Chief Financial Planning Strategy & Execution

Guardianlife; United States; On-site; USD 180,000 - 240,000; Full time

Job summary

Guardian Life is seeking a senior leader to set and execute the enterprise financial planning strategy across channels and client segments. The role integrates insurance, retirement, investments, and wealth management into a holistic planning model for advisors and clients.

The candidate will shape the planning framework, governance, and digital scale initiatives, and lead a team of professionals delivering sophisticated solutions for high-net-worth clients.

Qualifications

• 15+ years of experience in financial services, wealth management, financial planning, or a related field, including significant leadership responsibility.
• Experience leading planning or advice strategy within an insurance, investment, or wealth management organization.
• Demonstrated experience supporting complex HNW and UHNW client needs and building scalable solutions.

Responsibilities

• Partner with the Head of Client Solutions to align strategy and then design, evolve, and execute a comprehensive protection first, holistic financial planning strategy and framework.
• Define the planning function's governance, workflows, technology platforms, service standards, decision rights, and process improvements to enable efficient, consistent, and scalable execution.
• Lead the GWAM strategy and team across thought leadership, case consultation, case design, business development, and sales campaigns, in alignment with Client Solutions and Wealth Management objectives.
• Establish planning best practices, advisor enablement programs, training, and coaching strategies in partnership with distribution, regional and field leaders, product teams, and CSWM leadership.
• Influence product development, distribution strategy, and executive decision-making through data-driven insights, client outcomes, market intelligence, and planning trends.
• Build and lead a high-performing team of financial planning and advanced-market professionals

Job description

Guardian Life is seeking a senior leader to set and execute the enterprise financial planning strategy across channels and client segments. The role integrates insurance, retirement, investments, and wealth management into a holistic planning model for advisors and clients.

The candidate will shape the planning framework, governance, and digital scale initiatives, and lead a team of professionals delivering sophisticated solutions for high-net-worth clients.