AI Transformation Lead for Wealth Advisory

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

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