Wealth Management Business Implementation Analyst

As a Wealth Management Business Implementation Analyst at Park Avenue Securities, you will work with business, technology, and vendors to implement new platforms, features, and processes for wealth management. You will stay updated on industry changes to help PAS deliver top digital experiences and customer service. You will develop and implement strategic plans to boost Field and Client satisfaction with our tech platforms. You will collect and analyze data from several sources, track platform performance, and collaborate with internal and external parties to define and prioritize requirements!

You are

An innovative leader with a point of view focused on challenging the status quo to achieve innovative solutions and experiences that support what our customers and distribution partners expect and prefer. You easily collaborate with collaborators, customers and distribution partners and are a strong and articulate communicator. You are a courageous leader of change and persistently focused on execution. You are viewed as a subject matter expert and consistently relied upon for advice and guidance to articulate the best path to realize solutions that create the best possible customer experience.

You will

• Leverage subject matter knowledge of wealth management business to ensure requirements created for initiatives meet the vision, goals, and objectives of the PAS organization.

• Provide support to technology and testing teams to ensure functionality is delivered and used correctly. Assist the creation and review of test plans, test cases, and test results to ensure complete validation.

• Develop, maintain and present project status updates to leadership. Maintain and prioritize backlog items with collaborators.

• Assist with creation and refinement of long-term strategic needs planning within Park Avenue Securities.

• Create and implement production delivery and communication plans to ensure operational readiness.

• Partner with learning and development team to develop, publish and maintain procedures to ensure proper usage of delivered functionality.

• Ensure post-production verification of functionality to ensure original vision is realized.

• Maintain and prioritize inventory of outstanding defects and enhancements.

• Serve as a liaison between the business, analysis, testing, and development teams. Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).

• Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value.

• Define, create, maintain, and use reporting and analytics to quantify initiative benefits and drive future improvements with an emphasis on service excellence and efficiency

You have

• BA/BS degree preferred, but not required

• Demonstrated ability in a business analyst or similar role with Field and Client facing technology platforms

• Ability to create business analysis artifacts such as process flows, gap analysis, and business requirement documentation

• Demonstrated success working across business area with multiple key partners required

• Exceptional problem-solving skills with demonstrated success

• Excellent verbal and written communication skills required

• Ability to create and present formal presentations to senior leadership

• Highly proficient in managing multiple priorities

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

• Superior organizational skills with attention to detail across a variety of tasks

• Ability to think at a strategic level and help create new ways of working to align with the company’s future vision

• Experience with wealth management business process, products, systems, and data preferred

Salary Range$82,660.00 - $135,805.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

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

• Dental plan

• Vision plan

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

• Critical illness insurance

Life and Disability Insurance

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

• Accident insurance

Retirement and Financial

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

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

Time Off and Remote Work

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

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

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

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

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

• Wellness programs, including fitness program and equipment reimbursement

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

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Equity & Inclusion

Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:

• Employee Resource Groups:

• Colleague Connection Committees

• Community Involvement Committees

A culture that encourages colleagues to bring their authentic selves to work

• Voluntary self-ID

• Pronunciation and phonetic spelling of names

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 [email protected].

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.