Senior Advisor, Investments
Thrivent Charitable Impact & Investing (“Thrivent Charitable”) is the 501(c)(3) Generosity arm of Thrivent Financial (“Thrivent”). Over the last 27 years, Thrivent Charitable has worked directly with clients, financial advisors and community partners to generate more than $1.7 billion in charitable investments and commitments to support important charitable organizations and address the most pressing issues in our communities.
Thrivent Charitable works directly with its clients (which include individuals and institutions) to cultivate and facilitate their generosity by providing offerings such as charitable planning expertise, advice, insurance, annuities and trusts, investments, grants vetting and distributions. Through their funds at Thrivent Charitable, donors have given over $200 million back to their communities across the world. Thrivent Charitable’s constituents also include community organizations in all 50 states and across the world with which Thrivent Charitable collaborates.
While a separate and independent entity, Thrivent Charitable and Thrivent work with each other to provide charitable and legacy planning curriculum, education, advice, practice growth support, resources and client-management for professional advisors, all to help clients with purpose-based financial and personal planning to lead lives of meaning and gratitude.
Thrivent Charitable is undertaking a transformation to scale its services and offerings. This need stems from year over year growth, existing client charitable commitments that will triple Thrivent Charitable’s AUM in the coming years, and quickly evolving consumer expectations that call for enhanced capabilities and responsive offerings.
The Senior Advisor (“SA”) is a consultant who will be a seasoned, strategic, broad-thinking and agile leader, helping to implement Thrivent Charitable’s new investment strategy and offerings. The SA will serve as a primary liaison with the CEO, Investment Committee and external investment advisors (currently Cambridge Associates [“CA”], Veris Wealth Partners and Thrivent Asset Management). CA plays a large role in preparing Committee materials and presentations. The estimated time commitment for the SA is ~10 hours per week though there may be some weeks that require more or less as needed.
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