AI Transformation & Advisor Experienc Lead
About The Position
We are seeking a strategic, commercially minded, and highly influential leader to serve as AI Transformation & Experience Lead for Client Solutions & Wealth Management. In this highly visible role, you will act as an internal consultant and trusted advisor to business leaders, transforming how advisors and client-facing teams work through the practical application of AI, automation, and emerging technologies. You will combine deep Wealth Management expertise, strong business acumen, and AI capabilities to identify opportunities that improve business effectiveness, advisor and client experience, productivity, and growth. This leader will translate emerging AI capabilities into measurable commercial outcomes by developing transformation strategies, building scalable solutions, redesigning workflows, and driving implementation across the business while maintaining alignment with regulatory and governance requirements. You will join a fast-growing organization that wants to transform the client and advisor’s experience at Guardian by rethinking how we do things across CSW<. 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
Requirements
- Business or internal consulting experience.
- Strong analytical skills.
- Ability to analyze in-depth workflows and rethinking strategically if/how business processes should be run.
- Expertise with AI tools and capabilities and implementation track-record
- Deep Wealth Management expertise and a strong understanding of advisor workflows, client-facing experiences, service processes, and business operations.
- Demonstrated experience developing scalable AI solutions and redesigning workflows using AI, automation, and emerging technologies.
- First-hand experience leading and rolling out transformation initiatives that delivered tangible, measurable business benefits.
- Strong commercial judgment and the ability to translate AI capabilities into improvements in productivity, business effectiveness, client and advisor experience, and growth.
- Experience partnering across business, distribution, operations, technology, product, risk, compliance, and enterprise AI teams.
- Knowledge of regulatory, governance, risk, and compliance considerations related to implementing AI-enabled solutions.
Responsibilities
- Advise business leaders on high-value opportunities to apply AI, automation, and emerging technologies across advisor and client-facing teams.
- Develop transformation strategies and roadmaps that connect AI capabilities to measurable commercial and experience outcomes.
- Design and scale AI-enabled solutions and redesigned workflows that improve productivity, business effectiveness, advisor experience, client experience, and growth.
- Lead implementation and adoption across Wealth Management, Principal Owner Growth & Development, Client Solutions, Distribution, Operations, Technology, Risk & Compliance, Product, and Enterprise AI teams
- Ensure solutions align with applicable regulatory, risk, compliance, operational, and governance
Benefits
- Skill-building
- Leadership development
- Philanthropic opportunities
- Contemporary, supportive, flexible, and inclusive benefits and resources
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
