About this role
We are seeking a strategic, commercially minded, and highly influential leader to serve as AI Transformation & Experience Lead for Client Solutions & Wealth Management. In this highly visible role, you will act as an internal consultant and trusted advisor to business leaders, transforming how advisors and client-facing teams work through the practical application of AI, automation, and emerging technologies.
You will combine deep Wealth Management expertise, strong business acumen, and AI capabilities to identify opportunities that improve business effectiveness, advisor and client experience, productivity, and growth. This leader will translate emerging AI capabilities into measurable commercial outcomes by developing transformation strategies, building scalable solutions, redesigning workflows, and driving implementation across the business while maintaining alignment with regulatory and governance requirements.
You will join a fast-growing organization that wants to transform the client and advisor’s experience at Guardian by rethinking how we do things across CSW