This is an exceptional chance to join Guardian Life as a Broker-Dealer Operations Specialist and be a key player on our Park Avenue Securities team! You will help implement flawless strategies with our advanced technologies, contributing to our world-class service!
You are
A consummate professional with excellent verbal and written communication skills
Self-motivated and goal-oriented
Patient, empathetic, diligent, and able to work independently in a team environment
You will
Serve as the SME for the field and internal partners on various functions including advisor as portfolio manager, multi-account/strategy proposals, and trading methodologies
Proactively and reactively support inquiries from the field on these strategies and processes
Assist in the creation, maintenance, training, and teaching of relevant products, processes, and technology
Collaborate with various internal departments including compliance, licensing, operations, and our internal clearing firm
You have
Knowledge of retail client onboarding/new account process, and advisory products
Strong analytical and organizational skills
Proficiency in Outlook, Microsoft Word, Excel, and PowerPoint
Experience in the managed account space, specifically with Envestnet and/or Orion
Experience with Pershing, Fidelity, or Schwab custodial systems
Securities license preferred (Series 7 or 6)
Salary Range:
$57,810.00 - $86,715.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected] .
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
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