Business Transformation Enablement Analyst – Wealth Management
Guardian Life
full-time
Posted on:
Location Type: Hybrid
Location: Bethlehem • New York • United States
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Salary
💰 $68,970 - $113,310 per year
About the role
- Gather, organize, and analyze inputs from multiple sources
- Support the synthesis of complex and sometimes ambiguous information into clear summaries, themes, and insights
- Assist in translating business questions and requests into structured problem statements and analytical artifacts
- Maintain accurate, well‑organized documentation for both in‑flight and new initiatives
- Help ensure initiatives are clearly defined and positioned for effective handoff to delivery teams
- Contribute to the development of transformation summaries, roadmaps, and planning materials
- Support the intake of new ideas, requests, and initiatives entering the Business Transformation team
- Draft and update communications, summaries, and presentation materials for business and leadership audiences
- Support initiative planning and execution by maintaining timelines, tracking milestones and dependencies, and managing action items
Requirements
- BA/BS degree required
- 3–5 years of experience in business analysis, transformation support, project coordination, business operations, or related roles
- Prior experience or foundational knowledge in Wealth Management and/or Insurance
- Familiarity with advisors, financial products, and business operations
- Working knowledge of project management concepts such as scope tracking, dependency management, risk and issue tracking, and status reporting
- Strong analytical and organizational skills
- Clear and concise written and verbal communication skills
- Comfort working with ambiguity, evolving priorities, and multiple concurrent initiatives
- Ability to collaborate effectively with senior leaders, peers, and cross‑functional teams
- Proficiency in Microsoft Office applications (Outlook, Excel, PowerPoint, Teams)
Benefits
- Opportunities to build communities and grow your career
- Support and flexibility to achieve your professional and personal goals
- Skill-building and leadership development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business analysistransformation supportproject coordinationbusiness operationsproject managementscope trackingdependency managementrisk trackingissue trackingstatus reporting
Soft Skills
analytical skillsorganizational skillswritten communicationverbal communicationcollaborationcomfort with ambiguityability to manage prioritiesability to manage multiple initiatives