Thrivent — Digital Advisor Experience

Driving Strategic Product Design Across the Digital Advisor Platform

TimelineOngoing
RoleProduct Designer, Digital Advisor Experience
TeamEngineering, Product, Business Stakeholders
IndustryFinancial Services
SkillsProduct Strategy, Salesforce Lightning, User Research, Design Systems, Accessibility

Role

Strategic product design for Thrivent's Digital Advisor Experience

I drive strategic product design initiatives for Thrivent's Digital Advisor Experience and process innovation across the Salesforce platform.

The work spans vision-setting, design quality elevation, and delivery of scalable, user-centered solutions within the Salesforce Lightning Design System — implemented with appropriate Lightning Web Components.

Platform Scope

Advisor tools used by 2,000+ financial advisors

I oversee design enhancements across the core experiences that power daily advisor work — optimizing workflows and usability across internal tools.

Advisor Hub — the central home for advisor workflows and navigation
Sales Pipeline — tools that support opportunity progression and client growth
Client and Product Servicing — experiences that keep servicing accurate, efficient, and trustworthy

Cross-functional partnership

I partner with engineering, product, and business stakeholders to define vision, elevate design quality, and deliver solutions that scale across the Salesforce ecosystem.

Design decisions are grounded in the Salesforce Lightning Design System and delivered through the right Lightning Web Components — balancing platform conventions with advisor needs.

Research & Analytics

Insights that validate direction

I integrate research and analytics by leading and conducting user interviews, synthesizing insights, and collaborating with data teams to validate design hypotheses and inform product direction.

This keeps roadmap decisions tied to how advisors actually work — not only to platform constraints or stakeholder assumptions.

Craft & Process

Accessible interfaces and stronger delivery systems

I design accessible, high-performing interfaces in Figma, ensuring consistency with the Salesforce Lightning Design System and compliance with financial services standards.

I also lead process optimization efforts that improve how the design team delivers work.

Design QA tracking to catch issues earlier and raise delivery quality
Readiness standards that clarify when designs are implementation-ready
AI-assisted workflows that improve team efficiency and design throughput

Impact focus

Together, these practices strengthen design delivery across Advisor Hub, Sales Pipeline, and Client and Product Servicing — the internal tools used by 2,000+ financial advisors.