Field Communities Relationship Manager
Stamford, CT - USA
Job Summary
Is the opportunity to join a culture where We Do the Right Thing and We Courageously Shape Our Future Together important to you If so Guardian is seeking a motivated individual to join our team asa Field Communities Relationship Manager
In this role you will serve as the primary relationship lead and strategic liaison for Guardians Field Communities working in close partnership with advisors Principal Owners (POs) and Client Solutions & Wealth Management (CSWM) leaders. This role is designed to activate Field Communities focused on diverse market segments and interests as engines of advisor engagement credibility insight and growth while ensuring alignment with Guardians Inclusion & Impact strategy and CSWM priorities.
A critical aspect of this role is bringing a strong Field mindset rooted in real-world experience with an agency distribution model like Guardians. The successful candidate will understand how the PO and advisor model operates how advisors and firms are motivated and how to translate enterprise priorities into practical business-relevant content and programming that resonates with the Field and supports practice growth.
This role sits within Guardians Inclusion & Impact function which focuses on shaping a culture that connects people and empowers performance while delivering measurable impact for the business advisors colleagues and communities Guardian serves. The Field Communities Relationship Manager reports to the Field Centers of Excellence Lead.
You will
- Serve as the primary relationship manager and liaison for Guardians Field Communities grounded in a deep understanding of the Field agency PO and advisor operating model
- Build credibility with advisors and POs by demonstrating fluency in Field priorities business drivers and the realities of running and growing advisory practices
- Balance enterprise and Home Office priorities with Field needs by packaging initiatives content and programming in ways that are practical relevant and clearly beneficial to advisors and their businesses
- Provide guidance coaching and support to Field Community leaders to strengthen governance operating discipline and impact while preserving Field-specific relevance
- Partner closely with CSWM Principal Owner Development & Growth Marketing Communications and Enterprise Thought Leadership to align Field Community activities with growth recruitment retention and practice development priorities
- Activate Field Communities as insight and feedback forums by capturing themes market intelligence and practitioner perspectives and elevating them as actionable enterprise insights
- Support the design and delivery of Field Community convenings including collective calls summits and partnership events that build connection credibility and peer learning
- Strengthen alignment between Field Communities and Inclusion & Impact efforts including Corporate Impact and philanthropic engagement where appropriate
- Track engagement participation and impact metrics for Field Communities and support ongoing measurement and continuous improvement
- Operate with strong judgment professionalism and execution discipline in a complex regulated and evolving external environment
You have
- 57 years of relevant inclusion experience including direct or closely aligned work with an agency-based or independent advisor distribution model like Guardians
- Demonstrated understanding of the Principal Owner and advisor business model including how advisors are motivated measure success and grow their practices
- Proven ability to build credibility and strong relationships with Field leaders advisors and firm leadership
- Experience translating enterprise or Home Office initiatives into Field-ready programs content or offerings that drive engagement and adoption
- Demonstrated success influencing and driving outcomes without direct authority in a highly matrixed environment
- Comfort operating within ambiguity and change while balancing strategic intent with practical execution
- Strong written and verbal communication skills with the ability to tailor messaging for both Field and Home Office audiences
- Proven organizational analytical and program management capabilities
- Strong active listening skills with curiosity and respect for diverse perspectives
- Proficiency with Microsoft Word Excel PowerPoint and Teams
- Financial services insurance or wealth management industry experience strongly preferred
Location /Travel
- Hybrid role in office 3 days a week Hudson Yards NY; Stamford CT or Holmdel NJ. 2 days WFH.
- Travel - Up to 20% occasional travel to various U.S. Guardian offices and Field events
Salary Range:
$103450.00 - $169960.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education experience knowledge and abilities of the successful addition to salary this role may also be eligible for annual sales or other incentive compensation.
Our Promise
At Guardian youll have the support and flexibility to achieve your professional and personal goals. Through skill-building leadership development and philanthropic opportunities we provide opportunities to build communities and grow your career surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardians Purpose to inspire well-being we are committed to offering contemporary supportive flexible and inclusive benefits and resources to our colleagues. Explore our company benefits at apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age race color creed religion sex affectional or sexual orientation national origin ancestry marital status disability military or veteran status or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individuals known limitations related to pregnancy childbirth or related medical conditions unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact . Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian refer to the Guardian Careers site.
Visa Sponsorship
Guardian is not currently or in the foreseeable future sponsoring employment order to be a successful applicant. you must be legally authorized to work in the United States without the need for employer sponsorship.
Notice Regarding Guardians Use of Artificial Intelligence in Recruitment
As part of Guardians job application process Guardian may use artificial intelligence tools (AI Tools) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying as specified in the listing posted on Guardians jobs website (Careers at Guardian at At Guardian we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.
Please be aware that if you apply for a specific position with Guardian you will have the choice of opting out of Guardians use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation within ten business days of your position application you must email your request to making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardians document retention policy a copy of which you may request via .
Additionally at applicable times Guardian will make public the most recent bias audit results for such AI tools which may be found here.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Required Experience:
Manager