Why Join Thrivent?

We exist to help people achieve financial clarity. 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 core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Joining Thrivent means becoming part of a values-driven team that combines financial expertise with a mission to empower communities and individuals. As a leader in the financial services industry, Thrivent offers unparalleled opportunities for professional growth, impactful work in enterprise strategy, and a collaborative culture that values innovation, integrity, and purpose.

Work remotely across the United States with a preference for the New York City, NY area. Thrivent is seeking a talented (Senior) Associate, Enterprise Strategy & Development to drive strategic initiatives that shape our future in financial services, M&A, investments, and partnerships.

Role Description

The (Senior) Associate, Enterprise Strategy & Development will work as a key member of the Enterprise Strategy team. This position collaborates closely with internal Business Unit Leaders, Finance, Legal, and other functional groups to evaluate, execute, and report on enterprise-wide strategy projects across various functions and topics. You will partner with internal stakeholders and external consultants to underwrite and coordinate strategic acquisitions, investments (equity and debt), and partnerships, enabling Thrivent to execute its bold enterprise strategy.

In this high-impact role, you will perform fundamental analysis including financial modeling and valuation, research sector trends, manage M&A pipelines, create executive presentations, and lead special projects. This is an opportunity to influence Thrivent's growth in the competitive financial services landscape, from insurance and banking to wealth management and beyond.

Detailed Responsibilities

• Perform rigorous fundamental analysis, including financial modeling, valuation, historical financials review, projections, unit economics, strategic positioning, and value proposition assessment to evaluate strategic and economic risk-adjusted returns for enterprise projects and new deals.
• Research relevant sector trends, market- and company-specific information, operational metrics, and valuation multiples to inform decision-making.
• Manage Thrivent’s M&A and investment pipeline, monitoring relevant transactions and opportunities in the financial services sector.
• Create comprehensive investment memorandums and presentations for Thrivent leadership, including the Executive Leadership Team (ELT) and the Board of Directors.
• Collaborate to develop Thrivent’s inorganic growth strategy, preferred tactics, and deal structures to operationalize the enterprise strategy.
• Lead financial modeling, valuation, research, and financial due diligence coordination for inorganic initiatives and strategic projects, working closely with Finance and Legal teams.
• Support end-to-end deal execution, including preparing transaction documents, financial analysis, due diligence coordination, and post-merger integration planning.
• Work on miscellaneous special projects, providing strategic insights across business units to drive Thrivent's long-term success.
• Communicate analysis conclusions effectively to the Enterprise Strategy team and senior stakeholders.

Required Skills

To excel as a (Senior) Associate, Enterprise Strategy & Development at Thrivent, you need a blend of analytical prowess, strategic thinking, and financial acumen. Key skills include:

• Advanced financial modeling and valuation expertise
• Proficiency in M&A processes and deal execution
• Strong research skills for sector trends and market analysis
• Excellent presentation and communication abilities for executive audiences
• Project management for pipeline tracking and special initiatives
• Due diligence coordination and risk assessment
• Strategic partnership development
• Data-driven decision-making with unit economics analysis

Education & Experience

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field; MBA or advanced degree preferred.
• 3-7 years of experience in investment banking, private equity, corporate development, strategy consulting, or financial services M&A.
• Demonstrated experience with financial modeling (DCF, LBO, comps), valuation techniques, and due diligence.
• Proven track record in managing deal pipelines and supporting executive-level presentations.
• Familiarity with financial services sectors such as insurance, banking, investments, and wealth management is highly desirable.
• Strong analytical mindset with the ability to thrive in a fast-paced, collaborative environment.

Compensation Overview

Thrivent offers competitive compensation packages tailored to experience and location. For this (Senior) Associate role, base salary ranges from $140,000 to $200,000 annually, plus performance-based bonuses, equity incentives, and comprehensive benefits.

Benefits

Thrivent provides exceptional benefits to support your well-being and professional growth:

• Comprehensive health, dental, and vision insurance
• 401(k) with generous employer match
• Paid time off, including vacation, sick days, and parental leave
• Professional development stipend and tuition reimbursement
• Remote work flexibility with home office setup allowance
• Generosity programs and volunteer time off
• Employee assistance programs and wellness initiatives
• Life and disability insurance

Thrivent is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Apply today to shape the future of financial clarity at Thrivent! #EnterpriseStrategy #MAndA #FinancialServicesCareers #StrategyJobs #ThriventCareers