Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.
DUTIES and RESPONSIBILITIES:
OPERATIONAL SUPPORT:
* Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
* Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day
* Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals
* Assist with processing of trade adjustments and responding to operational alerts
* Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner
* Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements
* Remedy and/or escalate service breaks to management team
OTHER:
* Assist with special projects (e.g., recruit onboarding support)
* Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features
* Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed
* Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support)
* Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers
* Organize and track progress against operational remediation projects
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Industry experience is a plus
Knowledge/Skills
* Strong computer skills and knowledge of Microsoft Office products
* Exceptional writing, interpersonal and client service skills
* Detail oriented with superior organizational skills and ability to prioritize tasks
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
* Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$79k-114k yearly est. Auto-Apply 6d ago
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Registered Client Relationship Analyst
Morgan Stanley 4.6
Allentown, PA job
Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MS Online, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Assists Financial Advisor(s) / team in delivering against their business plan and client service model
• Supporting the Financial Advisor/ team marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings,
performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed)
Morgan Stanley EOE committed to diversifying its workforce.
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing, and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options,
mutual funds, annuities, insurance, and managed accounts
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-109k yearly est. Auto-Apply 60d+ ago
Senior Marketing Manager Third Party Annuities Specialist
Guardian Life 4.4
Bethlehem, PA job
Our Senior Marketing Manager - Third-Party Annuities Specialist will support the annuities line of business for third party distribution partners, reporting to the Head of Wealth Management & Channel Marketing Strategy. This role is dedicated to supporting Guardian's annuities business in the third-party distribution space. The person will drive the development and execution of marketing strategies, campaigns, and content tailored for third party partners, including broker-dealers, independents, and external wholesalers. The role will serve as a key contributor to annuity line strategy, enablement, and regulatory support, with a strong focus on partner-facing initiatives and wholesaler engagement. They will be responsible for marketing, communications, and inventory management within this line of business and work to execute with excellence.
Key stakeholders include Product Development, Distribution, Compliance, Legal, Technology, and outside vendors.
**Responsibilities:**
+ **Third Party Campaigns:** Design, launch, andoptimizemarketing campaigns specifically geared toward third-party annuity partners, their financial professionals,and their clients. Collaborate with distribution and product teams to ensure messaging resonates with external audiences.
+ **Partner-Facing Content:** Develop,maintain,trackand updatecollateral, presentations, thought leadership, and digital assets for use by third party partners and wholesalers. Customize content to fit the needs of diverse external channels.
+ **Wholesaler Support:** Enable wholesalers with targeted materials, campaigns,event kits,and training resources to drive engagement and sales through third-party channels. Supportsalesenablement and provide ongoing feedback loops with wholesalers.
+ **Project Management:** Oversee the execution of multi-channel campaigns, track KPIs, andtrack against budgetfor third party annuity marketing initiatives.
+ **Cross-Functional Collaboration:** Work closely with Product Development, Distribution, Compliance, Legal, Technology,wholesalersand external vendors to deliver integrated marketing solutions.Work cross-functionally to ensure all necessary partners have provided input on materials/projects.
+ **Inventory Management:** Managing inventory at fulfillmentcenterfor giveaways,promotionalitems, event kits, etc.
+ **Third-** **Party Communications Support:** Draft andsupport communications to third-party wholesalers and financial professionals.
+ **Market Intelligence:** Monitorcompetitive trends, gather insights from third party partners, and recommend enhancements to Guardian's annuity offerings and marketing approach.
+ Exhibit company values in organizing how we act, treat others, and treat our clients.
**SUCCESS MEASURES:**
+ Tracked KPIs relating to product launches, sales campaigns, and materials.
+ Consumer-focused, data-driven approach to marketing.
+ Ensure items areupdatesprior toexpiration.
+ Collaborative relationships across Guardian.
**Skills:**
+ **Third Party Annuity Management:** Hasa deep knowledge of and experience with annuitiesthird-partybusiness- minimum 5-7yearsannuity marketing experience.
+ **Project Management:** Proven ability to manage multiple projects and campaigns simultaneously.
+ **Communication:** Excellent written and verbal communication skills; able to tailor messaging for external partners and internal stakeholders.
+ **Collaboration:** Highly collaborative, cross-functional approach; experience working with sales, product, and compliance teams.
+ **Regulatory Acumen:** Demonstratedknowledge of marketing in highly regulated industries, especially annuities.
+ **Adaptability:** Flexible and solution-oriented, able to respond to changing market and partner needs.
+ **Leadership Qualities:** Ability to act as a thought leader in this line of business.
+ **Drive and Approach:** Sense of urgency and solution orientation.Ability to work effectively in a variety of situations and respond to changewith a positive attitude.Drive towardsindependent personal growthwhile acting aspart ofteam,helpingtodriveourcore values.
**Education:**
Bachelor's degree required, advanced degree or certifications in marketing, finance, or related field a plus.
**Location:**
+ This role is hybrid with 3 days a week in our Hudson Yards NY, Holmdel NJ, Bethlehem PA, or Boston MA office.
**Salary Range:**
$103,450.00 - $169,960.00
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 *********************************************** . _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 *************. 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.
$103.5k-170k yearly 50d ago
Head of Group Benefits Operations Technology
Guardian Life 4.4
Bethlehem, PA job
We are seeking a Head of Group Benefits Operations Technology leader within the Group Benefits Digital and Technology organization. The individual will be responsible for managing Group Benefits Operations applications and aligned Group Benefits Operations business function. As the Head of Group Benefits Operations Technology, you will lead a diverse team and have full leadership responsibility for development of the team. Partnering with the senior business leaders you will develop and execute the Group Benefits Digital and Retail strategy. In addition, the individual will be accountable for delivery of the initiatives, manage financials and ensure operational stability of Group Benefits Operations Technology.
**You Are:**
+ A highly motivated individual with both strategic and tactical which means you recognize problems/potential problems a mile away and can resolve the issues with decisions based upon experience
+ A confident, strategic technology leader with a deep understanding of business processes as well as technology capabilities to develop new or innovative solutions
+ Able to develop strong business cases and recommendations required to secure funding to execute on your vision.
+ Exceptional at collaboration, communication, and leadership skills
**You Will:**
+ Be responsible for the development and execution of Group Benefits Operations Technology strategy, and for continuously updating the strategy to assure that it is appropriately aligned with the overall strategy of the Group Benefit Operations business plans.
+ Apply in-depth knowledge of how your area of responsibility integrates with Group Benefits businesses and across Guardian Life.
+ Have responsibility and accountability for financial management of the initiatives, team and function
+ Be Accountable for all technology related to Group Benefits Operations applications.
+ Oversee the multiple functions and drive the performance, efficiency, and effectiveness from the engineering and development teams
+ Ensure alignment with the Guardian Life and overall Digital and Technology objectives.
