Field Experience - Competition & Benchmarking Lead

Location Designation: Hybrid - 3 days per week 

Role Overview:

At New York Life, the Field Experience (FX) Value Stream is an organization which was established to empower advisors with the tools, training, and support they need to thrive. By aligning training, compensation, onboarding, productivity, and field strategy, the Field Experience value stream provides the capabilities needed to attract, retain, and empower the best agents and advisors in the industry.

The Competition & Benchmarking Strategist provides external perspective to inform FX strategy by delivering deep insights into competitor practices, industry trends, and best-in-class advisor experiences. This role ensures leadership decisions are grounded in a clear understanding of how New York Life compares to peers and where differentiation, parity, or leapfrogging opportunities exist. The role bridges external insight and internal action. The role combines research, analysis, and storytelling to translate external insights into actionable strategic implications.

What You''ll Do:

Competitive Intelligence
• Develop and maintain a comprehensive view of the competitive landscape across advisor platforms, tools, compensation, supervision, and operating models.
• Monitor industry trends, emerging technologies, and regulatory developments that may impact advisor experience.

Benchmarking & Best Practices
• Lead structured benchmarking efforts against industry peers and adjacent best-in-class organizations.
• Identify performance gaps and leading practices relevant to FX priorities.
• Contextualize findings to NYL’s distribution model and strategy.

Strategic Insight Translation
• Translate external insights into clear implications for FX strategy, roadmap prioritization, and capability investment.
• Support executive briefings, strategy narratives, and business cases with data-backed insights.
• Partner with strategy and product leaders to inform investment decisions.

What You'll Bring:

• Bachelor’s degree required; MBA or advanced degree a plus
• 5–7+ years of experience in strategy, consulting, market intelligence, or financial services
• Strong research, analytical, and synthesis skills
• Ability to translate complex findings into clear executive narratives
• Strong communication skills including experience in developing executive level presentations
• Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
• Project management skills including proven ability to juggle multiple projects at the same time
• Self-starter with a passion to deliver results

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Pay Transparency

Salary Range: $119,000-$170,000 

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: 93318