Head of Wealth Management Business Development

Head of Wealth Management Business Development

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com. 

Park Avenue Securities was founded in 1999 as a complement to Guardian’s traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian’s broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being.  

The Head of Park Avenue Security Business Development is an integral part of Park Avenue Securities (PAS) and the GAIC Fixed Annuity portfolio.  Reporting to the President of PAS, this Leader will be responsible for growing sales of Park Avenue Securities products and GAIC Fixed Annuities (other than FAs via the Fidelity platform) with a primary focus on the more strategic and advanced business development angles and channels with greater revenue potential.

You Will:

• Be Responsible for driving sales results with business development team across full suite of products through relationship building and sales campaigns. Team consists of external and internals
• Develop product management strategy through partnership with Product Management and Marketing Teams
• Develop advisory strategy across current platforms including corporate RIA, third party asset managers and Separate RIA
• Develop of Retirement Planning strategy for individuals and small/medium businesses
• Partner with recruiting team on recruiting strategy of Wealth Management individuals as well as succession planning strategies.
• Develop industry partnerships to drive competitive platform and revenue

You Are:

• Self-motivated and can adapt to a fast moving and dynamic environment.
• Able to handle several responsibilities, interfacing with the rest of Park Avenue Securities, GIAC, Innovative Underwriters, and Distribution.
• Able to recruit and develop diverse talent.
• Able to gain trust and respect of multiple contingent internal customers.
• A leader who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.
• An effective leader of people and resources.
• A thought leader and organizational change agent who will deliver on value-added solutions to advance the business strategy
• Proven team player with a strong collaborative orientation; demonstrated ability to build strong relationships and partner across business groups
• Exceptional communicator across multiple levels of an organization; works effectively in an environment to drive outcomes through others

You Have:

• 15+ years overall experience in business development leadership and strategy in Wealth Management.
• Bachelor’s degree or equivalent work experience.
• Series 7, 63/65, 66 required; Life/Health insurance Licenses, CFP, AIF preferred.
• Proven leadership, coaching and developing highly effective sales teams.
• Strong relationship and consultative management skills.
• Proven to deliver results through sales team and have active sales processes and management with metrics and KPI’s.
• Experience developing, aligning, and leveraging effective incentive compensation planning.
• Preferred wholesaling or leading wholesalers with captive insurance distribution, although with 3rd party distribution acceptable.
• Excellent “live” presentation skills, articulate, polite, confident, able to establish relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel.

Location:

• NY, NY or Stamford, CT.
• 50-70% travel focused on coaching the team, meeting with General Agencies and attending sponsored events and training.

Salary Range

$148,970.00 - $244,745.00

The 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 candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and pers