AI Transformation & Advisor Experienc Lead

Guardian; New York (NY); On-site; USD 132,000 - 218,000; Full time

Job summary

Guardian is seeking a strategic AI Transformation & Experience Lead for Client Solutions & Wealth Management. This role acts as an internal consultant to transform how advisors and client‑facing teams work through AI, automation, and emerging tech, aligning strategies with governance requirements.

The leader will translate AI capabilities into measurable commercial outcomes by building scalable solutions, redesigning workflows, and driving implementation across business units, in partnership

Qualifications

• Experience as a strategy/consulting leader applying analytics to workflows.
• Hands‑on track record implementing AI solutions that improve outcomes.
• Deep expertise in Wealth Management, advisor/client workflows, and operations.
• Experience designing scalable AI-driven transformations and redesigning processes.
• Led transformation programs that delivered measurable business benefits.
• Strong ability to translate AI capabilities into productivity and growth.
• Proven experience partnering across business, risk, compliance, technology, and product teams.
• Knowledge of regulatory, governance, risk, and compliance considerations for AI.

Responsibilities

• Advise leaders on high‑value AI opportunities for advisor/client teams.
• Develop roadmaps linking AI capabilities to commercial and experience outcomes.
• Design and scale AI-enabled workflows to boost productivity and growth.
• Lead cross‑functional implementation across Wealth Management and related groups.
• Ensure solutions comply with regulatory, risk, and governance requirements.

Skills

Consulting experience

AI tools expertise

Wealth Management know‑how

AI solution development

Transformation leadership

Commercial judgment

Cross‑functional collaboration

Regulatory & governance

Job description

We are seeking a strategic, commercially minded, and highly influential leader to serve as AI Transformation & Experience Lead for Client Solutions & Wealth Management. In this highly visible role, you will act as an internal consultant and trusted advisor to business leaders, transforming how advisors and client-facing teams work through the practical application of AI, automation, and emerging technologies.

You will combine deep Wealth Management expertise, strong business acumen, and AI capabilities to identify opportunities that improve business effectiveness, advisor and client experience, productivity, and growth. This leader will translate emerging AI capabilities into measurable commercial outcomes by developing transformation strategies, building scalable solutions, redesigning workflows, and driving implementation across the business while maintaining alignment with regulatory and governance requirements.

You will join a fast-growing organization that wants to transform the client and advisor’s experience at Guardian by rethinking how we do things across CSW<. 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

You are

You have

• Business or internal consulting experience. Strong analytical skills. Ability to analyze in-depth workflows and rethinking strategically if/how business processes should be run.


• Expertise with AI tools and capabilities and implementation track-record


• Deep Wealth Management expertise and a strong understanding of advisor workflows, client-facing experiences, service processes, and business operations.


• Demonstrated experience developing scalable AI solutions and redesigning workflows using AI, automation, and emerging technologies.


• First‑hand experience leading and rolling out transformation initiatives that delivered tangible, measurable business benefits.


• Strong commercial judgment and the ability to translate AI capabilities into improvements in productivity, business effectiveness, client and advisor experience, and growth.


• Experience partnering across business, distribution, operations, technology, product, risk, compliance, and enterprise AI teams.


• Knowledge of regulatory, governance, risk, and compliance considerations related to implementing AI-enabled solutions.

You will

• Advise business leaders on high‑value opportunities to apply AI, automation, and emerging technologies across advisor and client‑facing teams.


• Develop transformation strategies and roadmaps that connect AI capabilities to measurable commercial and experience outcomes.


• Design and scale AI‑enabled solutions and redesigned workflows that improve productivity, business effectiveness, advisor experience, client experience, and growth.


• Lead implementation and adoption across Wealth Management, Principal Owner Growth & Development, Client Solutions, Distribution, Operations, Technology, Risk & Compliance, Product, and Enterprise AI teams.


• Ensure solutions align with applicable regulatory, risk, compliance, operational, and governance.

Salary Range

$132,420.00 - $217,545.00

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.

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.