+ Provide strategic direction and leadership for technology related initiatives with the team as well as overall Group Benefits Digital and Technology
+ Be accountable for the Operations application performance. Using data and insights you will make informed recommendations for enhancements to improve performance.
+ Drive simplification and automation of Operations Technology applications and platforms
+ Stay abreast of trends and identify new opportunities to change the current ecosystem
+ Build strong relationships with key stakeholders and leaders across Group Benefits and Guardian Life
+ Anticipate and respond to major technology evolutions, industry trends, and emerging technologies in anticipation of new business opportunities
**You Have:**
+ Proven business oriented and knowledge Technology executive with a strong understanding of how technology can drive ROI and business growth.
+ The ability to provide visionary direction and effectively lead the IT and software departments, aligning technology initiatives with the company's overall goals and objectives.
+ Directly delivered applications improving customer experiences and driving revenue
+ A strong understanding of end to end customer experiences and processes and the capability to leverage technology to enhance efficiency, productivity, and cost-effectiveness.
+ Excellent skills in planning, executing, and overseeing technology projects, ensuring they are completed on time, within budget, and meet the desired objectives.
+ The ability to stay current with emerging technologies and industry trends, fostering a culture of innovation and continuous improvement within the organization.
+ Significant Experience in Agile and Global large-scale programs
+ Significant experience leading, overseeing support of applications
+ Significant Experience managing third-party outsourcers and managed service relationships
+ Significant Experience in software development engineering and release management
**Salary Range:**
$174,760.00 - $287,102.50
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 *********************************************** . _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 .
**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.
$174.8k-287.1k yearly 60d+ ago
Lead, Digital Adoption-Workplace and Collaboration
Guardian Life 4.4
Bethlehem, PA job
**The Digital Adoption Leader** , reporting to the Head of Digital Workplace and Collaboration, will be a Senior-level engineer with strong written and verbal communication skills. This individual contributor will lead Guardian Life's strategy and execution for digital adoption across all workplace and collaboration technologies. This role is pivotal in empowering colleagues to fully utilize digital tools that enhance productivity, collaboration, and engagement. Additionally, the Digital Adoption Leader will act as a liaison between IT, business units, and end users-ensuring effective communication, lifecycle management, and successful adoption of new technologies.
**You Are:**
+ Strategic thinker with a passion for empowering people through technology.
+ Comfortable navigating ambiguity and driving clarity in complex environments.
+ Empathetic leaders who understand the human side of digital transformation.
+ Strong analytical mindset with the ability to translate data into actionable insights.
+ A collaborative team player who consistently supports colleagues and exemplifies the highest standards of customer service and excellence.
**You Will:**
**Digital Adoption Strategy & Execution**
+ Develop and lead a comprehensive digital adoption strategy for workplace and collaboration technologies.
+ Drive adoption of Digital Workplace and Collaboration tools including but not limited to devices, operating systems advancements and features, Microsoft 365 tools (Teams, SharePoint, OneDrive, Outlook, Copilot, etc.) across the organization.
+ Promote effective use of mobile platforms (iOS and Android) and mobile device management technologies such as Microsoft Intune.
+ Support adoption of Windows 11, mac OS, and Apple devices in the workplace.
+ Design and implement change management and education programs to support adoption efforts.
+ Establish and manage a Digital Champions Network to support peer-to-peer learning.
**Communication & Enablement**
+ Track, plan, and communicate new features, updates, and best practices for collaboration tools and endpoint technologies.
+ Create and deliver engaging information sessions, webinars, and learning content tailored to various user personas.
+ Partner with internal communications to ensure consistent messaging and awareness of digital tools.
+ IT Partnership & Technical Enablement
+ Collaborate with internal IT teams to interpret and communicate technical updates and roadmaps.
+ Translate technical capabilities into business value and use cases for IT and business stakeholders.
+ Provide feedback to IT and vendors based on user experience and adoption metrics.
+ Support IT teams in understanding and deploying technologies such as:
+ Windows 11 and mac OS
+ Mobile Device Management (MDM) via Intune
+ SCCM for endpoint configuration and deployment
+ Virtual Desktop Infrastructure (VDI) including Amazon Workspaces, Windows 365 Cloud PC, and Azure Virtual Desktop (AVD)
+ Application streaming technologies
+ User experience analytics tools such as Nexthink
**Lifecycle & Vendor Management**
+ Own the lifecycle management of workplace and collaboration technologies.
+ Monitor and summarize vendor roadmaps, identifying opportunities and risks.
+ Partner with procurement and vendor management teams to align technology investments with business needs.
**Analytics & Continuous Improvement**
+ Define and track KPIs for digital adoption and user engagement.
+ Use analytics to identify adoption gaps and develop targeted interventions.
+ Continuously refine strategies based on feedback, usage data, and evolving business needs.
**You Have:**
+ 8+ years of experience in digital transformation, IT enablement, or workplace technology roles.
+ Proven experience driving adoption of Microsoft 365 and collaboration platforms.
+ Strong understanding of mobile platforms, endpoint management, and virtual desktop technologies.
+ Excellent communication, presentation, and stakeholder management skills.
+ Experience working cross-functionally with IT, HR, Communications, and business units.
+ Familiarity with digital adoption platforms (e.g., WalkMe) and user experience tools (e.g., Nexthink).
+ Bachelor's degree in information technology, Business, Communications, or a related field preferred. Equivalent practical experience in digital adoption, workplace technologies, or IT enablement will also be considered
**Location & Travel:**
+ The position must be located in one of the following office locations: Holmdel, NJ, New York, NY (Hudson Yards) or Bethlehem, PA
+ The position will be Hybrid with 3 days in the office, 2 days WFH
**Why Join Guardian Life?**
At Guardian Life, we are committed to creating a workplace that empowers our people to thrive. Join us in shaping the future of work-where technology, security, and innovation converge to create exceptional employee experiences.
**Salary Range:**
$101,180.00 - $166,220.00
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 *********************************************** . _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 .
**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.
$101.2k-166.2k yearly 60d+ ago
Head of Disability and Multi-Life Pricing and Risk
Guardian Life 4.4
Bethlehem, PA job
**You are** ** ** A strategic leader with deep expertise in risk management and pricing. You are highly analytical with the ability to distil critical information for business partners and key stakeholders. You are an influencer and can operate effectively in a highly matrixed environment. You can provide leadership and oversight of hedging analytics for our programs. The role also oversees risk evaluation and mitigation strategies, ensuring alignment with regulatory standards and enterprise risk tolerance.
**You have ** ** **
+ 7+ years of experience in pricing and risk management within the disability insurance industry
+ Proven leadership experience managing cross-functional teams and complex projects
+ Strong analytical skills with proficiency in actuarial modeling tools and data visualization platforms
+ Excellent communication and stakeholder management skills
+ Knowledge of the regulatory environment within the insurance industry
+ Strong financial understanding
+ Ability to gain consensus and lead efforts in a matrixed organization
+ A bachelor's degree and MBA or advanced degree preferred.
