Head of Financial Planning Strategy & Execution
Remote - United StatesRemote (US)director$277K – $336K
Posted 2 days ago · via Workday
About this role
ROLE PURPOSE As a member of the Client Solutions leadership team, this role sets and executes Guardian’s enterprise financial planning strategy across channels and client segments. The leader builds a protection-first, holistic planning model that integrates insurance, retirement, investments, and wealth management; converts advanced-market expertise into actionable solutions; and scales consistent delivery for advisors and clients. Key Accountabilities Enterprise Planning Strategy & Operating Model · Partner with the Head of Client Solutions to align strategy and then design, evolve, and execute a comprehensive protection first, holistic financial planning strategy and framework.…
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reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
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2
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3
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4
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5
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