CVP and Senior Director, Annuity/Retirement Strategy and Strategic Initiatives Leader


Date: Jul 1, 2022

Location: New York, NY, US

Company: New York Life Insurance Co



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.



Position Overview

The individual in this role will lead the Retail Annuities Strategy team, which works closely with senior management to define and articulate business strategy, explore and drive growth opportunities for the business, and support oversight and execution of strategic initiatives.



Role Description

Strategy, Initiatives, and Business Development

  • Leverage your annuity and retirement industry expertise to shape business strategy development including researching and assessing internal and external business drivers to uncover insights, developing and testing new areas of opportunity, and building business plans to help with the overall vision and strategy of the Retail Annuities business
  • Drive development of the long-term strategy and operating plans for NYL’s Retail Annuities business
  • Develop pragmatic solutions to key strategic and operational issues, develop and present recommendations to senior leadership, and play a key role in informing and influencing senior management decision making
  • Help define a multi-year view of the Retail Annuities distribution landscape and develop a framework for how to capitalize on new opportunities
  • Leverage your business development experience to craft fit-for-purpose strategic partnerships with select distribution partners to achieve business objectives (scale in sales, advisor reach, co-development)


Thought Leadership and Research

  • Lead research projects aimed at quantifying the value of our business offerings (products and services) and articulating findings with key internal and external stakeholders
  • Leverage annuity and retirement industry expertise and professional network to conduct research to be used to help with publicly strengthening NYL’s brand as a thought leader in the retirement space
  • Present key findings through various avenues (sales meetings, industry conferences, etc.)


Desired Qualifications

  • 5+ years of experience in roles requiring in-depth research and analysis, leading complex cross-functional initiatives, and building presentations for senior management
  • Experience in the annuity and retirement industry is required
  • Understanding of annuity product categories, customer segments, general product economics is required
  • Analytical, communication (written and oral), and project and process management skills required
  • Microsoft Excel and PowerPoint skills
  • People management experience
  • Bachelor’s degree required
  • Desired backgrounds include corporate strategy, banking or equity research, corporate actuarial roles, and actuarial consulting – with exposure and experience in the annuity and retirement industry


About New York Life

  • Established in 1845, 176 Years and Counting
  • Largest Mutual Life Insurer in the U.S.
  • Highest Financial Strength Ratings for any U.S. Life Insurer
  • Top 5 Individual Annuity Provider in 2021 (LIMRA 2021)
  • #1 Provider of Income Annuities since 2006
  • #1 Provider of Fixed Deferred Annuities since 2010
  • #1 Provider of Principal-Protected Variable Annuities since 2011



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: 86553




Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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