Advisor Transitions Consultant

• Develop a comprehensive advisor recruiting and acquisition strategy aligned with the company's overall business objectives. 

• Design and implement a scalable, repeatable transition framework that supports the successful onboarding and integration of experienced advisor teams and practices. 

• Requires deep knowledge of the financial services industry and a strong understanding of multiple affiliation models, including 1099, W-2, and RIA structures. 

• Manage a high-performing team with plans for future growth, collaborating cross-functionally with stakeholders across recruiting, compliance, operations, and advisor support. 

• Advise on the recruiting and onboarding process across key stakeholders to ensure an integrated approach and positive candidate experience.   

• Serve as the primary escalation point for complex transition issues and ensure a smooth, high-touch advisor journey from pre-onboarding through post-integration. 

• Work across distribution leaders to understand business needs and gaps to build resources, material and content useful in understanding competitive insights to inform the process and strategy.  

• Support the continued advancement of the wealth management strategy by establishing resources, data and reporting to inform direction.  

• Identify and prioritize target advisor segments and develop tailored recruitment plans for each. 

• Use advisor feedback, data, and industry trends to continuously refine transition processes, increase efficiency, and enhance advisor satisfaction and retention. 

• Ensure transition processes are compliant with regulatory requirements, internal policies, and risk management protocols. 

• Create and maintain a strong employer brand to position the company as an employer of choice within the financial services industry. 

• Develop and maintain relationships with industry associations, professional networks, and other key external partners to generate a robust pipeline of qualified candidates. 

• Collaborate with field leaders to define role requirements, develop candidate profiles, and ensure a smooth onboarding process. 

• Attend industry conference to gain insights on best practices and build relationships with external partners.  

• Collaborate with corporate stakeholders to structure acquisition deals, including valuation, compensation, and transition planning. 

• Analyze recruiting and acquisition metrics and performance data to measure performance and identify areas for improvement. 

• Stay current on industry trends, best practices, and emerging talent acquisition technologies. 

• Work towards building a team of resources that can onboard and support experienced talent to teams.  

• Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. 

• 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.   

This role will work with identified Experienced Advisors candidates (external) that will be hired into the organization and coordinate across the organization to ensure they are the right person, the valuation of their business meets our needs, coordinate the successful launch into our organization and successful “book transfer”.  They will work across teams in Ecosystem Leadership, Compliance, Supervision, Legal agreement review, G&G for brand guidelines, DAX, BDIA teams, Business Development & Sales Support, and Public Relations to ensure there’s successful transition of the experienced Advisor and their book to Thrivent.   

QUALIFICATIONS & SKILLS: