Head of Park Avenue Wealth Management Technology

Head of Park Avenue Wealth Management Technology

This senior leader will define and execute the end-to-end technology strategy for Park Avenue, Guardian’s wealth management broker-dealer, and Guardian Wealth Partners, a new in-house advisory channel. The role will shape a modern, scalable wealth technology ecosystem that supports planning-led engagement, advisor productivity, digital onboarding, client servicing, and integrated reporting across the wealth management ecosystem.

This is a transformational leadership role responsible for building the platform, operating model, and technology capabilities needed to deliver a digital-first advisor and client experience while supporting the growth of Park Avenue and Guardian Wealth Partners

You Will 

• Define and execute the technology vision, strategy, and roadmap for Park Avenue and Guardian Wealth Partners across planning, advisory, onboarding, servicing, advisor workflow, and reporting capabilities.
• Own the architecture and evolution of a modern, cloud-based wealth technology platform that integrates planning, portfolio management, digital onboarding, data, AI, APIs, and enterprise reporting.
• Lead roadmap governance, investment prioritization, and portfolio trade-off decisions to align technology delivery with business growth, advisor productivity, client experience, and regulatory priorities.
• Deliver core capabilities required for a scalable wealth management and in-house RIA platform, including holistic financial planning, digital onboarding, asset aggregation, portfolio tools, reporting, and servicing.
• Ensure the platform is designed and operated with strong regulatory, cybersecurity, data privacy, supervisory, resiliency, and control frameworks appropriate for wealth management, RIA, and broker-dealer environments.
• Enable an agile business-technology operating model that improves prioritization, accelerates delivery, strengthens accountability, and enables measurable business outcomes.
• Lead end-to-end technology delivery across architecture, engineering, data, integration, vendor management, implementation, and production readiness.
• Build, develop, and lead high-performing cross-functional teams across internal technology groups, business partners, and strategic vendors.
• Partner with senior business, product, risk, compliance, operations, and technology leaders to translate strategy into outcomes that improve advisor productivity, client acquisition, engagement, retention, and service quality.

You Have

• 15+ years of progressive technology leadership experience, including senior accountability for large-scale digital, wealth management, or financial services platforms.
• Proven experience defining and executing enterprise technology strategy, roadmaps, investment priorities, and operating models across complex, regulated environments.
• Demonstrated success leading large-scale platform modernization or transformation programs spanning architecture, engineering, data, vendor ecosystems, and business adoption.
• Deep understanding of wealth management, advisory, broker-dealer, or RIA technology ecosystems, including planning, portfolio management, onboarding, servicing, reporting, supervision, and controls.
• Executive presence with the ability to influence senior business, product, risk, compliance, operations, and technology stakeholders.
• Track record building and leading high-performing teams across internal engineering organizations, external partners, and strategic vendors.
• Strong commercial and delivery discipline, with experience managing complex portfolios, budgets, vendor relationships, and measurable business outcomes.
• Technical fluency in modern digital architecture, cloud platforms, APIs, integration patterns, data/AI enablement, cybersecurity, resiliency, and scalable platform design.

Salary Range:

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 personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [email protected], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [email protected].

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here. 

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.