The Senior Research Analyst, as part of the Market and Competitive Intelligence team, will be responsible for translating a myriad of complex industry, market, and macro data into insights that drive competitive strategy and decision-making at Thrivent. The role will act as a resource to business leaders and cross-functional areas, providing market and competitive information, actionable insights and research via best-in-class analyses. The Sr. Research Analyst will support financial services competitive research, including both qualitative and quantitative analyses, with a specific emphasis on wealth management.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES: 

This is not intended to be an all-inclusive list of essential job functions, but rather a general overview of the principal responsibilities. 

• Leads research and analyses to identify , benchmark, and compare competitor business models and strategies .

• Supports and may lead project-specific research of varying types and scopes with an emphasis on wealth management. Leads work definition to construct a proper outline for the work, inclusive of timing. Creates comprehensive outputs of this work in the form of concise and complete research papers, PowerPoint decks, etc.

• Leverages multiple datasets and data tools for broad range of competitive reporting and analyses . Focuses on identifying the most relevant items. Partners with vendors and leverages vendor offerings to conduct the work.

• Builds and delivers storytelling and visualizations of data and insights and supports senior team members in research report creation.

• Works with cross-functional stakeholders to provide competitive intelligence, benchmark competitive landscapes, analyze and interpret competitive qualitative and quantitative data, scope and conduct competitive ad hoc research, and provide insightful consultations to enhance decision making and product/service offerings.

• Executes –and may help design– key deliverables, and continually curates, manages, and shares intelligence with not only an emphasis on the “what” but the “so what”/significance of learnings.

• Helps maintain a competitive intelligence monitoring platform, and continually seeks to identify new analyses, data, or competitive information to support key stakeholders in the organization.

• Supports and may lead analyses of competitor financial results, period reporting, competitor profiles, and other ad hoc competitive requests.

• Stimulate out-of-the-box thinking by staying on top of trends, disruptive start-ups, competitor messaging and competitor go-to-market strategies, and important developments in the industry.

• 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 continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients . Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients .

  QUALIFICATIONS & SKILLS:  

  Required:

• Bachelor’s degree in business administration or related field .

• Demonstrated business acumen with at least 7 years of experience working within financial services.

• Strong sense of intellectual curiosity and passion for data and insight development.

• Extensive knowledge and experience research methodologies. This includes secondary research and financial analyses and the ability to integrate disparate data to answer complex questions.

• Advanced ability to conduct quantitative analyses and reporting with familiarity in constructing and reviewing datasets and their outputs (e.g., financial analyses).

• Advanced ability to develop and tailor key insights and messages appropriately for audience (senior leader, manager, etc.). High faculty for compellingly conveying insights via written or verbal presentation.

• Ability to effectively communicate via data storytelling in various mediums, including PowerPoint.

• Strong attention to detail, excellent organizational, planning and problem-solving skills.

• Demonstrated ability to work independently, within a stated objective .

• Advanced project management skills.

• Able to work with a sense of urgency on multiple projects at the same time.

• Demonstrated ability to collaborate and communicate with key stakeholders; cross-functional partners and senior leadership .

• Advanced skills in Microsoft Office, especially Excel and PowerPoint

  Preferred:

• Industry experience in wealth management strategy and/or execution.

• Experience and proficiency in working with various research platforms, including but not limited to Capital IQ, CB Insights, LexisNexis, Forrester, Industry-specific publications (e.g., Cerulli).

• Proficiency in Microsoft Power BI.

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 $90,281.00 - $122,145.00 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.