**You will** ** **
+ Drive pricing innovation by developing and refining actuarial models that support competitive and profitable Disabilityproducts.
+ Lead cross-functional initiatives to assess and mitigate portfolio risk, ensuring alignment with enterprise risk tolerance and regulatory standards.
+ Translate complex data into actionable insights for senior leadership, influencing strategic decisions across underwriting, product, and distribution.
+ Evaluate all risk factors across underwriting guidelines, claims experience and the external environment to ensure appropriate profit margin development
+ Manage, as needed, special market strategies that are driven by pricing/risk accommodations
+ Champion continuous improvement in pricing governance, documentation, and audit readiness.
+ Mentor and develop a high-performing team of actuaries and analysts, fostering a culture of analytical rigor and collaboration.Influence senior leaders and cross-functional stakeholders to align on priorities and resolve critical issues.
This position will report to the Head of Individual Disability, Multi-Life and President of Berkshire
**Location **
+ The preferred primary location for this position is in Pittsfield, MA for 3 days in-person out of the week.
+ This position will travel to our Bethlehem, Hudson Yards, and Holmdel offices as needed and limited industry/sales related travel.
**Salary Range:**
$162,440.00 - $266,870.00
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 *********************************************** . _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 *************. 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.
$68k-85k yearly est. 24d ago
Executive Assistant
Guardian Life 4.4
Bethlehem, PA job
The Executive Assistant will report to the Head of Enterprise while providing equal sport to 2-3 other executives within the Digital and Technology leadership. The role requires high emotional intelligence and interpersonal skills, highly technical capability with suite of tools, an incredible work ethic, and the ability to proactively anticipate and manage a variety of executive needs. The Executive Assistant will exercise considerable discretion in judgment, confidentiality, and will possess the organizational skills to support the varied tasks and deadlines that are required daily in a fast-paced environment.
**You will**
+ Provide proactive level of executive administrative support, ensuring excellent service and professionalism with every interaction.
+ Demonstrate ability to problem solve and bring forward recommended solutions.
+ Consistently demonstrate excellent judgment, and integrity, exhibiting a high level of confidentiality, discretion and diplomacy when dealing with sensitive correspondence, issues, and information.
+ Coordinate all travel arrangements (flights, car service, hotel reservations, etc.) and process reimbursable expenses in a timely manner.
+ Proactively manage calendar, schedule meetings, arrange meeting logistics and resolve calendar conflicts.
+ Interact with executives and assistants internally and externally, responding to requests with appropriate sense of urgency.
+ Prioritize and manage own workflow to ensure quality and efficiency to meet deadlines and be flexible in adjusting to changing work priorities.
+ Proactively address, or resolve issues, within own area of accountability and keep leadership informed of any matters requiring their attention.
+ Prepare correspondence, reports, presentations, and other materials, ensuring deadlines are met.
+ Assist with other special projects, perform additional assignments, as needed - growth mindset.
**Requirements**
+ 5+ years of experience as an Executive Assistant, preferably supporting senior executives in Technology or equivalent highly technical organizations.
+ Strong knowledge of all audio visual set up (i.e. video conferencing) and ability to successfully collaborate with AV team as dictated by meeting requirements.
+ Excellent communication skills, both written and verbal.
+ Strong organizational skills and attention to detail.
+ Ability to multitask and manage competing priorities.
+ Highly Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
+ Experience in project management and event coordination.
+ Ability to maintain confidentiality and handle sensitive information.
+ Self-driven and ability to work independently and as part of a team.
+ Highly collaborative in a team environment and able to work seamless across organizational boundaries.
+ Flexibility to work outside of regular business hours when needed.
The Executive Assistant is a critical role in the Digital and Technology team, and the successful candidate will have the opportunity to work closely with senior leadership and play a key role in the success of the organization.
**Location /Travel**
NY: Hudson Yards, New York or Bethlehem, PA
Onsite 3 or more days per week
**Salary Range:**
$67,980.00 - $101,970.00
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 *********************************************** . _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 *************. 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.
$68k-102k yearly 60d+ ago
Team Coach - Agile Coach/Scrum Master
Guardian Life 4.4
Bethlehem, PA job
Guardian's Digital and Technology (D&T) organization is undergoing a transformation to drive the growth and future strategy of the business. The Team Coach will participate in these efforts by guiding the adoption and execution of a product operating model, fostering a culture of continuous improvement and collaborative problem-solving. The Team Coach will establish and drive team best practices, facilitate standard ceremonies, provide training, mentoring, and practical assistance to improve team performance and support timely delivery, aligning with product vision and customer objectives.
**You Are** **:**
A change agent and facilitator, driving team focus on product delivery and business outcomes. The ideal candidate will be highly collaborative, influential and passionate about creating impactful change for the organization.
**You Will:**
+ Coach product teams on agile practices to drive delivery discipline and predictability.Provide 1:1 role-based coaching for Product Owners and other team members to strengthen agile maturity.
+ Leverage coaching methodologies to actively support cross-functional product teams in improving collaboration, accelerating delivery cadence, and achieving measurable outcomes aligned with product goals.
+ Facilitate team-level ceremonies (e.g., planning, stand-ups, retrospectives) to ensure effective collaboration, alignment and dependency management.
+ Actively coordinateinteraction with other teams to manage cross-team dependencies and maintain alignment. Escalate blockers to leadership promptly to ensure timely resolution.
+ Foster and coach multiple teams inimproving team performance through continued inspection of team practices and testing new approaches.
+ Work with teams to define and develop objectives and key results (OKRs) and ensure strategic alignment to enterprise and value stream level priorities, track progress and achievement of goals through performance dashboards.
+ Guide teams to leverage flow and outcome metricsresponsibly to inform their improvement without driving unhealthy behaviors; assist teams with tailored coaching plans and targeted initiatives to drive team performance and maturity.
+ Act as an active member of the Center of Excellence, contributing to standards, best practices and continuous evolution of the operating model.
+ Partner with Product Owners to build and facilitate a strong backlog aligned with product strategy and priorities.
+ Work with stakeholders to support the teams' needs and maintain alignment with product goals
+ Ensure the team understands how their work ties back to the product / value stream OKRs.
**You Have** **:**
+ 3-7 years of proven experience in roles such as Scrum master and Agile coach, coaching multiple agile teams in a scaled environment.
+ Strong knowledge of agile frameworks (Scrum, Kanban, SAFe, etc.) with experience in Agile project management practicesand ability to lead and reinforce strong team habits
+ Ability to strongly coach and drive improvements for the team through supportive and adaptive techniques.
+ Experience with agile tooling (e.g., Jira, SPM) and providing best practices for use and adoption across an organization
+ Experience with OKR development and refinement,and outcome-based performance tracking.
