Sr Business Process Specialist - Ramp Up New Advisor Experience

About the role

The Senior Business Process Specialist - Ramp Up New Advisor Experience serves as a highly experienced subject matter expert of end-to-end business process with consultative responsibilities. This role is responsible for leading the design, execution, and continuous improvement of the onboarding and ramp-up experience for new financial advisors. The individual owns the end-to-end administrative and launch support process, ensuring new advisors have a seamless and structured start to their careers. In partnership with field leaders and enterprise training teams, the Sr BPS of RampUp, New Advisor Experience ensures that new advisors consistently adopt advice-driven behaviors, deliver a high-quality client experience, and are positioned for early and sustained success. This role is responsible for representing the business, regulatory and compliance requirements through collaboration with execution teams and by leading large strategic initiatives. They will be responsible for ensuring business need is clearly understood and the end-to-end solution of the Ramp Up Program meets the needs by delivering enhanced client/agent experiences, cost efficiencies, and/or competitive advantage across multiple functional business areas/disciplines. Along with maintaining processes and procedures utilized by the processing teams, they will ensure they are accurate and at the right level of detail for judgement-based decision making. Ongoing process improvement and standardization to ensure efficient processes is expected of this role. DUTIES & RESPONSIBILITIES: Acts as the key point of contact for the department to support the many and varied initiatives they may participate in for Ramp Up new advisor program. Leads large initiatives for Ramp Up to define business need , articulate business value, process requirements, research, recommend appropriate solutions and implementation. Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients . Defines priorities and aligns work accordingly - often balancing multiple tasks and multiple priorities at once. Identifies options, risks, upstream and downstream business impact of proposed solutions to communicate recommendations to upline leaders. Develops and maintains end- to -end process knowledge across functional areas, including process design, and process performance. Provide work direction/mentorship to new advisors in the program. Supports in the development of change management material and activities to support new processes and procedures. Influence without authority through explanation of facts, policies, and practices. Ensure all systems, administrative processes, and training elements are integrated and aligned with field expectations and regulatory standards. Own the communication, coordination, and stakeholder alignment across departments supporting the new advisor journey. Partner with field leaders and coaches to monitor progress, identify gaps, and offer targeted recommendations for improvement. Guide new advisors in how to operationalize client service standards, planning tools, and workflow systems to build scalable practices. Continuously assess and enhance the advisor onboarding and ramp-up model based on feedback, performance data, and evolving business needs. This role will interact with the following audience: Individual contributors at Thrivent Field Organization External vendors and/or consultants Thrivent clients All levels of leadership Developing recommendations for implementing best practices for complex business processes . Determining which of the possible solutions is most appropriate for the situation ( accounting for various factors ). Interpret and explain data or information to deliver messages to the audiences not knowledgeable in the subject matter. QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent combination of education and experience. 5+ years of practical experience performing analysis and supporting medium to large efforts in a SME capacity. Strong knowledge of advice-based planning models, compliance standards, and advisor support infrastructure. Advanced levels of proven critical thinking, analysis skills and independence. Hold yourself accountable, setting a high standard for yourself and others around you Experience with improving and/or creating processes. Ability to multi-task significant priorities with complex components Experience with informal leadership of cross functional teams that lead to action and results Strong interpersonal and collaboration skills . Ability to build relationships across different audiences Proven organizational skills. Preferred: Prior experience leading advisor onboarding or development programs at a regional or enterprise level. FINRA licenses (Series 7, 66) or deep familiarity with the regulatory environment for fi

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