Director of Dedicated Planning & Investment Operations - Auburn, WA
Thrivent
About this role
The Director of Dedicated Planning & Investment Operations leads the planning and investment operations function for Approach Path Financial Advisors, an independent financial services practice affiliated with Thrivent Financial. The role is responsible for overseeing the department’s strategic direction, operational integrity, and alignment with the firm’s client-focused mission. It reports to firm leadership and supports high-quality financial planning and investment oversight for clients.
Skills
Qualifications
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
Recent company news
PR NewswireThrivent Continues Major Growth Push with Plans to Add 600 More Financial Advisors in 2026
2 days ago
Pulse 2.0Thrivent Plans To Hire 600 Financial Advisors In 2026
1 day ago
Institutional Real Estate, Inc.Thrivent continues major growth push with plans to add 600 more financial advisers in 2026
1 day ago
Minnesota Spokesman-RecorderLynn Crump-Caine Named Board Chair at Thrivent
5 days ago
The Business JournalsThrivent CEO Terry Rasmussen shares what drives her outside the office
2 weeks ago
About Thrivent
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Thrivent.
Salary
$85k – $130k
per year