Center of Excellence Case Design Specialist

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 case design frameworks that scale across the field
• Support scaling of holistic financial guidance and case design capabilities across the field through repeatable frameworks, advisor enablement, and AI-enabled workflows

What You’ll Do:

1.Case Design & Execution Excellence

This role focuses on enabling advisor success through case design, planning and guidance support, and capability development rather than direct client ownership.

• Partner with Advisors and Field Managers to co-develop and advance complex financial planning cases
• Deliver holistic, protection-first case strategies spanning protection, accumulation, and legacy planning
• Improve case quality, velocity, and close rates
• Support cases from intake through implementation, ensuring clarity, accuracy, and alignment with client goals

2. Driving Protection Powered Growth

• Embed protection-first planning principles into case designs
• Support advisors in identifying opportunities to expand the client relationship
• Support advisors in identifying opportunities to expand the client relationship
• Reinforce outcome-based planning frameworks that improve long-term client value

3. Advisor & Field Enablement

• Coach advisors and Field managers on:
• Identifying holistic planning opportunities
• Structuring effective client conversations
• Advancing cases to implementation
• Support field training and enablement efforts, including office hours, case reviews, and playbooks
• Help build advisor confidence and capability in delivering comprehensive financial guidance

4. AI-Enabled Planning & Innovation

• Leverage AI tools to enhance case design, research, and planning outputs
• Identify opportunities to use AI to improve case speed, quality, and scalability
• Partner with Tech & Data to test and refine AI-supported workflows for financial guidance, case development, and advisor decision support

Success Measures

Success in this role will be measured through:

• Advisor adoption and repeat engagement with FG CoE
• Case-to-close conversion rates
• Case turnaround time and throughput
• Multi-product solutions per household
• Advisor productivity (e.g., FYC impact, case rate growth)
• Quality and scalability of case design frameworks

What You’ll Bring:

Required:

• CFP® designation strongly preferred (or progress toward certification)
• ChFC or equivalent advanced planning designation
• Experience with eMoney preferred
• Proven experience in financial planning, case design, or advanced sales support
• Strong understanding of holistic financial planning concepts (protection, accumulation, legacy)
• Ability to analyze financial information and translate into client-ready strategies
• Experience working with or supporting financial advisors and field organizations
• Valid Securities Licenses
• Strong collaboration and influence skills in a matrixed environment
• High attention to detail and strong analytical capabilities
• Experience developing training content or coaching advisors
• Familiarity with CRM systems, financial planning tools, and Microsoft Office suite
• Experience leveraging AI tools (e.g., ChatGPT, Copilot, Claude, Gemini or similar platforms) to enhance analysis, content creation, or workflow efficiency

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Pay Transparency

Salary Range: $100,000-$143,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 93784