AI Transformation & Advisor Enablement Associate

Guardian Life; New York (NY); On-site; USD 83,000 - 136,000; Full time

Job summary

Guardian Life is seeking an AI Transformation & Advisor Enablement Associate in Client Solutions & Wealth Management. You will help redefine how we support advisors and clients by applying AI and automation to workflows, processes, and experiences.

As a collaborative transformation leader, you will partner with business, technology, product, risk, compliance, and learning teams to identify opportunities, design AI-powered solutions, and drive adoption within governance frameworks.

Qualifications

• Proven track record in transformation initiatives delivering measurable business outcomes.
• Strong knowledge of AI capabilities and practical applications.
• Understanding of Wealth Management operations and advisor workflows.
• Experience partnering across business, technology, product, risk, compliance, and learning teams.
• Ability to develop training materials and adoption communications.

Responsibilities

• Identify and execute AI-enabled opportunities to improve advisor effectiveness and client experience.
• Collaborate with business teams to map workflows and streamline processes via AI and automation.
• Design and support AI-powered solutions using enterprise tools, including Copilot.
• Translate AI insights into practical recommendations for partners and governance.

Skills

Transformation leadership

AI capabilities knowledge

Wealth Management knowledge

Cross-functional collaboration

Training materials development

Governance and risk awareness

Tools

Microsoft Copilot

Copilot Studio

Workflow automation tools

AI agents

Job description

We are seeking a problem-solving minded, highly analytical, independent thinker, collaborative, business-focused professional to serve as AI Transformation & Advisor Enablement Associate within Client Solutions & Wealth Management. You will join a fast-growing organization that wants to transform the client and advisor experience at Guardian by rethinking how we do things across the firm. The goal is to define new business paradigms to deliver competitive advantages to Guardian advisors. This includes, but not limited to, rethinking how we redesign business processes in close partnership with business leaders, advisors, and cross-functional teams to identify and implement AI and automation solutions that improve productivity, streamline workflows, and as previously noted, enhance advisor and client experiences. Acting as an internal consultant, you will apply (or quickly build) your understanding of Wealth Management operations, advisor workflows, and emerging AI technologies to help teams adopt practical solutions that deliver measurable business value. This role combines business knowledge, technology curiosity, deep knowledge of AI tools and capabilities, and strong relationship management skills to advance transformation initiatives while operating within established compliance, risk, and governance frameworks. ## **You are** A collaborative transformation leader who can connect business needs with practical technology solutions. You understand how advisors and Wealth Management teams work, can translate complex challenges into actionable opportunities, and build strong relationships across business and technical functions. You are comfortable navigating a rapidly evolving AI landscape and have first-hand experience developing and rolling out transformational projects that deliver tangible benefits. You are a strategic thinking that can operate in a fast pace environment and the can pivot quickly to execute on initiatives and deliver tangible results. ## **You have** * Business or internal consulting experience and a problem-solving mindset* Demonstrated experience developing and implementing transformation initiatives that produced measurable business outcomes.* Strong knowledge of AI capabilities and the practical application of AI tools to improve productivity, workflows, and user experiences.* Understanding of Wealth Management operations, advisor workflows, or a closely related financial services environment.* Experience partnering across business, technology, product, operations, risk, compliance, and learning teams* Ability to develop training materials, best practices, user guides, and communications that support adoption and sustainable change.* Sound judgment in applying governance, compliance, risk, and operational requirements to AI-enabled solutions.* Desire to operate in a fast pace organization and execute first-hand transformational initiatives ## **You will** * Identify and execute AI-enabled opportunities that improve advisor effectiveness, operational efficiency, and the client experience.* Partner with business teams to understand advisor and service workflows, evaluate challenges, and streamline processes through AI, automation, and digital tools.* Design, build, and support AI-powered solutions using approved enterprise technologies, including Microsoft Copilot, Copilot Studio, workflow automation tools, and AI agents.* Maintain awareness of emerging AI capabilities, industry developments, and best practices, and translate relevant insights into practical recommendations for business partners.* Collaborate with Distribution, Wealth Management, Operations, Technology, Product, Risk, Compliance, and Learning teams to implement solutions, enable change, and drive sustainable adoption within established governance frameworks.**Salary Range:**$82,770.00 - $135,975.00The 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.