7 inside broker jobs found in Bethlehem, PA

The Broker-Dealer Operations Support role is responsible for overseeing and optimizing daily operations to support our field force. This position plays a critical role in planning capacity, improving workflows, supporting the operations team, and partnering with firm leaders to drive efficiency and service quality. You will be responsible for, but not limited to, broad operational administration, covering grey areas, workflows, and relationship management for our field force. You excel in a dynamic and fast-paced environment and have the ability to create relationships with senior leaders across firms we partner with. You will Lead capacity planning for our Guardian India operations partners Oversee and manage all broker-dealer operations work queues Own and maintain the operations training curriculum in partnership with our Training & Development Team Partner with Third-Party platform owners on operational support and optimization Design, implement, and...

Guardian is seeking a Group Benefits Sales Representative who will be responsible for building and maintaining brokers and plan holder relationships to drive ongoing sales and retention of groups of 2-2,000 lives with a primary focus on the under 100 lives market. Success will be determined based on the ability to attain high levels of production through broker development and internal relationships. This role will report to the Market Leader within the assigned territory. You Will: Market, position, and sell Guardian’s entire Group Benefits portfolio products and technology solutions to your designated brokers. This includes Dental, Vision, Life, Disability, Absence, and Supplemental Health products. Support the general wellbeing of the broker and client relationship for the development and growth of Guardian sales and client retention. Understand territory dynamics to build, develop and maintain broker relationships to grow the book of business while...

As a Product   Owner for the   Operations Value Stream team, you will   lead the enrollment and billing enablement team and   be   responsible for translating the product vision and strategy into actionable   tasks , ensuring alignment with   business   needs and organizational goals .   The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. You will track progress to ensure   timely   delivery,   participate   in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner.   You will Develop and manage the product backlog, ensuring it aligns with the overall   business   vision and strategy   Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized...

As a Product Owner, Agent Contracting & Licensing , you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner. You will Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes Monitor the progress of product...

As a Business Product Owner, Sales Compensation, you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices. You will Work on a dedicated team of Business Analysts and Business Product Owners to develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized Maintain clear and up-to-date product documentation, including Features and Feature Success Criteria, User Stories and User Story...

As a Wealth Management Agency Operations Specialist, you will support Guardian firms with submitting new business and servicing wealth management accounts. You will Partner with firms and Financial  Advisors to onboard new brokerage and advisory clients Process new account opening, funding, and annuity purchase requests Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts Act as point of contact for agency operational issues You have College Degree or relevant work experience Strong retirement and wealth management knowledge Must be able to work independently and as part of a team Must have background in the financial services industry in a service, operational, or sales support role Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management...

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. 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 and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...