Strategic Financial Planning & Execution Lead

The Guardian Life Insurance Company of America; United States; Remote; USD 277,000 - 336,000; Full time

Job summary

The Guardian Life Insurance Company of America seeks a senior leader to architect and drive enterprise financial planning across channels and client segments. This role builds a protection-first, holistic model integrating insurance, retirement, investments, and wealth management for advisors and clients.

The leader will advance digital planning capabilities, translate complex concepts into practical tools, and align solutions with regulatory requirements, risk standards, and Guardian’s goals.

Qualifications

• Proven leadership in financial services, wealth management, or insurance sectors.
• Ability to translate complex planning concepts into client/advisor solutions.
• Experience building scalable models for multiple client/advisor segments.

Responsibilities

• Define and execute enterprise financial planning strategy across channels and client segments.
• Lead the planning function, governance, workflows, and technology platforms to enable scalable execution.
• Oversee advanced markets and complex planning for HNW and UHNW clients, including estate and tax planning.

Skills

Leadership

Strategic thinking

Communication

Judgment

Integrity

Collaboration

Data-driven insights

Stakeholder management

Job description

The Guardian Life Insurance Company of America seeks a senior leader to architect and drive enterprise financial planning across channels and client segments. This role builds a protection-first, holistic model integrating insurance, retirement, investments, and wealth management for advisors and clients.

The leader will advance digital planning capabilities, translate complex concepts into practical tools, and align solutions with regulatory requirements, risk standards, and Guardian’s goals.