Head of Wealth Management and Field Technology

As the lead of Wealth Management Technology & Digital Platforms for the Individual Markets (IM) Profit Center, your main responsibility is to drive innovation in product review, planning, creation, and maintenance support for advisor technologies across our Protection & Wealth segments. Individual Markets provides protection products like Life & Disability Insurance as well as Investment products through our Retail Broker Dealer & Registered Investment Advisor (RIA) to the affluent, high net worth clients in the US. We’re looking for exceptional candidates who think digitally and differently, resolve problems in non-traditional ways and strive to provide a remarkable experience for our advisors & producers that sell our services/products. This role will focus on providing our advisors & producers with a digital solution that is integrated across all our product lines for IM.The ideal candidate has experience creating a comprehensive advisor workstation that pulls together multiple data sources, industry tools and systems to create an integrated & aggregated competitive technology platform to recruit & retain seasoned advisors. The candidate needs to have deep wealth management experience with multi custodian clearing firms (i.e., Pershing, National Financial), advisory (i.e., Envestnet, Orion) and turnkey asset management platforms (TAMP). The ideal candidate will be a seasoned technology professional and be a transformational leader in engineering/technology who will drive priorities while balancing risks, capital allocations, and change complexities throughout Individual Markets. The candidate must be able to solve complex problems, work through roadblocks and be able to see the big picture and how the pieces and parts fit together. Big delivery experience as well as technical and functional understanding in wealth & protection environments with a willingness to ‘roll-up sleeves’ are a must. Being able to partner with the business and create effective solutions for critical initiatives with innovation and forward compatibility is essential. This role reports to the Individual Markets CIO.You Are:A seasoned technology professional with experience in wealth management and financial industriesA transformational leader with extensive experience in engineering/technology, capable of balancing risks, capital allocations, and change complexitiesStrong problem-solving skills and the ability to work through roadblocksBig delivery experience and technical and functional expertise in a Financial Services environmentAbility to partner with the business and create effective solutions for critical initiativesComfortable with ambiguity and passionate about developing people and teamsYou Will:Develop and implement a unified technology strategy for our advisors & producers across all product lines for Individual MarketsBring industry experience to make build vs buy decisions on table stake technologies from pre-sales, client onboarding & servicing to financial planning, portfolio management and aggregated wealth & protection reportingDrive transformation from design to implementation, ensuring alignment with Guardian's technology strategyDemonstrate a high sense of urgency to influence changes and drive business outcomes from conception to deliveryChampion a culture of best-in-class standards, pushes for progress, embraces change and challenges the status quo based on integrity, strong partnership and financial responsibility. Possess steadfast ethics and unwavering integrityBe a seasoned change leader through uncertainty and transformation. Engages team and partners throughout the journey including through ambiguityManage multimillion-dollar vendor relationships and foster a culture of excellence and teamwork with vendorsContinually assess systems for future growth and replacement to support business needs. Create business cases for furthering these effortsEnsure all governance models are being met so that systems are in accordance with the overall Guardian or Enterprise IT StrategyFoster a culture of teamwork, collaboration and integration across subject areas that drives excellent service, quality, diversity of thought, an engaging work environment and overall performance improvementYou Have:15+ years of experience in Wealth Management & Financial industries10+ years of experience with agile development methodologies on programs with multiple teams and technologiesDemonstrated experience with multi custodian clearing firms (Pershing, National Financial Services, Charles Schwab, etc.), advisory platforms (Envestnet, Orion, etc.), planning tools and CRMsDemonstrated experience managing geographically diverse groups of employees/colleagues and consultantsAbility to effectively communicate complex technical concepts to varying audiences, including non-technical business executivesKnowledge of modern Infrastructure and Application Development practices and toolsKnowledge of Cloud-Enabled/Optimized practices and implications for Application DevelopmentProven leadership, negotiation, and relationship management skillsBachelor's degree in a technical field and/or equivalent work experienceProtection/Insurance exposure preferredProven business-focused IT executive with a strong understanding of how technology can drive business growthExtensive leadership experience demonstrated through empowerment, situational awareness, increasing transparency and conflict resolution on a large-scale programHands-on, able and willing to work with teams while coaching them to reach efficient and effective performance levelsDeep experience building digital solutions for advisors/sales teams in the Wealth Management industry. Prior exposure to insurance industry a nice to haveA proven track record for motivating change in how organizations embrace agile and innovationLocation & Travel:The position will need to be based in either: Holmdel, NJ, New York, NY (Hudson Yards), Boston, MA, Stamford, CT, or Bethlehem, PAThe position will be hybrid with 3+ days in the officeWill require travel as neededSalary Range:$225,000 - $280,000The 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.Our Promise: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.Inspire Well-Being: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.Health Care:Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefitsDental planVision planHealth care accounts – flexible spending, health reimbursement, and health savings accountsCritical illness insuranceLife and Disability Insurance:Company-paid Life and Disability insurance plus voluntary supplemental coverageAccident insuranceRetirement and Financial:401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicableComplimentary 1:1 financial guidance with a licensed Fidelity representativeTime Off and Remote Work:Flexible work arrangements (part in-person/part remote)Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavementPersonal holidays for colleagues to use in recognition of religious, cultural, or civic daysPaid parental leave and paid family and medical leave policiesEmotional Well-being and Work-Life:Emotional well-being, mental health, and work/life resources powered by Spring HealthWellness programs, including fitness program and equipment reimbursementChild, adult, and elder back-up care support through Bright HorizonsAdoption assistanceCollege planningTuition reimbursementStudent loan assistanceCommuter benefits in select metropolitan areasEquity & Inclusion:Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:Employee Resource Groups:Colleague Connection CommitteesCommunity Involvement CommitteesA culture that encourages colleagues to bring their authentic selves to workVoluntary self-IDPronunciation and phonetic spelling of namesBenefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment Opportunity: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.Accommodations: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

applicant_accommodation@glic.com .Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

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