The Complex Investment Solutions Manager is responsible for playing a lead role in providing sales support to Thrivent Financial Associates (FAs) across the ecosystem and through all channels (e.g., NPG, TAN, Career, Virtual, etc.). A priority of this position is to provide strategic product leadership and to develop and deliver training on complex investment products. This position will involve consulting with Thrivent FAs on their use of complex investment products and solutions which requires a thorough understanding of alternative investments, digital assets, and other securities that fall under the complex products umbrella. The Complex Investment Solutions Manager is responsible for having an in-depth knowledge of a broad array of complex investment products and solutions. Additionally, the Manager is responsible for partnering with Thrivent Asset Management in the development and distribution of proprietary investment products. The Manager is also responsible for distribution of sales strategy for proprietary investment products within Thrivent’s investment advisory services.
DUTIES & RESPONSIBILITIES:
Manages distribution complex product execution with alignment to overall business strategy.
Plays a lead role in providing in-depth subject matter expertise on a wide variety of complex investment products and solutions including private credit, private equity, hedge funds, structured products, real assets, exchange funds and crypto currency securities.
Provides comprehensive sales support to Financial Associates (FAs) and will, at times, present jointly with FAs to clients on complex investment products and solutions often tailored to more sophisticated investors with more complex needs
Evaluates market trends, competitor offerings, and investor demand to develop innovative product concepts.
Oversees the structuring, launch, and ongoing lifecycle management of alternative investment vehicles
Partners with investment teams to translate strategies into marketable products
Collaborates with senior leadership, distribution, GCO, POM, operations, product manufacturing, wholesaling, and marketing teams to bring products to market efficiently and effectively and in alignment with the organization’s product strategy.
Ensures all complex products meet applicable regulatory requirements and internal governance standards.
Develops and executes training sessions for FAs and HO personnel on complex investment products and solutions and their benefits and risks in client portfolios.
Works closely with due diligence analysts and uses knowledge of complex investments to inform the offering strategy of the various investment products based on FA and client experience.
Maintains understanding of advanced market and retirement concepts and analysis features.
Understands the needs of the FAs and their clients to assist them in determining appropriate complex investment product solution strategies. Works jointly with other Thrivent departments to bring expertise and solutions to the FAs.
Develops enhanced relationships with FAs to assist in coaching and mentoring FAs to enhance productivity and business efficiency.
Works with appropriate parties to be an advocate for the needs of the FAs.
Represents BD and IA Services as a subject matter expert on projects related to complex products and solutions.
Responsible for partnering with Thrivent Asset Management in the development and distribution of proprietary investment products.
Responsible for distribution sales strategy for proprietary investment products within Thrivent’s investment advisory services.
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.
Describe below the audience this role will interact with and level of influence they will have on those roles.
Legal and Compliance to modify TIMI policies as needed
Due Diligence Analysts to inform the offering strategy
FAs (field leadership) to provide sales support on complex investment products and solutions
Senior and Executive Leaders
QUALIFICATIONS & SKILLS:
Required:
College degree required
Minimum of 7 years of successful direct selling and/or sales support experience with complex investment products (e.g., alternative investments, cryptocurrencies, etc.)
FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 90 days of hire/transfer.
In depth knowledge of private markets and crypto currency markets.
In depth knowledge of advanced sales solutions.
Understanding of different distribution channels.
Expert level of knowledge about financial markets and the investment industry.
Expert level of knowledge about all programs and services available to FAs through the brokerage platform
Strong statistical and analytical skills.
Ability to transfer knowledge in a manner that motivates FAs to take action.
Demonstrated analytical ability and human relations skills.
Ability to anticipate needs and act quickly taking ownership of decisions that are made.
Proven track record of launching successful financial products and scaling distribution.
Strong executive presence and ability to influence at senior levels, both internally and externally.
Experience managing P&L and making data-driven business decisions.
Excellent verbal and written communication skills, including presentation development and delivery.
Preferred:
MBA
Financial services advanced designation preferred - (ie. ChFC, CFP, CAIA)
Pay Transparency
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 [email protected] or call 800-847-4836 and request Human Resources.
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