Head of Financial Planning, Strategy & Execution

🔥 19 minutes ago

🇺🇸 United States – Remote

💵 $277k - $335.6k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Guardian Life

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1860

🏥 Healthcare

💼 Consulting

🍽️ Food & Beverage

💰 Non Equity Assistance on 2016-08

Healthcare • Consulting • Food & Beverage

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

• 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

• 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

• 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