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 in Minneapolis, Minnesota, where your expertise in investment products can make a real difference in clients' lives. As a Senior Investment Product Specialist, you'll contribute to innovative asset management strategies while enjoying a collaborative, purpose-led culture.

Role Description

The Senior Investment Product Specialist at Thrivent, based in Minneapolis, Minnesota, performs research and assists with the development and implementation of asset management marketing analysis, strategies, and plans for Thrivent’s investment products, with an emphasis on mutual funds, ETFs, SMAs, variable portfolios, and discretionary managed account programs. This role supports the product team in ensuring that investment products are effectively positioned and promoted to financial representatives and institutional clients and prospects. You will provide subject matter expertise on investment products and create materials to help communicate the Thrivent Asset Management viewpoint on specific asset classes and the broader economic and financial market environment.

This position is ideal for a seasoned professional passionate about investment product management, financial markets, and client-focused strategies. You'll play a pivotal role in bridging investment insights with practical sales and marketing tools, driving growth in Thrivent's asset management offerings.

Detailed Responsibilities

• Provide subject matter expertise on product lines and industry-specific tools and systems to assist the field, sales desk, wholesalers, and members of marketing and product management. Connect Thrivent Asset Management opinions and strategies with field-oriented materials and resources.
• Assist in the day-to-day management and support of Thrivent’s product lines, including analyzing and monitoring investment options (philosophy, process, style drift, and performance); producing marketing, trade-related, and performance materials; participating in quarterly teleconference updates or other field communications; answering internal and external questions; and maintaining required compliance documentation.
• Serve as Product team data lead, collaborating with Investments, Accounting, Compliance, Marketing, Digital teams, and various internal and external partners as needed.
• Perform quality control data checks and produce time-sensitive monthly, quarterly, and ad-hoc reports used for marketing collateral and by senior leadership.
• Assist with the development of sales ideas that motivate financial professionals to sell products irrespective of market or economic conditions and contribute to the effectiveness of Thrivent’s sales force by providing product support.
• Perform investment research, market analysis, and competitive intelligence to inform product positioning and marketing strategies.
• Develop and maintain relationships with key stakeholders, including financial advisors, institutional clients, and internal teams to ensure seamless product promotion.
• Monitor regulatory changes and ensure all product materials and communications comply with industry standards.
• Contribute to product innovation by identifying opportunities for new investment products or enhancements to existing ones.
• Lead cross-functional projects to launch new mutual funds, ETFs, or managed account programs, from concept to market.

Required Skills

To excel as a Senior Investment Product Specialist at Thrivent, you need a blend of technical expertise, analytical prowess, and communication skills. Key skills include:

• Deep knowledge of investment products such as mutual funds, ETFs, SMAs, and managed accounts
• Proficiency in financial market analysis and economic trends
• Strong data analysis and reporting using tools like Excel, Bloomberg, or Morningstar
• Excellent written and verbal communication for creating marketing materials
• Project management and cross-functional collaboration
• Compliance and regulatory knowledge in asset management
• Sales support and financial advisor training experience
• Competitive intelligence and market research
• Attention to detail in quality control and performance monitoring
• Strategic thinking for product positioning and innovation

Education & Experience

Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. MBA, CFA, or CFP certification strongly preferred.

Experience: 7+ years in investment product management, asset management marketing, or financial services. Proven track record in supporting sales teams with investment product knowledge. Experience with mutual funds, ETFs, and discretionary portfolios required. Familiarity with Thrivent-like fraternal organizations or client-centric financial firms is a plus.

Compensation Overview

Competitive base salary plus performance-based incentives, reflecting experience and market standards for senior roles in Minneapolis.

Benefits

Thrivent offers comprehensive benefits including health, dental, and vision insurance; 401(k) with company match; generous PTO; professional development; wellness programs; and unique generosity initiatives aligned with our mission. Enjoy a hybrid work model in our state-of-the-art Minneapolis office, fostering work-life balance and community impact.

Thrivent is an Equal Opportunity Employer. Apply today to advance your career in investment product specialization at a purpose-driven leader in financial services.