Annuity Marketing Operations Senior Associate #83101


Date: Jan 11, 2021

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


New York Life (a Fortune 100 company, as well as one of Fortune’s 2020 World’s Most Admired Companies), is seeking an ambitious candidate to help manage marketing efforts relating to our Retail Annuities product line. For the past decade, New York Life has been a leader in the annuity space, helping retirees build more secure retirements through the investment and income guarantees provided by our products. The Annuity Marketing Operations Senior Associate will be responsible for assisting the broader Annuity Marketing Team execute strategies, content, materials, and campaigns to enhance the marketing of these industry leading solutions.

Applicants must be organized, results driven, and have experience balancing a multitude of projects concurrently. Collaborating with multiple stakeholders inside-and-outside our organization will be vital to ensuring success in this role. Ideal candidates will embrace teamwork, own a keen eye for detail, and possess an ability to approach challenges creatively.

A more detailed list of roles and responsibilities include:

•    Execute on all activities related to the development and distribution of marketing collateral, seminars, tools, videos, and communications to help drive annuity sales
•    Submit marketing material to Graphic Design teams and manage versions/edits through completion 
•    Partner with Compliance team to submit marketing material for review and manage workflow of changes to obtain approval
•    Lead procurement efforts and production schedules for sales and marketing-related promotional items, including logoed apparel, custom packaging, and signage
•    Assist with the development and design of sales presentations through the effective use of PowerPoint
•    Manage current library of annuity marketing resources, ensuring materials are kept current for compliance purposes and are updated or revised to ensure adherence with compliance standards
•    Work with Relationship Management and Channel Marketing teams to prioritize, prepare, and submit marketing material for approval at our Third-Party sales partner firms
•    Post approved content to our various online platforms, including Agency Portal and
•    Participate in weekly Product Management meetings to stay abreast of broader business initiatives and product changes that affect our marketing resources
•    Monitor daily warehouse inventory reports to ensure sufficient quantities of marketing literature remain available for order; partner with warehouse reps to proactively reprint low inventory
•    Proofread marketing content to ensure it’s free of typos or inaccuracies
•    Evaluate existing Marketing Team processes and workflows to ensure efficiency; make recommendations for improvements and implement changes as needed


Required and/or desired qualifications:

•    A minimum of a bachelor’s degree and 3+ years of related work experience
•    A solid understanding of the financial services industry (knowledge of the retirement landscape and/or annuity products is a huge plus)
•    Strong business and creative writing skills
•    Excellent PowerPoint skills is a MUST
•    An eye for branding, design, and formatting
•    Meticulous attention to detail
•    Strong communication skills
•    The ability to work independently on projects and work in a team environment with flexible parameters
•    A self motivated, results-oriented individual with the ability to manage multiple projects simultaneously with tight deadlines





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Job Requisition ID: 83101 

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