Thrivent Financial

Thrivent Financial

Successor Pipeline & Acquisition Readiness Lead

MN - Minneapolis · Full-time

Sponsorship not specified$109k-$148kDetected 12 days ago
M&ALeadershipCommunicationCollaborationMentoring

About the role

  • This role ensures that acquiring advisors are not only transition-ready, but fully capable of delivering client continuity, driving growth, leading teams, and sustaining an advice-focused business.
  • This can be a remote position within the US.
  • Describe below the audience this role will interact with and level of influence they will have on those roles.

Responsibilities

  • Own and ensure application of the enterprise acquisition readiness standard, translating the Acquisition Readiness Framework into measurable capability development and demonstrated readiness across leadership, growth, and practice ownership.
  • Design and scale structured successor development pathways aligned to the Acquisition Readiness Framework, including cohort-based, experiential, and graduated responsibility models that build capability toward full acquisition readiness.
  • Partner with Virtual Advice to b uild and operationalize an acquisition pathway, including readiness criteria, development milestones, and integration expectations for advisors transitioning into practice leadership.
  • Create and maintain enterprise visibility into the successor-ready pipeline, including bench strength, capacity gaps, and forward - looking readiness trends.
  • Establish and track successor readiness and transition performance metrics, using data to assess program effectiveness, inform decisions, and drive continuous improvement.
  • Collaborate across enterprise stakeholders (Teaming, Transition Planning, Virtual Advice, Recruiting, and Field Leadership) to align on readiness standards, development expectations, and execution.
  • Leverage and integrate external successor development frameworks into Thrivent - specific systems, accelerating capability while building internally sustainable models.
  • This role operates at the intersection of strategy, design, and collaboration, interacting with a wide range of internal and external stakeholders to ensure seamless transitions and impactful outcomes.
  • Collaborate cross-functionally with:
  • Lead Practice Growth Director

Requirements

  • A minimum of 7 years of experience in financial services, with significant experience in succession planning, mergers and acquisitions, teaming, or a related field.
  • A minimum of 3 years of experience coaching and leading succession and acquisition plans, with a proven ability to develop talent and drive performance in a high-stakes environment.
  • Familiarity with advisor business models, client retention strategies, and regulatory considerations affecting succession and teaming strategies.

Skills

  • Bachelor's degree in finance, business administration, or a related field.
  • Demonstrated experience in practice management, succession, acquisition, and transition readiness expectations.
  • Strong interpersonal and communication skills to engage and educate advisors, stakeholders, and cross-functional teams effectively.
  • Experience creating and executing on new programming across an organization.
  • Advanced degree or designation (e.g., MBA, CFP®).
  • Strong understanding of practice valuations, industry trends, and the financial principles underpinning advisor business transitions.
  • Pay Transparency
  • Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose.
  • 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.
  • Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
  • This policy applies to all employees and job applicants.

Compensation

  • 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 $109,268.00 - $147,832.00 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.

Benefits

  • Eligibility for receipt of these benefits is subject to the applicable plan/policy documents.

Equal opportunity

  • 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.

Visa & Work Authorization

  • 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 b
Apply directly at Thrivent Financial →Create a free account for alerts like thisView Thrivent Financial immigration profile

This listing is sourced directly from Thrivent Financial's careers page and normalized into a canonical job model.