Remote Strategic Financial Planning Leader

Guardian Life; Lincoln (NE); Remote; USD 277.000 - 336.000; Vollzeit

Zusammenfassung

Guardian Life in the United States seeks a senior enterprise planning leader to set and execute an enterprise financial planning strategy. The role builds a protection-first, holistic planning model integrating insurance, retirement, investments, and wealth management to scale delivery for advisors and clients.

You will govern planning across channels, evolve digital planning capabilities, and collaborate with product, analytics, and distribution to deliver high-quality planning and client

Qualifikationen

• 15+ years of experience in financial services, wealth management, financial planning, or a related field, including significant leadership responsibility.
• Experience leading planning or advice strategy within an insurance, investment, or wealth management organization.
• Demonstrated experience supporting complex HNW and UHNW client needs and building scalable models.

Aufgaben

• Lead enterprise planning strategy and operating model across channels and client segments.
• Define governance, workflows, and technology platforms for planning execution.
• Design scalable planning models and digital planning capabilities for advisors and clients.

Kenntnisse

Leadership

Financial planning

HNW/UHNW experience

Cross-functional collaboration

Regulatory awareness

Ausbildung

FINRA Licenses 7, 66, 63/65, 24

Jobbeschreibung

Guardian Life in the United States seeks a senior enterprise planning leader to set and execute an enterprise financial planning strategy. The role builds a protection-first, holistic planning model integrating insurance, retirement, investments, and wealth management to scale delivery for advisors and clients.

You will govern planning across channels, evolve digital planning capabilities, and collaborate with product, analytics, and distribution to deliver high-quality planning and client