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.