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 Strategic 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
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.
Business Performance Management
Strategic Decision Support & Analysis
Collaborate with business leaders to assess business initiatives, product profitability, investment cases, and resource allocation.
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 defining a data & analytics agenda.
Recruit, develop, and sustain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
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.
Required:
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.
Ability to anticipate accounting, financial reporting and operational issues, assess the implications, determine their impact and develop and implement an appropriate action plan.
Advanced degree in finance, actuarial, accounting, business administration or another related field.
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 [email protected] or call 800-847-4836 and request Human Resources.