+ Strong understanding of software development lifecycle and technology deliverables.
+ Familiarity with product platform construct preferred.
+ Familiarity with engineering practices such as test automation, CI/CD, and DevOps.
+ Excellent facilitation, communication, and interpersonal skills.
**Location:**
+ Three days a week at a Guardian office in New York, NY, Holmdel, NJ or Bethlehem, PA.
**Salary Range:**
$95,170.00 - $156,355.00
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 *********************************************** . _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 *************. 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.
$95.2k-156.4k yearly 50d ago
Head of Expense Pricing & Compensation Strategy
Guardian Life 4.4
Bethlehem, PA job
Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to join our team as a Head of Expense Pricing & Compensation Strategy.
In this role you will report to the Head of Pricing Strategy. This position is responsible for supporting the profitable growth of the Group Insurance blocks of business. Responsibilities include experience monitoring, market level analysis, and evaluating and implementing pricing strategies for all Group coverages.
**You will**
+ Establish an allowable expense pricing model that aligns with operating plan
+ Monitor emerging variances between actual and pricing expenses, and proactively make recommendations to address gaps
+ Partner with Distribution, Finance, and Underwriting teams to establish a distribution compensation pricing strategy that aligns to market needs while achieving organizational goals
+ Implement Distribution compensation budget framework aligned to pricing and Pay for Performance management model
+ Develop and maintain expense pricing models for large market cases, leveraging unit cost study results and incorporating case-specific characteristics
+ Analyze current pricing expense slopes, benchmark against market data and unit cost studies, and recommend updates to ensure competitive and accurate pricing
+ Drive consistency in expense assumptions across the pricing organization, including new business, renewals, actual to expected performance reporting, and new business value reporting
+ Collaborate with Finance to design and implement acquisition versus maintenance expense studies, integrating findings into durational pricing models
**You have**
+ A deep understanding of group pricing practices including the use of experience
+ Exceptional critical thinking and problem-solving skills
+ Strong collaboration and communication skills, both verbal and written
+ Ability to communicate pricing analyses to technical and non-technical audiences
+ Ability to manage multiple projects with multiple deliverables simultaneously
+ Adapts to changing business priorities and environments
+ Fellow Society of Actuaries (FSA) designation or equivalent group finance experience
+ Strong analytical and technical skills with the ability to synthesize sophisticated information
+ Data visualization, machine learning, and predictive analytics experience preferred
**Location:**
Hybrid role - 3 days in a Guardian office located in Holmdel, NJ; Bethlehem PA; or Hudson Yards, NYC. 2 days WFH. 10% Travel to other offices as determined by the People Leader
**Salary Range:**
$126,910.00 - $208,495.00
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 *********************************************** . _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 *************. 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.
$126.9k-208.5k yearly 29d ago
Underwriting Consultant
Guardian Life 4.4
Bethlehem, PA job
The Objective of the **Large Market Underwriting Consultant** will be to work with Sales, Underwriting and Products and Pricing to profitably grow Guardian's Large Market revenue and market share in the 1,000 lives and over market space. Key objectives will be to achieve targeted sales and earnings goals, train, and mentor less experienced underwriters, manage complex technical underwriting issues, train account management, handle projects and recommend policy and strategy changes.
The Underwriting Consultant is responsible for to provide pricing and plan design for companies with 1,000 or more lives utilizing prior claim experience and manual rates. Products include Group Dental, Vision, FMLA, STD, LTD, Life, Accident, Critical Illness and Hospital Indemnity insurance. The underwriter will be an excellent negotiator who builds collaborative relationships with Sales and other areas of Guardian to solve business issues and win. The underwriter will be both a confident communicator and an independent decision-maker.
You will
+ Recommend competitively priced products, funding arrangements, and services to meet customer requirements
+ Determine pricing of new business and/or renewal business, including alternate plan of benefit options
+ Communicate rate/fee development and plan design offered. Assess contract comparisons for takeover business
+ Negotiate with sales representatives or agents/brokers to resolve rate questions and risk related concerns
+ Manage administrative processing of cases. Utilize underwriting systems and databases for quotes, sales, renewals to track results
+ Document case decisions and underwriting rationale
+ Provide mentoring/coaching to help develop technical skills of others, support team growth and development initiatives
+ Conduct training for sales and/or underwriting staff as needed
+ Participate in project work or on teams to develop or improve underwriting processes.
+ Responsible for oversight and identification of any barriers to achievement of financial goals. Produce solutions that lead to target result achievement
+ Improve Guardian's underwriting strategies to support key growth goals and to assume an industry leadership position in the 1,000+ employer marketplace
+ Have the opportunity to enhance the overall talent and knowledge level of Large Market Underwriting, Sales, and Account Management
+ Be a go to person for technical issues and decision making for other team members
+ Advise others on how to handle irregular administrative requests or technical underwriting risk analysis based not only on experience, but also as capacity as a leader
+ Be a go to person for the Regional Underwriting Leader for the most complex work or key project work
+ Handle a delegated part of a larger task for completion and integration with the overall deliverable
+ In addition to being a participant on a project, be a leader within a project team or process team who defines, organizes, and directs tasks that need to get done
+ Help support Large Market team management with activities that are key drivers for the team to achieve results
+ Continuously evaluate underwriting strategies, guidelines, and pricing relative to Guardian's internal results and external competitive position
+ Recommend policy strategy changes. Evaluate processes and make recommendations for changes processes and make recommendations for changes. Assist in development, implementation, and training
You have
+ 5+ years of experience with Group Life, Disability, and/or Dental underwriting.
+ Background in experience-based rating and risk assessment
+ Demonstrated ability to prioritize and efficiently manage multiple work items and due dates
+ Proficiency of Underwriting tools and systems
+ Thorough knowledge of Group Insurance products/processes
+ Knowledge of local market competition and strategy (e.g., impact on claim pricing and product choices)
+ Proven analytical and mathematical skills and ability to apply them to complex cases and issues
+ Ability to make decisions, solve problems and meet challenges in completing work
+ Strong negotiation and conflict resolution skills
+ Proven ability to work independently
+ Excellent verbal and written communication and presentation skills
+ Effective use of Word, Excel, and PowerPoint applications
Leadership Behaviors
+ Exhibits Guardian's Ways of Working: Think Big and Grow, Accelerate Impact, and Lead Change
+ Continuously strives to provide superior products and customer service
+ Takes ownership for meeting individual performance objectives
+ Upholds Guardians commitment to ethical business practices
Location
This is a hybrid position requiring 3 days a week in a Guardian office.
**Salary Range:**
$86,210.00 - $141,635.00
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 *********************************************** . _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 *************. 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.
