Planning Lead, Corporate Vice President

Location Designation: Hybrid - 3 days per week 

Role Overview:

We are seeking a strategic, execution-minded Planning Lead (CVP) to manage portfolio orchestration across New York Life’s Field Experience (FX) value stream. Sitting within the centralized Cross FX Enablement function, this leader maintains a single, integrated roadmap that cleanly distinguishes committed delivery from discovery, updates it monthly for reality (progress, dependencies, risks), and produces leadership-ready views for portfolio reporting and decision making. The role partners closely with Product Managers to define and manage MBIs/Epics, apply sequencing guardrails, and ensure items entering PI planning are well-formed, capacity-aligned, and investment-aware.

This leader will manage a central demand intake and readiness discipline, triaging advisor/external requests, validating dependencies and funding, and driving consistent ingestion into PI planning with clear entry/exit criteria. In lockstep with Technology planning, Finance, and Governance, the Planning Lead aligns budget to roadmap, tracks investment vs. delivery monthly (including capacity costs), surfaces risks and trade-offs with options, and standardizes planning practices across Field Experience so teams execute consistently, predictably, and transparently.

The ideal candidate brings deep experience in roadmapping, PI-based planning, portfolio/budget alignment, and dependency management in complex, matrixed environments combining analytical rigor with crisp executive communication. You’re adept at turning ambiguous demand into planning-ready artifacts, linking investment to outcomes, and leading through influence to keep the organization focused on value, feasibility, and flow.

What You’ll Do:

Roadmapping & Portfolio Planning

• Maintain and evolve the integrated Field Experience roadmap, ensuring clarity between committed work and discovery related efforts that may not be ready for delivery.
• Manage the roadmap through monthly updates reflecting actual delivery status, dependency changes, and risk signals.
• Create leadership-ready roadmap and delivery views as part of regular portfolio reporting.
• Partner with Product Managers to define and manage MBIs/epics mapping within various tools and sequencing guardrails.

Demand Intake & Planning Readiness

• Manage centralized demand intake process and triage to ensure agent/advisor & external product team requests are consistently captured, assessed, and routed to the appropriate product teams.
• Advocate for “voice of the customer” by bringing feedback and requests to the forefront of our planning process. Responsible for validating, working with product team in identifying dependencies and routing to appropriate teams.
• Ensure initiatives are clearly structured from funding to MBIs to epics readiness, with a consistent and well-documented approach to ingestion into PI planning.
• Drive readiness checks prior to PI planning, surfacing risks, dependencies, and early escalation gaps. Support in ensuring post PI commitments are reflected on various tools and roadmaps.

Budget Alignment & Investment Tracking

• Partner with Product Managers during the annual budgeting process to align roadmaps with approved investment levels.
• Track initiative and roadmap spend monthly, including delivery progress against budget and capacity costs. Work with Technology planning leads to enhance financial and portfolio risk reporting.
• Support leadership visibility into investment-to-value alignment across releases.

PI Planning, Reporting & Governance

• Partner with Technology planning leads to ensure roadmap items entering PI planning are well-formed, sequenced, and aligned to capacity.
• Monitor delivery progress and variances, contributing to monthly and quarterly portfolio reporting.
• Escalate risks, funding misalignment, and delivery concerns with clear context and options.    
• Support establishing overall product discipline to help standardize consistent practices across broader Field Experience Delivery function.

What You’ll Bring:

You bring portfolio orchestration, intake rigor helping maintain a single, leadership-ready roadmap that distinguishes committed delivery from discovery, triages demand with a clear voice-of-the-advisor lens, validates dependencies and funding, and ensures initiatives are PI-ready and sequenced to capacity with monthly, reality-based updates.

You also bring governance and communication excellence, helping link budgets to delivery outcomes, tracking investment, surfacing risks and options, and standardizing product planning practices across Field Experience so teams execute consistently, predictably, and transparently.

Required Skills:

• Bachelor’s Degree (preferably in Business or related field)
• 7+ years of experience in product portfolio management, financial management and roadmapping
• Familiarity with digital stack within insurance/financial industry
• Leadership experience in driving operational discipline
• Strong analytical, written, verbal and communication skills with the demonstrated ability to work with all levels within the organization
• Strong executive presence and comfortable presenting to senior leaders
• Agile experience and experience with agile development tools such as JIRA, Confluence, Miro, etc

Preferred Skills:

• Demonstrates strong proficiency in product and portfolio planning practices, including roadmapping, PI-based planning, demand intake, and dependency management, with the ability to translate complex delivery concepts into planning-ready artifacts.
• Applies solid understanding of business strategy, budgeting, and value realization to align roadmaps, funding, and delivery outcomes with Field Experience and enterprise objectives.
• Leads through influence rather than authority, building trusted partnerships with Product, Technology, and Finance stakeholders to align priorities, surface trade-offs, and drive planning discipline.
• Identifies and resolves complex planning and prioritization challenges by analyzing interdependencies, capacity constraints, and value trade-offs, often in ambiguous or evolving environments.
• Exercises sound judgment in shaping planning recommendations and escalation options that impact roadmap integrity, investment alignment, and delivery confidence across teams and value streams.
• Communicates complex planning, financial, and delivery information clearly and concisely, producing leadership-ready views and facilitating effective discussions across technical and non-technical audiences.

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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: 93342