Center of Excellence Case Design Specialist

Job description

Location Designation: Fully Remote Role Overview: - This role sits in the Financial Guidance Center of Excellence (FG CoE), in the Field Experience Value Stream, focused on enabling advisors to deliver holistic, protection-first financial guidance at scale. - The Case Design Specialist operates at the intersection of advisor enablement and case execution, helping advisors move from client engagement to implemented solutions through structured, high-quality financial planning support. - This role serves as a key enabler of Protection Powered Growth to translate financial planning strategy into actionable case design, accelerate advisor capability, and improve client outcomes. - This role does not directly manage client relationships but instead enables advisors and field leaders to deliver high-quality financial guidance and case execution. - The role leverages emerging AI capabilities to enhance case design, improve advisor efficiency, and support scalable delivery of financial planning across the field - Partner with advisors and field leaders to co-develop and advance complex cases from intake to implementation - Improve case velocity, quality, and close rates - Build repeatable...