AI Transformation & Advisor Experienc Lead

New Yorkhybridsenior$132K – $218K

Posted today · via Workday

See if I'm a fit →Tailor my resume for this role →Apply on Workday ↗

About this role

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.…

Read the full description on Guardianlife's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: teams

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

Score yourself on this role.

Free · no card · written explanation included

See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

More at Guardianlife

See all open jobs at Guardianlife →