Process Management Product Owner, Senior Associate


Date: Jan 12, 2021

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


Role Summary

Marketing is building a Marketing Operations practice comprised of collaborative, strategic problem solvers who challenge each other and are energized to enable connected, personalized experiences among our agent field force, consumers, and the brand to build relationships when and where people need us most. 


We are hiring a Process Management Product Owner accountable for optimizing and governing core marketing processes (e.g., Content Management, Campaign Management, etc.) and driving the sequenced roadmap, backlog, and detailed requirements to introduce and enhance automated work and project management technologies.   This role will be responsible for driving marketing process management efforts, including the design and improvement of marketing operational processes to measure operational performance, investment effectiveness, and identify opportunities for efficiencies and automation.  This includes defining, documenting, and implementing marketing process flows.


What great looks like in this role:

• Passionate, team-oriented problem solver who understands and differentiates between what users want vs. what they need to meet Marketing’s goals (not afraid to influence and negotiate with Product Managers and stakeholders).

•  Demonstrate a hybrid of business and technical acumen and understanding of consumer centricity to enable digital experiences.

•  Ability to articulate how platform and process investments support business case benefits to reach the right target markets, with the right messages, at the right time, through the right channels, and coordinated across different touchpoints (through a lean technology ecosystem).

• Partnering with the team of Digital Product Owners, responsible for maximizing the company’s investment in MarTech and data, to define what capabilities and functionality each platform and process is responsible for enabling and, in partnership with Technology, determining how the platforms should be connected and integrated into the larger ecosystem. 

• Relentless in continuous upskilling across Marketing and Technology, and driving the ability to translate the bigger, strategic picture while also ensuring all details are accounted for to enable seamless, on-time delivery of capabilities.


Key Responsibilities

• Business Process Engineering: responsible for marketing process engineering (oversight, upkeep, optimization, and governance), as well as the pilot, rollout, and training strategy of those processes (marketing processes are expected to mature modern marketing capabilities and focus on operationalizing the company’s investment in Marketing Technology)

• Stakeholder Needs Assessment: partners with enterprise stakeholders and Marketing subject matter experts, managers and practitioners to understand process needs, goals, vision, strategy, scope, and use cases.

• Technology Selection and Vendor Support:   supports ongoing analysis of emerging and existing work and project management technology platforms in the Martech landscape.   Partner with technology and procurement to author RFPs and evaluate solutions and vendors to support platform selection. Collaborate with platform vendors to influence base product roadmaps to meet New York Life’s process needs and goals.

• Sequenced roadmap development: build and maintain a work and project management platform roadmap, and a process evolution roadmap focused on New York Life’s strategic priorities.  Lead the ongoing identification of unmet needs and/or opportunities for improvement and work with stakeholders to prioritize and schedule activities.    Develop a sequenced roadmap that defines stakeholders impacted, value generation per phase and implementation dates of key milestones.

• Business process management subject matter expert: acts as a subject matter expert that represents business process re-engineering as part of the overall marketing digital capability infrastructure for strategic planning and cross platform interoperability.  Leveraging expertise related to marketing process management and a deep understanding of automating workflows and improving the efficiency of marketing teams to influence the marketing technology eco-system. 

• Prioritized backlog, grooming, user story definition and Agile support: either individually, or in partnership with Product Managers and/or stakeholders, create, maintain, and prioritize a well-defined backlog with requirements for work and project management features and capabilities which can be easily understood by our Technology team. Proven ability to translate that plan into feature and user story development that spans multiple agile program increments. Attend agile ceremonies including daily standups, planning, and retrospectives, working in partnership with technology teams on execution.

• Project execution and leadership: in partnership with the project teams, drive, negotiate, and prioritize activities and problem solve to mitigate risks to meet business commitments by staying on-schedule and within budget. Lead, collaborate with, and motivate a cross-functional team of stakeholders, project managers, scrum masters, business analysts, developers, and testers to build, execute and release features in alignment with strategic programs and automation initiatives.

• Testing and deployment: Review and support the development of user acceptance test plans with our technology teams to ensure a quality and defect free deliverable to our users.  In some instances, support business user acceptance testing responsibilities (test plans and use cases creation to reflect requirements which demonstrate a deliverable meets a quality standard and is ready for use).

• User training and change management: collaborating with subject matter experts and managers to create clear and concise training materials and procedures with the appropriate amount of detail, and process-maps, to train our users and marketing stakeholders. Develop change management plans and socialization efforts to support adoption and ensure business readiness for new and enhanced tools, processes, and functions.

• Monitoring and quality: Responsible for implementing and analyzing process performance reporting and analytics, review and conduct post-process deployment validation, process audits and ongoing process monitoring activities.   Leverage performance insights to support continuous improvement efforts.

• Operating Model Development: Create a business process ownership framework to continue to yield benefits from process redesign benefits and to support ownership, oversight and ongoing maintenance and optimization of processes aligned to strategic objectives


Skills & Competencies

• Strong verbal and written communications, combined with technical acumen, understanding of leading marketing tools and platforms, (marketing resource management, work management technologies, digital asset management, website content management, marketing automation) and scaled agile

• Deep understanding of business process management, development of automated workflows and enabling interoperability with creative tools and customer facing channels to support creative collaboration, dynamic sharing and distribution of assets

• Expertise in work and project technologies, i.e. Asana, Aprimo and Workfront

• Self-starter, comfortable with navigating ambiguity, and passionate about driving change

• Internal influencer, culture carrier, negotiating, and consulting skills

• High attention to detail and proven ability to manage multiple, competing priorities simultaneously

• Excited to work in an organization that values and empowers an entrepreneurial spirit and specialized expertise

• System/process oriented, problem solver, ability to manage multiple initiatives and balance the need to work strategically and hands-on



• Bachelor’s Degree

• Minimum of 5 years of marketing process management and/or process re-engineering efforts

• 3+ years’ experience managing large scale initiatives

• Must have experience authoring procedures and training materials to support complex process re-engineering efforts

• Business Process Management or Six Sigma training.  Certification is a plus!

• Experience must include automation of marketing processes via a workflow or project management tool.

• Experience working with a team of product owners to integrate and connect digital marketing technologies to improve marketing efficiency and effectiveness

• Experience must include working in a scaled agile delivery framework (SAFe) using agile software (Rally) or the equivalent.




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Job Requisition ID: 82771 

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