AI Transformation Specialist for Advisor Enablement

Guardian Life

New York (NY)

On-site

USD 83,000 - 136,000

Full time

2 days ago

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Job summary

Guardian Life is seeking an AI Transformation & Advisor Enablement Associate in Client Solutions & Wealth Management. You will help redefine how we support advisors and clients by applying AI and automation to workflows, processes, and experiences.

As a collaborative transformation leader, you will partner with business, technology, product, risk, compliance, and learning teams to identify opportunities, design AI-powered solutions, and drive adoption within governance frameworks.

Qualifications

Proven track record in transformation initiatives delivering measurable business outcomes.
Strong knowledge of AI capabilities and practical applications.
Understanding of Wealth Management operations and advisor workflows.
Experience partnering across business, technology, product, risk, compliance, and learning teams.
Ability to develop training materials and adoption communications.

Responsibilities

Identify and execute AI-enabled opportunities to improve advisor effectiveness and client experience.
Collaborate with business teams to map workflows and streamline processes via AI and automation.
Design and support AI-powered solutions using enterprise tools, including Copilot.
Translate AI insights into practical recommendations for partners and governance.