Help advisors serve more members.
Faster preparation around member needs, account questions, and follow-up work gives advisors more time for high-value conversations.
OpenNash
Prepared for
Thrivent Financial · July 2026
A working hypothesis for Thrivent Financial
Help every Thrivent advisor spend less time on paperwork and more time with members.
Thrivent is a membership-owned financial-services organization - advice, annuities, insurance, investments, and banking - delivered through a large field of financial advisors. The open roles lean heavily toward advisors and the people who keep each practice running: client service administrators, paraplanners, engagement specialists, and operations coordinators. The first useful OpenNash workflow would assemble the account, document, and follow-up context behind a recurring service request so a licensed reviewer can act on it faster.
OpenNash builds custom 24/7 AI agents for customer support, back-office, and operational work. We automate workflows end to end inside the systems your team already uses: secure, auditable, and human-reviewed where it matters.
Engineers who build AI agents that work.
Start with the Zero to Agent guide, then bring one real Thrivent Financial workflow we can map in plain English.
Read Zero to Agent
Built by engineers from GoogleMetaSnowflakeDatabricks
Business thesis
Thrivent makes money when members get trusted financial help without operational friction.
Thrivent's business depends on advisor productivity, member trust, clean service, and reliable financial operations. OpenNash helps teams prepare the account, document, and follow-up context behind repeated service and advisor workflows.
Thrivent financialsReduce back-office rework.
AI agents can gather documents, notes, approvals, and policy context before operations teams review the next step.
Make every advisor team faster.
Reviewed packets help teams handle more member requests with clearer context, fewer handoffs, and human approval where it matters.
What OpenNash is
Reliable, auditable AI workflows for the work that actually runs the business.
We study how your best humans solve hard work, replicate the skill, and build AI agents that automate the repetitive parts while keeping people in control of exceptions, approvals, and judgment calls.
M.01
Time to production: 4-8 weeks
We do the workflow audit, build the agent, connect the tools, write evals, and launch against real operating cases.
M.02
14-day no-charge pilot
Forward-deployed engineers embed with your team, watch the best operators work, and prove one workflow before you commit.
M.03
Built on your software
APIs, CRMs, data warehouses, dashboards, spreadsheets, inboxes, browser-only portals, and legacy systems.
M.04
U.S.-based, on site if useful
We will fly to you, work with the people doing the work, and price the pilot risk so you do not have to.
Zero to Agent
We teach the basics, then build inside your real work.
Step 01
Learn
We explain the pieces in plain English: models, tools, context, approvals, evals, and why reliable agents need more than a prompt.
Step 02
Build
We connect to the tools that finish the work today and replicate the process against real test cases before automation.
Step 03
Launch
Human-in-the-loop review, monitoring, audit logs, recovery paths, and automated tests keep the agent reliable in production.
Evaluations are the difference between a demo and a production workflow. We write test cases for incomplete requests, unusual documents, portal errors, approval paths, and edge cases so the agent can fail safely, ask for help, and improve from real reviewer feedback.
Research snapshot
Where Thrivent Financial appears to be adding people
Most of the open roles are financial advisors and the client-service, paraplanning, and operations staff who support them, with a smaller set in bank and brokerage back-office work. This is read from public postings, not inside knowledge, so treat it as a starting hypothesis until your team points us at the real workflow.
Open roles reviewed
318
From thrivent.wd5.myworkdayjobs.com and related public postings.
Largest work pattern
234
Financial advisors and client service
To a working pilot workflow
14 days
No charge. On-site if useful. Staff approve everything.
318 open roles pulled from thrivent.wd5.myworkdayjobs.com · July 6, 2026
Three problems worth solving
Three problems worth solving.
FINANCIAL ADVISORS AND CLIENT SERVICE
Advisors lose selling time when account prep and follow-up pile up.
Thrivent Financial has 234 visible open roles in this pattern, including Virtual Financial Advisor - Chicago, Financial Advisor North Chicago and Surrounding Areas, and Financial Advisor - Glen Ellyn & Surrounding Areas. Behind each advisor sits recurring account, application, and follow-up work that has to move cleanly between people and systems.
Our point of view
OpenNash can assemble the source documents, notes, approvals, and open exceptions before a licensed reviewer makes the decision.
More advisor time with members and cleaner handoffs to the service team.
“Virtual Financial Advisor - Chicago”
PRACTICE AND OPERATIONS SUPPORT
The service work behind each advisor deserves a measured workflow.
Thrivent Financial has 70 visible open roles in this pattern, including Engagement Specialist, Client Service Administrator, and Paraplanner. These roles carry the account setup, scheduling, and follow-up work that keeps each advisor's book moving.
Our point of view
OpenNash can gather context from the existing systems, draft the next step, and show staff exactly why the recommendation was made.
Less manual coordination and a clearer view of where work gets stuck.
“Engagement Reporting Specialist”
BANK AND BACK-OFFICE OPERATIONS
Bank and brokerage operations should not wait while someone rebuilds the file by hand.
Thrivent Financial has 7 visible open roles in this pattern, including Deposit Operations Specialist – Bank, Operations Coordinator, and Director of Operations. These back-office roles resolve exceptions across the bank, brokerage, and annuity systems, where the context is scattered across records.
Our point of view
OpenNash can watch the workflow, gather the account, transaction, and document context, draft the next step, and keep operators in control.
Faster handoffs and fewer exceptions left open at the end of the day.
“Deposit Operations Specialist – Bank”
How OpenNash would help
Turn a recurring member-service handoff into a reviewed workflow.
The first pilot should make the messy handoff visible, reviewable, and measurable without replacing the systems staff already use.
- The workflow stays inside the operating workflow.
- Every recommendation links back to source context.
- The pilot measures whether the workflow is worth expanding.
How the first 14 days run
One workflow, live in two weeks, measured honestly.
First workflow we would test
Thrivent member-service packets - account prep, service requests, and follow-ups
Day 1
Watch the work
Sit with the team that owns the workflow and record the decision points, source systems, exceptions, and approval rules.
Day 3
Map the packet
Define what context the reviewer needs, what OpenNash drafts, and what must stay human-approved.
Day 8
Run live examples
Turn real requests into source-linked packets inside a small review workflow.
Day 14
Measure honestly
Review cycle time, approval rate, edits, rework, and the exceptions that should stay manual.
No charge for the pilot. U.S.-based team — we fly to you. OpenNash connects to the systems your teams already use; nothing is replaced. Every draft, summary, and routing decision lands in a simple review flow where your staff approve, edit, or reject it, with a link back to the source and an audit trail of every action.
Structured role evidence
All 318 Thrivent Financial roles on this page, searchable.
Search by title, location, work pattern, or how OpenNash would help. This is the full role list behind the hypothesis above, not a curated sample.
318 of 318 roles shown
| Role | Work Pattern | Location | OpenNash Fit | Source |
|---|
No roles match that search.
Pulled from Thrivent Financial public postings on July 6, 2026 · every source link goes to the original posting where available.
The ask
Show us one real workflow from this week.
We will map where an AI agent can help, what should stay human-approved, and what test cases would prove it works.