$86.2k-141.6k yearly 32d ago
Internal Life Insurance Wholesaler
Guardian Life 4.4
Bethlehem, PA job
Do you enjoy helping other's attain their goals, working both independently and as part of an invested, sales and service based team? The major purpose of the Internal Life Insurance Wholesaler position is to provide sales and marketing support to the External Life Wholesalers (Regional Sales Directors) and the career agents and agencies in the region they each support. The incumbent will work with the designated career agents to ensure that their sales process runs smoothly, helping them to grow and develop their practices. By working with both the field force and home office partners, the Internal Life Wholesaler stays connected to our ultimate mission of serving our end customers while being a trusted internal resource. Is a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards" important to you? If so, Guardian can be the place for you.
**You are**
The ideal candidate is an excellent communicator of both mathematical and verbal/emotional concepts who cares for the internal partners and end customers that we ultimately work for. You display passion for finding solutions to both basic and complex problems. You want to see your partners succeed and are adept in finding ways to facilitate that success. You appreciate how even the smallest case can lead to the biggest successes in the career of your business partners and how the biggest cases prove to be the culmination of all of our combined efforts.
**You will**
+ Work closely with the External Life Wholesaler on cases and projects
+ Instill Confidence Through Knowledge in the areas of Sales Ideas, Case Design, Product Support, Competitive Support and Sales Technology Support
+ Support a wide range of Filed Force clientele, from the most successful and or experienced reps to the newest and growing in their careers to the those in between, using empathy, urgency and a high level of technical expertise
**You have**
+ A minimum of one to three years of industry specific experience
+ Working knowledge of life insurance products and sales concepts using life insurance, such as Estate Planning, Retirement Planning and Wealth Accumulation
+ Excellent written and oral communication skills
+ Ability to work independently with the organizational skills to effectively manage your practice while consistently and reliably providing solutions to your field force clientele, focusing on detail, innovation and accurate analysis of a variety of sales situations
+ Motivation to find solutions that drive mutual success
+ Life and Health License required, with the ability to obtain the Series 6 within 1 year
+ Professional Designations a big plus (LUTCF, CLU, ChFC, CFP, FLMI)
**Salary Range:**
$60,000 - $67,500
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 *********************************************** . _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 *************. 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.
$60k-67.5k yearly 60d+ ago
Branch Office Administrator
Edward Jones 4.5
Gilbertsville, PA job
**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 1831 Swamp Pike Suite 201, Gilbertsville, PA
This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Comprehensive 6-month training including an experienced peer to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself...**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect...**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**You'll be competitively compensated...**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
**Hiring Minimum:** $26.10
**Hiring Maximum:** $28.26
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$35k-46k yearly est. 24d ago
Head of Cybersecurity Assurance Testing
Guardian Life 4.4
Bethlehem, PA job
The Head of Cybersecurity Assurance Testing is a people manager and hands-on role accountable for the performance, evolution, and measurable outcomes of Guardian's application security testing, ethical hacking/"red team" programs and third party testing exercises. This role will deliver results through team leadership, tactical planning, hands-on testing, peer collaboration, and program ownership. This role is responsible for managing & developing staff, planning and conducting red team missions, coordinating penetration testing and third-party adversarial exercises, and driving collaborative purple teaming by planning and executing head-to-head exercises with the blue team. The role oversees two US FTEs and works closely with and India counterparts, cyber defense stakeholders, and application owners to ensure offensive security efforts are risk-aligned, actionable, and drive meaningful risk reduction.
**Locations:** On-site at Hudson Yards, NY or Bethlehem, PA office avg. 3 days per week
**Key Responsibilities**
**Program Leadership & Accountability**
+ Develop and own the roadmap, backlog, and quarterly planning for Application Security, Red, and Purple Teaming.
+ Lead red team missions, application security tests, and coordinate third-party adversarial exercises.
+ Ensure team performance, resource planning, and program outcomes; deliver results directly and through others.
+ Oversee project delivery and capability expansion.
**Cross-Functional Collaboration**
+ Plan, execute, and report on Purple Team (offense/defense) exercises.
+ Partner with Cyber Defense to improve detection, response, and resilience.
+ Deliver actionable readouts and lessons learned to all stakeholders.
+ Align with Vulnerability and Threat specialists, stakeholders, and Peer teams for future red team planning.
**People Leadership & Team Development**
+ Manage, coach, and develop engineers; set goals, provide feedback, support growth, and aide with career development planning. Include diverse learning in plans from conferences to hands-on learning and capture-the flag exercises, to additional learning activities and certifications.
+ Foster a high-performance, accountable, and innovative culture.
+ Ensure optimal resource utilization and allocation.
**Strategic Collaboration**
+ Partner with application owners, global teams, and security stakeholders to focus on high-risk areas and close findings.
+ Translate findings to meaningful insights and recommend defense improvements.
+ Influence offensive/application security testing standards and other policies and standards based on findings.
**Innovation & Continuous Improvement**
+ Introduce new offensive/Application Security technologies, methodologies, and automation (including A.I.).
+ Integrate security validation into CI/CD; promote automated testing.
+ Encourage continuous improvement and experimentation.
**Governance & Reporting**
+ Define, track, and report KPIs for coverage, risk reduction, remediation, and automation.
+ Deliver executive-ready reports translating technical findings to business risk.
+ Publish KPIs and ensure timely remediation or risk acceptance of findings
**Required Qualifications**
+ 5+ years in offensive security, ethical hacking, or application security leadership roles.
+ Hands-on experience planning and conducting penetration tests, red team operations, application security testing, and purple team exercises.
+ Experience managing technical teams and delivering results through others.
+ Proficiency with industry-leading tools (Burp, ZAP, Cobalt Strike, etc.) and automation frameworks.
+ Strong understanding of secure SDLC, threat modeling, adversarial simulation, and CI/CD security integration.
+ Excellent communication and stakeholder management skills.
+ Bachelor's degree in cybersecurity or related field, or equivalent certifications (OSCP, OSWE, GWAPT, CISM, etc.).
+ Demonstrated ability to drive urgent response, automate manual processes, and ensure closure of findings.
**Preferred Qualifications**
+ Experience in financial services or large enterprise environments.
+ Familiarity with automation frameworks and AI-driven security testing.
+ Exposure to cloud security and containerized application testing.
+ Experience leading global teams.
**Location**
+ Three days a week at our Guardian office in New York, NY or Bethlehem, PA
**Salary Range:**
$118,980.00 - $195,465.00
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 *********************************************** . _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 *************. 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.
$119k-195.5k yearly 19d ago
Head of Group Benefit Pricing and Analytics
Guardian Life 4.4
Bethlehem, PA job
In this role, you will report to the Group Benefits CFO and be a critical partner to drive profitable growth of the $5B+ group insurance book of business through implementing best practices across all group and retail products. You will lead a team of actuaries and analysts, partner with cross-functional leaders, and provide strategic direction to ensure pricing aligns with business objectives and market dynamics.
