Head of Strategy, Integration

The Head of Strategy, Integration, & Performance (Chief of Staff, Principal Owner Channel) supports and advances the Principal Owner channel's strategy, execution, and overall business performance. This role serves as a key integrator across sales, product, marketing, operations, and channel leadership teams, ensuring alignment on priorities, driving operational excellence, and accelerating growth initiatives. The position partners closely with senior leaders to strengthen execution, improve organizational effectiveness, and enhance advisor success.

• Serve as a central point of coordination across channel leadership, sales, product, marketing, operations, and enterprise partners.
• Drive alignment on strategic priorities and business objectives across stakeholder groups.
• Establish and maintain operating rhythms that support prioritization, decision-making, accountability, and execution.
• Monitor key initiatives and proactively identify and remove barriers to execution.

• Lead and advance strategic growth initiatives aligned with Principal Owner channel priorities and advisor success.
• Enhance visibility into business performance by identifying trends, risks, and opportunities.
• Leverage data, field insights, and strategic analysis to inform leadership decisions and business planning.

• Improve operating models, governance frameworks, and ways of working across the organization.
• Drive adoption of tools, processes, and best practices that improve organizational effectiveness.
• Simplify business processes and strengthen cross-functional execution and collaboration.

• Collect and prioritize field feedback through established engagement channels and forums.
• Translate stakeholder insights into actionable recommendations that improve performance and overall experience.
• Ensure feedback mechanisms are connected to channel priorities and strategic objectives.

• 7–10 years of experience in financial services, wealth management, advisor distribution, consulting, business strategy, or related leadership roles.
• Demonstrated success leading enterprise-scale strategic initiatives and cross-functional transformation efforts.
• Strong knowledge of advisor distribution, wealth management, practice management, recruiting, and field operations.
• Exceptional executive presence with the ability to influence senior leaders and build alignment across diverse stakeholder groups.
• Experience developing performance management frameworks and utilizing analytics to drive business outcomes.
• Strong communication, strategic thinking, and problem‑solving capabilities.

$ - $

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Benefits apply to full‑time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact  .

Please note:

this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant you must be legally authorized to work in the United States, without the need for employer sponsorship.