effective communication/interpersonal skills with emphasis on
customer service, conflict management, change
managementandteamwork.
- Demonstrated expertise in several of the following functional
areas: financial acumen, communications / stakeholder management,
market research, technical skills, and process designPreferred:
- Experience with Salesforce Pay Transparency Thrivent's
long-term growth depends on attracting, rewarding, and retaining
people who are committed to helping others thrive with purpose. We
accomplish this by offering a wide variety of market competitive
compensation programs to attract, reward, and retain top talent.
The applicable salary or hourly wage range for this full-time role
is $92,538.00 - $125,199.00 per year, which factors in various
geographic regions. The base pay actually offered will be
determined by a variety of factors including, but not limited to,
location, relevant experience, skills, and knowledge, business
needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise
with money and live balanced and generous lives. That extends to
our benefits. The following benefits may be offered: various
bonuses (including, for example, annual or long-term incentives);
medical, dental, and vision insurance; health savings account;
flexible spending account; 401k; pension; life and accidental death
and dismemberment insurance; disability insurance; 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; EAP; well-being benefits, and other employee
benefits. Eligibility for receipt of these benefits is subject to
the applicable plan/policy documents. Thrivent's plans/policies are
subject to change at any time at Thrivent's discretion.Thrivent
provides Equal Employment Opportunity (EEO) without regard to race,
religion, color, sex, gender identity, sexual orientation,
pregnancy, national origin, age, disability, marital status,
citizenship status, military or veteran status, genetic
information, or any other status protected by applicable local,
state, or federal law. This policy applies to all employees and job
applicants.Thrivent is committed to providing reasonable
accommodation to individuals with disabilities. If you need a
reasonable accommodation, please let us know by sending an email to
human.resources@thrivent.com or call800-847-4836and request Human
Resources.
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Keywords: Thrivent, Minneapolis , Client Relationship Consultant - Advisor Practice Solutions, Professions , Minneapolis, Minnesota
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