Remote Chief of Financial Planning & Strategy

Guardian Life; Cheyenne (WY); Remote; USD 277,000 - 336,000; Full time

Job summary

Guardian Life seeks a senior leader to set and execute enterprise financial planning strategy across channels and client segments. The role builds a protection‑first, holistic planning model integrating insurance, retirement, investments, and wealth management, translating complex ideas into practical tools for advisors and clients.

The leader will drive governance, scalable processes, and digital scaling of planning capabilities, partnering with distribution, product, and CSWM leadership to

Qualifications

• 15+ years in financial services or wealth management.
• Experience leading planning or advice strategy.
• Experience supporting complex HNW/UHNW client needs.
• Deep understanding of life insurance, annuities, retirement, investments.
• Ability to translate complex technical concepts into client‑friendly solutions.
• Experience using technology and data to drive planning quality and outcomes.

Responsibilities

• Set enterprise financial planning strategy and operating model.
• Design scalable planning models and deliverables for different client segments.
• Lead advanced planning for HNW/UHNW clients, including estate and tax planning.
• Partner with advisors, product teams, and specialists to address complex needs.
• Establish planning best practices, enablement programs, and coaching for teams.
• Influence product development and distribution strategies using insights.

Skills

Executive leadership

Strategic planning

Wealth management

Cross-functional leadership

Education

FINRA Series 7, 66, 63/65 and 24

Job description

Guardian Life seeks a senior leader to set and execute enterprise financial planning strategy across channels and client segments. The role builds a protection‑first, holistic planning model integrating insurance, retirement, investments, and wealth management, translating complex ideas into practical tools for advisors and clients.

The leader will drive governance, scalable processes, and digital scaling of planning capabilities, partnering with distribution, product, and CSWM leadership to