Field Communities Relationship Manager

🕒 April 30

🏢🏡 New York City – Hybrid

💵 $103.5k - $170k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Logo of Guardian Life

Guardian Life

WebsiteLinkedIn

5001 - 10000 employees

Founded 1860

💸 Finance

🧘 Wellness

💰 Non Equity Assistance on 2016-08

Finance • Insurance • Wellness

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

📋 Description

• Serve as the primary relationship manager and liaison for Guardian’s Field Communities, grounded in a deep understanding of the Field, agency, PO, and advisor operating model • Build credibility with advisors and POs by demonstrating fluency in Field priorities, business drivers, and the realities of running and growing advisory practices • Balance enterprise and Home Office priorities with Field needs by packaging initiatives, content, and programming in ways that are practical, relevant, and clearly beneficial to advisors and their businesses • Provide guidance, coaching, and support to Field Community leaders to strengthen governance, operating discipline, and impact while preserving Field-specific relevance • Partner closely with CSWM, Principal Owner Development & Growth, Marketing, Communications, and Enterprise Thought Leadership to align Field Community activities with growth, recruitment, retention, and practice development priorities • Activate Field Communities as insight and feedback forums by capturing themes, market intelligence, and practitioner perspectives and elevating them as actionable enterprise insights • Support the design and delivery of Field Community convenings, including collective calls, summits, and partnership events that build connection, credibility, and peer learning • Strengthen alignment between Field Communities and Inclusion & Impact efforts, including Corporate Impact and philanthropic engagement where appropriate • Track engagement, participation, and impact metrics for Field Communities and support ongoing measurement and continuous improvement • Operate with strong judgment, professionalism, and execution discipline in a complex, regulated, and evolving external environment.

🎯 Requirements

• 5–7 years of relevant inclusion experience, including direct or closely aligned work with an agency-based or independent advisor distribution model like Guardian’s • Demonstrated understanding of the Principal Owner and advisor business model, including how advisors are motivated, measure success, and grow their practices • Proven ability to build credibility and strong relationships with Field leaders, advisors, and firm leadership • Experience translating enterprise or Home Office initiatives into Field-ready programs, content, or offerings that drive engagement and adoption • Demonstrated success influencing and driving outcomes without direct authority in a highly matrixed environment • Comfort operating within ambiguity and change while balancing strategic intent with practical execution • Strong written and verbal communication skills, with the ability to tailor messaging for both Field and Home Office audiences • Proven organizational, analytical, and program management capabilities • Strong active listening skills with curiosity and respect for diverse perspectives • Proficiency with Microsoft Word, Excel, PowerPoint, and Teams • Financial services, insurance, or wealth management industry experience strongly preferred.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible working hours • Paid time off • Remote work options • Professional development opportunities

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