AI Transformation Lead: Wealth & Advisor Experience

The Guardian Life Insurance Company of America

New York (NY)

On-site

USD 132,000 - 218,000

Full time

3 days ago
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Job summary

The Guardian Life Insurance Company of America is seeking an AI Transformation & Experience Lead for Client Solutions & Wealth Management in New York. You will act as an internal consultant, shaping how advisors and client-facing teams leverage AI, automation, and emerging technologies to drive productivity and growth.

You will partner with business leaders to translate AI capabilities into commercial impact, redesign key processes, and deliver scalable solutions while maintaining regulatory

Qualifications

  • Deep Wealth Management expertise and understanding of advisor/client workflows.
  • Strong business acumen and ability to translate AI opportunities into measurable outcomes.
  • Experience leading transformation initiatives across multiple functions.

Responsibilities

  • Define transformation strategies and scalable AI solutions.
  • Lead cross-functional teams from concept through implementation and adoption.
  • Redesign workflows to improve advisor and client experiences and productivity.
  • Ensure alignment with regulatory and governance requirements.

Skills

Wealth Management
AI capabilities
Stakeholder management
Strategic leadership
Cross-functional collaboration

Tools

AI tools

Job description

The Guardian Life Insurance Company of America is seeking an AI Transformation & Experience Lead for Client Solutions & Wealth Management in New York. You will act as an internal consultant, shaping how advisors and client-facing teams leverage AI, automation, and emerging technologies to drive productivity and growth.

You will partner with business leaders to translate AI capabilities into commercial impact, redesign key processes, and deliver scalable solutions while maintaining regulatory

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