Corporate Vice President - Wealth Management Solutions (WMS) Delivery Lead


Posting Date: Apr 3, 2024

Location: New York, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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.



This role is Hybrid with work from home days on Mondays & Fridays. The office location is based out of New York City. 


We are looking for a Wealth Management Solutions (WMS) Delivery Lead to join our technology team to develop and execute on a multi-year technology roadmap that drives increased business value from our technology investments. You will work with talented analysts, architects, and engineers to design, build, test, and enhance solutions for our business using modern technology stacks, creating exceptional experiences for our stakeholders to support business opportunities.


In this role, you will collaborate with and support the Foundational Business Value Stream Technology Lead to ensure initiatives are sequenced and prioritized to optimize delivery execution, create the highest business value, and achieve stated business outcomes.


Key Responsibilities:

  • Develops and maintains a delivery roadmap that aligns with the goals of the Foundational Business Value Stream, identifying opportunities for improved sequencing while focusing on successful execution.
  • Works closely with Value Stream planning leads, RTEs, Tech Leads, and QA Leads to ensure transparency of initiatives across Value Streams.
  • Delivers on team commitments ensuring transparency of work, challenges, blockers, etc.
  • Engages in complex initiatives, guiding teams on effectively identifying and resolving cross-dependencies.
  • Works with various levels of the organization to understand business goals, strategies, capabilities, and processes to ensure cross-team alignment.
  • Facilitates business and Technology alignment through a collaborative, supportive, and consultative manner
  • Creates and facilitates cross-team communications to enhance transparency and issue identification and resolution
  • Identifies organizational requirements for the resources, structures, and cultural changes necessary to support the execution and delivery
  • In partnership with a Value Stream Architect, presents gap analyses and/or IT investment roadmaps that reflect the status of the existing IT landscape, namely, its ability to contribute to future-state business capabilities around ecosystems and digital platforms for the scope of the given release train
  • Responsible for coaching and career development of the resources within their teams, building a strong employee base of highly engaged resources with deep technical skills and strong business acumen.
  • A strong focus on the customer and connected experience to drive the productivity of end users



  • Master’s or bachelor’s degree in business, computer science, system analysis, or a related field of study would be ideal but not required.
  • Certifications in delivery methodologies such as Scaled Agile are a plus


Previous Experience

  • Five or more years of experience in enterprise-level delivery of Wealth Management solutions, including stakeholder management
  • Five or more years of management consulting experience in the financial services industry
  • Five or more years of experience in managing multiple work streams of IT technical delivery through close coordination/cooperation with Business Leads and IT Technical Leads
  • Five or more years of experience in SAFe Agile framework and processes, including estimation, scheduling, financial planning, and budgeting
  • Strong experience managing project staffing, identifying resource gaps, and contention issues, including internal employees and vendor resources/consultants
  • Proven experience in talent development, including hiring, coaching, mentoring, and active feedback
  • Proven experience in relationship building


Required Skills/Knowledge:

  • Wealth Management solutions experience
  • Strong problem-solving skills with the ability to bring together the right SMEs for input and decision making
  • Proven ability to lead a team or teams that are responsible for driving the advancement of the overall Value Stream roadmap through Agile Ways of Working
  • Proven success in influencing and working effectively across a broad and complex organization
  • Ability to work collaboratively across a large organization to influence process adoption and continuous improvement
  • Ability to lean into the culture and foster team collaboration, decision-making, and execution
  • Knowledge of modern technology ecosystems, SaaS, infrastructure as a service (IaaS), platform as a service (PaaS), service-oriented architecture (SOA), APIs, open data, microservices, mobile app development, content management system, SSO, cyber security and app scan tools to name a few
  • Knowledge of business models, operating models, financial models, cost-benefit analysis, budgeting, and risk management
  • Knowledge of information management practices, system development life cycle, IT services, agile and lean methodologies, infrastructure and operations, and EA and ITIL frameworks
  • Understanding of the different types of agile principles, methodologies, and frameworks, especially those designed to be scaled at the enterprise level
  • Strong leadership and interpersonal skills
  • Strong consulting skills such as targeted communications, engagement management, stakeholder management, and business development
  • Excellent analytical, planning, and organizational skills
  • Excellent written, verbal, communication, and presentation skills with the ability to articulate new ideas and concepts to technical and non-technical audiences.
  • Ability to learn and adapt quickly to new business domains and technologies





Salary range: $160,000-$240,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



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: 89351




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Nearest Secondary Market: New York City

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