Head of Financial Planning, Strategy & Execution

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and implement Guardian’s enterprise financial planning strategy across various channels and client segments.

• Create a protection-focused, comprehensive planning model that combines insurance, retirement, investments, and wealth management.

• Design and enhance the financial planning strategy, framework, governance, workflows, technology platforms, service standards, and decision-making rights.

• Keep track of competitive dynamics, industry trends, regulatory changes, and evolving client requirements.

• Create scalable planning models and deliverables for clients and advisors, addressing complex high-net-worth (HNW) and ultra-high-net-worth (UHNW) needs.

• Spearhead the evolution and implementation of digital planning capabilities.

• Simplify complex financial concepts and technical expertise into practical tools, frameworks, case designs, and client-friendly recommendations.

• Assess and integrate third-party capabilities.

• Lead the Guardian Wealth and Asset Management (GWAM) strategy and team, focusing on thought leadership, case consultation, case design, business development, and sales initiatives.

• Promote estate planning, tax-efficient structures, insurance strategies, and legacy planning solutions.

• Collaborate with advisors, product teams, and internal and external specialists to address complex client needs.

• Establish best practices for planning, advisor enablement programs, training, and coaching strategies.

• Cultivate a planning-first culture that emphasizes client needs, protection, implementation, and long-term relationships.

• Work with Park Avenue Wealth Management and field partners to ensure consistent execution.

• Collaborate with marketing and communications to create internal and external planning content.

• Impact product development, distribution strategy, and executive decision-making by leveraging data-driven insights.

• Lead cross-functional initiatives involving product, operations, technology, marketing, legal, compliance, and distribution.

• Define metrics and reporting for plan utilization, advisor adoption, planning quality, client outcomes, productivity, and revenue impact.

• Establish accountability and performance management practices.

• Partner with legal and compliance to ensure alignment with regulatory and firm policies.

• Build and manage a high-performing financial planning and advanced-market team.

• Set priorities, operating rhythms, development expectations, and allocate resources effectively.

• Influence senior stakeholders through sound judgment, integrity, collaboration, and high-level communication.

⛳️ Requirements

• Over 15 years of experience in financial services, wealth management, financial planning, or a related field, including substantial leadership responsibilities.

• Proven experience in leading planning or advice strategy within an insurance, investment, or wealth management organization.

• Demonstrated ability to support complex HNW and UHNW client needs and create scalable models for various client and advisor segments.

• In-depth knowledge of life insurance, annuities, retirement, investments, and protection solutions within holistic financial plans.

• Familiarity with advanced planning concepts and the capability to translate complex technical information into actionable, client- and advisor-friendly solutions.

• Experience in utilizing technology, digital capabilities, data, and performance measures to enhance planning quality, adoption, productivity, and business results.

• Proven track record of leading teams and influencing senior stakeholders across distribution, product, operations, technology, marketing, legal, and compliance.

• Strong strategic thinking, business acumen, communication, judgment, integrity, and collaboration skills.

• A commitment to Guardian’s mission of helping clients protect what matters and achieve long-term financial security.

• FINRA Series 7, 66, 63/65 required.

• Series 24 must be obtained within 90 days of hire.

• Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

🏝️ Benefits

• Opportunities for skill development.

• Leadership development programs.

• Philanthropic initiatives.

• Modern, supportive, flexible, and inclusive benefits and resources.

• Employee benefits for full-time eligible staff.

• Reasonable accommodations for qualified applicants and employees.