• Broker - Dealer Operations…

    Guardian Life (Pittsfield, MA)
    The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as ... Proposals, Multiple Account Proposals as well as our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration… more
    Guardian Life (07/08/25)
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  • Wealth Management Agency Operations…

    Guardian Life (Pittsfield, MA)
    As a Wealth Management Agency Operations Specialist , you will support Guardian Agencies with submitting new business and servicing wealth management accounts. ... detail oriented and possess excellent time management skills + Must understand broker dealer systems for account opening, asset movements, and order entry + Must… more
    Guardian Life (09/09/25)
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  • Specialist , Group Underwriting (750-4,999)

    Lincoln Financial (Boston, MA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... #:** 74896 **The Role at a Glance** As a Specialist , you will consult, analyze, and deliver on more...with brokers & representatives. * Analyzes financial health, performance, operations , and personnel levels of customers to determine if… more
    Lincoln Financial (07/22/25)
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