Wealth Management Operations Support

Guardian Life • Holmdel, NJ • 2h ago

The Broker-Dealer Operations Support role is responsible for overseeing and optimizing daily operations to support our field force. This position plays a critical role in planning capacity, improving workflows, supporting the operations team, and partnering with firm leaders to drive efficiency and service quality. You will be responsible for, but not limited to, broad operational administration, covering grey areas, workflows, and relationship management for our field force. You excel in a dynamic and fast-paced environment and have the ability to create relationships with senior leaders across firms we partner with.

You will

Lead capacity planning for our Guardian India operations partners

Oversee and manage all broker-dealer operations work queues

Own and maintain the operations training curriculum in partnership with our Training & Development Team

Partner with Third-Party platform owners on operational support and optimization

Design, implement, and manage operational workflows

Perform quarterly billing reviews & reconciliation

Own and produce operations monthly newsletter

Effectively lead and/or collaborate on department projects and initiatives

Perform comprehensive tracking and data analytics

You have

3-5 years of experience in broker-dealer operations

Strong attention to detail and operational accuracy

Advanced proficiency in the Microsoft Office Suite

Strong technological aptitude and comfort learning new systems

Ability to simultaneously manage multiple processes or projects

Excellent verbal and written communication skills

Ability to work independently and exercise sound judgment

Strong leadership and analytical skills

FINRA licenses (Series 6, 7, 63, 65, or 66) preferred

Salary Range:

$59,110.00 - $88,660.00

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 MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

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 .

Visa Sponsorship:

Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.

Similar Jobs

Senior Wholesaler Operations & Alternative Models Manager

Novo Nordisk • Plainsboro, NJ • 2h ago

Management & Administrative

About the Department The Finance & Operations department brings insights and intelligence to inform decision making & drives digitalization and business solutions to attain NNI goals. Finance & Operations wor...

2h ago

Go to Apply

Cyber SDC Manager, Network Security Operations (24x7 Zscaler Operations)

EY • Iselin, NJ • 2h ago

Management & Administrative

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

2h ago

Go to Apply

Outside Sales Consultant

Renewal by Andersen • Old Bridge, NJ • 3h ago

Management & Administrative

Outside Sales Consultant (Design Consultant) Renewal by Andersen - New Jersey/New York Metro Territory Renewal by Andersen is the custom division of Andersen Windows. Founded in 1903, Andersen Windows has been the world'...

3h ago

Go to Apply

Human Resources Generalist

System One • Lakewood, NJ • 16h ago

Management & Administrative

Job Title: Human Resources Generalist (manufacturing) Location: Lakewood, NJ Type: Direct Hire Compensation: $65000 - $70000 annually. (+annual bonus) Contractor Work Model: Onsite (no remote offered) Hours: Monday - Fri...

16h ago

Go to Apply

Office Assistant - Warehouse

System One • Parlin, NJ • 17h ago

Management & Administrative

Office Assistant - Warehouse Job Information: Located in Parlin, NJ Company distributes industrial replacement parts. Parts are customize rubber belts, straps and harnesses, bearings, rollers, etc. which are used on indu...

17h ago

Go to Apply

Manager, Plant Engineering

System One • Lakewood, NJ • 18h ago

Management & Administrative

Job Title: Manager, Plant Engineering Location: Lakewood, New Jersey Type: Direct Hire Compensation: $110,000 - $120,000 Contractor Work Model: Onsite (Lakewood, NJ) Hours: Monday - Friday, 7:00 AM - 3:30 PM Manager, Pla...

18h ago

Go to Apply

CNC Programmer / Scheduling Assistant

System One • Sea Girt, NJ • 1d ago

Management & Administrative

Job Title: CNC Programmer / Scheduling Assistant Location: Sea Girt, New Jersey Type: Contract-to-Hire Compensation: $25/hr - $30/hr Contractor Work Model: Onsite (Sea Girt, NJ) Hours: Monday - Friday, 7:00 AM - 3:30 PM...

1d ago

Go to Apply

Customer Service Associate

Walgreens • Red Bank, NJ • 1d ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

1d ago

Go to Apply

Sales & Customer Service Representative - Remote

Teleperformance USA • New Jersey, New Jersey • 1d ago

Management & Administrative

Category : Customer Service/Support About TP TP is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world's best brands streamline their business...

1d ago

Go to Apply

Office Manager

Quality Healthcare Staffing • Avenel, NJ • 1d ago

Management & Administrative

Job Summary Priority Groups is seeking a reliable and detail-oriented Part-Time Office Manager to join our New Jersey team. The ideal candidate is a self-starter who can manage administrative workflows, support our clini...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.