The Field Onboarding and Integration Manager leads a team of onboarding specialists focused on delivering a seamless, technology‑enabled launch experience for new financial advisors across the ecosystem. This “player‑coach” role combines hands‑on support with strategic process improvement and cross‑functional project leadership within the Center of Excellence (COE). The Field Onboarding and Integration Manager will be responsible for managing the onboarding specialists and licensing coach roles. This role will be responsible for monitoring key leading indicators such as licensing pass rates, appointments, advice and PACE.
This leader partners closely with field developers to ensure advisor transitions—both into teams and into virtual advice—are executed at the highest standard. The manager also serves as the primary point of contact for the Field Leaders on advisor‑onboarding issues.
This leader models Thrivent’s Leadership Competencies—Model the Way, Rally the Team, and Deliver Outcomes—while driving advisor engagement, readiness, and satisfaction from day one.
DUTIES & RESPONSIBILITIES:
Team Leadership & Coaching
Recruit, develop, and manage a team of 4–5 onboarding specialists, and 4-5 Licensing coaches, ensuring each team member is equipped to deliver high-touch, personalized onboarding support for multiple advisor cohorts.
Foster a culture of accountability, collaboration, and continuous improvement by regularly coaching team members, facilitating feedback sessions, and providing opportunities for professional growth.
Act as a “player-coach,” stepping in to provide direct onboarding coverage during peak periods or complex launches, while empowering the team to own their work and innovate.
Model Thrivent’s Leadership Competencies by demonstrating integrity, resilience, and a commitment to shared outcomes; encourage open communication and celebrate team successes.
Advisor Pre-Boarding and Onboarding & Engagement
Oversee the end-to-end onboarding journey for new advisors, ensuring at least 90% application readiness (system access, technology setup, process understanding) within the first weeks of training.
Provide strategic leadership and oversight of the centralized candidate‑support function, ensuring consistent execution of coaching, accountability, and study‑progress monitoring across all licensing candidates.
Responsible for the advisor licensing coach experience fostering a collaborative and innovative environment for development of the program.
Explore opportunities to provide more one to many coaching and leverage the field talent team to deliver a stand out licensing experience.
Ensure that advisors that leave the foundations training program are proficient with the advice delivery experience, working closely with the field training team to modify approach as needed.
Design and implement onboarding systems for both individual and group cohorts, adapting approaches to meet the needs of diverse advisor backgrounds and learning styles.
Monitor advisor engagement, satisfaction, and productivity metrics (e.g., login rates, training completion, early activity benchmarks), using data to identify trends, gaps, and opportunities for improvement.
Monitoring licensing pass rates across the ecosystem roles and raise up concerns to modify the alignment or approach.
Partner with field leaders to deliver targeted interventions, resources, and coaching that accelerate advisor ramp-up and drive early business growth.
Serve as the advisor development lead for the NPA group, supporting the onboarding and launch of new advisors into those practices. Work closely with the Field Development Director to build a training approach to upskill developers to provide future support.
Serve as a resource for advisors and field leaders, providing guidance on technology, process, and best practices to ensure a smooth transition into the organization.
Technology & Systems Enablement
Serve as a power user and subject matter expert for Salesforce, TPP, MoneyGuidePro, Workday, and other onboarding platforms; troubleshoot issues and advocate for technology enhancements with the digital advisor product team.
Lead the adoption of digital tools and best practices, ensuring advisors and onboarding specialists are proficient and confident in using all required systems.
Collaborate with IT and product teams to optimize onboarding workflows, automate manual processes, and maintain data integrity across platforms.
Track and analyze technology utilization metrics, reporting on system adoption and identifying opportunities to improve efficiency and user experience.
Ensure all team members are proficient in the technologies to enable new advisors and answer questions that arise about using the applications in their practice.
Analyze performance data and operationaltrends (pass rates, cycle times, retention, vendor effectiveness) to identify gaps, recommend improvements, and drive continuous enhancement of the onboarding and licensing experience.
Cross-Functional Collaboration & Project Leadership
Build strong partnerships with Practice Growth, IT, HR, Field Leadership, COE, and Licensing teams to streamline onboarding processes, resolve barriers, and align on key deliverables.
Lead or contribute to cross-functional projects that enhance onboarding systems, including the design and rollout of new onboarding modules, process improvements, and technology integrations.
Own key metrics for advisor launch success, regularly sharing insights, recommendations, and action plans with stakeholders to drive continuous improvement.
Facilitate feedback loops with field leaders and other stakeholders to ensure onboarding processes remain relevant, effective, and aligned with organizational goals.
Collaborate cross‑functionally with corporate partners to identify and implement improvements in onboarding, training, tools, and resources that support new advisor success and strengthen the overall advisor ecosystem.
Change Management & Continuous Improvement
Champion change management initiatives, guiding the team and stakeholders through ambiguity, evolving business needs, and new technology implementations.
Continuously assess onboarding processes and systems, leveraging feedback, performance data, and industry trends to recommend and implement improvements.
Stay current on regulatory requirements, compliance standards, and best practices in advisor onboarding and development; ensure all processes meet internal and external standards.
Drive a culture of innovation and adaptability, encouraging the team to experiment with new approaches and share learnings across the organization.
Thrivent Leadership Competencies
Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
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.
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree in finance, business administration, or a related field.
Demonstrated experience (5+ years) managing in the financial services industry, with a proven ability to lead teams through change, growth, and operational complexity.
Strong depth of knowledge with financial services tools, techniques, and resources such as Salesforce and MoneyGuidePro, with the ability to guide others in their effective use.
Experience in field onboarding or training within financial services or sales environments; ability to translate field needs into scalable processes.
Skillset that supports the procurement and development of diverse talent, with a commitment to inclusive leadership practices.
Strong interpersonal communication and relationshipbuilding skills, with the ability to influence across levels and functions.
Excellent planning and organizational skills, with the ability to set priorities, manage multiple workstreams, and ensure consistent execution across the team.
Demonstrated ability to coach, mentor, and develop team members, fostering a culture of accountability, continuous improvement, and high performance.
Proven capability to lead crossfunctional collaboration, aligning stakeholders around standardized processes and shared outcomes.
Strong analytical and decisionmaking skills, with the ability to interpret performance data, identify trends, and drive strategic improvements.
Ability to model Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—while shaping a culture aligned to Thrivent’s purpose and values.
Experience managing through ambiguity and driving clarity, structure, and consistency in evolving environments.
Minimal travel may be required depending on business needs.
Licensing: State LHA, FINRA SIE, and FINRA Series 7, 63/65 or 66 required or obtained within 120 days.
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 $120,467.00 - $162,984.00 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 call 800-847-4836 and request Human Resources.
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