Broker-Dealer Operations Specialist

Guardian Life • New York, NY

57d

About The Position

This is an exceptional chance to join Guardian Life as a Broker-Dealer Operations Specialist and be a key player on our Park Avenue Securities team! You will help implement flawless strategies with our advanced technologies, contributing to our world-class service! You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment

Requirements

• Knowledge of retail client onboarding/new account process, and advisory products
• Strong analytical and organizational skills
• Proficiency in Outlook, Microsoft Word, Excel, and PowerPoint
• Experience in the managed account space, specifically with Envestnet and/or Orion
• Experience with Pershing, Fidelity, or Schwab custodial systems

Nice To Haves

• Securities license preferred (Series 7 or 6)

Responsibilities

• Serve as the SME for the field and internal partners on various functions including advisor as portfolio manager, multi-account/strategy proposals, and trading methodologies
• Proactively and reactively support inquiries from the field on these strategies and processes
• Assist in the creation, maintenance, training, and teaching of relevant products, processes, and technology
• Collaborate with various internal departments including compliance, licensing, operations, and our internal clearing firm

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees