Remote Head of Financial Planning & Enterprise Strategy

Guardian Life; Santa Fe (NM); A distancia; USD 277.000 - 336.000; Jornada completa

Descripción de la vacante

Guardian Life is seeking a senior leader to set and execute an enterprise financial planning strategy that integrates insurance, retirement, investments, and wealth management for high-net-worth clients. The role combines thought leadership with practical tools to scale planning delivery for advisors and clients nationwide.

The successful candidate will drive governance, digital capabilities, and cross-functional collaboration across product, operations, and distribution, while maintaining

Formación

• 15+ years of experience in financial services or wealth management.
• Experience leading planning or advice strategy within an insurance/investment organization.
• Proven ability to build scalable planning models for multiple client/advisor segments.
• Deep understanding of life insurance, retirement, investments, and protection.

Responsabilidades

• Design and execute a holistic financial planning strategy across channels.
• Lead the planning discipline's governance, workflows, and processes.
• Develop scalable planning models for complex client needs (HNW/UHNW).
• Guide cross-functional teams and collaborate with advisors and product teams.
• Drive adoption of digital planning capabilities to improve client outcomes.

Conocimientos

Leadership

Financial planning

Strategy development

Stakeholder management

Data-driven decision making

Regulatory & compliance awareness

Descripción del empleo

Guardian Life is seeking a senior leader to set and execute an enterprise financial planning strategy that integrates insurance, retirement, investments, and wealth management for high-net-worth clients. The role combines thought leadership with practical tools to scale planning delivery for advisors and clients nationwide.

The successful candidate will drive governance, digital capabilities, and cross-functional collaboration across product, operations, and distribution, while maintaining