Corporate Vice President, Business Transition Support Manager


Posting Date: Nov 21, 2023

Location: White Plains, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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 Transition and Integration Team is focused on providing a first-class, white-glove transition experience for Experienced Financial Professionals or Financial Advisors who are changing firms or Broker - Dealers and beginning a career with New York Life.  The team focuses on ensuring these Professionals (and their staff or team when applicable) have the contracts, connections, knowledge and background to seamlessly service their clients and continue their practice while transitioning their book of business.


Essential Duties: This role will lead consultative efforts to educate prospective candidates on platform options, product eligibility and qualifications, and review compatibility according to company standards.


  • Collaborate with Recruiters and Experienced Financial Professionals or Financial Advisors to advise on potential product offerings within the New York Life portfolio offering
  • Create relationships with new Registered Representatives and/or Financial Advisors to connect new advisors to New York Life subject matter experts to learn more about available options joining the firm
  • Explore and vet outside firms and companies to evaluate and potentially deploy “technology-backed” solutions to automatically advise business model offerings within New York Life
  • Provide ‘best-in-class’ customer service related to transition and supply information as needed at request of management, company associates, and rep-advisors
  • Create and utilize action plans to resolve any issues or concerns that develop during the transition process, interfacing with other departments and external sources when necessary to address questions or concerns
  • Maintain and enhance working knowledge of key industry products and topics, internal programs, and product lines available through New York Life
  • Evaluate and uphold departmental benchmarks


Education & Experience Qualifications:

  • BS or BA required / MBA a +
  • Minimum of 10+ years of relevant experience
  • 7-8+ years overall experience, 5+ years financial services preferred, insurance expertise a plus
  • Life and Health, Series 6, 63 required; 65 or 7 and 66 a plus
  • Outstanding analytic and quantitative capabilities
  • Strong communication skills including experience in developing C level presentations and communications
  • Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
  • Project and process management skills including proven ability to juggle multiple projects at the same time
  • Team management and development skills
  • Strategic thinker
  • Large and small group facilitation skills and experience
  • Self-starter with a passion to deliver results and track record of success
  • Master information and language regarding all aspects of the Financial Advisor career
  • Outstanding communication skills, including experience in presenting and interacting with senior executives, such as our Experienced Financial Professionals and Experienced Managers running our General Offices


Project leadership

  • Frame and identify complex problems
  • Assess areas of opportunity in line with overall strategy
  • Partner with stakeholders and lead end-to-end delivery of problem solving and solutioning
  • Implement key enterprise initiatives across businesses and functional areas
  • Drive management of enterprise governance and communication processes
  • Provide program updates and status reporting




Salary range: $115,000-$175,000 

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: 89173




Nearest Major Market: White Plains
Nearest Secondary Market: New York City

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