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Advanced Brokerage Operations Professional, Licensed (Remote) at Thrivent - ApplyBlast

Advanced Brokerage Operations Professional, Licensed (Remote)

Thrivent

1 day ago

3.7 on Glassdoor

Remote

Full Time

Medior

0 applicants

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About this role

This role serves as a primary operational resource for managed account programs within the Investment Advisory Operations team, supporting advisors and internal teams through problem resolution and service execution. The position involves processing account updates, managing rebalances, and analyzing reports while maintaining expertise in managed account products and concepts. The ideal candidate leverages operational knowledge to guide advisors and ensure the successful implementation of advisory solutions.

Responsibilities

Serve as primary operational resource for managed account programs
Process managed account maintenance requests and account updates
Partner with external vendors to resolve issues and support platform enhancements

Skills

Qualifications

FINRA Series 7FINRA 63/65 or 66

About Thrivent

thrivent.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

5001-10000 employees

Founded

1902

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Thrivent is a purpose-driven financial services company offering a broad range of products and services including financial planning, banking, investments, annuities, mutual funds, ETFs, and insurance. Their financial advisors help clients build personalized financial plans aligned with their values, goals, and communities. Thrivent also runs generosity programs that empower clients to give back and make a difference with their money.