Experienced Advisor Transition Specialist

The Experienced Advisor Transition Specialist executes a consistent, high-touch, and compliant transition and transition experience for experienced financial advisors and teams joining Thrivent. This role coordinates transition activities from offer through integration, manages detailed transition plans, tracks key milestones, and serves as a central point of coordination across recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external partners. Working under the direction of the Experienced Advisor Transition Consultant, the Specialist supports advisor readiness, practice integration, and long-term retention by helping ensure advisors experience a seamless transition into Thrivent.

This can be a remote position within the US. DUTIES & RESPONSIBILITIES: 
Transition Planning & Execution

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Executes a scalable, integrated transition andtransitionframework for experienced advisors and teams, ensuringa consistent, compliant, and advisor-centered experience from offer through integration.

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Develops andmaintainsdetailed transition plans tailored to each advisor or team, including milestones, dependencies, deliverables, risks, and stakeholderaccountabilities.

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Coordinates andfacilitatestransition kickoff meetings to align expectations, confirm timing, clarify roles, andestablishaccountability across internal and external partners.

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Serves as the central operational liaison among the incomingadvisor, recruiting, business development, compliance, licensing and registration, operations, technology, field leadership, and external firms.

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Tracks progress against transition milestones, proactivelyidentifiesrisks or delays, escalates issues asappropriate, and supportstimelyresolution.

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Maintains accurate documentation, status updates, and reporting related to advisortransitionandtransitionactivities.

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Gathers advisor feedback throughout thetransitionjourney andsharesinsights with the Experienced AdvisorTransitionConsultant and leadership to inform process improvements.

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Supports the Experienced AdvisorTransitionConsultant with complex transition cases, special projects, and enhancements totransitiontools, resources, and workflows.

Advisor Experience

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Provides responsive, high-quality communication and support throughout the advisor transition andtransitionprocess.

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Helps advisors understand transition steps,requiredactions, timing, and available resources so they can move throughtransitionwith confidence and clarity.

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Identifiesopportunities to improvethetransitionexperience, reduce friction, and strengthen advisor satisfaction and retention.

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Partners with business development, field leadership, relationship management, and other support teams to help ensure a smooth handoff after key transition milestones are complete.

Cross-Functional Collaboration

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Coordinates with recruiting, compliance, operations, Centers of Excellence, licensing and registration, technology, field leadership, and external firms to complete transition deliverables such as technology setup, registration, book transfer support, training, and advisor readiness activities.

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Communicates transition status, risks, decisions, and next steps to appropriate internal stakeholders and leaders.

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Connects key stakeholders to theappropriate stagesof the transition process to ensure alignment,timelyexecution, and clear ownership.

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Contributes to continuous improvement efforts that streamlinetransitionworkflows, strengthen role clarity, and enhance the advisor and stakeholder experience.

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Models Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—through collaboration, accountability, sound judgment, andresultsorientation.

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Models Thrivent’s leadership competencies –Model the Way, Rally the Team, and Deliver Outcomes.​

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Supports and/or develops an environment in which Thrivent employees and colleague