Senior Internal Consultant - Retail Annuities Strategy


Date: Jul 13, 2019

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


Senior Internal Consultant - Retail Annuities Strategy


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



  • Support the annual strategic planning process for Retail Annuities, including business planning, initiative governance, management of key cross-functional projects, and communication of progress and results to senior leadership
  • Research and analyze internal and external business drivers to uncover insights, build cases, and develop and test new initiatives that support business objectives
  • Help define business strategy and articulate it by developing and presenting high quality materials for senior audiences
  • Conduct comprehensive research on competitors and the broader annuity/ retirement industry and develop and communicate unique perspectives on emerging trends
  • Engage in ad-hoc strategy and research projects identified by the group or senior management



  • At least 3+ 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 strategy, management consulting, or business development
  • Very strong analytical, communication (written and oral), interpersonal, and project and process management skills required
  • Experience in financial services preferred, annuity and/or retirement industry knowledge a plus
  • Ability to prioritize multiple assignments and multi-task; must be very organized and have excellent follow-up and problem-solving skills
  • Strong Microsoft Excel and Powerpoint skills required
  • Bachelor’s degree required, MBA preferred










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