Guardian Life Insurance Company
Broker-Dealer Operations Specialist
Guardian Life Insurance Company, Bethlehem, Pennsylvania, United States, 18020
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 www.guardianlife.com/careers/corporate/benefits. 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 applicant_accommodation@glic.com.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
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 www.guardianlife.com/careers/corporate/benefits. 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 applicant_accommodation@glic.com.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.