AI Transformation & Advisor Enablement Lead

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

Job summary

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.

Responsibilities

• 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.

Skills

Consulting

Transformation

AI Tools

Wealth Mgmt

Cross-functional

Training materials

Governance

Fast-paced

Tools

Microsoft Copilot

Copilot Studio

Workflow automation

AI agents

Job description

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