The Experienced Advisor Onboarding & Transition Specialist executes a consistent, high-touch, and compliant transition experience for experienced financial advisors, teams, and employees joining or leaving Thrivent Advisor Network (TAN). This role coordinates transition, onboarding, and offboarding activities, manages detailed plans, tracks key milestones and dependencies, and serves as a central point of coordination across the core business, compliance, licensing and registration, operations, technology, TAN leadership, HR, and other internal and external partners. The Specialist supports advisor and employee readiness, practice integration, system and platform accuracy, and successful completion of transition activities through strong project management, communication, and cross-functional coordination.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
Transition Planning & Execution
Executes a scalable, integration transition framework for individuals to existing teams, full experienced teams and TAN employees, ensuring a consistent, compliant and stakeholder-centered experience firm onboarding, offboarding or completion.
Develops and maintains detailed transition plans tailored to each advisor or team, including milestones, dependencies, deliverables, risks, and stakeholder accountabilities.
Coordinates and facilitates transition kickoff meetings to align expectations, confirm timing, clarify roles, and establish accountability across internal and external partners.
Serves as a central operational liaison among advisors, employees, teams, compliance, licensing and registration, operations, technology, HR, field leadership, and external firms to coordinate transition, onboarding, offboarding and related activities.
Tracks progress against transition milestones, proactively identifies risks or delays, escalates issues as appropriate, and supports timely resolution.
Maintains accurate documentation, status updates, reporting, and system information related to advisor transitions, employee onboarding and offboarding, role changes, and team transitions. Coordinates and validates required system and platform updates to ensure employee and team information remains accurate and current.
Gathers feedback from advisors, employees, teams, and stakeholders throughout the transition, onboarding and offboarding processes and shares insights with leadership to inform process improvements.
Supports complex transition cases, special projects, add enhancements to transition tools, resources, and workflows, while independently coordinating assigned projects and initiatives through planning, execution, tracking and completion.
Advisor Experience
Provides responsive, high-quality communication and support throughout the advisor, employee, and/or team transition, onboarding, and/or offboarding processes.
Helps employees, new advisor adds, or transitioning teams understand transition steps, required actions, timing, and available resources so they can move through transition with confidence and clarity.
Identifies opportunities to improve the onboarding, off-boarding, or transition experience, reduce friction, and strengthen advisor satisfaction and retention.
Partners with TAN leadership, relationship management, and other support teams to help ensure a smooth handoff after key transition milestones are complete.
Cross-Functional Collaboration
Coordinates with compliance, operations, licensing and registration, technology, TAN leadership, and firms to complete transition deliverables such as technology setup, registration, book transfer support, training, and advisor readiness activities.
Communicates transition status, risks, decisions, and next steps to appropriate internal stakeholders and leaders.
Connects key stakeholders to the appropriate stages of the transition process to ensure alignment, timely execution, and clear ownership.
Contributes to continuous improvement efforts that streamline transition workflows,…