Wealth Management Agency Operations Specialist

Guardian Life; United States; Remote; USD 57,000 - 87,000; Full time

Job summary

Guardian Life is seeking a Wealth Management Agency Operations Specialist to support agencies in submitting new business and servicing wealth management accounts. The ideal candidate will have a college degree or relevant experience, strong knowledge of retirement and wealth management, and the ability to work independently. This role involves onboarding clients, processing account requests, and acting as a point of contact for operational issues.

Qualifications

• Experience in financial services industry in a service, operational, or sales support role.
• Ability to work independently and as part of a team.
• Understanding of broker dealer systems for account opening and asset movements.

Responsibilities

• Partner with General Agencies and Financial Representatives to onboard new clients.
• Process new account opening, funding, and annuity purchase requests.
• Act as point of contact for agency operational issues.

Skills

Strong retirement and wealth management knowledge

Detail oriented

Excellent time management skills

Education

College Degree or relevant work experience

Tools

Pershing’s NetX360

Wove performance reporting

Envestnet Portfolio Management system

MS Office programs

Job description

Overview:

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

You will:

• 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

You have:

• 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

Location and Travel:

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

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 [e-mail] .

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.