Remote Head of Financial Planning & Strategy

Guardian Life; Jackson (MS); Remote; USD 277,000 - 336,000; Full time

Job summary

Guardian Life is seeking a seasoned executive to lead enterprise financial planning across channels and client segments. This role builds a protection-first, holistic planning model integrating insurance, retirement, investments, and wealth management, and scales delivery for advisors and clients.

The ideal candidate has 15+ years in financial services with senior leadership experience in planning or advice strategy within wealth management, and a proven ability to translate complex concepts

Qualifications

• 15+ years of experience in financial services, wealth management, or related field.

Responsibilities

• Lead enterprise planning strategy and operating model.
• Design scalable planning models and digital planning capabilities.
• Advance GWAM strategy and thought leadership.
• Collaborate with advisors, product teams, and compliance.
• Establish planning best practices with distribution and field leaders.
• Partner with marketing to reflect planning approach in content.
• Influence product development and executive decisions.
• Lead cross-functional initiatives to accelerate enterprise priorities.
• Build and lead a high-performing planning team.
• Set priorities and development expectations for high-value needs.

Skills

Financial planning

Leadership

Strategy development

Client engagement

Regulatory awareness

Education

15+ years of experience in financial services

Tools

FINRA Licenses 7/66/63/65/24

Job description

Guardian Life is seeking a seasoned executive to lead enterprise financial planning across channels and client segments. This role builds a protection-first, holistic planning model integrating insurance, retirement, investments, and wealth management, and scales delivery for advisors and clients.

The ideal candidate has 15+ years in financial services with senior leadership experience in planning or advice strategy within wealth management, and a proven ability to translate complex concepts