**You Will**
+ Lead the group pricing team, providing mentorship, performance management, and professional development.
+ Execute rate development and state rate filings for Group Benefits business - Dental, Vision, Absence & Disability, Life and Supplemental Health offerings
+ Drive momodernization of pricing approaches, both from rating platform perspective as well as embedding predictive analytics to continuously improve accuracy
+ Collaborate with Finance and business stakeholders to align pricing objectives with corporate and business financial plans. This includes both manual rating and experience rating assumption review.
+ In partnership with GB Head of Finance and Actuarial, manage pricing for Retail\Direct to Consumer product offerings
+ Lead Dental Network analysis and provider fee schedule management efforts
+ Maintain pricing economic projection models for all group products, including new business value
+ Develop pricing for new product development, customer well-being offerings and emerging distribution partnerships
+ Seek ways to improve pricing model risk governance, including implementation of rates in compliance with filings
+ Assist with experience reporting and improve analysis to better understand how the group business is operating and trending
+ Collaborate with the Group Benefits leadership team to ensure alignment between pricing philosophy and strategic growth initiatives
**You Have**
+ 10+ years of relevant Actuarial/Risk Management experience within the Group Benefits industry.
+ Demonstrated business sense with ability to build relationships with senior executive leadership.
+ Robust leadership experience combined with strong oral and written communication skills.
+ Organizational savvy with ability to influence cross functionally.
+ Strong analytical and technical skills with the ability to synthesize sophisticated information and translate into a compelling narrative.
Education
Bachelor's degree in Actuarial Science, Mathematics, Finance, or a related field.
FSA designation or equivalent relevant accreditation / advanced degree.
Location
Primary location is Bethlehem, PA or New York, NY with the ability to travel as needed.
**Salary Range:**
$178,690.00 - $293,560.00
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 *********************************************** . _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 .
**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.
$49k-62k yearly est. 60d+ ago
Manager, BenTech Support & Solutioning
Guardian Life 4.4
Bethlehem, PA job
Our Digital team is seeking a Manager, BenTech Support & Solutioning, who will lead a dynamic team of API Solution Leads and BenTech Partner Support Leads. This leader will be responsible for shaping the strategy of partner integrations and maturing the support model for our benefits technology ecosystem. The ideal candidate has leadership experience, deep knowledge of Benefits Technology, and a commitment to continuous improvement and customer excellence.
This is an exciting time to join Guardian as we accelerate our digital capabilities across product, experience, benefits administration, and broker technology. Our goal is to cement our market leading position and innovate using technology to capitalize on new market opportunities. This is a unique opportunity to shape the future of Group Benefits and deliver meaningful change for our customers and partners
**You Will:**
+ Manage, mentor, and develop a team of API Solution Leads and BenTech Partner Support Leads, fostering a culture of collaboration, learning, and high performance
+ Foster a collaborative, customer-centric, and innovative team culture
+ Provide coaching and guidance to support professional growth
+ Build our broader API and integration strategy, aligning business objectives and market opportunities
+ Champion the API strategy across the organization, aligning business and technology objectives
+ Act as a liaison between technology, business leadership, and external partners, ensuring alignment and clear communication
+ Ensure timely and effective resolution of partner and client issues related to integrations, platform functionality, and technical troubleshooting
+ Oversee the documentation and tracking of customer interactions, ensuring SLAs are met and recurring issues are addressed
+ Escalate complex issues appropriately and drive long-term solutions in partnership with Product and Development teams
+ Mature our business model, engage with business leaders and partners to identify opportunities, resolve issues, and advance integration capabilities
+ Represent the organization's interests in industry forums and among carrier and BenTech partners
+ Monitor adoption, consumption metrics, and user feedback to identify improvements and ensure solutions remain best in class
**You Have** **:**
+ Bachelor's degree or equivalent work experience.
+ 5+ years of experience in benefits technology, SaaS, or related fields, with at least 3 years in a leadership or management role
+ Proven experience managing and delivering complex, multi-year programs across business and IT
+ Strong technical acumen, with deep understanding of APIs, EDI workflows, and data integrations
+ Excellent problem-solving, communication, and stakeholder management skills
+ Customer-centric mindset, with a passion for delivering exceptional service
+ Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities
+ Experience with benefits administration, HR platforms, or payroll systems is a plus
**Reporting Relationship:**
As a Manager, BenTech Support & Solutioning, you will report to the Sr. Product Manager, Head of Benefits Technology Strategy
**Location:**
The work arrangement for this position will be hybrid (3+ days per week in a local Guardian Office).
**Salary Range:**
$103,450.00 - $169,960.00
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 *********************************************** . _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 *************. 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.
$103.5k-170k yearly 25d ago
Client Relationship Specalist - Lehigh Valley, PA
Charles Schwab 4.8
Allentown, PA job
**Your opportunity** _At Schwab,_ _you're_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services (***************************************
**What you have**
**Required Qualifications:**
+ 1+ years of Client/Customer Service experience
**Preferred Qualifications:**
+ Previous experience in Financial Services/Wealth Management and/or closely related industry.
+ While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
+ Ability to handle client needs with tact and diplomacy
+ Outstanding written and oral communication skills
+ Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
+ Ability to build and maintain good cross-enterprise working relationships
+ Basic understanding of brokerage regulations and rules that govern client accounts
+ May be asked to become a Notary
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
$54k-70k yearly est. 9d ago
Compliance Analyst
Guardian Life 4.4
Bethlehem, PA job
Guided by our company Purpose of "Inspiring well-being for our colleagues, consumers, and communities," we are committed to building a best-in-class Law Department. We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions, aligned to "what" we deliver (i.e., our goals and objectives) and "how" we demonstrate our values and behaviors while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.
Do you want to be part of a collaborative Compliance Legal Team?
The Compliance Analyst, Park Avenue Securities (PAS), and Park Avenue Investment Advisory (PAA), works as part of the Compliance team to ensure that various compliance and regulatory processes and procedures are implemented to mitigate and reduce risk to the firm, its clients, and the firm's associated persons.
**You are**
An enthusiastic, self-motivated, high-energy individual who enjoys working in a team environment while executing responsibilities independently. Your ability to multi-task but prioritize allows you to deliver high-quality results in a timely fashion.
**You will**
+ Advise and consult with various Compliance colleagues and internal business partners to ensure firm compliance with applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment adviser entities.
+ Assist with the Firm's Compliance testing program and the review and maintenance of related compliance policies and procedures.
+ Assist in the preparation of required regulatory filings. Collaborate with and assist senior personnel within Law, Compliance, and PAS business areas to perform high quality, value-added projects assessing the firm's overall regulatory compliance in various business functional areas.
+ Assist the Compliance department's efforts in supporting the implementation of new retail wealth management products and services.
+ Prepare relevant compliance metrics that help identify and improve Compliance operational efficiencies.
