Engagement Specialist

DUTIES & RESPONSIBILITIES:  

1. TMN and Engagement Event Execution  

• Create, plan, execute and manage a cadence of events within the TMN based on membership data, expressed needs and passions of members and aligned to the growth strategy of the Advisor Group.  

• Coordinate all event logistics, including venue, catering, and contracts. Develop work plans and action items according to project goals, including post event follow up.  

• Support execution of virtual, hybrid and in-person engagement activities including workshops, events and webinars. When appropriate, be present at planned events. 

2. Engagement Communication Plan  

• Collaborate with stakeholders and teams within Membership and Thrivent enterprise to bring relevant communication to clients and prospective clients. 

• Develop and execute a strategic internal and external communication plan to support the engagement activities of the Thrivent Member Networks served.  

• With local and enterprise leadership, manage all aspects of TMN projects, events and partnerships with identified Christian organizations, non-profits and churches as assigned. 

3. Data and Analytics 

• Develop expert knowledge of Thrivent programs and resources, and the demographics of the region and markets the position serves. 

• Complete all required activity reporting and analysis for engagement activities and provide reports to leadership, team members and TMN boards to share the impact of the engagement activities of the region and to inform future strategies and tactics. 

4. Secretary to the TMN Board 

• Makes logistics plans for quarterly TMN board meetings and communicates with TMN board members about the quarterly TMN board meetings 

• Arranges hotel lodging, meals, speakers, etc for quarterly TMN board meetings.  

• Site visits to board meeting locations to assess meeting room, technology support for hybrid meetings, etc. 

• Takes meeting minutes for board meetings, sends those to the Governance Team at Thrivent for review and adds them to Board Effect 

• Adds meeting materials to Board Effect in advance of board meetings. 

In addition to the functional focus of the role above, the role demonstrates these leadership behaviors in how they conduct their work:  

• 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.   

This role may intereact with:  

• Membership and Engagement Leaders 

• Thrivent enterprise leaders (Growth and Generosity, Marketing, Communications, PR, etc) 

• Field leaders 

• Advisors 

• External vendors 

• Media, community leaders, local government officials 

QUALIFICATIONS & SKILLS:  

 Required: 

• Bachelor’s degree or commensurate experience 

• 3+ years’ experience utilizing social media platforms to deliver results 

• Strong project management and organizational skills 

• Ability to analyze data for business purposes 

• Effective communication skills, including written, verbal and presentation skills 

• Ability to leverage the technical tools of the job, including Microsoft Suite, Salesforce, Social Media Platforms and Digital Client Engagement and Insights Platforms 

• Strong collaboration and relationship building skills 

• Ability to work evenings, weekends, and travel to events 

• Must have proper home office environment to conduct remote work. This includes suitable high speed internet to conduct the business of the role. 

  Preferred:  

• Ability to work independently and effectively to manage multiple projects simultaneously 

• Ability to navigate change and transforming business practices 

• Knowledge of financial services industry, fraternal benefit societies, or membership organizations 

• Bi-Lingual (English/Spanish) preferred in specific markets