Intelligent Automation Senior Associate


Posting Date: Apr 25, 2024

Location: New York, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid - 3 days per week 



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 is an exciting opportunity to join New York Life’s Foundational Business Operations & Shared Services (FBOSS) Intelligent Automation/Process Excellence/Cost Management team.  This team was recently formed to play a pivotal role in assisting how we modernize our foundational business services. 


This role requires a consultative approach and an execution-focused mindset as it partners with the business to provide automation and process excellence tools and strategies to help drive large scale transformations while keeping a strong focus on our customer and employee first culture.  You will have the opportunity to pioneer new technological solutions, collaborate with cross-functional teams and lead initiatives that will revolutionize how we operate.  We will challenge conventional thinking, embrace emerging technologies, and cultivate a culture of continuous process improvement. 




  • Work with leadership to formulate business objectives and goals.


  • Partners with functional groups within the organization to clarify and document functional and non-functional business requirements, use cases, business rules.


  • Establish performance metrics and key performance indicators (KPIs) to track progress against goals and objectives and prepare regular reports for senior leadership and stakeholders.


  • Collaborate with value streams on automation and process excellence opportunities, proposing solutions that will enable stakeholders to identify, prioritize and improve/automate their current processes to be more efficient.


  • Drive the execution of the prioritized opportunities including proactively managing changes in project scope, identifying issues and devising contingency plans.


  • Ensure opportunities are delivered within cost estimates.


  • Work with Change Management team to facilitate organization but-in and adoption of automation/process excellence initiatives.


  • Builds partnerships with the business and technical representatives to create a team atmosphere while in problem solving activities.


  • Stay abreast of industry trends, emerging technologies and best practices.


  • Identify common issues, solutions and best practices across the enterprise to drive maximum business impact and ROI. Prepare business cases, CBAs and proposals for improvement opportunities.


  • Foster collaboration and alignment across different departments and functions within the organization. Individual will work closely with other senior leaders to ensure seamless coordination and integration of improvement activities, promoting a unified approach to achieving strategic goals.


  • Perform assessments through fact-finding and data analysis, develop solutions, and make decisions in complex situations.


  • Must possess excellent staff work skills (presentations, analysis, points of view, written skills, etc….)


  • Maintain a proficient understanding of leading Intelligent Process Automation tools (AI, RPA, etc.). Influence a culture of “automation first” mindset across the enterprise.


  • Create PowerPoint decks for Senior Leadership as needed.






  • Excellent communication and presentation skills, with ability to convey concepts and findings clearly to diverse audiences
  • Experience operating within a Center of Excellence (CoE)
  • Automation/Continuous Improvement background preferred
  • Strong interpersonal skills, with the ability to build relationships, influence stakeholders and collaborate effectively with cross-functional teams
  • Proficient in PowerPoint
  • Highly organized
  • Ability to set priorities, meet deadlines and simultaneously manage multiple tasks
  • Strong commitment to customer satisfaction
  • Strong analytical skills and the ability to use data to drive decision-making
  • Excellent communication, presentation, and interpersonal skills, with demonstrated ability to gain trust, secure buy-in and influence change at all levels




  • Bachelor's degree in relevant field, or commensurate work experience, including 3-5 years in cross-functional capacity.
  • Demonstrated growth mindset, embracing challenges with perseverance and a strong desire to learn.
  • Problem-solving skills with the ability to drive projects forward and adapt.
  • Strong communicator, with the ability to influence in collaborative settings without direct authority.
  • Excellent PowerPoint and written communication skills.



Salary range: $95,000-$145,000 

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: 90149




Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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