5 service advisor jobs found in Bethlehem, PA

Position Summary   The Annuity New Business Case Manager is responsible for supporting the accurate and timely processing of premium payments for annuity contracts, ensuring proper cash handling, reconciliation, and compliance with all regulatory and operational requirements. This role plays a critical part in safeguarding funds, minimizing financial risk, and maintaining the integrity of new business operations.   The Case Manager monitors cash application trends, suspense activities, and processing discrepancies to identify opportunities for improved controls, efficiency, and accuracy. Through analysis of payment workflows and exception handling, this role helps drive process enhancements that reduce errors, improve turnaround times, and enhance the overall customer and advisor experience.   Through a combination of cash oversight, process governance, and cross-functional collaboration, the Case Manager helps drive operational excellence, strengthen...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Workforce Planning Consultant.   This role will report to the Head of Workforce Management, Group Benefits and serve as a strategic workforce planning consultant, trusted advisor, and subject-matter expert. You will own and evolve workforce planning methodologies, lead complex scenario planning, and translate workforce data into executive-ready recommendations that influence staffing decisions.   You will be a partner with business leaders, Finance, Human Resources, Operations, Technology, and other stakeholders to evaluate workforce risks, challenge assumptions, and develop practical workforce strategies aligned with financial, operational, customer, and colleague objectives. Working with significant autonomy, you will lead specialized initiatives, create customized...

As a Product Owner, Wealth Management 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 development, ensuring...

Overview The Principal Engineer – Annuity Platforms & Transformation serves as technology people leader responsible for driving solution design, architecture and technology direction across Guardian's Annuity technology ecosystem. This role operates at the intersection of business strategy, architecture, engineering execution, and technology transformation, ensuring annuity platforms evolve to support Guardian's long-term growth objectives and 2030 technology strategy. The Principal Engineer will provide technical leadership and solutions across the full annuity value chain, including: New Business & Illustrations Policy Administration Servicing & Operations Distribution & Partner Integrations Data & Analytics Digital Experiences Integration Platforms & Enterprise Services This role partners closely with business leaders, product managers, enterprise architects, engineering teams, and external technology partners to define future-state...