Registered Client Relationship Analyst
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).
Auto-ApplyExecutive Assistant
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:**
$66,480.00 - $99,720.00
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.
Marketing Manager Third Party Annuities Specialist
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 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.
CARE Specialist, New Business
Bethlehem, PA job
As **CARE Specialist, New Business** you're at the heart of the business responsible for handling newly submitted Individual Life & Individual Disability insurance policies as well as processing policy changes and payments in compliance with regulatory and business requirements. As a member of our CARE Team, your part of a dynamic group focused on achieving team goals and identifying ways to improve the consumer experience. As a CARE Specialist, you're highly motivated and empowered to take ownership and accountability for each consumer interaction by proactively seeking to understand the individuals behind the work, keep consumers informed during every step of handling their request, demonstrate genuine care, and actively engage with consumers to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it's also an acronym for Communicate, Advocate, Respond, and Empower - the actions needed to show CARE.
**You are**
+ Motivated and inspired to do whatever it takes to positively impact our consumers' lives and foster their well-being
+ Analytical and empathetic
+ Well organized with the aptitude to learn a range of straight-forward and complex tasks including new business initial review, policy issue, processing payments and policy changes for multiple lines of business, while understanding operational and fraud controls and their importance in mitigating risk and achieving business goals
+ Comfortable communicating via various ways (e.g., email, phone, chat)
+ Action-oriented with a strong desire and ability to learn and move quickly
+ Inquisitive to ask questions to fully learn and comprehend your work
+ Careful to use procedures and focused on the details to ensure your work is accurate
+ Thoughtful and accountable to commitments and deadlines
+ Confident and able to utilize resources and use logic to solve problems quickly
+ Comfortable challenging status quo and offering new ideas and solutions
+ Proactive communicator who can give and receive positive, constructive, candid feedback
+ Flexible to contribute paid overtime equitable with your colleagues, as needed
+ Highly focused on your own development and success, willing to accept stretch assignments, and create meaningful development and career plans based on your skill development needs
**You will**
+ Take ownership and accountability for each consumer interaction by proactively seeking to understand the individuals behind the work,
+ Keep consumers informed during every step of handling their request, demonstrate and genuine care
+ Actively engage with consumers to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it's also an acronym for Communicate, Advocate, Respond, and Empower - the actions needed to show CARE.
**You have**
+ A BA/BS degree or equivalent industry experience is preferred
+ Skill for a consumer-centric mindset; you know what it takes to deliver exceptional Wow experiences
+ Experience and a desire to be empowered problem solver and decision maker
+ Strong collaboration with colleagues
+ Exceptional and proactive communication skills and are confident to present ideas
+ Excellent organizational skills and attention to detail across a variety of assignments
+ Comfortable learning and using proprietary computer applications
**Location**
This is a hybrid role, in office 3 days a week in our Bethlehem, PA location.
**Salary Range:**
$42,830.00 - $64,250.00
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.
Lead, Digital Adoption-Workplace and Collaboration
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.
Underwriting Consultant
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.
Broker-Dealer Specialist
Bethlehem, PA job
This is an exceptional chance to join Guardian Life as a Broker-Dealer Operations Specialist and be a key player on our Park Avenue Securities team! You will help implement flawless strategies with our advanced technologies, contributing to our world-class service!
**You are**
+ A consummate professional with excellent verbal and written communication skills
+ Self-motivated and goal-oriented
+ Patient, empathetic, diligent, and able to work independently in a team environment
**You will**
+ Serve as the SME for the field and internal partners on various functions including advisor as portfolio manager, multi-account/strategy proposals, and trading methodologies
+ Proactively and reactively support inquiries from the field on these strategies and processes
+ Assist in the creation, maintenance, training, and teaching of relevant products, processes, and technology
+ Collaborate with various internal departments including compliance, licensing, operations, and our internal clearing firm
**You have**
+ Knowledge of retail client onboarding/new account process, and advisory products
+ Strong analytical and organizational skills
+ Proficiency in Outlook, Microsoft Word, Excel, and PowerPoint
+ Experience in the managed account space, specifically with Envestnet and/or Orion
+ Experience with Pershing, Fidelity, or Schwab custodial systems
+ Securities license preferred (Series 7 or 6)
**Location**
+ Bethlehem, PA or NYC (Hudson Yards)
+ Hybrid Role - 3 Days in office
**Salary Range:**
$59,110.00 - $88,660.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _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.
