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The Manager, Money Mentor will lead the Bank’s Money Mentor financial coaching feature, available to Thrivent Money clients, to help clients build financial confidence, resilience, achieve financial goals and strengthen their financial literacy.
This role will oversee a team of Money Mentors, develop coaching standards, and collaborate with internal and external stakeholders to scale impact and ensure alignment with the Bank’s strategic imperative to promote financial wellbeing through accessible advice.
DUTIES & RESPONSIBILITIES:
Strategic leadership
Define, design, and develop the overall curriculum for the Money Mentor feature using human-centered design and behavioral science research.
Identify opportunities to refine the feature and drive program innovation to meet performance objectives.
Program Management and Operations
Design and implement a scalable coaching model across various channels (virtual, phone, chat)
Oversee performance metrics, evaluation tools and reporting systems to assess program effectiveness and client outcomes.
Team Leadership
Hire, train, and manage a team of 7-10 Money Mentors across multiple remote locations
Foster a culture of empathy, accountability, continuous improvement and excellence in client service and experience.
Partnerships and Collaboration
Work cross-functionally with product, marketing, compliance, and digital teams
Establish partnerships with Bank call center and Thrivent Virtual Advice (as appropriate and warranted)
Compliance and Quality Assurance
Ensure all coaching activities are complaint with Federal and State regulations
Maintain high ethical standards and protect client confidentiality and privacy
Describe below the audience this role will interact with and level of influence they will have on those roles.
This role is primarily an individual contributor with exposure to Thrivent Bank senior leadership and their teams.
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree
5-7+ years of active financial coaching for individuals, younger more diverse a plus (18-34 years old)
5-7+ years of experience in personal finance, financial wellness, financial coaching, training/facilitation
Ability to integrate needs assessment into practical action.
Excellent consultative and relationship skills.
Team player capable of working with success across diverse functional areas.
Proven experience applying and implementing experiences informed by human-centered design principles.
Outstanding interpersonal and communication/presentation skills.
Preferred:
- Financial coaching certification (CCUFC, AFC®, CPFC, CFT™, CFEI, or other)
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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