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Market Director - Tulsa

Market Director - Tulsa

ThriventTulsa, OK, United States
3 days ago
Job type
  • Full-time
Job description

Join to apply for the Market Director - Tulsa role at Thrivent .

The Market Director is a key area leader who drives growth through advisor teams and future team leaders, serving Thrivent’s clients. This role attracts, launches (onboards), and retains field talent while helping them thrive at Thrivent. The ideal candidate has experience in the financial services industry and a strong ability to deliver purpose-based advice.

As the local market’s connection to teaming and succession efforts, the Market Director focuses on community relationships, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the local market.

Duties & Responsibilities

Attract and Retain Talent

  • Build and execute a plan to recruit quality talent by developing trusted relationships within broad networks and leveraging personal centers of influence to obtain referrals for candidates.
  • Maintain a consistent recruiting pipeline to support market capacity growth and sales objectives through advisor referrals and community relationships.
  • Collaborate with all channel stakeholders to source candidates across all channels (e.g., Virtual Advice, team sales, and support roles).
  • In partnership with the matrix team, actively manage and engage with candidates through all phases of selection, licensing, and launch.
  • Conduct selection interviews, assess candidates, and confidently communicate Thrivent’s unique value proposition.
  • Establish relationships with matrix partners for resources and support to grow talent for teams and future team leaders.

Develop and Launch FA Practices

  • Demonstrate mastery of the Thrivent Financial Advice Process and model and coach on all elements.
  • Provide consistent launch support for new financial advisors in their first year while working alongside launch matrix partners.
  • Support financial advisors and teams in developing and executing a business plan that leverages relationships within their natural market, referrals, and communities in partnership with the Member Engagement team and Marketing team.
  • Conduct joint field work with financial advisors to observe, offer feedback, and assist with case consultation and delivery as needed.
  • Align with matrixed partners to grow future team leaders and team members.
  • Demonstrate, model, and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform, and other Thrivent advice tools during the sales process.
  • Connect with local leadership and matrix partners to stay informed on best practices and changes that directly impact the business.
  • Market Management and Culture

  • Engage financial advisors in the market by providing opportunities for learning, development, and connections to build confidence, competence, and culture.
  • Develop a healthy culture within the market, driving strong results, and ensuring a culture of excellence in the team.
  • Ensure collaboration with matrix partners to support new financial advisors.
  • Facilitate connections between new financial advisors and experienced advisors to provide additional joint field work or practice experiences.
  • Support and foster the culture created with the area vice president and channel stakeholders.
  • Monitor and maintain appropriate budget parameters throughout the year, collaborating with matrix partnership and operational leadership for investments as needed.
  • Working in the Matrix

  • Serve as a point of contact for relationships with dedicated matrix partners and establish ongoing cadence for connections.
  • Engage all matrix partners to leverage their expertise and skills for business processes and systems.
  • Work with the Community Engagement team and others to develop and implement advisor growth plans.
  • Qualifications & Skills

  • Four-year college degree strongly preferred.
  • 5+ years in the financial services industry attracting and hiring new talent.
  • Demonstrated track record of attracting, selecting, and developing financial advisors.
  • Experience hiring financial advisors on teams.
  • Will and skill to commit to joint field work expectations.
  • Experience leading groups, presenting, and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.
  • Demonstrated track record of solid sales results (e.g., L / H / A, investments) and alignment to providing clients holistic, purpose-based advice.
  • Experience using the Thrivent Financial Advice Process, Salesforce, and other Thrivent tools and systems, and ability and willingness to model, promote, and demonstrate usage of tools as needed.
  • Satisfactory background check and clean compliance record.
  • Flexibility to travel within the area (may include overnight), up to 50%, and conduct business during evening hours.
  • Must have own vehicle to use for business purposes.
  • Demonstrated track record of satisfactory performance.
  • Licensing : 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 gained within 90 days); State securities registered and insurance licensed and appointed in all states where affiliates conduct business.
  • Pay Transparency

    Thrivent’s long-term growth depends on attracting, rewarding, and retaining top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $145,000 – $211,000 per year, dependent upon performance and other factors. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, knowledge, business needs, market demand, and other factors Thrivent deems important.

    Benefits

  • Various bonuses (including annual or long-term incentives)
  • Medical, dental, and vision insurance
  • Health savings account
  • Flexible spending account
  • 401(k), 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
  • Equal Employment Opportunity

    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.

    Accommodation for Disabilities

    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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