AI Transformation & Advisor Enablement Associate

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

Job summary

Guardian Life in New York seeks an AI Transformation & Advisor Enablement Associate to reimagine advisor and client experiences by applying AI and automation within Wealth Management. As an internal consultant, you will partner with business leaders, advisors, and IT teams to design practical AI-powered solutions, deliver measurable value, and navigate governance and compliance.

This role emphasizes collaboration, rapid execution, and a proven ability to translate challenges into actionable

Qualifications

• Experience in business or internal consulting with transformation initiatives.
• Proven ability to deliver measurable business outcomes.
• Strong knowledge of AI capabilities and practical applications.
• Understanding of Wealth Management operations or advisor workflows.
• Experience partnering across business, technology, product, operations, risk, compliance, and learning teams.
• Ability to develop training materials, guides, and communications to support adoption.
• Ability to apply governance, risk, and compliance to AI-enabled solutions.

Responsibilities

• Identify and execute AI-enabled opportunities to improve advisor effectiveness and client experience.
• Partner with business teams to map advisor workflows and streamline processes with AI and automation.
• Design, build, and support AI-powered solutions using enterprise technologies (Copilot, Studio, automation).
• Stay informed about emerging AI capabilities and translate insights into recommendations for partners.
• Collaborate across distributions, wealth management, operations, technology, product, risk, compliance, and learning to enable adoption.

Skills

Problem solving

Analytical thinking

Independent thinker

Collaboration

Business-focused

AI capabilities

Relationship management

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.

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 - $135,975.00

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 www.guardianlife.com/careers/corporate/benefits . 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 applicant