Senior Associate, GuideMe Digital Tool Strategy

Location Designation: Hybrid - 3 days per week 

Role Overview:

New York Life’s protection-first advice and guidance methodology takes a holistic approach to providing sound financial advice.  Our GuideMe platform is the digital planning ecosystem that helps our agents bring this approach to life – designed to modernize our agents’ case design and presentation abilities to meet the evolving expectations of modern consumers.

As a Senior Associate,  you will be responsible for playing a key role in training, communication and adoption of changes to this tool.  You will also work closely with the GuideMe Strategy Team to identify, create and execute strategies that enhance the field experience with this digital tool.  

What You'll Do:

• Specials Projects Lead / Coordinating projects / work efforts across teams
• Project plan deliverables and action plan coordination with team leads
• Assessing internal and external data to identify and quantify new market opportunities 
• Identify procedural inefficiencies and opportunities for program optimization
• Serve as liaison / SME for field agents and field managers
• Serve as liaison / SME for cross-functional and cross-value stream efforts
• Serve as team SME on planning tools to support ad hoc projects or requests from Senior Leaders
• Provide support and guidance to GO staff and agents through zone efforts to increase agent productivity

• Lead the planning and execution of special projects and cross-functional initiatives to drive strategic program implementation.
• Provide a voice for field agents and field managers to consult tool development and process
• Create clear, concise, and visually engaging PowerPoint presentations that synthesize complex information for diverse audiences.
• Ensure consistency and alignment of tools, resources, and program development across teams.
• Develop compelling narratives to effectively communicate the team’s strategies, initiatives, and progress to various stakeholders and Field Operatives.
• Facilitate effective stakeholder engagement and communication by organizing regular update meetings and progress reports to promote alignment and transparency across all organizational levels.
• Assess and identify resource requirements, develop standard operating procedures, and uncover alignment gaps and opportunities for improvement.
• Conduct comprehensive research to analyze market dynamics, competitor strategies, and industry trends, providing insights to inform decision-making.
• Inspire and influence cross-functional teams to foster collaboration and alignment towards shared strategic goals.
• Design and implement change management strategies to support the adoption of new processes, tools, and initiatives, ensuring smooth transitions and maximizing stakeholder buy-in.

What You'll Bring:

• 3+ years of experience in a business strategy, consulting, and/or marketing planning role, with a deep understanding of the agency distribution model and strong project management skills.
• Bachelor's degree in project management, data analysis (preferred)
• Excellent understanding of New York Life products, the field sales process, and the role of critical selling skills.
• Proficient in Microsoft Office, PowerPoint and Excel, Word, and Vizio plus project management tools.
• Mastery of Excel functions, formulas, and features, including but not limited to VLOOKUP, PivotTables, PivotCharts, Data Validation, Conditional Formatting, and advanced charting techniques.
• Data sourcing from Tableau and Sales Force.  

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Pay Transparency

Salary Range:  $95,000-$150,000 

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 Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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: 90987