Since 1995, Thrivent Charitable Impact & Investing (“Thrivent Charitable”) has worked with clients, financial advisors, and community partners to bring hope to the world by empowering people to create the change that matters most to them. We open the joy of generosity to all by making it easy for anyone to give to the causes they cherish. We act both as stewards of what donors entrust to us and champions for building a better world. Thrivent Charitable, an independent 501(c)(3) public charity, partners with Thrivent to help clients incorporate generosity, charitable and legacy planning into their financial plans with offerings such as donor advised funds charitable life insurance, and charitable gift annuities and facilitating charitable gifts ranging from cash to complex business assets. Since its inception, Thrivent Charitable has received over $2 billion in charitable gifts and commitments to support the most important organizations and pressing issues in our communities. Reporting to the Vice President of Charitable Giving Services, the Officer will assume primary stewardship and administration of Thrivent Charitable’s Advisor Managed Fund (AMF) Program, which enables donors to recommend the use of a trusted financial advisor for the management of their charitable funds. In this role, the Officer is responsible for stewarding the AMF program in alignment with the organization’s strategic growth and integration goals, qualifying and approving financial advisors, monitoring performance and compliance with AMF investment policies and guidelines using Clearwater Analytics data aggregation and reporting software. The Officer will also provide regular reporting to the Investment Committee of the Board. Accordingly, the Officer will not only be a power user of analytical and reporting tools but will also serve as an important liaison and communicator with external financial advisors, fundholders, and vendors, as well as internal development, finance, marketing, operations, client service teams, and the Investment Committee. Clear, concise, and diplomatic oral and written communication skills are critical. In addition, the Officer will assist the VP of Charitable Giving Services and the President of Thrivent Charitable in the preparation of Investment Committee meeting agendas and materials, and the administration and stewardship of other investment programs. DUTIES & RESPONSIBILITIES: + Administration and stewardship of the AMF Program, which includes but is not limited to advisor due diligence, recommendation and approval, annual review meetings, interim communications, ongoing portfolio monitoring to ensure compliance with policy guidelines and standards, acting as a liaison with internal development and finance teams, Investment Committee reporting, evaluating program profitability, and proactively implementing enhancements to policies, procedures and systems to integrate and scale the program over time. + Maintain and manage the Clearwater Analytics data aggregation and performance reporting software, which includes but not limited to establishing brokerage/custodial accounts and data feeds; set-up of new funds and policy parameters; and monitoring, reporting of policy exceptions. + Work closely with the finance and accounting staff to ensure timely and accurate AMF account reconciliation and accounting by those teams. + Resolve AMF policy exceptions and performance or other issues/incidents in accordance with established policies, standards, and escalation guidelines. + Maintain understanding of investment pool portfolio composition and expected return profiles, and support client service teams in responding to advisor and donor questions regarding appropriate pool selection/allocation that fits their spending goals and risk tolerance. + Support development, marketing, and client service teams in creating clear and accurate investment related communications. + Maintain the schedule of Investment Committee recurring review items, including preparation of review materials and cover memos for items not assigned to the investment consultant/OCIO. + Working closely with the President and the Investment Committee Chair to coordinate the creation of an annual Investment Committee workplan, including committee goals for the year and recurring review items across investment programs: investment pools, Impact Fund, AMF Program, charitable trusts and gift annuities, and other offerings as needed. + Provide additional analysis for Thrivent Charitable’s investment programs as needed. + Collaboratively shape, lead, and support a culture that represents the Thrivent Charitable missional purpose and values, ensuring that Thrivent Charitable’s trust and reputation remain strong with its all constituents. QUALIFICATIONS & SKILLS: Required: + BS in Finance, Economics, or related fields. CFA or MBA is preferred but not required. + 7+ years of experience in investment management and advisory services (e.g., analyst, operations, performance, client service). + Experience with wealth management and/or institutional portfolios. + Familiarity with nonprofit governance and investment committees. + Experience with investment management and performance reporting software – specific experience with Clearwater Analytics is a plus, but not required. + Proficient in Microsoft Office with advanced competency in the use of Excel. + Must display the trait of confidentiality and discretion. + Excellent verbal and written communication skills along with an acute attention to detail. + Aptitude for numbers, graphs, histograms and knowledge around financial concepts, economics, and the business world. + Ability to use technology effectively and adapt quickly to the use of new technology. Preferred: + CFA, MBA or other relevant advanced degree or experience preferred; or 10+ years of direct experience leading similar functions and subject matter experts in financial services. + Experience with iPhi Stellar software, PowerBI, Salesforce, Clearwater, and other relevant financial services industry tools. 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 $112,481.00 - $152,180.00 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; 20 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. 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 Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.