Branch Office Administrator
Allentown, PA job
This job posting is anticipated to remain open for 30 days, from 23-Nov-2025. The posting may close early due to the volume of applicants. 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.
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
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.
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
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.
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.
Head of Group Benefits Operations Technology
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.
Lead Platform Engineer - Engineering Tools & Productivity
Bethlehem, PA job
**Lead Platform Engineer** Guardian Life is seeking a highly skilled Platform Engineer with a focus on delivery excellence to join our team. The ideal candidate will have extensive experience in GitHub, Developer Experience, Continuous Integration (CI), Continuous Deployment (CD), Infrastructure as Code (IaC), Internal Development Platforms, and strong software development skills. This role is critical in ensuring our development processes are efficient, scalable, and reliable.
**You Are:**
+ The optimal candidate should demonstrate substantial familiarity with GitHub,
+ In-depth knowledge of Developer Experience, Continuous Integration (CI), Continuous Deployment (CD), Infrastructure as Code (IaC), Internal Development Solutions, and skilled software development expertise.
**You Will:**
+ **GitHub** : Design and optimize GitHub, workflows, and integrations to enhance developer productivity and collaboration.
+ **Developer Experience** : Improve the overall developer experience by streamlining development workflows, automating repetitive tasks, and providing robust development tools and environments.
+ **CI/CD Pipelines** : Design, implement, and maintain CI/CD pipelines to ensure fast, reliable, and secure software delivery.
+ **Infrastructure as Code (** **IaC** **)** : Develop and manage infrastructure using IaC tools such as Terraform, CloudFormation, or similar, ensuring infrastructure is scalable, maintainable, and secure.
+ **Internal Development Platforms** : Build and maintain internal development platforms that support the entire software development lifecycle, from code commit to production deployment.
+ Apply strong software development skills to develop and maintain tools, scripts, and applications that support platform engineering efforts.
+ Collaboration and Support: Partner with development teams to comprehend their needs, offer technical assistance, and ensure standard processes are upheld.
+ **Monitoring and Optimization** : Continuously monitor and optimize platform performance, reliability, and security.
**You Have:**
+ **Experience** : Proven experience as a Platform Engineer or similar role, with a strong focus on delivery excellence.
+ **Technical Skills** : Proficiency in GitHub, CI/CD tools (e.g., Jenkins, GitHub Actions, CircleCI), IaC tools (e.g., Terraform, CloudFormation), and scripting languages (e.g., Python, Bash).
+ Software Development: Solid expertise in Python, Java, or similar programming languages.
+ **Developer Experience** : Strong understanding of developer workflows and experience in improving developer productivity and satisfaction.
+ **Cloud Platforms** : Experience with cloud platforms such as AWS, Azure, or Google Cloud.
+ **Problem-Solving** : Excellent problem-solving skills and the ability to troubleshoot complex issues.
+ **Communication** : Strong communication skills and the ability to work collaboratively with cross-functional teams.
+ **Education** : Bachelor's degree in Computer Science, Engineering, or a related field, or equivalent experience.
Location & Travel:
+ Three days a week at a Guardian office in New York, NY or Bethlehem, PA.
**Salary Range:**
$96,960.00 - $159,300.00
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.
Business Analyst III, Group Benefits Underwriting
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.
Annuity Operations Specialist
Bethlehem, PA job
Guardian's Annuity New Business CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an **Annuity Operations Specialist** . We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity growth. This individual will be responsible for supporting all facets of new business administration and working with internal and external partners.
As an Operations Specialist, you are empowered to take full ownership of each interaction. You ensure our consumers are informed at every stage of their request, demonstrate authentic care, and actively engage to deliver meaningful and memorable experiences. CARE expresses the emotion we want to generate, and it's also an acronym for Communicate, Advocate, Respond, and Empower - the actions needed to show CARE.
