Field Centers of Excellence Lead (CoE)
About the role
Join Guardian, a leading provider in insurance and wealth management, as a Field Centers of Excellence Lead. You will build and scale a new Field-facing capability within Guardian’s Inclusion & Impact function to support Client Solutions & Wealth Management (CSWM) and the Field in accelerating growth in diverse and evolving market segments.
Responsibilities
- Design a hub-and-spoke Centers of Excellence model to equip advisors and firms with market intelligence, prospecting and outreach insights, practical tools, and compliant, business-relevant content.
- Translate enterprise priorities and inclusion strategies into field-ready offerings that are relevant to advisor practice growth and client needs.
- Partner across CSWM, Principal Owner Development & Growth, Marketing, Communications, Product, Enterprise Thought Leadership, Legal/Compliance, and Corporate Impact to develop and launch Guardian’s Field Centers of Excellence (CoEs).
- Build and manage a cross-functional network of subject matter experts and partners 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.
Requirements
- 8+ years of experience in 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.
- Prominent 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.
Qualifications
- 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.
Benefits
This role offers a hybrid work schedule with in-office 3 days a week and 2 days remote. Travel is up to 25% occasionally to various U.S. Guardian offices and Field events.
Pay
The salary range for this role is $132,420.00 - $217,545.00 annually. This range reflects the primary location of the position. The salary for this role ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Schedule
This role is a hybrid role with in-office 3 days a week and 2 days remote.
Skills
- Strong partnership and influence without authority.
- Ability to design systems that help others scale impact in market.
- Experience building and scaling cross-functional programs or Centers of Excellence (or equivalent shared-services / enablement models).
- Strong analytical and strategic thinking skills.
- Excellent written and verbal communication skills.
- Program and project management strength.
- Comfort operating in ambiguity and building new capability from the ground up.
Benefits
Our promise at Guardian includes support and flexibility to achieve professional and personal goals, through skill-building, leadership development, and philanthropic opportunities. We offer a variety of benefits and resources to our colleagues, including contemporary, supportive, flexible, and inclusive benefits and resources.
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.