Senior Technical Analyst - Wealth Management

Posted 10 Days Ago
Be an Early Applicant
New York, NY
114K-187K Annually
Senior level
Insurance • Financial Services
The Role
The Senior Technical Analyst for Wealth Management will implement portfolio initiatives, translating business requirements into technical specifications. Responsibilities include data mapping, managing technical documentation, conducting impact analysis, facilitating problem resolution, and mentoring team members to enhance business processes through technology.
Summary Generated by Built In

Overview

Individual Markets Business Technology Services - at Guardian is seeking a Senior Technical Analyst - Wealth Management, who will be responsible for the implementation of Wealth Management Portfolio Initiatives within the Individual Markets organization.

This position will play a key role in delivering integrated solutions and services that meet business initiatives, product launches, process improvements, and strategic objectives, by translating business requirements into technical system requirements, along with managing root cause analysis and issue resolution.

You Will:

  • You will work with business owners to analyze, define, and translate business requirements into technical specifications and user stories. Requirements could include but not limited to:
  • Data Mapping
  • Data configuration
  • UI/Business configurations (Screen/Workflows)
  • Product mapping/configurations
  • Business & System rules
  • You will create/maintain Master Technical requirement documentation.
  • Provide in-depth and sophisticated analyses with interpretive thinking to define problems, develop innovative solutions and influence strategic functional decisions
  • You will identify project tasks required to support a successful implementation, including performing impact analysis, verbally communicating complex issues, validating production readiness and communicating implementation statuses.
  • You will partner with other Analysts & Product Owners to collaborate on team dependencies
  • You may engage with various areas to resolve problems in production and non-production environments as they arise.
  • You will provide leadership in technical problem solving by applying insight derived from a highly developed skill and knowledge base and coordinate impacts and dependencies across application teams.
  • Participating and documenting design sessions to ensure business process requirements translate into technical requirements, including user stories, use cases, design specifications, business process, data flows and acceptance criteria when applicable
  • You will identify project tasks required to support a successful implementation, including performing impact analysis, verbally communicating complex issues, validating production readiness and communicating implementation statuses.
  • You will perform Unit testing as needed
  • You will proactively identify opportunities for technology to improve business processes
  • Coach/Mentor Software Engineer – System Analysts
  • Assist with Product Owner responsibilities when needed

You Have

  • Bachelor's degree in Computer Science, Business Administration or equivalent educational or professional experience and/or qualifications.
  • In-depth Wealth Management business and/or technical knowledge
  • 8+ years of Business Analyst or System Analysis experience in an agile environment.
  • In-depth knowledge of software development lifecycles including Agile development and testing.
  • Must be able to think strategically and evaluate short-, medium-, and long-term options
  • Self-directed and proactive, able to think beyond the immediate challenge and anticipate using exceptional judgment and problem-solving abilities.
  • Demonstrate strong methodical analytical skills considering different data points, patterns, trends, and/or themes to support system requirements and identify root cause and issue resolution
  • Excellent written and verbal communications, organization, analytical, planning and leadership skills.
  • Strong management, communication, technical and remote collaboration skills.
  • Excellent team collaboration skills, to include experience in dealing with multiple projects impacting different processes within the Individual Markets ‘arena’, multi-functional teams, and ability to coordinate across teams in a large matrix organization environment.
  • Ability to learn and maintain a comprehensive understanding of Guardian’s business and technology.
  • Strong relationship building and maintaining skills. Fosters a climate conducive to establishing positive working relationships with clients (internal and external).
  • Ability to travel up to 10%
  • Working knowledge of Jira, Jira Align, MS project, MS Office Suite, and Visio

Location:

  • Two Days a week at a Guardian office in Holmdel, NJ, Bethlehem, PA, Pittsfield, MA, or New York, NY.

Salary Range$116,350.00 - $191,155.00

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.

Top Skills

Agile
The Company
HQ: New York, NY
8,709 Employees
On-site Workplace
Year Founded: 1860

What We Do

Who we are

Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence.

Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss.

As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs.

What we stand for

In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve.

Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future.

Disclosures:
Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25

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