**You are**
+ Motivated and inspired to do whatever it takes to positively impact our consumers' lives and foster their well-being
+ Comfortable communicating with consumers via email and phone
+ Action-oriented with a strong desire and ability to learn and move quickly
+ Careful to use procedures and focused on the details to ensure your work is accurate
+ Thoughtful and accountable to commitments and deadlines
+ Comfortable challenging status quo and offering new ideas and solutions
+ A proactive communicator who can give and receive positive, constructive, candid feedback
+ Flexible and willing to contribute paid overtime equitably with your colleagues, as needed
+ Highly focused on your development and success, willing to accept stretch assignments, and creating meaningful development and career plans based on your skill development needs
**You will**
+ Assess, prioritize, and process transactions related to annuity new business and post issue functions
+ Meet and exceed individual performance metrics including quality assurance and accuracy scores, client survey scores, etc.
+ Prepare transfer paperwork and letters of acceptance to send to financial institutions
+ Manage inbound and outbound new business follow-up calls
+ Prepare and mail physical documents for annuity contract owners.
+ Work directly with the Operations Case Managers to identify areas of opportunity to improve service levels and recommend best practices.
+ Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
+ Develop subject matter expert level knowledge of operational products and processes, including fraud controls, mitigating risk, and driving process improvements
**You have**
+ A bachelor's degree or equivalent industry experience.
+ 2+ years' experience in high-touch customer service or operations environment.
+ Knowledge of annuity products or life insurance preferred
+ Excellent organizational skills and attention to detail across a variety of assignments
+ Exceptional level of accountability, discretion, and independent decision making
+ The ability to work autonomously and within a team
+ A positive attitude and dedication to providing superior customer service
**Location**
This role is hybrid, 3 days a week in our Bethlehem, PA office location
**Salary Range:**
$42,830.00 - $64,250.00
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.
Head of Group Benefit Pricing and Analytics
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.
Head of Cyber Incident Response & Cyber Threat Mitigation Services
Bethlehem, PA job
Do you want to be part of a collaborative team handling potentially challenging situations as a leader of our cyber incident response and threat mitigation? The ideal candidate demonstrates analytical skills, leadership, and curiosity in threat reduction efforts.
A qualified candidate should be a collaborative self-starter who has a combination of strong technical aptitude, knowledge of security attack methods/stages (e.g., MITRE), a strong mindset, strong written and oral communication and can also inspire and develop talent. They must partner across the firm to drive identification, containment, investigations, response and recovery. As part of Guardian, the successful candidate must live by the Guardian operating principles of thinking big & growing, accelerate operational excellence, wowing the consumer, and be able to lead through change with courage.
**You have**
+ The knowledge, experience, length of education needed to accomplish the desired end results.
+ 7+ years broad/deep technology experience including public clouds
+ 3+ years of leader experience in a security role, preferably involving incident response
+ Incident response methodologies and evidence handline
+ Strong written and oral communication skills
+ Experience working across functions including business, legal, HR, communications, IT.
+ Analytical and curious attitude
+ Knowledge of threat hunting and risk mitigation
+ Knowledge of NIST CSF, MITRE, and others frameworks, malware analysis concepts, types of attacks and attackers, common vulnerabilities.
+ Experience with financial services or regulated entities, US privacy regulations.
+ Ability to think in a structured and creative manner to address cyber incidents
+ Ability to process cyber threat intelligence and translate into actionable mitigation techniques and strategies.
+ Ability to lead a diverse high performing team.
+ Ability to accelerate impact and lead positive cyber security change.
+ Good knowledge of SIEM tools (Splunk preferred) and logging/monitoring, insider and UBA concepts and application.
+ BS/MS in relevant experience in cyber security and/or industry related certifications desired
+ A continuous & lifelong learner.
**You will**
+ Lead a team of cyber security incident response and threat mitigation engineering professionals.
+ Be responsible for planning, design, operating Guardian's cyber incident response and cyber threat mitigations operations across the areas.
+ Run our Corporate Incident Response Team as related to cybersecurity - coordinating actions and responses across teams.
+ Manage the plans, playbooks, quick reference guides necessary - and out-of-band communication plans.
+ Engage with 1st line teams to develop muscle memory and ensure containment actions (shutdown authorities are clear).Coordinate with business continuity/disaster recovery teams to ensure integrated approach to large events.
