High Net Worth Consultant

The Guardian Life Insurance Company of America; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

The Guardian Life Insurance Company of America is seeking a High Net Worth (HNW) Consultant in New York to accelerate growth across the High Net Worth platform. You will partner with Wealth Management Consultants and internal teams to convert opportunities into funded assets and measurable product adoption, translating complex strategies into advisor- and client-ready narratives.

This is an individual contributor role focused on consultative selling, relationship management, and disciplined

Qualifications

• Experience in advisor-facing sales within wealth management or high-net-worth solutions.
• Ability to translate complex investment concepts into client-ready positioning.
• Proven track record coordinating cross-functional teams to drive large client opportunities.

Responsibilities

• Drive advisor and firm growth through targeted presentations and opportunity development.
• Execute campaigns and proactive outreach to generate qualified opportunities.
• Support large-case opportunities by coordinating internal inputs and submissions.
• Increase adoption of platform capabilities and investment solutions.
• Maintain disciplined sales activity, pipeline tracking, and reporting.
• Travel – 75% (high-touch in-person and virtual engagement)

Skills

Advisor-facing sales

Wealth management experience

Cross-functional collaboration

Pipeline management

Job description

Guardian is seeking a High Net Worth (HNW) Consultant to help grow advisor and firm engagement across the High Net Worth platform. In this individual contributor sales role, you will partner with Wealth Management Consultants and internal teams to identify opportunities, support complex cases, and convert advisor interest into funded assets and measurable product adoption. You will translate complex strategies across managed accounts, alternative investments, structured notes, and lending into clear advisor- and client-ready sales narratives. This is an opportunity to combine consultative selling, strong relationship management, and disciplined pipeline execution to accelerate growth across assigned territories.

You are a consultative, advisor-facing sales professional who can build trust quickly, simplify complex solutions, and move opportunities from discovery to execution. You are comfortable engaging advisors and firms through both targeted campaigns and proactive book-of-business reviews, and you know how to prioritize the highest-impact opportunities. You bring strong follow-through, sound judgment, and the ability to coordinate across internal partners to support large and complex client needs.

Key Responsibilities

• Drive new and existing advisor and firm growth through sales presentations, discovery, solutioning, and opportunity development tied to production goals.
• Execute targeted sales campaigns and proactive advisor outreach to generate qualified opportunities, improve conversion, and increase measurable asset flows.
• Support large-case opportunities by helping advisors qualify client needs, prepare submissions, coordinate internal input, and move opportunities through the sales process.
• Increase advisor adoption of High Net Worth platform capabilities, alternative investments, structured notes, lending solutions, and managed account proposals through education, positioning, case sourcing, and follow-through to close.
• Maintain disciplined sales activity, pipeline tracking, advisor and firm follow-up, and performance reporting to improve repeatability and support revenue growth.
• Travel – 75% (high-touch coverage with in-person travel and virtual engagement)

Required Qualifications

• Experience in advisor‑facing sales, business development, or consultative relationship management within wealth management, investments, insurance, lending, or High Net Worth solutions.
• Ability to translate complex investment, lending, and planning concepts into practical advisor‑and client‑ready positioning.
• Experience supporting sales opportunities from discovery and qualification through proposal, follow-up, and close.
• Demonstrated ability to partner cross-functionally with sales, product, portfolio, advanced markets, large-case, or other internal teams to execute on client and advisor needs.
• Strong pipeline discipline, including tracking sales activity, opportunity movement, follow-up, conversion outcomes, and product adoption metrics.

Preferred Qualifications

• Familiarity with alternative investments, structured notes, managed account proposals, lending solutions, or High Net Worth platform capabilities.
• Experience working directly with financial advisors, firms, or territory-based sales teams.
• Comfort leading in-person and virtual advisor engagement, including sales presentations, education sessions, meeting preparation, and follow-up.
• Ability to identify segmented client opportunities through advisor book reviews, campaign activity, and firm-level relationship development.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill‑building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.

Benefits apply to full‑time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]. Please note: this resource is for accommodation requests only. For all other inquiries related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment‑based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues. Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [e-mail]. Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services.

Our Purpose, to inspire well‑being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well‑being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.

Visa Sponsorship: Guardian Life is not currently or in the foreseeable future sponsoring employment‑based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.