Business Transformation Enablement Analyst (Wealth Management)

The Business Transformation Enablement Analyst supports strategic initiatives across the Wealth Management organization by helping translate business needs, field insights, and enterprise priorities into clear, structured, and actionable deliverables. This role partners closely with Business Transformation leadership and delivery teams to support analysis, intake, documentation, and prioritization activities that enable informed decision‑making and effective execution.

You will

Analysis & Synthesis

• Gather, organize, and analyze inputs from multiple sources, including business stakeholders, field feedback, leadership direction, and delivery teams.

• 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 to support leadership discussions and decisions.

Business Transformation Enablement

• Support Business Transformation by maintaining 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.

• Help document initiative objectives, scope, assumptions, dependencies, and expected outcomes.

• Maintain intake documentation, trackers, and artifacts that support prioritization and transparency across initiatives.

Stakeholder Engagement & Communication

• Assist with synthesizing stakeholder and field feedback into clear takeaways and emerging themes.

• Draft and update communications, summaries, and presentation materials for business and leadership audiences.

• Support the preparation of executive‑ready materials, including presentations, dashboards, and briefing documents.

Project & Delivery Support

• Support initiative planning and execution by maintaining timelines, tracking milestones and dependencies, and managing action items.

• Assist with risk and issue tracking and status reporting across assigned initiatives.

• Partner with cross‑functional teams to ensure information is accurate, current, and accessible.

• Support governance routines by maintaining logs, documentation, and follow‑up items.

You have

• 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, including 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 with the ability to synthesize information from multiple sources.

• 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).

• Experience supporting intake, prioritization, or governance processes is a plus.

Salary Range:

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.