+ Be responsible for triaging & leading cyber security incidents advanced from the security operations center
+ Manage third-party incident retainers and prepare for any future engagements.
+ Participate-in / coordinate periodic exercises with third-parties.
+ Ensure quality of security incident handling and cyber threat mitigation work.
+ Ensure incidents are appropriately tracked, reported and after-action reports documented. Ensure metrics are timely and accurate.
+ Drive our user behavior analytics (UBA) program working with the business to develop and improve appropriate logging monitoring. Develop standard operating procedures for our 1st line SOC based on threats/observed incidents.
+ Proactively identify gaps and opportunities in our logging and monitoring processes.
+ Host monthly incident response calibration/collaboration meetings across HR, physical security, fraud, legal, compliance to collaborate on issues and shared threats and knowledge
+ Communicate to various levels of the organization, both written and oral concisely and clearly.
+ Provide strong technical understanding of security control monitoring process at different layers.
+ Identify (and champion where applicable) risk mitigation.
+ Collaborate with other leaders across cybersecurity to help define and complete cybersecurity strategy, financial, vendor and talent management.
+ Contribute to the enterprise organizational Data Loss Prevention program
+ Lead, manage, guide, and mentor the staff on a regular basis, including selection/retention, goal setting, annual reviews, and compensation planning and career development.
+ Provide recommendations to management & leadership team to increase effectiveness of security technology solutions to mitigate cyber threats and handle incidents.
+ Respond to and assist with due diligence and internal / external security audit requests.
+ Identify and act on opportunities to further enhance and refine security incident handling & cyber threat mitigation processes & capabilities.
**Location and Travel**
+ Three days a week at a Guardian office in Holmdel, NJ, Bethlehem, PA, or New York, NY.
+ 20% travel to other Guardian Offices as needed
**Reporting Relationships**
As our Head of Cyber Incident Response Threat Services, you will report to Guardian's Chief Information Security Officer.
**Salary Range:**
$148,940.00 - $244,685.00
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.
Head of Annuity Product Management - FIA and RILA
Bethlehem, PA job
Do you want to be part of a collaborative team shaping the future of Guardian's annuity product strategy? Are you a strategic thinker who thrives on solving complex challenges, navigating regulatory landscapes, and leading high-performing teams? Do you bring deep expertise in Fixed Indexed Annuities (FIA) and Registered Index-Linked Annuities (RILA) and a passion for delivering customer-centric solutions?
At Guardian, we do the right thing, we believe people count, we courageously shape our future together, and we go above and beyond for the people we serve. If these values resonate with you, Guardian is seeking a Head of Annuity Product Management - FIA and RILA to lead the development and execution of our annuity product strategy, drive innovation, and deliver long-term business value.
**You are**
A strategic product leader with deep expertise in FIA and RILA annuities. You excel at translating market insights into innovative, customer-focused solutions and driving execution through cross-functional teams. You lead through others, influence senior stakeholders, and make high-impact decisions that shape Guardian's annuity strategy and long-term growth.
**You will**
+ Lead the development and execution of Guardian's FIA and RILA product strategy to drive growth and differentiation.
+ Translate market insights, regulatory changes, and customer needs into actionable product roadmaps.
+ Oversee product lifecycle management, including ideation, pricing, launch, and optimization.
+ Collaborate across distribution, legal, compliance, and technology teams to ensure successful product delivery.
+ Influence senior leaders and cross-functional stakeholders to align priorities and resolve critical issues.
+ Manage budgets, resources, and vendor relationships to support strategic and operational goals.
+ Develop talent through subordinate managers, fostering a culture of accountability, innovation, and continuous improvement.
Key stakeholders include Guardian Product, Technology, Marketing, Operations, Legal, and Distribution.
**You have**
+ 10+ years of experience in annuity product development or management, with at least 5 years in a leadership role.
+ Deep knowledge of FIA and RILA products, including pricing, regulatory.
+ Deep knowledge of annuity distribution channels and partnerships.
+ A strong track record of delivering innovative solutions that drive financial performance and customer value.
+ Experience leading through managers, developing talent, and influencing across functions.
+ Ability to gain consensus and lead efforts in a matrixed organization
+ A bachelor's degree and MBA or advanced degree preferred.
