Head of Financial Planning, Strategy & Execution

Guardian Life

. Set and execute Guardian’s enterprise financial planning strategy across channels and client segments .

Posted 10/5/2026full-timeRemote • United StatesLead💰 $277,000 - $335,650 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in financial services and wealth management, with a focus on developing and executing comprehensive financial planning strategies that integrate insurance, investments, and retirement solutions. Proven ability to lead teams, influence stakeholders, and utilize technology to enhance planning quality and client outcomes.

Highest-signal resume keywords

Financial Planning StrategyWealth ManagementHNW and UHNW Client NeedsLeadership in Financial ServicesAdvanced Planning Concepts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInsurance SolutionsInvestment StrategiesRetirement PlanningEstate PlanningTax-Efficient StructuresDigital Planning CapabilitiesData-Driven InsightsPerformance MetricsClient Outcomes

Soft Skills

Strategic ThinkingBusiness AcumenCommunicationJudgmentCollaboration

Tools & Technologies

Technology PlatformsDigital CapabilitiesPerformance Measures

Certifications & Qualifications

FINRA Series 7FINRA Series 66FINRA Series 63/65FINRA Series 24 (to be obtained within 90 days)

Industry Keywords

Financial ServicesWealth ManagementHolistic Financial PlansClient SegmentsRegulatory ComplianceAdvisor EnablementBusiness DevelopmentSales Campaigns

About the role

Key responsibilities & impact

Set and execute Guardian’s enterprise financial planning strategy across channels and client segments
Build a protection-first, holistic planning model integrating insurance, retirement, investments, and wealth management
Design and evolve the financial planning strategy, framework, governance, workflows, technology platforms, service standards, and decision rights
Monitor competitive dynamics, industry trends, regulatory developments, and evolving client needs
Design scalable planning models and deliverables for clients and advisors, including complex HNW and UHNW needs
Lead the evolution and adoption of digital planning capabilities
Translate complex financial concepts and technical thought leadership into practical tools, frameworks, case designs, and client-friendly recommendations
Evaluate and integrate third-party capabilities
Lead the GWAM strategy and team across thought leadership, case consultation, case design, business development, and sales campaigns
Advance estate planning, tax-efficient structures, insurance strategies, and legacy planning solutions
Partner with advisors, product teams, and internal and external specialists on complex client needs
Establish planning best practices, advisor enablement programs, training, and coaching strategies
Foster a planning-first culture centered on client needs, protection, implementation, and long-term relationships
Collaborate with Park Avenue Wealth Management and field partners to drive consistent execution
Partner with marketing and communications on internal and external planning content
Influence product development, distribution strategy, and executive decision-making through data-driven insights
Lead cross-functional initiatives across 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 disciplines
Partner with legal and compliance on regulatory and firm-policy alignment
Build and lead a high-performing financial planning and advanced-market team
Set priorities, operating rhythms, development expectations, and resource allocation
Influence senior stakeholders through sound judgment, integrity, collaboration, and executive-level communication

Requirements

What you’ll need

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 for multiple client and advisor segments
Deep understanding of life insurance, annuities, retirement, investments, and protection solutions in holistic financial plans
Knowledge of advanced planning concepts and ability to translate complex technical information into actionable, client- and advisor-friendly solutions
Experience using technology, digital capabilities, data, and performance measures to improve planning quality, adoption, productivity, and business outcomes
Proven ability to lead teams and influence senior stakeholders across distribution, product, operations, technology, marketing, legal, and compliance
Strong strategic thinking, business acumen, communication, judgment, integrity, and collaboration skills
Commitment to Guardian’s purpose of helping clients protect what matters and achieve long-term financial security
FINRA Series 7, 66, 63/65 required
Series 24 required to obtain within 90 days upon hire
Legally authorized to work in the United States without employer sponsorship now or in the future

Benefits

Comp & perks

Skill-building opportunities
Leadership development
Philanthropic opportunities
Contemporary, supportive, flexible, and inclusive benefits and resources
Company benefits for full-time eligible employees
Reasonable accommodations for qualified applicants and employees