Vice President, FP&A Advice & Wealth Management (AWM) & Insurance

The Vice President, Financial Planning & Analysis (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and trusted advisor to the leaders of the AWM, Insurance Product, Operations, and Distribution functions, including the EVP, Chief Distribution Officer (CDO) and is a key member of the Distribution division’s senior leadership team. This role will lead the FP&A business partner team aligned to Thrivent’s AWM and Insurance businesses. This industry expert will collaborate with Distribution leaders to grow an economically sustainable Advice & Wealth Management business as well as work with Insurance leaders to ensure best-in-class product offerings and pricing, grow sales, and ensure financing to fund growth.

The VP, FP&A AWM and Insurance also leads and oversees the FP&A Strategic Performance Analytics COE and shared service teams accountable for delivering insightful and actionable analytics and KPIs to inform key business decisions and measure results. This leader will play a key role in advancing FP&A capabilities and ensuring alignment of the Analytics agenda to the Enterprise’s strategic priorities through optimization of technology and implementation of best practices in the Analytics space.

In close partnership with the Vice President, Corporate FP&A, the VP, AWM and Insurance will provide leadership to the overall FP&A function —jointly shaping priorities, driving talent development, and strengthening team capabilities across the enterprise FP&A community.

The incumbent will effectively navigate the matrix organization and foster high-trust relationships across the enterprise. Skilled in leading change, this leader will role model systems thinking, see the big picture, challenge the status quo, anticipate unintended consequences, and drive the integration of the Investment Products with the Life, Health, and Annuity Products into the Advice framework.

DUTIES & RESPONSIBILITIES

Lead FP&A   Advice &   Wealth Management   and Insurance   Strate gic   Business Partner   team   in order   to   drive   client-centered growth, support the development and execution of Thrivent’s   strategy   and enable effective decision making .     The VP, FP&A AWM and   Insurance   and their team will partner with the executives and leaders of the Distribution, Products, and Operations functions of the Advice & Wealth Management and Insurance businesses in the areas of planning and forecasting, business performance management, and strategic decision support and analysis .      

Integrated Planning and Forecasting  

• Drive and coordinate the   enterprise   integrated planning and forecasting processes.   

• Provide strategic financial guidance to senior leadership, ensuring alignment of financial goals with business strategy.   Identify   key performance drivers, trends, and risks, and deliver actionable insights to support growth, profitability, and operational efficiency.  

• Translate business goals and actions into financial and operational plans and forecasts.   

Business Performance Management  

• Lead review of financial and operational results to build an end-to-end understanding of financial performance.   

• Deliver reporting and insights that describe performance to plan and forecast and   identify   performance opportunities and risks.  

• Provide expense performance management, reporting and analysis that enables business decisions and flexible   allocation (and reallocation)   of resources.  

Strategic Decision Support & Analysis   

• Collaborate with business leaders to assess business initiatives, product profitability, investment cases, and resource allocation.  

• Lead scenario modeling and sensitivity analyses to evaluate risks, opportunities, and trade-offs on business investments and initiatives.  

• Actively partner   on   strategic analytics that   supports   achieving desired results.  

• Consult and advise on how to measure success and implement ongoing measurement tools.   

Lead Strategic Performance Analytics COE and Shared Service  

Provide   oversight   to the   FP&A   Strategic Performance   Analytics team, including the Analytics shared service and COE.  In collaboration with   stakeholders across the enterprise,   support   defin ing   a   data & analytics   agenda.  

• Deliver insightful and actionable analytics to the enterprise to inform key business decisions and support sales,   client   and capacity planning.  

• Identify   metrics and KPIs that measure, drive, and provide insights into business performance results and strategic initiatives.  

• Drive continuous improvement and best practices through creation and deployment of frameworks, processes, and tools that are standardized and   optimized .  

• Lead and prioritize technology changes   and data strategies for tools and data used in analytics, management reporting, and forecasting.  

Leadership  

• Proactively   anticipates   and resolves challenges/problems.   Removes   obstacles as needed to achieve success.   

• Ensures regular, clear, and values-based communication and accountability.   

• Recruit, develop, and sustain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization .  

• 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 driving impact, growing sales, and delivering value to our clients and Thrivent.  Shapes and/or supports a culture that   represents   the Thrivent purpose and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.    

QUALIFICATIONS & SKILLS

Required:  

•   Bachelor’s degree in accounting, business, finance or actuarial required; 15+ years' experience in senior   finance or actuarial leadership roles partnering with executives.   

• 10+ years' experience in finance   leadership in the financial services industry including   significant experience   in wealth management.  

• Demonstrated analytical skills and knowledge and understanding of financial services business models.  

• A passion for leading people and   a track record   of building and managing high-performing teams .  

• Effective and mature communicator, able to convey intricate ideas in a clear, concise manner both verbally and in writing, comfortable in business and technical discussions .    

• Strong relationship building skills with the ability to cultivate and mature cross-organization relationships with key stakeholders .  

• Ability to manage multiple competing priorities across the organization .  

• Clear   track record   of success as a   consultative   financial leader   with a reputation as a trusted advisor rather than process owner.  

• Ability to   anticipate   accounting, financial reporting and operational issues, assess the implications,   determine   their   impact   and develop and implement   an appropriate action   plan .  

• Demonstrated creative problem-solving to navigate ambiguous situations.  

• Demonstrated ability to interact with all levels of management and employees,   demonstrating   strong interpersonal   skill .  

Preferred:  

• Advanced degree in finance, actuarial,   accounting, business   administration   or another related field .  

• Professional   certification of CPA ,   CFA   or FSA preferred .  

• Experience interacting with boards and board committees .  

• Advanced strategic orientation and application skills.  

• Prior   Controller, Actuarial, and/or FP&A leadership experience at a large financial services corporation.  

Additional Information  

• This position   allows   a flexible   hybrid   work arrangement from the Minneapolis, MN or Appleton, WI area.  

Pay Transparency

 

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. 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 $259,869.00 - $389,805.00 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.

 

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.

 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 27 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

 

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, 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 by applicable local, state , or federal law. This policy applies to all employees and job applicants.

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.