+ Participate and help lead data analytic initiatives and thinking to improve the overall compliance program effectiveness and efficiencies.
**You have**
+ Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along with a familiarity of state insurance laws (inclusive of NAIC).
+ 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an insurance-affiliated broker/dealer is a plus.
+ Series 7; 24 licenses required or obtained within 120 days.
+ A bachelor's degree
+ Strong data analytical, interpersonal, and organizational skills.
+ Excellent written and verbal communication skills with comfort making presentations in various settings.
**Reporting Relationships**
As our Compliance Analyst, you will report to the Compliance Leader.
**Location**
+ Hybrid role: 3 days a week in the office, 2 days WFH. Locations: Bethlehem, PA or Hudson Yards, NYC
**Salary Range:**
$67,450.00 - $110,815.00
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 *********************************************** . _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 .
**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.
$67.5k-110.8k yearly 60d+ ago
Business Analyst III, Group Benefits Underwriting
Guardian Life 4.4
Bethlehem, PA job
Do you have the desire to be part of a high performing team in the Technology & Systems field? Is a culture where "People Count" and "We do the Right Thing" important to you? Guardian Life Insurance Company is actively seeking a passionate, driven, and self-motivated individual to join its Underwriting Process & Technology team. The ideal Business Analyst III candidate is someone with a strategic, innovative background, who has previous knowledge in Renewal Underwriting job responsibilities.
The **Business Analyst III** will have a growth mindset and be responsible for participating in planning sessions with key stakeholders while working to enhance our Underwriting technology platforms. In addition, they will partner with Agile Product Owners to define business requirements and test plans, expected business outcomes and key results, as well as high level feature decomposition to ensure user stories have the appropriate acceptance criteria for success. The Business Analyst III will collaborate with various stakeholders to understand all areas impacted and maintain alignment.
You are
+ A self-starter who seeks to understand customer needs, business demands, and aligns their business analyst capacity and skills to implement the best solutions
+ Able to solve problems and function highly in both an independent and team environment
+ Determined to find the best approach to the work, identifying the highest value techniques to achieve business objectives
+ Focused on developing and maintaining relationships with all key stakeholders to gather information, understand interests, and enhance personal and departmental productivity
You have
+ Bachelor's degree preferred or equivalent work experience in similar role
+ A broad understanding of group insurance strategies, products, and processes
+ Elevated level of proficiency in Microsoft Office 365 (advanced in Excel), JIRA, Tableau, and/or Confluence tool sets
+ Exceptional written skills; ability to tailor messaging to audience
+ Preferred: Experience with our Renewal Underwriting Platform (GCRS)/Renewal and Pricing logic
+ Preferred: Experience using AI tools such as M365 Copilot
You will
+ Perform analysis in support of decisions on organizational design required to achieve a business objective or key result
+ Become a go-to resource for our business partners when it comes to technical assistance for our Underwriting systems
+ Participate in, as well as lead, workshops, brainstorming sessions and large group meetings that cut across multiple business and functional areas
+ Perform process analysis as compliment to lean business case analysis
+ Develop strong relationships with key business, technical, and project management functions
+ Maintain strong relationships with all stakeholders to gather information and understand stakeholder interests
+ Work closely with product managers, product owners, project managers, and operational excellence teams during the preparation and maintenance of epic statements, lean business cases, and where appropriate, feature and story development
+ Build and execute business test plans
+ Possess excellent communication skills, to include the ability to interact professionally with all levels of the organization in written, verbal, and visual formats
Location and Work Arrangement
This is a hybrid position requiring 3 days a week in a Guardian office. The preferred locations for this position are Bethlehem, PA and Boston, MA. May consider other U.S. locations for qualified applicants.
Travel
Approximately 10% travel required for this position.
**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.
**Salary Range:**
$68,970.00 - $113,310.00
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 *********************************************** . _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 .
**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.
$69k-113.3k yearly 38d ago
Senior Strategy and Relationship Director, Group Benefits
Guardian Life 4.4
Bethlehem, PA job
The Senior Strategy and Relationship Director will report to the Head of National Broker & General Agency Partners, Group Benefits. The successful hire will work to develop growth and retention strategies, determine new product placement opportunities, identify, and perform due diligence on potential new national or regional partners, collaborate across the Group Benefits organization, and seek opportunities to broaden and deepen national relationships across the Group Benefits organization.
The scope of the role focuses on national benefits brokers, and consultants, as well as alternative distribution channel partners such as general agencies, third party administrators and technology platforms.
**You Will:**
The Senior Strategy and Relationship Director will collaborate with key internal partners and Distribution leaders to create and execute strategic plans for assigned partners and drive results throughout the year. In addition, the role is responsible for strengthening and broadening existing partner relationships and identifying efficiency and technology alignment opportunities.
Specific Responsibilities include:
+ Act as point of contact for executive level relationships and demonstrate deep industry knowledge fostering confidence and trust.
+ Create and manage business plans for assigned partners and successfully execute against agreed upon objectives.
+ Active and ongoing collaboration with distribution leaders, sales professionals, and account management teams to drive success locally.
+ Act as escalation point for internal and external partners.
+ Represent Guardian at industry and partner events.
+ Collaborate with distribution to design and implement growth strategies for targeted partners.
The Group Benefits Distribution organization relies on the Senior Strategy and Relationship Director's diverse experience and skills, broad understanding of the employee benefits industry, and institutional knowledge of Guardian's Group Benefits business to execute on business and engagement plans as well as other unique growth and retention initiatives designed to accelerate growth, strengthen relationships, retain business and improve profitability.
**You Have:**
**Functional Skills:**
The success of the role will depend heavily upon building strong and trusted partnerships with all areas of the Group Benefits organization. The successful candidate must work with and influence peer groups and individuals with specific functional expertise. It will be necessary to build consensus through persuasive presentation of well-developed, rational business cases, complete with supporting information, impact analysis, and success metrics. A key responsibility lies in the ability to influence and manage people over whom there is no direct authority. The successful candidate must develop a thorough understanding of distribution, operations, risk management, and applicable regulations for all market segments, including both industry practice standards and Guardian process and systems.
**Sales & Customer Skills:**
+ **_Partner Focus_** : Dedicates themselves to learning the partners' business model and needs at both a local and national level. Monitors satisfaction and champions resolution to systemic impediments to excellence.
+ **_Relationship Development:_** Fosters highly productive and respected business relationships with broad and unique audiences at national and local levels. Takes initiative to establish relationships and strengthen them through repeated contact and generating trust and respect though the exchange of ideas and sharing of information. Demonstrates a personal commitment to establishing an optimal working environment. Fosters a high level of teamwork through an understanding of how work is related across functional areas and contribute to organizational and partnership objectives. Ability to manage multiple diverse internal customers (legal, sales, admin, underwriting, etc).
