Corporate Vice President, Succession Planning

Location Designation: Hybrid - 3 days per week 

Role Overview:

The Corporate Vice President, Succession Planning is a key leader within Advanced Advisor Support, responsible for overseeing and optimizing the firm’s existing succession planning efforts while building the next generation of capabilities through Succession 360. This role ensures the effective delivery of current “business as usual” succession support while designing and implementing a more scalable, technology-enabled approach to advisor transitions.

Succession 360 will introduce a modern framework that includes an online marketplace, advisor matching capabilities, and data-driven tools to support valuation and transition strategies based on future business potential. This role is critical in bridging strategy and execution, ensuring both operational excellence today and innovation for the future.

What You’ll Do:

• • Oversee and streamline existing succession planning processes to ensure consistent, high-quality support across the advisor population
  • Lead the design, development, and rollout of Succession 360, including digital marketplace capabilities, matching tools, and valuation frameworks
  • Partner with technology, data, and cross-functional teams to build scalable, user-friendly solutions that enhance advisor experience and outcomes
  • Establish operational processes, governance, and workflows to support both current-state execution and future-state scalability
  • Act as a strategic advisor to leadership, shaping the firm’s long-term approach to succession as a driver of growth, retention, and enterprise value
  • Drive adoption by integrating succession planning into broader advisor development, affluent market, and practice management initiatives

What You’ll Bring:

• You are equally comfortable operating in the details and setting strategic direction.
• You bring a strong understanding of advisor business models and succession dynamics, paired with the ability to build and scale operational and technology-enabled solutions.
• You thrive in environments that require both structure and innovation, and you have a proven ability to move complex initiatives forward while aligning diverse stakeholders.
• You are disciplined, execution-focused, and able to navigate ambiguity while maintaining momentum toward long-term outcomes.

Required Skills:

• • Bachelor’s degree or equivalent experience
  • 10+ years of experience in financial services, advisor support, practice management, or related field
  • Demonstrated experience leading both strategic initiatives and day-to-day operations
  • Strong project management and execution skills, with the ability to manage complex, multi-phase initiatives
  • Experience partnering with technology teams to design and implement digital tools or platforms
  • Excellent communication and stakeholder management skills

Preferred Skills:

• • Experience with succession planning, advisor transitions, or business continuity strategies
  • Familiarity with Agency Distribution
  • Familiarity with marketplace platforms, matching algorithms, or Advisor business valuation methodologies
  • Background working with affluent or high-net-worth advisor segments
  • Experience building or scaling new programs, platforms, or enterprise initiatives

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Pay Transparency

Salary Range: $160,000-$228,500 

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: 93624