Easter Seals Jobs

As the lead of Wealth Management Technology & Digital Platforms for the Individual Markets (IM) Profit Center, your main responsibility is to drive innovation in product review, planning, creation, and maintenance support for advisor technologies across our Protection & Wealth segments. Individual Markets provides protection products like Life & Disability Insurance as well as Investment products through our Retail Broker Dealer & Registered Investment Advisor (RIA) to the affluent, high net worth clients in the US. We’re looking for exceptional candidates who think digitally and differently, resolve problems in non-traditional ways and strive to provide a remarkable experience for our advisors & producers that sell our services/products. This role will focus on providing our advisors & producers with a digital solution that is integrated across all our product lines for IM.

The ideal candidate has experience creating a comprehensive advisor workstation that pulls together multiple data sources, industry tools and systems to create an integrated & aggregated competitive technology platform to recruit & retain seasoned advisors. The candidate needs to have deep wealth management experience with multi custodian clearing firms (i.e., Pershing, National Financial), advisory (i.e., Envestnet, Orion) and turnkey asset management platforms (TAMP). The ideal candidate will be a seasoned technology professional and be a transformational leader in engineering/technology who will drive priorities while balancing risks, capital allocations, and change complexities throughout Individual Markets. The candidate must be able to solve complex problems, work through roadblocks and be able to see the big picture and how the pieces and parts fit together. Big delivery experience as well as technical and functional understanding in wealth & protection environments with a willingness to ‘roll-up sleeves’ are a must. Being able to partner with the business and create effective solutions for critical initiatives with innovation and forward compatibility is essential. This role reports to the Individual Markets CIO.

You Are:

• A seasoned technology professional with experience in wealth management and financial industries

• A transformational leader with extensive experience in engineering/technology, capable of balancing risks, capital allocations, and change complexities

• Strong problem-solving skills and the ability to work through roadblocks

• Big delivery experience and technical and functional expertise in a Financial Services environment

• Ability to partner with the business and create effective solutions for critical initiatives

• Comfortable with ambiguity and passionate about developing people and teams

You Will:

• Develop and implement a unified technology strategy for our advisors & producers across all product lines for Individual Markets

• Bring industry experience to make build vs buy decisions on table stake technologies from pre-sales, client onboarding & servicing to financial planning, portfolio management and aggregated wealth & protection reporting

• Drive transformation from design to implementation, ensuring alignment with Guardian's technology strategy

• Demonstrate a high sense of urgency to influence changes and drive business outcomes from conception to delivery

• Champion a culture of best-in-class standards, pushes for progress, embraces change and challenges the status quo based on integrity, strong partnership and financial responsibility. Possess steadfast ethics and unwavering integrity

• Be a seasoned change leader through uncertainty and transformation. Engages team and partners throughout the journey including through ambiguity

• Manage multimillion-dollar vendor relationships and foster a culture of excellence and teamwork with vendors

• Continually assess systems for future growth and replacement to support business needs. Create business cases for furthering these efforts

• Ensure all governance models and being met so that systems are in accordance with the overall Guardian or Enterprise IT Strategy

• Foster a culture of teamwork, collaboration and integration across subject areas that drives excellent service, quality, diversity of thought, an engaging work environment and overall performance improvement

You Have:

• 15+ years of experience in Wealth Management & Financial industries

• 10+ years of experience with agile development methodologies on programs with multiple teams and technologies

• Demonstrated experience with multi custodian clearing firms (Pershing, National Financial Services, Charles Schwab, etc.), advisory platforms (Envestnet, Orion, etc.), planning tools and CRMs

• Demonstrated experience managing geographically a diverse group of employees/colleagues and consultants

• Ability to effectively communicate complex technical concepts to varying audiences, including non-technical business executives

• Knowledge of modern Infrastructure and Application Development practices and tools

• Knowledge of Cloud-Enabled/Optimized practices and implications for Application Development

• Proven leadership, negotiation, and relationship management skills

• Bachelor's degree in a technical field and/or equivalent work experience

• Protection/Insurance exposure preferred

• Proven business focused IT executive with a strong understanding of how technology can drive business growth

• Extensive leadership experience demonstrated through empowerment, situational awareness, increasing transparency and conflict resolution on a large-scale program

• Hands-on, able and willing to work with teams while coaching them to reach efficient and effective performance levels

• Deep experience building digital solutions for advisors/sales teams in the Wealth Management industry. Prior exposure to insurance industry a nice to have

• A proven track record for motivating change in how organizations embrace agile and innovation

Location & Travel:

• The position will need to be based in either: Holmdel, NJ, New York, NY (Hudson Yards), Boston, MA, Stamford. CT, or Bethlehem, PA

• The position will be hybrid with 3+ days in the office

• Will require travel as needed

Salary Range :

$225,000 - $280,000

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 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 .