AI Transformation & Advisor Enablement Associate

Guardian Life Insurance•New York, NY

1d•$82,770 - $135,975•Onsite

About The Position

We are seeking a problem-solving minded, highly analytical, independent thinker, collaborative, business-focused professional to serve as AI Transformation & Advisor Enablement Associate within Client Solutions & Wealth Management. You will join a fast-growing organization that wants to transform the client and advisor experience at Guardian by rethinking how we do things across the firm. The goal is to define new business paradigms to deliver competitive advantages to Guardian advisors. This includes, but not limited to, rethinking how we redesign business processes in close partnership with business leaders, advisors, and cross-functional teams to identify and implement AI and automation solutions that improve productivity, streamline workflows, and as previously noted, enhance advisor and client experiences. Acting as an internal consultant, you will apply (or quickly build) your understanding of Wealth Management operations, advisor workflows, and emerging AI technologies to help teams adopt practical solutions that deliver measurable business value. This role combines business knowledge, technology curiosity, deep knowledge of AI tools and capabilities, and strong relationship management skills to advance transformation initiatives while operating within established compliance, risk, and governance frameworks.

Requirements

Business or internal consulting experience and a problem-solving mindset
Demonstrated experience developing and implementing transformation initiatives that produced measurable business outcomes.
Strong knowledge of AI capabilities and the practical application of AI tools to improve productivity, workflows, and user experiences.
Understanding of Wealth Management operations, advisor workflows, or a closely related financial services environment.
Experience partnering across business, technology, product, operations, risk, compliance, and learning teams
Ability to develop training materials, best practices, user guides, and communications that support adoption and sustainable change.
Sound judgment in applying governance, compliance, risk, and operational requirements to AI-enabled solutions.
Desire to operate in a fast pace organization and execute first-hand transformational initiatives

Nice To Haves

A collaborative transformation leader who can connect business needs with practical technology solutions.
Understand how advisors and Wealth Management teams work, can translate complex challenges into actionable opportunities, and build strong relationships across business and technical functions.
Comfortable navigating a rapidly evolving AI landscape and have first-hand experience developing and rolling out transformational projects that deliver tangible benefits.
Strategic thinking that can operate in a fast pace environment and can pivot quickly to execute on initiatives and deliver tangible results.

Responsibilities

Identify and execute AI-enabled opportunities that improve advisor effectiveness, operational efficiency, and the client experience.
Partner with business teams to understand advisor and service workflows, evaluate challenges, and streamline processes through AI, automation, and digital tools.
Design, build, and support AI-powered solutions using approved enterprise technologies, including Microsoft Copilot, Copilot Studio, workflow automation tools, and AI agents.
Maintain awareness of emerging AI capabilities, industry developments, and best practices, and translate relevant insights into practical recommendations for business partners.
Collaborate with Distribution, Wealth Management, Operations, Technology, Product, Risk, Compliance, and Learning teams to implement solutions, enable change, and drive sustainable adoption within established governance frameworks.