Complex Investment Solutions Manager

Plays a lead role in providing in-depth subject matter expertise on a wide variety of complex investment products and solutions including private credit, private equity, hedge funds, structured products, real assets, exchange funds and crypto currency securities.

Provides comprehensive sales support to Financial Associates (FAs) and will, at times, present jointly with FAs to clients on complex investment products and solutions often tailored to more sophisticated investors with more complex needs  Ensures all complex products meet applicable regulatory requirements and internal governance standards.

Develops and executes training sessions for FAs and HO personnel on complex investment products and solutions and their benefits and risks in client portfolios.

Works closely with due diligence analysts and uses knowledge of complex investments to inform the offering strategy of the various investment products based on FA and client experience.

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.
* FAs (field leadership) to provide sales support on complex investment products and solutions
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* QUALIFICATIONS & SKILLS:

** Minimum of 7 years of successful direct selling and/or sales support experience with complex investment products (e.g., alternative investments, cryptocurrencies, etc.) knowledge of private markets and In depth knowledge of advanced sales solutions. Expert level of knowledge about financial markets and the investment industry. Expert level of knowledge about all programs and services available to FAs through the brokerage platform

Strong statistical and analytical skills.

Ability to transfer knowledge in a manner that motivates FAs to take action.

Demonstrated analytical ability and human relations skills.

Ability to anticipate needs and act quickly taking ownership of decisions that are made.

Strong executive presence and ability to influence at senior levels, both internally and externally.

Experience managing P&L and making data-driven business decisions. Excellent verbal and written communication skills, including presentation development and delivery.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers.

We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit  to learn more.  You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
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