Guardian

Financial Services

HeadofPurchaseandUnderwritingTransformation

$155–255k Boston, Massachusetts, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Executive candidates.

The Brief

“Head of Purchase and Underwriting Transformation at Guardian. Skills: Underwriting transformation, Purchase transformation, Strategic modernization. Define transformation vision. Execute transformation strategy”

What You'll Achieve.

Minimize evidence requirements; Develop dynamic pricing; Offer turnaround minutes; Reduce applicant effort; Reduce rework; Improve customer experience; Improve advisor experience; Improve application journey; Improve risk management journey; Improve policy activation journey; Deliver multiyear roadmap; Achieve measurable outcomes; Reduce customer effort; Reduce advisor effort; Increase transparency; Accelerate placement; Accelerate cycle times; Ensure seamless execution; Ensure broad adoption; Maintain governance; Maintain regulatory compliance; Drive clarity; Drive accountability; Drive sustained performance; Ensure spend tied to outcomes; Drive in market adoption

Industry & Context.

Financial Services
Problems you'll solve

Strategic problem-solver; Data-driven decisions; Structured frameworks; Analysis

What They're Looking For.

Must Have

Legally authorized to work in the United States

What You'll Do.

Define transformation vision

Execute transformation strategy

Develop multi-year roadmap

Identify high-impact initiatives

Prioritize initiatives

Establish success measures

Lead modernization of purchase experience

Own underwriting transformation agenda

Champion adoption of advanced technologies

Improve underwriting productivity

Improve flow case handling

Improve placement rates

Improve risk outcomes

Guide integration of new data sources

Guide integration of decision engines

Guide integration of modern architectures

Provide leadership across teams

Reinforce disciplined execution

Manage delivery at enterprise scale

Apply BTOM principles

Own investment strategy

Own funding trade-offs

Lead governance forums

Participate in governance forums

Serve as executive sponsor

Act as primary liaison

Build multidisciplinary teams

Lead multidisciplinary teams

Develop multidisciplinary teams

Foster culture of innovation

Foster culture of collaboration

Foster culture of continuous learning

Foster culture of knowledge sharing

Strengthen leadership capability

Strengthen succession

How You'll Work.

Team & Collaboration

Cross-functional teams; Senior leaders; Business units; Corporate functions; Product teams; Pricing teams; Underwriting teams; Distribution teams; Data & Technology teams; Data Science teams; Functional stakeholders; Technology leaders; Platform leaders; Impacted teams

Communication Scope

Executive presentations

Process & Methodology

Roadmap planning, Outcome-based delivery

Full Job Description

We are seeking a **strategic, ambitious, and entrepreneurial leader** to serve as **Head of Purchase & Underwriting Transformation**, a highly visible **leadership role** responsible for shaping and delivering the future of Guardian’s purchase experience and underwriting capabilities across Life, Disability, and Annuity products. This program plays a foundational role in Guardian Financial Protection and Retirement Solutions’ (FPRS) Journey-to-30 strategy. Our objective is clear—make purchasing protection and retirement solutions frictionless by minimizing evidence requirements using third party data and develop machine learning models to make pricing more dynamic and granular. Offer turnaround times should take minutes rather than weeks or months with little to no effort required by an applicant and no rework when applying for multiple coverages. In this role, you will lead the **strategic modernization of the purchase and underwriting ecosystem** , helping define the long‑range vision for how customers, advisors, and colleagues experience the application, risk management, and policy activation journeys. You will partner with senior leaders to translate this bold vision into a multiyear roadmap with prioritized work efforts aligned with measurable outcomes, powered by modern platforms, advanced data, automation, and AI‑enabled decisioning. In addition to managing a team of transformation consultants, product managers, and product owners aligned to the various systems, you will work across business units and corporate functions to deliver material improvements in advisor productivity, prospect conversion, operational efficiency, and risk outcomes. This will include collaborating with colleagues across Product, Pricing, and Underwriting, Distribution, Data & Technology, and Data Science, amongst other important functional stakeholders. A successful candidate will set bold strategic direction, delivering a clear and compelling business case, and aligning investments a

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