Field Centers of Excellence Lead (CoE)
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 asaField Centers of Excellence Lead.
In this role you will build and scale a new Field-facing capability within Guardians Inclusion & Impact function to help Client Solutions & Wealth Management (CSWM) and the Field accelerate growth in diverse and evolving market segments. You will design a hub-and-spoke Centers of Excellence model that equips advisors and firms with market intelligence prospecting and outreach insights practical tools and compliant business-relevant content that supports protection and wealth management conversations with priority client segments. Success in this role requires strong partnership influence without authority and the ability to design systems that help others scale impact in market.
This role will establish the charter governance operating rhythms and partner ecosystem for the CoEs. The CoE model is intended to reduce duplication increase quality and consistency strengthen measurement and enable scalable executionwithout becoming a centralized team that owns or builds every deliverable.
This leader will partner across CSWM Principal Owner Development & Growth Marketing Communications Product Enterprise Thought Leadership Legal/Compliance and Corporate Impact to translate enterprise priorities and inclusion strategies into field-ready offerings that are relevant to advisor practice growth and client needs. This role reports to the Head of Inclusion & Impact.
You will
Design and launch Guardians Field Centers of Excellence (CoEs) approach including a clear charter that defines what the CoEs own influence and explicitly does not own or do
Establish governance decision rights and intake/prioritization processes to ensure CoE work aligns to CSWM priorities Field needs and risk/compliance requirements
Build an operating model (hub-and-spoke) that scales scarce expertise standardizes best practices and enables consistent execution across Field channels and teams
Understands CSWMs priority diverse and emerging market segments and define repeatable segment frameworks for those segments (personas needs common concerns value propositions compliant messaging guardrails and recommended engagement pathways)
Partner with Marketing Communications and Enterprise Thought Leadership to curate adapt and package content into Field-ready assets (playbooks talk tracks toolkits event programming and digital resource hubs)
Collaborate with PO Development & Growth and Field partners to integrate CoE offerings into advisor lifecycle moments (recruiting onboarding practice development retention and key convenings)
Translate field and market feedback into actionable insights for enterprise partners helping inform product experience and distribution strategies
Define success metrics and measurement approaches (adoption satisfaction content utilization pipeline/activity indicators and qualitative outcomes) and provide regular reporting and recommendations
Build and manage a cross-functional network of subject matter experts and partners (internal and external) to extend capability and accelerate delivery
Operate with strong judgment in a regulated environment ensuring content/programs are defensible inclusive and aligned with Guardian brand and enterprise priorities
You have
8 years of experience in one or more of the following: go-to-market strategy market segmentation distribution enablement practice management product marketing customer/market insights or strategic program leadership
Demonstrated experience building and scaling cross-functional programs or Centers of Excellence (or equivalent shared-services / enablement models) with clear governance and measurable outcomes
Strong ability to translate complex enterprise priorities into practical offerings tools and content that drives adoption and behavior change
Proven stakeholder management skills and ability to influence at senior levels across a matrixed organization without direct authority
Analytical and strategic thinking skills including the ability to synthesize qualitative and quantitative inputs into clear recommendations
Excellent written and verbal communication skills including executive-ready narrative facilitation and field-facing messaging
Program and project management strength including prioritization operating cadence and delivery discipline
Comfort operating in ambiguity and building new capability from the ground up
Proficiency with Microsoft Word Excel PowerPoint and Teams
Insurance wealth management or adjacent regulated-industry experience strongly preferred
Direct Field distribution experience and/or familiarity with an agency model is a plus but not required
Location /Travel
Hybrid role in office 3 days a week Hudson Yards NY; Stamford CT or Holmdel NJ. 2 days WFH.
Travel - Up to 25% occasional travel to various U.S. Guardian offices and Field events (e.g. community convenings leadership forums and partner engagements).
Salary Range:
$132420.00 - $217545.00The 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 .
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Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.