Head of Financial Planning Strategy & Execution

Fully Remote

Remote - United States

Full time

R

As a member of the Client Solutions leadership team, this role sets and executes Guardian's enterprise financial planning strategy across channels and client segments. The leader builds a protection-first, holistic planning model that integrates insurance, retirement, investments, and wealth management; converts advanced-market expertise into actionable solutions; and scales consistent delivery for advisors and clients.

• Partner with the Head of Client Solutions to align strategy and then design, evolve, and execute a comprehensive protection first, holistic financial planning strategy and framework.
• Define the planning function’s governance, workflows, technology platforms, service standards, decision rights, and process improvements to enable efficient, consistent, and scalable execution.
• Clarify how each planning discipline is reflected within the enterprise framework and how solutions align to distinct client and advisor segments.
• Monitor competitive dynamics, industry trends, regulatory developments, and evolving client needs to keep the offering differentiated and relevant.

• Design scalable planning models and deliverables for clients and advisors, with tailored approaches for complex HNW and UHNW needs.
• Lead the evolution and adoption of digital planning capabilities that improve planning quality, advisor productivity, client engagement, and scale.
• Translate complex financial concepts and technical thought leadership into practical tools, frameworks, case designs, and client-friendly recommendations.
• Evaluate and integrate third-party capabilities where they strengthen the planning proposition and client experience.

• Lead the GWAM strategy and team across thought leadership, case consultation, case design, business development, and sales campaigns, in alignment with Client Solutions and Wealth Management objectives.
• Advance sophisticated solutions for HNW and UHNW clients, including estate planning, tax-efficient structures, insurance strategies, and legacy planning.
• Partner with advisors, product teams, and internal and external specialists to address complex client needs and integrate advanced planning into broader engagement models.
• Identify opportunities to strengthen Guardian's HNW and UHNW value proposition through innovative, competitive planning solutions.

• Establish planning best practices, advisor enablement programs, training, and coaching strategies in partnership with distribution, regional and field leaders, product teams, and CSWM leadership.
• Foster a planning-first culture centered on client needs, protection, implementation, and long-term relationship building.
• Collaborate with Park Avenue Wealth Management and field partners to drive consistent execution while addressing segment-specific and complex planning needs.
• Partner with marketing and communications to ensure the protection-first, holistic planning approach is reflected clearly and consistently in internal and external content.

• Influence product development, distribution strategy, and executive decision-making through data-driven insights, client outcomes, market intelligence, and planning trends.
• Lead cross-functional initiatives by aligning stakeholders, managing dependencies, and accelerating enterprise priorities across product, operations, technology, marketing, legal, compliance, and distribution.
• In partnership with the appropriate analytics and business teams, define metrics and reporting for plan utilization, advisor adoption, planning quality, client outcomes, productivity, and revenue impact.
• Establish accountability and performance-management disciplines that improve financial planning quality, consistency, adoption, client outcomes, and organizational effectiveness.
• Partner with legal and compliance to ensure advanced planning strategies, solutions, and supporting practices align with regulatory requirements, risk standards, and firm policies.

• Build and lead a high-performing team of financial planning and advanced-market professionals
• Set clear priorities, operating rhythms, and development expectations; allocate expertise against the highest-value enterprise, advisor, and client needs.
• Model sound judgment, integrity, collaboration, and executive-level…