The Challenge
Guardian Life is scaling its Wealth Management division and needs a strategic leader to own the entire marketing function—from go-to-market for new RIA platforms to driving growth across distribution channels. You'll report directly to senior leadership and shape how this business reaches high-net-worth clients in a heavily regulated space.
Your Mission
Audit current Wealth Management marketing efforts, competitive landscape, and RIA positioning; deliver strategic assessment with 90-day priorities
Establish marketing infrastructure and governance for new RIA platform launch, including compliance framework and advisor enablement collateral
Build and onboard core marketing team; define roles, responsibilities, and 12-month roadmap
Develop channel diversification strategy identifying 2-3 emerging distribution opportunities with revenue potential
Launch integrated go-to-market campaign for new RIA offering; track adoption rates, advisor onboarding velocity, and AUM growth
Execute sales enablement program across wholesaler and advisor networks; measure engagement, content usage, and pipeline contribution
Establish baseline marketing metrics (brand awareness, lead quality, cost-per-acquisition by channel); optimize top 2 underperforming channels
Scale marketing ops: implement marketing automation, reporting dashboard, and compliance tracking systems
KPIs You'll Own
AUM Growth by Channel
Track assets under management growth attributed to each distribution channel to measure marketing effectiveness and ROI.
RIA Platform Adoption
Monitor advisor onboarding velocity, platform migration rates, and advisor satisfaction scores post-launch.
Lead Quality & Conversion
Measure qualified leads generated by marketing campaigns, conversion rates through sales funnel, and cost-per-acquisition by segment.
Wholesaler Enablement Impact
Track collateral usage, training completion rates, and pipeline attributed to wholesaler-enabled campaigns.
Brand Awareness & Share of Voice
Benchmark Guardian Life's HNW segment awareness against key competitors quarterly.
Tools & Stack
Your Team
Your Manager
Head of Financial Protection and Retirement Services (FPRS) and Client Solutions and Wealth Management (CSWM) Marketing
Current Team
High-performing marketing team responsible for core functions (day-to-day execution, collateral creation, channel management)
Backfill + potential expansion for new RIA platform marketing
The Package
Salary
$132K-$218K base
Remote
Hybrid: 3 days/week on-site at Hudson Yards, NYC; up to 25% travel
Benefits & Perks
Company Intelligence
Guardian Life is a major US life insurance and financial services company with deep expertise in wealth management, retirement planning, and financial protection. The company serves millions of customers and operates multiple distribution channels including RIAs, advisors, and wholesalers.
Customers
HNW and affluent investors, advisors, wholesalers, institutions
Is This Role For You?
- You've scaled an RIA platform or built wealth management marketing from scratch and understand the nuances of advisor enablement and compliance
- You're energized by complex go-to-market launches in regulated industries and can navigate Legal, Compliance, and multiple stakeholders without losing momentum
- You lead through influence—selling vision to senior execs while executing flawlessly with your team in a fast-moving environment
- You obsess over metrics: you don't declare victory on feelings, you prove impact with data on AUM growth, lead quality, and channel ROI
- You want a VP-level role with strategic ownership, not a tactical execution position
- Your wealth management experience is surface-level or you've never worked with RIA platforms—this requires deep domain expertise
- You need full remote work; this role is firmly hybrid with on-site expectations and significant stakeholder alignment required in-person
- You're uncomfortable with regulatory constraints or find compliance discussions tedious—this role lives at the intersection of bold marketing and guardrails
Interview Process
Recruiter Screen
Confirm wealth management and RIA platform background; assess communication style and leadership philosophy
Hiring Manager Interview
Deep dive on strategic thinking: go-to-market case studies, team building, and how you influence cross-functional leaders
Senior Leadership Panel
Round with FPRS/CSWM leader and peer stakeholders (Product, Sales, Compliance); expect questions on regulatory navigation and business acumen
Case Study / Strategy Presentation
Develop a 90-day plan for the new RIA platform marketing launch; present to hiring team
Interested in this role?
Apply now and hear back within days, not weeks.
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About Growth Marketing Roles
Growth marketers drive user acquisition, activation, and retention through data-driven experimentation. They sit at the intersection of product, data, and marketing — running A/B tests, building funnels, and scaling what works.