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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex transitions and project coordination, ensuring compliance and stakeholder engagement throughout the process. Proficient in developing detailed transition plans and fostering collaboration across diverse teams to enhance advisor and employee experiences.
Highest-signal resume keywords
Project ManagementStakeholder CoordinationTransition Framework ExecutionClient Experience DeliveryAnalytical Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transition PlanningRisk ManagementProcess ImprovementData AnalysisCompliance Adherence
Soft Skills
Verbal CommunicationWritten CommunicationRelationship ManagementProblem SolvingAttention to Detail
Tools & Technologies
Microsoft OfficeExcelPowerPointTeamsProject Management Tools
Industry Keywords
Financial ServicesWealth ManagementAdvisor TransitionOnboardingOffboarding
About the role
Key responsibilities & impact- Execute a scalable, consistent, and compliant transition framework for advisors, teams, and TAN employees
- Develop and maintain detailed transition plans with milestones, dependencies, deliverables, risks, and stakeholder accountabilities
- Coordinate and facilitate transition kickoff meetings
- Serve as a central liaison among advisors, employees, teams, compliance, licensing and registration, operations, technology, HR, leadership, and external firms
- Track transition milestones, identify risks or delays, escalate issues, and support timely resolution
- Maintain documentation, status updates, reporting, and system information for transitions, onboarding, offboarding, role changes, and team transitions
- Coordinate and validate system and platform updates
- Gather stakeholder feedback and share insights with leadership for process improvement
- Support complex transition cases and special projects, including enhancements to transition tools, resources, and workflows
- Provide responsive communication and support throughout advisor, employee, and team transitions
- Explain transition steps, required actions, timing, and available resources
- Identify opportunities to improve onboarding, offboarding, and transition experiences
- Partner with leadership, relationship management, and support teams to ensure smooth handoffs
- Coordinate deliverables including technology setup, registration, book transfer support, training, and advisor readiness
- Communicate transition status, risks, decisions, and next steps
- Connect stakeholders to appropriate transition stages and ensure clear ownership
- Contribute to continuous improvement of transition workflows and stakeholder experience
- Model Thrivent’s leadership competencies: Model the Way, Rally the Team, and Deliver Outcomes
Requirements
What you’ll need- Bachelor’s degree in business, human resources, finance, communications, organizational leadership, or a related field required and 3+ years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions or equivalent combination of education and relevant experience
- Experience managing complex, multi-step processes with multiple stakeholders, dependencies, deadlines, and competing priorities
- Experience coordinating cross-functional work and influencing outcomes without direct authority
- Experience delivering strong client, advisor, employee, or customer experiences
- Strong project management and organizational skills
- Ability to create and maintain detailed project plans, track milestones, manage dependencies, and proactively address risks
- Excellent verbal and written communication skills
- Strong relationship management and service orientation
- Ability to navigate ambiguity, solve problems, exercise sound judgment, and make timely decisions
- Ability to coordinate across diverse stakeholder groups and foster collaboration, shared ownership, and accountability
- Strong attention to detail and ability to follow policies, procedures, compliance requirements, and operational standards
- Analytical mindset with ability to identify trends, recommend improvements, and use data and feedback
- Proficiency with Microsoft Office, including Excel, PowerPoint, Teams, and project management or workflow tools
- Ability to maintain confidentiality and handle sensitive information professionally
- Knowledge of advisor transition, onboarding and offboarding, registrations, licensing, broker-dealer operations, RIA or hybrid affiliation models, or wealth management practices preferred
- Familiarity with financial advisor recruiting, advisor development, practice management, business development, or field operations preferred
- Experience in a highly regulated environment preferred
- Exposure to change management, program implementation, process design, or operational transformation preferred
Benefits
Comp & perks- Various bonuses, including 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
- Employee Assistance Program (EAP)
- Well-being benefits