AI Transformation & Advisor Enablement Specialist

Guardian Life Insurance

New York (NY)

On-site

USD 83,000 - 136,000

Full time

9 days ago

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Job summary

Guardian Life Insurance is seeking an AI Transformation & Advisor Enablement Associate within Client Solutions & Wealth Management. You will drive AI-enabled transformation, partner with business and technical teams, and design AI-powered solutions to enhance advisor and client experiences.

You bring collaboration, strategic thinking, and a track record of delivering transformational initiatives in a fast-paced environment, with a deep understanding of Wealth Management operations.

Qualifications

Experience applying AI tools to improve productivity and workflows.
Understanding of Wealth Management operations and advisor workflows.
Ability to develop training materials and communications for adoption.

Responsibilities

Identify and execute AI-enabled opportunities to improve advisor effectiveness.
Partner with business teams to map advisor and service workflows and streamline with AI.
Design, build, and support AI-powered solutions using enterprise technologies.
Monitor emerging AI capabilities and translate insights into practical recommendations.
Collaborate with multiple teams to implement solutions within governance frameworks.

Skills

Transformation leadership

Business consulting

AI capabilities

Relationship management

Tools

Microsoft Copilot

Copilot Studio

Workflow automation tools

AI agents

Job description

You bring collaboration, strategic thinking, and a track record of delivering transformational initiatives in a fast-paced environment, with a deep understanding of Wealth Management operations.

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