Chief Financial Planning Strategy & Execution (Remote)

Guardian Life; Salem (OR); Remote; USD 277,000 - 336,000; Full time

Job summary

Guardian Life is seeking a senior leader to shape and execute an enterprise financial planning strategy across channels and client segments. You will build a protection-first, holistic planning model integrating life insurance, retirement, investments, and wealth management for advisors and clients.

You will lead advanced markets and complex planning for high-net-worth clients, drive digital planning scale, and rise to executive leadership responsibilities, partnering across product, operations,

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 models for multiple client and advisor segments.
• Deep understanding of how life insurance, annuities, retirement, investments, and protection solutions work together in a holistic financial plan.
• Knowledge of advanced planning concepts and the ability to translate complex technical information into actionable, client- and advisor-friendly solutions.
• Experience using technology, digital capabilities, data, and performance measures to improve planning quality, adoption, productivity, and business outcomes.
• Proven ability to lead teams and influence senior stakeholders across distribution, product, operations, technology, marketing, legal, and compliance.
• Strong strategic thinking, business acumen, communication, judgment, integrity, and collaboration skills.
• Commitment to Guardian's purpose of helping clients protect what matters and achieve long-term financial security.
• FINRA Series 7, 66, 63/65 required and series 24 required to obtain within 90 days upon hire.

Responsibilities

• Define and execute the enterprise planning strategy and operating model across channels and client segments.
• Design governance, workflows, technology platforms, and service standards for scalable execution.
• Clarify how planning disciplines map to client and advisor segments within the enterprise framework.
• Lead development of scalable planning models and digital capabilities for complex client needs.
• Translate financial concepts into practical tools, frameworks, and client-friendly recommendations.
• Collaborate with advisors, product teams, and internal/external specialists to integrate advanced planning into engagement models.
• Drive cross-functional initiatives and alignment across product, operations, technology, marketing, legal, and compliance.
• Establish accountability and performance-management practices to improve planning quality and outcomes.

Skills

Leadership

Financial planning

Strategic thinking

Communication

Partnership

Job description

Guardian Life is seeking a senior leader to shape and execute an enterprise financial planning strategy across channels and client segments. You will build a protection-first, holistic planning model integrating life insurance, retirement, investments, and wealth management for advisors and clients.

You will lead advanced markets and complex planning for high-net-worth clients, drive digital planning scale, and rise to executive leadership responsibilities, partnering across product, operations,