Manager, Money Mentor
Thrivent Financial
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’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 $118,105.00 - $159,788.00 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.
Por favor confirme su dirección de correo electrónico: Send Email