Job Information
Thrivent Financial Mgr, Money Canvas Coaching in United States
The Mgr, Money Canvas Coaching leads a geographically dispersed, remote team of Money Canvas Coaches who serve the country with free one-on-one behavioral coaching for day-to-day money management, delivering on Thrivent’s belief that everyone deserves a plan.
Team Managers lead their team to drive three key outcomes for the Money Canvas program:
Capacity Management: Through hiring and talent retention, Team Managers grow Coach capacity in line with growing demand for Money Canvas coaching services, ensuring ongoing appointment availability.
User Experience: Team Managers provide ongoing mentorship, feedback, and quality assurance for Coaches to deliver an exceptional experience to Money Canvas users.
Operational Excellence: Surface bottlenecks and lead change management to ensure Coach adoption of improved processes, workflow changes, and new tools that enable overall program efficiency.
DUTIES & RESPONSIBILITIES:
Lead Team of Money Canvas Coaches
Leads and mentors team members by establishing clear expectations, providing performance feedback, and removing obstacles, with the goal of delivering on program growth, financial clarity, and user experience outcomes
Leads workforce planning, leveraging data insights to forecast demand and anticipate required staffing levels to deliver against program service level agreements
Recruits, develops, and retains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
Establishes and maintains team culture across geographically distributed, remote teams, shaping and executing rituals and ceremonies that promote collegial relationships and best practice sharing.
Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
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.
Accountable to Client Experience
Analyzes client experience data, including voice of the customer data, and addresses client concerns in reference to services rendered or employee interactions; provides feedback to coaches and takes corrective action as needed
Executes periodic quality assurance reviews (e.g., live or recorded sessions) of Money Canvas coaching sessions to monitor the accuracy of the financial clarity lessons and the overall participant experience delivered.
Shares and scales best practices across coaches; stays up to date on macroeconomic environment, personal finance trends, and third-party resources as an input to continuous learning programs to improve the Money Canvas Coach and end-user experience.
Provides oversight to ensure processes, policies, procedures, and workflows are being followed daily to create a successful, user-centered experience and to maintain data quality.
Execute Operations & Change Management
Leads periodic operational projects to create workarounds and improve the user experience for Money Canvas coaches and end users; frames the problem, scopes the project and timeline, ideates solutions, aalyzes tradeoffs and alternatives, and runs experiments with the leading solution.
Maintains strong partnership with Money Canvas Designers and Product Owners to execute learning experiments and align on release cycles for new, innovative behavioral coaching tools to achieve scale and improve quality.
Promptly resolves any unanticipated day-to-day operational challenges, removing barriers for direct reports and surfacing patterns / escalating larger obstacles to leadership as needed.
Responsible for driving adoption of data-driven protocols and technology-enabled practices among Money Canvas coaches
QUALIFICATIONS & SKILLS:
Required:
Undergraduate degree
5+ years of experience in people leadership, program management, operations management, and/or change management roles
Proven experience leading a high-performing team
Proven experience delivering against target metrics
Demonstrated experience navigating change and ambiguity
Excellent organization and prioritization skills
Excellent written and verbal communication skills
Eagerness to collaborate with others
Preferred:
You are excited by ambiguity. You take ownership and are entrepreneurial. You define your own role and responsibilities, without being told what to do.
Experience in the financial services industry and/or well versed in personal finance topics
Savviness in building team culture virtually
Travel will be required for this position to meet with the geographically dispersed team, as needed
Experience working in a start-up environment
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 $77,988.00 - $105,514.00 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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.