Location Designation: Hybrid - 3 days per week 



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.



This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. 


What You’ll Do:


  • Perform analysis of sophisticated life insurance products which may include, but is not limited to, reviewing policy administration system, contracts and agreements, investment reports, accounting reports and vendor fund data.
  • Apply mathematical and financial acumen to complex scenarios.
  • Provide monthly exempt fund notifications to fund companies.
  • Run reports and communicate daily “large trades” to appropriate parties.
  • Report certain trade information via fund company’s trade reporting portal when thresholds are exceeded.
  • Provide and explain exempt fund liquidity and deposit rules/requirements to processors to support transaction processing.
  • Coordinate fund price updates between vendors and document as needed.
  • Provide breakdowns of fund activity upon request from fund companies.
  • Coordinate price updates for late valuations between multiple vendors, review day 2 and document within Sharepoint.
  • Maintain/update SharePoint and/or Salesforce with fund related activities and projects.
  • Research and respond to fund inquiries and have the acumen to explain complicated processing of fund related issues.
  • Work with accounting to resolve fund out of balances and gain/loss cases.
  • Work with servicing offices to set up fund related feeds and resolve any issues with feeds as they arise.
  • Facilitate Exempt Fund Task Force meetings as needed.
  • Coordinate and maintain fund slots.
  • Send communications when fund changes/additions occur.
  • Run monthly and ad hoc reports as needed.
  • Collect information needed for fund audit confirmations and provide to requestor.
  • Manage special projects and support improvement initiatives.
  • Provide processing support of new business and inforce transactions as needed.


What You’ll Bring:


  • High School Diploma or GED from accredited institute required
  • Strong critical thinking skills and attention to detail
  • Strong mathematical aptitude
  • Strong computer skills; proficient knowledge of Microsoft Word, Excel, and Access
  • Strong project management skills
  • Strong written and oral communication skills
  • Ability to “think outside the box” and implement creative solutions
  • Ability to prioritize and multi-task without supervision  
  • Experience with exempt funds is preferred
  • Experience in life insurance and/or financial services industry preferred
  • Experience within the COLI and BOLI industry is a plus
  • Experience with COLI and BOLI plan designs preferred, i.e.: Split Dollar, Deferred Compensation, and 162 Bonus Plans is a plus
  • Actuarial experience is a plus
  • Advanced understanding of life insurance and 7702 is a plus




  • Bachelor’s degree with 5+ years equivalent related experience
  • FINRA Series 6 designation must be obtained within 12 months of hire   
  • Professional designation or working toward a designation such as FLMI; obtain Loma 1 and 2 within 12 months of hire


This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. 






Salary range: $47,500-$70,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 90491




About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Required Legal Notices – All Candidates Please Click Here

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