✦ Luna Orbit — Business Analysis

Business Transformation Enablement Analyst (Wealth Management)

at Guardian Life Ins. Co. of America

📍 3 Locations Unknown 💰 $68K – $113K USD / year Posted April 02, 2026
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Position Details

Salary $68K – $113K USD / year
Type Full-Time
Experience mid
Exp. Years 3-5 years
Education BA/BS degree required
Category Business Analysis

About this role

Supports strategic initiatives within Wealth Management by analyzing business needs, documenting requirements, and supporting intake, prioritization, and governance processes.

Key Responsibilities

  • Analysis & Synthesis
  • Business Transformation Enablement
  • Stakeholder Engagement & Communication
  • Project & Delivery Support
  • Governance and intake documentation

Technical Overview

Strong analytical capabilities with MS Office proficiency; ability to synthesize information and prepare executive-ready materials; experience in governance and project coordination.

Ideal Candidate

A mid-level business analyst with 3-5 years in transformation or governance roles, preferably with wealth management or insurance exposure, and strong MS Office skills to translate business needs into actionable plans.

Must-Have Skills

BA/BS degree required3-5 years of experience in business analysistransformation supportproject coordinationbusiness operationsor related rolesFamiliarity with wealth management and/or insurance

Nice-to-Have Skills

Knowledge of wealth management and/or insurance productsProject management concepts (scopedependenciesriskstatus reporting)Experience supporting intakeprioritizationor governance processes

Tools & Platforms

Microsoft Office

Required Skills

BA/BS degree required3-5 years experience in business analysistransformation supportproject coordinationwealth management and/or insurance familiarityMS Office proficiency

Hard Skills

Business analysistransformation supportproject coordinationbusiness operationsMicrosoft Office

Soft Skills

AnalyticalOrganizationalCommunicationCollaboration

Industry & Role

Industry Insurance
Job Function Assist wealth management initiatives by analyzing business needs, documenting requirements, and enabling prioritized execution
Role Subtype Business Analysis
Tech Domains Microsoft 365

Keywords for Your Resume

business transformation enablement analystwealth managementanalysis & synthesisstakeholder engagementdocumentationprioritizationgovernanceexecutionMS Officeoutlookexcelpowerpointteamsexecutive-ready materialsintake documentationrisk trackingissue trackingdelivery supportbusiness transformationms office

Deal Breakers

BA/BS degree required, 3-5 years experience in business analysis or related roles

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