+ **_Influence:_** Ability to define and execute a plan in a compelling manner in order to foster consistent understanding across a wide group of individuals. Build consensus and enthusiasm for objectives.
+ **_Balancing Interests:_** Recognizes, manages, and resolves issues that emerge between groups with competing interests and needs. Ability to understand and determine the root cause of conflict between various constituencies. Seeks compromise and develop solutions that drive success
**Leadership:**
+ **_Professionalism_** _:_ Conducts business in a consistently professional manner. Demonstrates integrity, honesty, and enthusiasm at all times
+ **_Communication:_** Open and honest; Leads by example and through various modes of communication.
+ **_Team Alignment:_** Provides a sense of cohesiveness, identity, and purpose to a work group, which helps to inspire motivation among its members toward a common goal.
+ **_Respect for Diversity:_** Supports a culture of diversity by fully utilizing the potential of all employees regardless of background or ethnicity. Will treat all employees, customers, and vendors with dignity and respect.
+ **_Developing-self_** : Actively seeks and takes on additional challenges to grow and develop professionally; Demonstrates self-awareness regarding strengths, development needs, personal values, and professional aspirations
**Qualifications:**
**Education and Experience:**
Education:
+ Bachelor's degree or equivalent combination of education and experience required.
Experience:
+ Knowledge of group benefit brokers, trends, and product offerings (Guardian knowledge preferred)
+ 5 years of group & worksite (or similar) insurance experience required (10 years preferred)
+ 3 years of relationship (client/partner/vendor) management experience required
+ 5 years' experience demonstrating activities developing core competencies required
+ Accountability for results
+ Sales and client management
+ Leadership
+ Experience in at least two of the core business areas required
+ Distribution
+ Underwriting, Finance, & Pricing
+ Product Development & Marketing
+ Operations & administration
+ Proficiency with Microsoft Word, Excel, PowerPoint required; SharePoint & virtual meeting platforms preferred
**Travel:**
+ Anticipated travel is approximately 30-40%
**Location and Work Arrangement:**
+ The work arrangement for this position is "Mobile" with a minimum of one day per week in a local Guardian office required.
+ The preferred Guardian office locations are as follows: Boston, MA; Bethlehem, PA; or New York, NY.
**Salary Range:**
$152,290.00 - $250,195.00
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 *********************************************** . _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 *************. 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.
$152.3k-250.2k yearly 19d ago
Senior IT Auditor, Infrastructure, Data and Cybersecurity
Guardian Life 4.4
Bethlehem, PA job
**Note:** We are **not offering sponsorship** for this role. requiring 3 days in a Guardian office location** Internal Audit's mission is to provide independent objective assurance and consulting services designed to evaluate and improve the control environment and operations of the Company, its subsidiaries, and affiliated entities. The Department helps the organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, compliance, and governance processes.
Under the direction of the Head of Infrastructure, Cybersecurity and Data/AI - Internal Audit, this position functions as a working IT audit project manager, fully responsible for planning, executing, communicating issues and progress, and reporting audit results, individually and, on occasion, as part of a larger IT audit or integrated audit team. This job is predominately focused on performing high quality, value-add, assurance services that identify, evaluate and report on complex IT risks and controls in accordance with the Institute of Internal Auditors Global Standards and established methodologies. This position contributes to the enterprise risk management framework through effective planning, execution, and reporting on IT audit projects.
In this role, you will evaluate the design and operating effectiveness of controls and make recommendations to improve the control environment.
**You are**
An experienced IT auditor that is a highly motivated self-starter, with the ability to work effectively as an independent contributor or team member. You have the ability to multi-task and quickly adapt to changing priorities while working under moderate supervision and can discuss technical issues in general business language.
**You have**
+ Bachelor's degree is required. Mathematics, Statistics, Information Systems, Computer Science, or other IT-related degree is a strong plus.
+ Professional certifications (CIA, CISM, CISA, CRISC, CISSP, CPA, CFE) attained or in progress.
+ Minimum of 5 years of experience in IT internal/external audit, or IT-related functions.
+ Experience/ability to independently evaluate IT general controls over security processes, infrastructure, network, applications/software, cloud services, and databases according to established timetables and requirements.
+ Knowledge of infrastructure environments (e.g., operating systems, databases, networks, middleware, virtualization technologies, etc.) and cloud services/technologies (e.g., Amazon Web Services).
+ Strong project management and organizational skills, with the ability to multi-task and meet deadlines.
+ Data collection and data analytics skills, including familiarity with tools (e.g., TeamMate Analytics, Tableau, etc.) a strong plus.
+ Experience in the insurance or financial services industry is helpful but not required.
+ Strong interpersonal skills, with the ability to build strong relationships and clearly articulate thoughts and ideas.
+ Ability to collaborate with others, both inside and outside of the department, while working toward common goals and fostering understanding and agreement.
+ Strong written and oral communication skills, with the ability to write clearly and concisely.
+ Strong analytical skills, with the ability to effectively analyze an IT process and assess risks and controls.
+ Ability to identify root causes of process breakdowns.
+ Recognizes broader implications of issues.
+ Demonstrated knowledge of internal audit standards and leading practices.
+ Proficient in Excel, Word, Visio, and PowerPoint.
+ Familiarity with TeamMate+ is preferred but not required.
+ Experience with Agile auditing is helpful but not required.
**You will**
+ Develop an understanding of management's objectives and processes using data analysis skills.
+ Use well developed data collection skills to acquire an understanding of the process, risks, and controls.
+ Create flowcharts, process maps, and/or narratives to analyze and evaluate the effectiveness of management's control design in addressing associated risks, identifying control gaps or potential improvements.
+ Prepare audit planning memos to set audit scope and objectives.
+ Formulate and execute audit procedures that test the design and operating effectiveness of key controls.
+ Prepare communications covering issues and progress.
+ Lead project-related meetings and discussions, as well as periodic touchpoints with IT area management.
+ Obtain management input on solutions to control gaps.
+ Write value-added audit conclusions, presenting findings to both Internal Audit and IT management, to proactively manage risk.
+ Prepare clear, concise, high quality audit reports and other audit documents that comply with the Department's methodology, and communicate relevant issues and effective, value-added recommendations.
+ Manage work so that projects are completed on time and within budget.
**Reporting Relationship**
As a Lead IT Auditor, you will report to the Head of Infrastructure, Cybersecurity, Data and AI, Internal Audit, who reports to the Head of Internal Audit - Digital, Technology, Security, Data/AI, and India.
**Location /Travel**
+ Hybrid role - In office 2 days a week, WFH - 3 days a week. Preferred locations are located at Guardian Offices in Hudson Yards, NYC; Bethlehem, PA; or Holmdel, NJ. Subject to change. Minimal travel is expected but up to 10% may be possible.
**Salary Range:**
$118,980.00 - $195,465.00
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 *********************************************** . _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 *************. 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.