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.




The Vice President of Holistic Advice and Guidance within the Field Productivity Value Stream will be instrumental in shaping and executing the strategic vision of our Fortune 100 company's Foundational Business strategy.  This leader's primary responsibility will be the continued development and evolution of five financial services practice model support teams in key speciality areas:


  • Financial Guidance
  • Retirement Planning
  • Estate Planning
  • Business Planning
  • Wealth Advisory

The overall team is comprised of approximately one hundred individuals, with a heavy concentration of professionals who are advanced planning attorneys, Certified Financial Planners (CFPs) and Chartered Financial Consultants (ChFCs). This team supports a captive network of several thousand advanced market focused financial advisors within the broader New York Life Agency distribution system which consists of 12,000+ agents and advisors.


Key Responsibilities:


1. Strategic Leadership - Lead the ideation, development, and execution of five specialized financial services practice models, ensuring alignment with the company's overall strategic objectives.

2. Client Segmentation - Identify and define target client and advisor segments based on their affluence levels, financial goals, and life stages, and tailor practice models to address the specific needs of each segment.

3. Team Leadership - Lead a team of approximately one hundred to include a senior leadership team composed of executive officers, providing guidance, support, and mentorship to ensure the successful implementation and execution of practice models.

4. Cross-Functional Collaboration - Collaborate closely with enterprise partners including product solutions, field training, marketing, sales support, data, and technology to ensure seamless and value add support to advisors providing advanced, holistic financial solutions.

5. Innovation and Continuous Improvement - Stay abreast of industry trends, emerging technologies, and regulatory changes to continuously evolve and enhance the effectiveness of practice model support.

6. Performance Measurement - Define key performance indicators (KPIs) and metrics to assess the success and impact of practice model support and implement mechanisms for ongoing performance measurement and evaluation.

7. Client Engagement - Drive engagement initiatives, including educational workshops, seminars, and personalized coaching, to deepen advisor relationships and drive business growth.

8. Risk Management - Ensure compliance with regulatory requirements and risk management protocols and implement strategies to mitigate risks associated with supporting advisors in advanced financial advisory services practices.


Required Skills:


  • Minimum of 10 years of experience in financial services, with a proven track record of strategic leadership and business development.
  • Led the development and execution of strategic business plans supporting strong, consistent growth and profitability in line with the company’s short- and long-term financial objectives.
  • Strong understanding of wealth management principles, financial planning and investment strategies.
  • Demonstrated ability to influence and drive outcomes in large, complex, matrixed organizations; proven relationship-building and collaboration skills.
  • Strong interpersonal, communication, influencing, and leadership skills; provides clear direction through periods of change.
  • Demonstrated ability to lead, develop, retain, and recruit a diverse pool of talent to meet current and future organizational needs.
  • Strong analytical and problem-solving skills; strategic.
  • Entrepreneurial and/or innovative.
  • Unquestionable integrity; high ethical and moral character.
  • Enterprise succession potential required.
  • Bachelor’s degree or equivalent experience required; relevant professional designation(s) and Master’s degree preferred.






Salary range: $225,000 - $275,000 

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.


Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.


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: 90340



About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

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

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