Senior Wealth Operations & Complex Case Lead

The Guardian Life Insurance Company of America; New York (NY); On-site; USD 83,000 - 136,000; Full time

Job summary

The Guardian Life Insurance Company of America is seeking a Wealth Operations & Complex Case Support Specialist to lead end-to-end implementation of large, multi-product wealth cases after a client has decided to move forward. You will partner with investment advisers and internal teams to navigate systems, documentation, and execution complexity.

You will translate complex operational requirements into actionable steps, maintain momentum in high-stakes environments, and drive timely completion

Qualifications

• Demonstrated experience in wealth management operations, including exposure to advisory, annuity, and/or alternative investment products.
• Strong working knowledge of complex operational workflows, systems, and documentation requirements.
• Experience partnering directly with advisors or frontline teams in execution-heavy environments.
• Proven ability to manage multiple dependencies, handoffs, and escalation points.
• Clear, calm communication skills with the ability to explain complex processes step by step.

Responsibilities

• Lead end-to-end implementation oversight for large, complex, and multi-product wealth cases, ensuring post-sale activity advances through funding, execution, and completion with clear ownership.
• Serve as a senior escalation and advisory partner to investment advisers, third‑party sponsors, and internal teams, translating complex requirements into practical execution plans.
• Provide high‑touch guidance across processes, systems, documentation, account structures, sequencing, and dependencies while reinforcing advisor ownership.
• Coordinate cross‑functional execution with Business Development, Service, Trading Operations, Compliance, Licensing, and custodians to resolve barriers and maintain momentum.
• Evaluate operational risk, handoffs, escalation points, and process gaps; recommend solutions to reduce advisor friction and improve client delivery.

Skills

Wealth management operations

Advisory collaboration

Execution in high-stakes environments

Cross-functional coordination

Process documentation

Job description

The Guardian Life Insurance Company of America is seeking a Wealth Operations & Complex Case Support Specialist to lead end-to-end implementation of large, multi-product wealth cases after a client has decided to move forward. You will partner with investment advisers and internal teams to navigate systems, documentation, and execution complexity.

You will translate complex operational requirements into actionable steps, maintain momentum in high-stakes environments, and drive timely completion