Chief Financial Planning & Strategy Leader

Guardian Life

Augusta (ME)

Remote

USD 277,000 - 336,000

Full time

6 days ago

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Job summary

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

You will lead planning solutions, digital scaling, and advanced markets efforts for high-net-worth clients, translating complex concepts into practical tools and collaborating with product, marketing, and compliance teams.

Qualifications

15+ years of experience in financial services, wealth management, or related field with leadership responsibility.
Experience leading planning or advice strategy within an insurance, investment, or wealth management organization.
Experience supporting complex HNW and UHNW client needs and scalable models for clients and advisors.
Deep understanding of life insurance, annuities, retirement, investments, and protection solutions in a holistic plan.
Ability to translate complex concepts into client- and advisor-friendly solutions.

Responsibilities

Lead enterprise planning strategy, governance, workflows, and platforms for scalable execution.
Design scalable planning models and digital capabilities for advisors and clients.
Advance sophisticated planning for HNW/UHNW including estate and tax-efficient structures.
Partner with legal, compliance, product, and distribution to align initiatives.
Build a high-performing team and set priorities across enterprise needs.