**Salary Range:**
$151,950.00 - $249,630.00
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.
Client Service Coordinator
Montgomeryville, PA job
The Client Service Coordinator is a detail-oriented and organized individual who will perform administrative duties for Amanda Schulenberg and Rebecca Wise. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Coordinator reports to and is employed by Amanda Schulenberg.
This is a full-time, on-site position based in Montgomeryville, PA, with bi-monthly support required at the Boyertown, PA office.
Hours: 32 hours weekly
Compensation: $20-23/hr. depending upon experience.
Vacation and Holiday pay available. Health benefits are not offered with this position.
Professional growth is supported and encouraged within the practice.
Job Description
Position Roles/Responsibilities/Accountabilities
Drive client-facing activity in the practice by scheduling meetings with clients on behalf of Financial Advisors.
Maintain Advisors' calendars.
Assist Financial Advisors in preparation for client meetings to include form completion, opening and maintenance of accounts, preparation of applications to the point of signature for the Financial Advisor.
Prepare routine correspondence and reports and participate in special projects.
Greet and assist clients in a friendly and professional manner.
Assist with client inquiries and address concerns promptly and effectively.
Work independently as well as part of a team in a fast-paced environment.
Update and maintain contact management system with client information. Run reports as requested by Financial Advisors for event management and data integrity. Will also enter data into multiple other Thrivent tools.
Organize and maintain client correspondence including maintenance of internal and external event lists, mailing lists, holiday cards and monthly calling lists.
Maintain physical and electronic files.
Handle remote check deposits.
Completes other miscellaneous tasks as assigned
Position Qualifications
Previous administrative/secretarial experience desired
PA Life and Health Insurance license; valued but not a prerequisite
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Knowledge of CRM systems (Salesforce), phone systems, and office equipment
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of Thrivent products and services
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Strong technological proficiency
External/Internal Dependencies
Must be able to work with all roles of the Schulenberg/Wise team as well as other advisor teams who reside in the same office space
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of the Schulenberg/Wise teams' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Auto-ApplyCompliance Analyst
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.
Network Security Engineer - Cybersecurity
Bethlehem, PA job
Are you passionate about protecting digital assets and ensuring robust cybersecurity? We are seeking a dedicated and motivated Cybersecurity Network Engineer to join our team. Collaborate with engineers to secure network, cloud, and system infrastructure through implementing controls and monitoring.
**You Will:**
+ Work with engineering teams to define and fulfill operational requirements while upholding the highest standards of security protocols and compliance.
+ Monitor and maintain security for network, cloud, PKI, and system environments, implementing controls to safeguard information systems, applications, and infrastructure.
+ Ensure access control systems effectively prevent unauthorized modification, destruction, or disclosure of sensitive information.
+ Monitor, assess, respond to security risks in systems, networks, and clouds; find causes, identify threats, suggest solutions according to policies.
+ Conduct security risk and vulnerability assessments, as well as business impact analyses for threats of moderate complexity in both on-premises and cloud environments.
+ Provide expert troubleshooting and support for complex security-related issues that have been advanced, including those beyond the Help Desk's scope.
+ Develop detailed reports to pinpoint security risks and propose suitable mitigation strategies.
+ Oversee and resolve user access issues, enforce least-privilege principles, and develop solutions to prevent future access-related security concerns.
+ Assist with internal and external audits, providing necessary evidence and contributing to change management reporting and security impact assessments.
+ Manage cloud security services like cloud proxy/VPN and XDR platforms for secure access and threat detection.
+ Support PKI infrastructure, including certificate lifecycle management and secure key handling.
+ Operate and monitor cloud network components and integrations, applying Secure Access Service Edge (SASE) principles to protect distributed users and cloud access.
+ Implement and maintain network security controls such as firewalls, IDS/IPS, segmentation strategies, and enforce access control policies (ACLs, NACLs, identity-based segmentation) across hybrid environments.
+ Investigate, contain, and resolve network-based security incidents, and contribute to comprehensive post-incident reviews.
+ Collaborate with network and cloud engineering teams to ensure the secure design and implementation of cloud-native and hybrid solutions.
**You Have:**
+ Proven experience in information security, cybersecurity operations, or a related field.
