AI Transformation Leader: Advisor & Client Experience

Guardianlife

New York (NY)

On-site

USD 132,000 - 218,000

Full time

5 days ago

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Job summary

Guardian Life seeks an AI Transformation & Experience Lead for Client Solutions & Wealth Management. The role acts as an internal consultant, translating AI capabilities into measurable commercial outcomes and driving adoption across advisory and client-facing teams.

You will lead transformation initiatives, redesign workflows, and ensure regulatory alignment to improve advisor and client experiences, productivity, and growth.

Qualifications

Business or internal consulting experience with strong analytical skills.
Expertise with AI tools and capabilities and implementation track-record.
Deep Wealth Management expertise and understanding of advisor workflows.
Experience developing scalable AI solutions and redesigning workflows using AI and automation.
Led transformation initiatives delivering measurable business benefits.

Responsibilities

Advise business leaders on high-value opportunities to apply AI, automation, and emerging technologies.
Develop transformation strategies and roadmaps connecting AI to measurable outcomes.
Design and scale AI-enabled solutions and redesigned workflows to boost productivity and growth.
Lead implementation and adoption across Wealth Management, Client Solutions, Distribution, Operations, Technology, Risk & Compliance, and AI teams.
Ensure solutions align with regulatory, risk, and governance requirements.

Skills

Consulting

AI tools

Wealth Management

Workflow redesign

Leadership

Regulatory awareness

Tools

AI platforms

Job description

You will lead transformation initiatives, redesign workflows, and ensure regulatory alignment to improve advisor and client experiences, productivity, and growth.

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