AI Transformation & Advisor Enablement Associate

Guardian; New York (NY); Sur place; USD 83 000 - 136 000; Plein temps

Résumé du poste

Guardian seeks a problem-solving, highly analytical professional to join as AI Transformation & Advisor Enablement Associate in Client Solutions & Wealth Management. You will help redefine processes, partner with leaders, and deliver practical AI solutions that boost productivity and improve advisor and client experiences.

You will collaborate across business, technology, and risk teams, create training materials, and ensure governance框架 and compliance are maintained while delivering measurable

Qualifications

• Experience in internal consulting or business transformation initiatives.
• Proven ability to drive measurable business outcomes from initiatives.
• Deep knowledge of AI capabilities and practical AI tool usage.
• Understanding of Wealth Management operations and advisor workflows.
• Experience partnering across business, technology, product, and risk teams.
• Ability to develop training materials and communications for adoption.
• Sound governance, risk, and compliance judgment in AI-enabled projects.
• Comfort working in a fast-paced environment delivering tangible results.

Responsabilités

• Identify and execute AI-enabled opportunities to improve advisor effectiveness and client experiences.
• Partner with business teams to map workflows and streamline processes with AI and automation.
• Design, build, and support AI-powered solutions using enterprise tools (Copilot, automation, AI agents).
• Stay aware of emerging AI capabilities and translate insights into practical recommendations.
• Collaborate with multiple departments to implement solutions and drive sustainable adoption.

Connaissances

Consulting

Transformation

AI Tools

Wealth Mgmt

Cross-functional

Training materials

Governance

Fast-paced

Outils

Microsoft Copilot

Copilot Studio

Workflow automation

AI agents

Description du poste

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 - $135,975.00

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 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 [e-mail]. 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 Life is not currently or in the foreseeable future sponsoring employment‑based visas (e.g., such as an H‑1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [e-mail].

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.