Head of High Net Worth Sales

The **Head of High Net Worth (HNW) Sales** bridges sales execution, portfolio construction, and strategic alternatives positioning, ensuring HNW advisors receive consistent guidance, scalable frameworks, and repeatable outcomes across both managed and brokerage platforms. * Managed account proposals: position model/strategy fit, overcome objections, and convert proposals into funded assets.* Alternative investments: increase advisor adoption and client allocations through education, case sourcing, and follow-through to close.* Structured notes: position as return-seeking and risk-managed solutions, partnering with advisors to source opportunities and execute trades.* Lending: originate and grow lending penetration as a core driver of client acquisition, wallet-share expansion, and retention.* Integrate structured notes into the alternatives allocation framework and drive consistent advisor usage through targeted education and case-by-case execution support.* Frame structured notes within a cohesive allocation story alongside private markets, reinforcing when/why to use them and improving conversion in client conversations.* Senior-level experience partnering directly with top financial advisors on complex sales efforts.* Approximately 8–10 years of professional experience, including demonstrated success in territory management and building product sales within a defined market.* Strong ability to work cross-functionally with marketing, product, and sales teams, influencing outcomes and directing work without having formal people management responsibility.* Comfort presenting to senior leadership, developing and managing key performance indicators, and operating in a role with compensation tied directly to sales performance.* Willingness to be New York–based with significant travel expectations, spending the majority of time either in market with advisors or in the office as required.* Understanding of insurance distribution is preferred, along with experience collaborating closely with internal sales leadership and product partners.* Securities licenses such as Series 7, 63, and 65 are preferred but not mandatory; additional credentials like the CIMA designation are considered a strong plus.* Hudson Yards NYC - Hybrid Role - Three days in office when not traveling.* Significant travel required to meet with Advisors in the field.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 . *Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.*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 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.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 .Visa Sponsorship:Guardian Life 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.
#J-18808-Ljbffr