The Operations Sr Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all associated custody, clearance, and order execution processing. Managed account implementation strategies include Strategists, UMA, SMA, Rep as PM, Multiple Strategy Proposals, Multiple Account Proposals as well as our Digital strategy. The Operations Sr Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet, Orion and our new digital partner, are used to facilitate a strategy, from proposal through to account investing. This individual will be expected to fully understand our policies and procedures around all aspects of advisory operations and be able to effectively communicate those to our IARs. The Operations Sr Consultant will also oversee all fee-based billing functions to ensure accuracy is maintained and any errors are remediated.

You are

• A consummate professional with excellent verbal and written communication skills. You are self-motivated and goal oriented, and you thrive in a fast-paced environment where best in class customer service is your standard. You are patient, empathetic, detail orientated, and work well independently in a team setting.

You will

• Serve as the SME for the fiend and internal partners on the following functions

• Advisor as PM: model creation, management, trading

• Multi-Account/Strategy proposals and implementation

• Envestnet Trading methodology for: daily cash analysis, burn cash, raise cash, and rebalancing methodologies

• Tax efficiency options for managers/models

• Overlay and account shopping features

• Account servicing – service requests with connections to custodial systems

• Goal modifications

• Possess a broad mastery of service and administrative functions, including in-depth knowledge of complex product features and processing systems.

• Proactively and reactively support inquiries from the field on these strategies and processes.

• Serve as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal Guardian teams

• Assist in the creation, maintenance, training and teaching of the relevant products, processes, and technology to both internal and external representatives (IARs, internal partners)

• Understand and be able to guide the field and internal partners through how activities on the Envestnet and digital platforms interplay with and require actions within the custodial systems to complete the clients’ requests.

• Collaborate with various internal departments including Compliance, licensing, operations, internal clearing firm, and 3rd Party Sponsors/Envestnet

• Be responsible for the day-to-day managed account operations, escalations, and resolution of issues – working with internal team to process all items within queues daily.

• Manage, review, and solve issues sent to the operations group around all aspects of managed account processing, including Envestnet and Orion platforms and NetX360 related issues.

• Be responsible for our Advisory Billing process which includes implementation, testing, processing, escalations, etc.

• Be responsible for our Annuity Operations process

You have

• 3 or more years of extensive industry experience

• Securities license preferred (Series 7 or 6)

• Knowledge of retail client onboarding/new account process, non-purpose lending, annuity operations and advisory products

• Possess a high degree of self-confidence, work independently and have rapid decision-making ability. Must demonstrate strong and analytical and organizational skills.

• Demonstrate ownership and follow through when reviewing workflows, exceptions and anomalies and offer practical solutions.

• Proficiency in Outlook, Microsoft Word and creating Excel spreadsheets and PowerPoint presentations is preferred.

• Experience in the managed account space, specifically with Envestnet and/or Orion.

• Experience with Pershing, Fidelity and Schwab custodial systems

• Experience with Annuity Subscribe platform

• Experience with Advisory account billing

Salary Range

$56,680.00 - $85,015.00

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.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

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 .

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 .