+ Hands-on experience with cloud-based security services, network security controls, and incident response.
+ Familiarity with SASE, firewalls, IDS/IPS, PKI infrastructure, and certificate management.
+ Strong analytical and problem-solving skills, with the ability to assess complex security risks and develop effective mitigation strategies.
+ Excellent communication and collaboration abilities.
+ Relevant certifications (e.g., CISSP, CISM, CEH, or similar) are a plus.
**Location:**
+ Three days a week at a Guardian office on New York, NY, Holmdel, NJ, Bethlehem, PA or Stamford, CT.
**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.
Business Program Manager, Practice Development
Bethlehem, PA job
Are you the colleague others turn to for input and leadership on a variety of projects? Someone who naturally excels at relationship building, execution and leveraging insights & feedback to inform business strategy? Do you love variety in your work and the opportunity to problem solve and propose fresh strategies to the team? If so, the Practice Development Team is seeking a Business Program Manager. The right colleague will join our team to help us shape and execute Financial Professional (FP) productivity initiatives that are critical to the growth of our business.
**You are**
+ A self-starter who loves to solve problems independently and with others
+ Someone who takes initiative and isn't shy about jumping in, asking thoughtful questions and proposing solutions
+ A relationship builder adept at working independently and with diverse teams and stakeholders across a variety of functions
+ An enthusiastic, big-picture thinker who values data and experience when making business decisions
+ A skilled communicator in both conveying project needs and priorities as well as sharing the story of the impact of the team's work
+ Someone who effectively leads large, complex initiatives while still executing on day-to-day work
+ A team player who can collaborate effectively in a dispersed team setting to engage others to accomplish meaningful work
**You will**
As a key member of the Practice Development team, this role will lead cross-functional efforts to identify, prioritize, and execute strategies that enhance FP productivity. Because The Living Balance Sheet (LBS), Guardian's proprietary planning platform, is a proven driver of FP productivity, this position will sit with the LBS team.
+ Be a key contributor as we enhance our New Org Productivity strategy by:
+ Leveraging your relationship building and research skills to work with internal, Field and external partners to understand current state and greatest areas of opportunity to influence productivity of FPs in their first 5 years in the business
+ Leading a cross-functional working group to establish strategy, measures of success and priorities to drive new org productivity
+ Collaborating with Practice Development leadership and key partners drive execution on commitments and continuously measure results
+ Learning LBS philosophy in order to provide connection and coordination on efforts to integrate LBS with aligned initiatives
+ Support evolution of our Teaming Strategy by:
+ Better understanding Team structures at Guardian and forming a point of view on how to track and measure Team productivity
+ Partnering with other business areas to align resources, establish a connected strategy and define a roadmap to evolve the way we support Team-based practices
+ Partnering with Learning & Development to consider new ways to support Team development - expanding on existing Teaming program and adding resources to develop the skills Agency Leaders need to add value to Teams
+ Serve as a key partner for additional FP-focused initiatives with specific responsibility for:
+ Forbes / Shook Recognition program for top Producers
+ Six Sigma / Practice Management Consultations as incorporated into our learning & development strategy
+ Field philanthropic programs
**You have**
+ A minimum of 10+ years experience and 5+ years of experience in financial services, including deep familiarity with Career Agency Distribution systems, Financial Professionals and the important role Agency Leaders play in coaching and developing advisors
+ Bachelor's degree or equivalent work experience required
+ A portfolio of experiences leading complex, cross-functional initiatives to set strategic vision, drive alignment and execution across diverse teams
+ Strong facilitation and stakeholder engagement skills demonstrated by experience leading Lean initiatives, Kaizen events, or cross-functional process improvement projects
+ A proactive and innovative mindset, consistently identifying opportunities and delivering impactful outcomes through collaboration
+ Strong analytical skills with a demonstrated ability to synthesize research and stakeholder insights into strategic, data-informed solutions
+ Experience applying process improvement methodologies to drive measurable business outcomes; certification preferred but not required
+ Excellent communication and presentation skills with ability to engage diverse audiences
**Travel**
+ Up to 15% travel within US
**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 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.
Senior IT Auditor, Infrastructure, Data and Cybersecurity
Bethlehem, PA job
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 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.