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Head of Operations - Remote



14d ago

  • Job
    Expert Level
  • Business, Operations & Strategy
  • $287.7K - $431.6K

AI generated summary

  • You need a bachelor's degree, appropriate licensing, 15+ years of leadership experience, financial services industry knowledge, operational and financial acumen, team building skills, communication abilities, strategic thinking, problem-solving skills, and a results-oriented mindset.
  • You will develop and execute strategies to enhance client and advisor experiences, optimize operational efficiencies, drive employee engagement, and align with enterprise priorities. Build key partnerships, lead a high-performing team, and ensure achievement of strategic business outcomes.


  • Bachelor’s degree required, master’s degree in a related field preferred.
  • Appropriate licensing to provide oversight for financial services operations: require at a minimum, the SIE, 6 and 26 or SIE, 7 and 24.
  • A seasoned operations leader with a minimum of 15 years of progressive leadership experience.
  • Preferred experience in the financial services industry. Broad knowledge and understanding of service operations, financial services products (life, health and annuity products, investment products), marketing strategy, distribution channels, and member experience philosophy.
  • Exceptional operational and financial acumen with proven track record leading standardization, process improvement, innovation, optimization, and integration initiatives.
  • Demonstrated success in developing collaborative partnerships across diverse stakeholders.
  • Proven leader capable of building and developing a high-performing team.
  • Exceptional communication (verbal and written), presentation, negotiation, relationship building and strong persuasion skills.
  • This leader will have strong influencing skills and the capability to collaborate with others across the enterprise. He/she will demonstrate strategic thinking, systems thinking, and organizational leadership capabilities and have a passion for growing the business. The role calls for strong interpersonal, teamwork & collaboration, advocacy, planning, problem-solving, analytical, and presentation skills.
  • A strategic thought partner, this leader must demonstrate critical thinking and excellent judgment.
  • Tenacious, committed, constructive, and results-oriented, with high-energy and sense of urgency.
  • Preferred:
  • Experience working in the Product Operating Model.
  • Someone who appreciates the uniqueness of Thrivent and can understand and embrace our fraternal advantages and the implications for the Operations teams.


  • The Head of Operations is responsible for developing and executing the operations strategy that will contribute to Thrivent’s ability to achieve its strategic priorities to transform and modernize the Company (including collaboration and contribution to reimagination of the client and advisor experiences).
  • Work closely with Operations leaders, Distribution and DD&T (and any additional appropriate stakeholders) to understand the current client and advisor experiences. Identify opportunities for improvement. Develop and implement solutions that optimize operational efficiencies, and drive employee engagement and customer loyalty outcomes – aligning with enterprise priorities and working with Product Operating Model teams driving the experiences.
  • Establish and measure key operating and customer and advisor experience metrics and service level agreements to assess and drive the performance of Operations.
  • Partner with GCO leaders to monitor and address the internal and external environment for any legal or regulatory impact on functions within the outlined areas of accountability.
  • Builds critical partnerships with key Thrivent enterprise leaders.
  • Recruit, develop, and sustain a high-performing leadership team while promoting and fostering a culture of shared accountability, engagement, client-centricity, operational excellence (including client and advisor experiences), innovation, continuous improvement and partnership and collaboration across the organization.
  • Optimize team structure, resources, and processes to best support transformation efforts and enterprise priorities. This may include organization design work, leveraging appropriate technology, and review and revision of business processes.
  • Instill an adaptive business philosophy that considers the constantly changing dynamics of the financial services industry and the evolving requirements and expectations of Thrivent’s clients and advisors.
  • Provide direction and work collaboratively to ensure achievement of strategic and operational business outcomes.
  • Provide expert change management skills to successfully advance the integration of Operations and other relevant enterprise strategies.
  • Ensure regular, clear communication and decisions.
  • Proactively anticipate and resolve challenges/problems. Work to address obstacles and issues appropriately to align outcomes to goals and values.
  • The Head of Operations will model Thrivent’s leadership competencies.
  • An experienced and inspirational leader who will strive to bring out the best from their team and others.


What are the main responsibilities of the Head of Operations in this role?

The Head of Operations is responsible for developing and executing the operations strategy that will contribute to Thrivent’s ability to achieve its strategic priorities and transform the Company. This includes optimizing operational efficiencies, driving employee engagement, and improving customer and advisor experiences.

What qualifications are required for the Head of Operations position?

The required qualifications for the Head of Operations position include a bachelor's degree (master's degree preferred), appropriate licensing for financial services operations oversight, a minimum of 15 years of progressive leadership experience, and strong operational and financial acumen. Other qualifications include exceptional communication and collaboration skills, a proven track record in process improvement, and the ability to build and develop high-performing teams.

What are some preferred qualifications for the Head of Operations role?

Preferred qualifications for the Head of Operations position include experience in the Product Operating Model, an understanding and appreciation of Thrivent's fraternal advantages, and the ability to demonstrate critical thinking and excellent judgment. Additionally, preferred candidates will have a passion for growing the business, strong interpersonal skills, and a results-oriented approach.

What is the primary goal of the Head of Operations in this role?

The primary goal of the Head of Operations is to lead the development and implementation of operational strategies that support Thrivent's strategic priorities, improve customer and advisor experiences, and drive operational excellence. This includes building partnerships, optimizing team structure and processes, and fostering a culture of shared accountability and continuous improvement.

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Mission & Purpose

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.  As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.