Wealth Management Agency Operations Specialist

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients
• Process new account opening, funding, and annuity purchase requests
• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions
• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts
• Act as point of contact for agency operational issues

• College Degree or relevant work experience
• Strong retirement and wealth management knowledge
• Must be able to work independently and as part of a team
• Must have background in the financial services industry in a service, operational, or sales support role
• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system
• Must be detail oriented and possess excellent time management skills
• Must understand broker dealer systems for account opening, asset movements, and order entry
• Must be proficient with MS Office programs

•  Pittsfield, MA, Holmdel, NJ or Bethlehem, PA
• Some travel may be required for this role.

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.