Full-Time

Competitive Intelligence – Senior Manager

Wealth Management

Confirmed live in the last 24 hours

Guardian Life

Guardian Life

Provides life, disability, and dental insurance

Compensation Overview

$101.2k - $166.2k/yr

+ Annual Compensation + Sales Incentive + Other Incentive Compensation

Senior

New York, NY, USA + 1 more

More locations: Bethlehem, PA, USA

This role requires 3+ days a week in our Hudson Yards NYC or Bethlehem PA office. 5% travel to other offices as needed.

Category
Insurance
Finance & Banking
Required Skills
Marketing
Excel/Numbers/Sheets
Requirements
  • Technical knowledge of the Individual Markets Insurance Benefits industry (including life and disability insurance, annuities, etc.) and Wealth Management industry (investments, financial services and retirement planning)
  • Bachelor’s degree in Marketing, Business Administration, Finance, Statistics, or a related field.
  • Experience leveraging a wide range of proprietary and public intel sources, including quarterly earnings and trending data, to develop and inform insights-based recommendations that support strategic decision making.
  • Ability to effectively and efficiently curate, digest and interpret financial data from these techniques/sources and curating the insights from the data for executive-level audiences.
  • Experience explaining market headwinds and tailwinds on key themes impacting the industry and our business.
  • Experience partnering with executives to deliver insights that support business decision-making at the executive-level.
  • Experience synthesizing truly impactful insights based on deep understanding of the operational and economic realities of the business; must be very comfortable with numbers, business and financial statistics.
  • Advanced Excel and document management skills required to support database management for longitudinal and market trending (including tracking of competitor top and bottom-line metrics, loss ratios, etc), and custom topic tracking such as competitive product enhancements and partnerships.
  • Strong project management skills, including successful industry survey management and synthesis; able to seamlessly bridge internal team members and vendor partners in the collection of data inputs and providing relevant, timely data outputs across a high volume of partners.
  • Strong storytelling skills that go beyond just data/information sharing, good attention to detail, formatting and quality output is critical, as is careful, thorough work that is concise and clear.

Guardian Life Insurance Company of America provides a variety of insurance and financial services aimed at helping individuals and families secure their financial future. Their product offerings include life insurance, disability insurance, dental insurance, and annuities, which are designed to offer financial protection and peace of mind against unexpected events. Guardian's products work by providing coverage through insurance policies and generating income through annuities, which offer a steady income stream, particularly for retirees. Unlike many competitors, Guardian emphasizes a strong commitment to equity and inclusion, both in its workforce and community initiatives, which sets it apart in the insurance industry. The company's goal is to protect what people value most while promoting diversity and supporting caregivers, ensuring that clients feel secure and valued.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1860

Simplify Jobs

Simplify's Take

What believers are saying

  • Guardian's financial stability is evident with $80.3 billion in admitted assets.
  • The company is expanding its product offerings to gig workers and retirees.
  • Partnerships with companies like Uber Health enhance Guardian's disability support services.

What critics are saying

  • The financial wellness gap between Gen X and Gen Z may impact Guardian's client base.
  • Expanding individual products to non-traditional workers faces competition and outreach challenges.
  • Partnership with Uber Health may encounter logistical and privacy concerns.

What makes Guardian Life unique

  • Guardian offers a wide range of insurance products, including life and disability.
  • The company has a strong reputation for delivering on its promises and customer service.
  • Guardian is committed to equity and inclusion, reflected in its workforce and community initiatives.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Flexible Work Hours

Paid Parental Leave

Paid Family and Medical Leave

Wellness Program

Mental Health Support

401(k) Retirement Plan

401(k) Company Match

Company News

Yahoo Finance
Apr 20th, 2025
4 Retirement Planning Lessons That Gen X Can Learn From Gen Z

Gen Z may still be the new kids in town, but they’re already proving their financial ambition — and making great progress toward reaching their retirement goals. Many Gen Zers are in much better shape than Gen X, which is concerning, given that retirement is much closer on the horizon for Gen X than it is for Gen Z. Find Out: I’m Planning My Retirement: 5 Expenses I Wish I Had Cut Sooner Learn More: These 10 Used Cars Will Last Longer Than an Average New Vehicle According to Guardian’s 2024 Mind, Body, and Wallet Report, retirement-related concerns are a leading source of stress for Americans. Many worry they won’t have enough to ride out a comfortable retirement. Gen Xers are profoundly feeling the brunt of the stress of retirement approaching. The report found that for the first time in years, members of Gen X reported slightly worse financial wellness than Gen Z (27% vs

PR Newswire
Mar 31st, 2025
Guardian Expands Individual Dental, Vision, And Accident Products For Consumers Without Access To Workplace Benefits To Inspire Well-Being®

