Corporate Vice President - Strategy and Business Planning, Wealth Management Solutions

Location Designation: Hybrid - 3 days per week 

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

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 an inclusive 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.

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

Join Wealth Management Solutions, where your expertise empowers individuals and families to achieve their financial goals. Collaborate with more than 7,500 dedicated advisors and leverage the combined strength of NYLIFE Securities and Eagle Strategies to craft personalized wealth management plans. Become part of a team dedicated to empowering advisors offering protection-first holistic advice and guidance, backed by the financial stability of New York Life.

Role Overview:

The Wealth Management Solutions team enables our financial professionals to address accumulation goals of our clients through Eagle Strategies (Advisory) and NYLIFE Securities (Brokerage).

The individual in this role will be a key member of the Wealth Management Solutions Strategy team, which works closely with senior management to define and articulate business strategy, explore and drive growth and efficiency opportunities for the business, and support oversight and execution of strategic initiatives.

The individual should be self-driven and be able to work independently with minimal supervision, develop high quality deliverables and maintain transparency.

What You’ll Do:

• Establish appropriate governance structure and processes to define, prioritize and execute key strategic initiatives and facilitate structured reviews of the portfolio of strategic initiatives
• Lead and program manage execution of key business initiatives by forming collaborative partnerships with colleagues across business and functional areas (including technology, digital, finance, operations, regulatory and legal, compliance, and various teams)
• Lead research (internal and external) and analytics to determine key strategic areas (products, services, distribution), lead business case and plan development and articulate findings to key stakeholders
• Develop pragmatic solutions to key strategic issues, design capabilities and present recommendations to senior leadership, and play a key role in informing and influencing senior management decision making
• Engage in ad-hoc strategy and research projects identified by the group or senior management
• Conduct comprehensive research on competitors and the broader wealth management industry and develop and communicate unique perspectives on emerging trends

What You’ll Bring:

• 5+ years of experience in roles requiring in-depth research and analysis, leading complex cross-functional initiatives, and building presentations for senior management
• Desired backgrounds include management consulting, and/or corporate strategy
• Experience in the financial services industry and wealth management is a plus, but not required
• Thought-leader - strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play
• Strong analytical, communication (written and oral), and project and process management skills required
• Proven ability to manage large scale strategic initiatives and prioritize multiple assignments and multi-task
• Analytical and data-driven - demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions
• Microsoft Excel and PowerPoint skills required
• Bachelor’s degree required; MBA preferred

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Pay Transparency

Salary Range:  $117,500-$175,000 

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.

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: 91646