Field Communities Relationship Manager

About the role

The opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” is important to you. If so, Guardian is seeking a motivated individual to join our team as a Field Communities Relationship Manager.

Responsibilities

• Serve as the primary relationship lead and strategic liaison for Guardian’s Field Communities, working in close partnership with advisors, Principal Owners (POs), and Client Solutions & Wealth Management (CSWM) leaders.
• Activate Field Communities focused on diverse market segments and interests as engines of advisor engagement, credibility, insight, and growth while ensuring alignment with Guardian’s Inclusion & Impact strategy and CSWM priorities.
• Bring a strong Field mindset, rooted in real-world experience with an agency distribution model like Guardian’s, to demonstrate 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.
• 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.

Requirements

• 5–7 years of relevant inclusion experience, including direct or closely aligned work with an agency-based or independent advisor distribution model like Guardian’s.
• 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.
• Proven success translating enterprise or Home Office initiatives into Field-ready programs, content, or offerings that drive engagement and adoption.
• Strong judgment, professionalism, and execution discipline in a complex, regulated, and evolving external environment.

Qualifications

• 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.

Skills

• Financial services, insurance, or wealth management industry experience strongly preferred.

Benefits

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.

Pay

$103,450.00 - $169,960.00

Schedule

Hybrid role – in office 3 days a week, Hudson Yards, NY; Stamford CT or Holmdel, NJ. 2 days WFH.