Head of Product Strategy & Platform Innovation

Key Responsibilities

• Product Strategy & Innovation Own the forward‑looking product strategy across advisory, annuities, and alternatives within an open‑architecture ecosystem. Identify gaps, white spaces, and emerging opportunities driven by advisor needs, client behavior, regulation, and competitive dynamics. Design differentiated product constructs, solutions, and portfolios by creatively leveraging third‑party partners rather than manufacturing products. Translate industry trends (e.g., retirement income, tax efficiency, private markets, managed solutions, model portfolios) into actionable platform initiatives.
• Platform Differentiation & Go‑to‑Market Develop clear go‑to‑market strategies for platform capabilities, including positioning, messaging, and advisor value propositions. Partner closely with Marketing to ensure product stories are simple, compelling, and commercially effective. Work with Sales and Business Development to align product strategy with advisor adoption, growth objectives, and field readiness. Drive clarity around why advisors should use specific solutions—not just what is available.
  
  Partner with Training and Sales Enablement to ensure advisors understand not just products—but how to use them in holistic planning conversations.
• Partner Strategy & Ecosystem Management Serve as a senior point of engagement with asset managers, insurance carriers, TAMPs, and product sponsors. Evaluate, onboard, and rationalize partners with a focus on quality, differentiation, economics, and strategic fit. Co‑create solutions with partners where appropriate, including custom portfolios, white‑labeled offerings, or exclusive access strategies. Maintain a strong commercial lens on platform economics, scalability, and advisor impact.
• Cross‑Functional Leadership & Influence Act as a strategic connector across Product Management, Sales, Marketing, Training, and Business Development. Provide strategic direction while leveraging existing execution teams for implementation. Influence priorities and outcomes without direct people ownership, using clarity, credibility, and collaboration.

• 10+ years of experience in wealth management, asset management, insurance, or fintech, with exposure to RIA and broker‑dealer environments.
• Deep knowledge of fee‑based advisory, annuities, alternatives, and managed solutions.
• Demonstrated ability to build or evolve open‑architecture platforms without manufacturing products.
• Strong commercial and go‑to‑market orientation—understands how strategy translates into advisor behavior.
• Proven success working cross‑functionally and influencing outcomes without direct authority.
• Entrepreneurial mindset with the ability to balance vision with practical execution.
• Comfortable operating with ambiguity and turning ideas into scalable initiatives.

This role ensures our product platform moves from “robust but pedestrian” to strategically curated, commercially sharp, and advisor‑obsessed—without disrupting what already works operationally. It complements strong execution with vision, innovation, and market leadership.

Salary Range: $ - $ 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.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill‑building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well‑being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at  Benefits apply to full‑time eligible employees. Interns are not eligible for most Company…