AI Transformation & Advisor Enablement Specialist

Guardian Life; New York (NY); On-site; USD 82,000 - 136,000; Full time

Job summary

Guardian Life seeks a collaborative transformation leader to translate business needs into practical AI-enabled solutions for Wealth Management advisors. You will identify opportunities, design AI-powered tools using Copilot Studio and AI agents, and drive adoption across governance teams to improve advisor effectiveness and client experience.

In a fast-paced environment, you will partner with distribution, wealth management, operations, technology, product, risk, and learning teams to deliver

Qualifications

• Business consulting experience and problem-solving mindset.
• Transformation initiatives with measurable outcomes.
• Strong knowledge of AI and practical applications to improve productivity, workflows, and user experiences.
• Understanding of Wealth Management operations or advisor workflows.
• Experience partnering across business, technology, product, operations, risk, compliance, and learning teams.

Responsibilities

• Identify and execute AI-enabled opportunities to improve advisor effectiveness, efficiency, and client experience.
• Partner with business teams to understand advisor workflows, evaluate challenges, and streamline processes through AI and automation.
• Design, build, and support AI-powered solutions using enterprise technologies (e.g., Copilot Studio, AI agents).
• Maintain awareness of emerging AI capabilities and translate insights into practical recommendations for business partners.
• Collaborate with Distribution, Wealth Management, Operations, Technology, Product, Risk, Compliance, and Learning teams to implement solutions within governance frameworks.

Skills

Consulting

Transformation programs

AI capabilities

Wealth management operations

Cross-functional partnerships

Training materials

Governance & risk

Tools

Copilot Studio

AI agents

Workflow automation tools

Job description

Guardian Life seeks a collaborative transformation leader to translate business needs into practical AI-enabled solutions for Wealth Management advisors. You will identify opportunities, design AI-powered tools using Copilot Studio and AI agents, and drive adoption across governance teams to improve advisor effectiveness and client experience.

In a fast-paced environment, you will partner with distribution, wealth management, operations, technology, product, risk, and learning teams to deliver