Job Title

The Operations Specialist plays a crucial role in providing exceptional customer service and transaction support for alternative investment products. This position encompasses end-to-end operations including onboarding, transaction processing, reconciliation, and handling service requests. You are A dedicated professional with outstanding verbal and written communication skills. Self-motivated and driven to achieve goals. Patient, empathetic, meticulous, and capable of working autonomously within a team setting. You will Act as the subject matter expert and primary contact for operational inquiries relating to Alternative Investments and daily processing. Gain comprehensive knowledge of iCapital platform interfaces and order entry within NetX360 to ensure smooth fund launches and client activities. Carry out operational deliverables effectively; manage daily tasks and workflows to meet service levels with a client-first mindset. Participate in system testing and develop training materials for field and home office teams. Provide excellent assistance to clients and internal partners; prioritize and categorize requests for swift resolution. Collaborate with internal teams to quickly escalate and resolve urgent issues. Improve and maintain documentation and internal resources to aid platform users. Create efficient workflows between Park Avenue Securities and fund administrators. You have At least 2 years in brokerage operations or 5+ years in a related field (preferred). Familiarity with Alternative Investments, particularly Private Equity, Private Credit, Exchange Funds, and Hedge Funds. Strong knowledge of subscription, redemption, conversion, and transfer processes. A solid understanding of Alternative Investment products and solutions in brokerage and advisory retail accounts. Experience with Alternative Investment platforms such as iCapital and systems like Pershing. Experience in managed accounts, specifically with Envestnet and/or Orion. Detail-oriented and capable of working effectively with minimal supervision; possesses strong problem-solving skills. Able to manage priorities in a dynamic environment with multiple deadlines and processes. Excellent verbal and written communication skills, including the capacity to clearly explain complex processes. Preferred Qualifications FINRA Securities license (Series 7 or Series 6) is a plus. A Bachelor's degree is preferred. Location Bethlehem, PA or NYC (Hudson Yards) This is a hybrid role requiring 3 days in the office. Salary Range: $59,110.00 - $88,660.00. This range represents a good faith estimate of the base pay for this position. Actual salary will depend on the selected candidate's education, experience, knowledge, and abilities. Additional compensation may include annual, sales, or other incentive bonuses. Our Promise At Guardian, you will find support and flexibility in pursuit of your professional and personal aspirations. With opportunities focused on skill-building, leadership development, and community engagement, we encourage growth in your career alongside a diverse group of colleagues upholding high ethical standards. Inspire Well-Being Aligned with Guardian's mission to inspire well-being, we are devoted to offering modern, supportive, flexible, and inclusive benefits and resources for our colleagues. Explore our company benefits on our careers page. Note: Benefits are applicable to full-time eligible employees; interns are not entitled to most company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified candidates will be considered for employment without regard to protected characteristics. Accommodations Guardian is dedicated to offering access, equal opportunity, and reasonable accommodations for individuals with disabilities in the workplace and its services. We are also committed to providing reasonable accommodations for qualified job applicants and employees with limitations related to pregnancy, childbirth, or related conditions unless it creates undue hardship. For accommodation requests, please reach out to our HR department. Note: This resource is for accommodation requests only; refer to our careers page for other inquiries. Visa Sponsorship Guardian is not currently, nor will it in the foreseeable future, sponsor employment visas. You must be legally authorized to work in the United States to be considered for this position, without the need for employer sponsorship. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday. Every day, Guardian helps millions of customers fulfill their aspirations through various insurance and financial products and services. Our Purpose to inspire well-being reflects our commitment to the colleagues, consumers, and communities we serve. We focus on enhancing overall well-being—mind, body, and wallet—putting our customers first in all we do. To discover more about Guardian, please visit our website.