Amid rapid growth in retiree and gig worker populations, Guardian is broadening key insurance offerings available directly to consumers to support mind, body, and wallet® wellnessNEW YORK, March 31, 2025 /PRNewswire/ -- As the nature of how, where, and when Americans work evolves, The Guardian Life Insurance Company of America® (Guardian) is expanding access to individual dental and vision products and launching a refreshed individual accident insurance policy.Building on Guardian's leadership as one of the largest providers of workplace dental insurance, these enhanced offerings are designed for Americans who otherwise don't have access to, or aren't eligible for, traditional workplace benefits. Whether for retirees, gig workers, freelancers, or other individuals, enhancements include:Expanding Guardian's dental offerings with a new Premier plan available directly to individuals , ensuring even more Americans have access to Guardian's 130,000-provider dental network—one of the largest in the country. The Preferred Provider Plan (PPO) has an annual maximum benefit of $3,000 and includes robust coverage for a wide variety of oral care needs, including teeth whitening and implants., ensuring even more Americans have access to Guardian's 130,000-provider dental network—one of the largest in the country. The Preferred Provider Plan (PPO) has an annual maximum benefit of and includes robust coverage for a wide variety of oral care needs, including teeth whitening and implants. Meeting market demand by introducing a simplified Dental, Vision, and Hearing bundle , bringing together three popular insurance plans in one easy-to-use offering. Guardian is providing the bundle in partnership with industry leaders Kelsey National and VSP Individual Plans, and it includes access to Guardian's existing network of dental providers., bringing together three popular insurance plans in one easy-to-use offering

PR Newswire
Mar 11th, 2025
Park Avenue Securities And National Financial Network Welcome Brian Falconer And Colleagues From Wealth Management Resource Group

National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.NEW YORK, March 11, 2025 /PRNewswire/ -- National Financial Network, INC., (NFN), which offers securities products and investment advisory services through Park Avenue Securities LLC ("Park Avenue Securities"), has announced that Brian Falconer, President and CEO of Wealth Management Resource Group, has joined the firm.Falconer and his team have $300 million of assets administered and join National Financial Network from an independent wealth management firm. Falconer, a registered representative and investment adviser representative, has more than 25 years of experience in financial services. He is a graduate of Fordham University and holds his Series 6, 63, 7, 66, and 24 registrations.Led by Chairman Anthony T. Mazzei, Sr. and Chief Executive Officer Michael Maresca, National Financial Network is an established financial services firm with over $5 billion of assets administered. The addition of Falconer and his team builds on several recent steps taken by National Financial Network to grow their strategic footprint in the Northeast, including the addition of Michael Yoken in 2023."Our mission is to provide unparalleled service by uniting financial professionals with leading technology and personalized attention to enduring relationships

PR Newswire
Feb 19th, 2025
Guardian Recognized By Forbes As One Of America'S Best Large Employers In 2025

For the fourth year in a row, Guardian is included for its positive culture and work environmentNEW YORK, Feb. 19, 2025 /PRNewswire/ -- The Guardian Life Insurance Company of America® (Guardian) announced today it was named to Forbes' 2025 list of "America's Best Large Employers" for the fourth consecutive year. Reflecting the company's purpose to inspire well-being®, Guardian was recognized as a workplace that nurtures talent and encourages innovation."We are honored to once again be named by Forbes as one of America's best large employers," said Stacey Hoin, Chief Human Resources Officer. "Being recognized highlights Guardian's dedication to fulfilling our purpose and celebrating our colleagues as everyday champions of well-being. This is a reflection of how our colleague value proposition (CVP) is contributing to a work culture that supports, inspires, and empowers Guardian employees to succeed in growing their careers with us."Guardian designed its CVP to help colleagues thrive by providing competitive, flexible benefits and rewards, enriching professional development opportunities, and offering inclusive and meaningful connections. The CVP helps the company prioritize where it can best invest resources to ensure its colleagues feel seen, heard, valued, and respected.The annual list is determined by Forbes and market research company Statista in a survey of over 210,000 workers from some of the largest companies in the United States

Hit Consultant
Jan 16th, 2025
Guardian Life Insurance Partners With Uber Health To Enhance Disability Support

Guardian Life Insurance Partners with Uber Health to Enhance Disability Support. by Fred Pennic 01/16/2025 Leave a Comment. What You Should Know: – Guardian Life Insurance, a leading provider of employee benefits, has announced a new partnership with Uber Health to further enhance its support for members with long-term disability claims. – Guardian will now provide Uber vouchers to eligible members, enabling them to access crucial medical appointments and rehabilitation services.Transportation Assistance to Long-Term Disability ClaimantsThis initiative addresses a growing need for comprehensive disability support. According to recent research from Guardian, nearly one-third of U.S. households have experienced a disability leave of at least 30 days in the past decade. Beyond the financial strain of lost income, individuals often face difficulties accessing necessary care, which can hinder their recovery and return-to-work prospects.This new program builds upon Guardian’s existing suite of support services