CVP and Director, Strategy and Business Development, Retail Annuities


Date: Jan 17, 2022

Location: New York, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.






Position Overview

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, explore and drive growth and efficiency opportunities for the business, and support oversight and execution of strategic initiatives. This role is primarily focused on (1) leading and executing against key initiatives for the business and (2) expanding our product distribution capabilities by identifying and implementing various strategic partnership opportunities.



Role Description


Strategy, Initiatives, and Program Management

  • Research and analyze internal and external business drivers to uncover insights, develop and test new areas of opportunity, and build business plans to support overall vision and strategy of the Retail Annuities business
  • Drive iterative development of the long-term strategy and operating plans for NYL’s Retail Annuities business
  • Develop pragmatic solutions to key strategic and operational issues, develop and present recommendations to senior leadership, and play a key role in informing and influencing senior management decision making
  • Lead and program manage execution of key business initiatives by forming collaborative partnerships with colleagues across business and functional areas
  • Conduct comprehensive research on competitors and the broader annuity and retirement industry and develop and communicate unique perspectives on emerging trends



Business Development and Strategic Partnerships

  • Help define a multi-year view of the Retail Annuity distribution landscape and develop a model/framework for how to capitalize on new opportunities
  • Leverage prior experience to source, evaluate, and implement various opportunities to expand distribution of NYL’s Retail Annuity products, with a particular focus on strategic partnerships
  • Manage partner relationships to ensure implementation of opportunities identified (through proof-of-concept tests and pilot programs)



Desired Qualifications

  • At least 3-5 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, corporate strategy, business development, and/or strategic partnerships development
  • Experience in the financial services industry is a plus, but not required
  • Experience in vendor management is a plus, but not required
  • Strong analytical, communication (written and oral), and project and process management skills required
  • Proven ability to prioritize multiple assignments and multi-task
  • Microsoft Excel and PowerPoint skills required
  • Bachelor’s degree required; MBA preferred


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 our Foundation. 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: 84969




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