Wealth Management Planning Team Leader

Guardian Life Insurance•New York, NY

About The Position

The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA). This role owns the client journey for prospects and clients originating from other business lines, ensuring a consistent, high‑quality experience across education, planning, and investment implementation. This role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. This individual will be accountable for advisor performance, client outcomes, growth, and alignment with the firm’s value proposition.

Requirements

10+ years of experience in wealth management, advisory sales, or financial planning, with at least 5 years in a leadership role
Deep understanding of fee‑based advisory models, holistic financial planning, and investment management
Experience leading advisor teams across multiple client segments, including affluent and HNW
Proven ability to scale sales organizations using digital and hybrid engagement models
Strong working knowledge of RIA regulatory and fiduciary standards
Bachelor’s degree required
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

advanced degree and/or CFP®, CFA®, or similar credentials preferred

Responsibilities

Lead and develop a team of (centralized/in-house) advisors responsible for converting inbound leads into long‑term advisory relationships
Own sales strategy and execution across multiple client segments, including digital‑first, hybrid, and high‑touch advisory models
Drive growth across subscription‑based planning, fee‑based financial planning, and fee‑based investment management offerings
Partner closely with other business lines to optimize lead flow, qualification, handoffs, and conversion
Deliver on a defined client journey by client segments from initial engagement through onboarding, planning, and ongoing advice.
Develop continuous improvements to the client journey
Ensure a consistent experience across digital planning tools, fully digital workflows, and hybrid advisor‑led engagements
Champion a client‑centric, education‑driven approach that builds trust, clarity, and long‑term partnerships with clients
Ensure advice delivery is aligned with fiduciary standards and the firm’s holistic planning philosophy
Recruit, onboard, coach, and develop a high‑performing team of advisors
Set clear performance expectations, sales goals, and activity metrics aligned with firm objectives
Develop a way to track performance/activity metrics and goals to utilize as coaching and share with senior leadership
Foster a strong sales and advice culture focused on collaboration, professionalism, and continuous improvement
Support advisors through training and coaching in building consultative skills across planning, education, and investment implementation