Head of Strategic Financial Planning & Execution - Remote

Guardian Life; Olympia (WA); Remote; USD 277,000 - 336,000; 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, integrating insurance, retirement, investments, and wealth management. You will build a protection-first planning model and scale delivery for advisors and clients.

You will lead the GWAM and advanced markets with a focus on HNW and UHNW clients, develop scalable planning tools, and drive cross-functional initiatives across product, operations, technology,

Qualifications

• 15+ years in financial services or wealth management with leadership responsibility.
• Experience leading planning or advice strategy within insurance, investment, or wealth management.
• Experience with complex HNW and UHNW client needs and scalable models.

Responsibilities

• Define and execute enterprise financial planning strategy across channels and client segments.
• Design governance, workflows, and technology platforms for the planning function.
• Lead planning models for complex HNW and UHNW clients.
• Advance digital planning capabilities to improve advisor productivity and client engagement.
• Collaborate with advisors, product teams and specialists to address complex client needs.
• Influence product development and distribution strategy through data-driven insights.
• Build and lead a high-performing planning team.
• Ensure regulatory and risk alignment with planning initiatives.

Skills

Financial services leadership

Wealth management expertise

Advanced financial planning

Strategic thinking

Cross-functional collaboration

Job description

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

You will lead the GWAM and advanced markets with a focus on HNW and UHNW clients, develop scalable planning tools, and drive cross-functional initiatives across product, operations, technology,