Jobs at New York Life Insurance

Development Manager-Santa Clara GO (San Jose, CA, US)

Location Designation: Fully Onsite

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

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 an inclusive 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.

Business / Role Overview:

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Some agents operate their businesses out of our General Offices, while others maintain independent office locations.

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

This position will support the Santa Clara GO.

What You'll Do:

Drive, monitor and assist New Org Agent retention and production efforts.
Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to assisting Monthly and Annual Plan Meetings.
Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
Effective with technology to enable training and assistance in virtual environment.

What You'll Bring:

Bachelor’s Degree preferred
Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
Valid State Life and Health Licenses
FINRA Registrations- Series 6 & 63
Persuasive, Verbal and Written Communication Skills
Performance Management
Facilitating Groups
Coaching
Developing, Empowering and Influencing Others
Providing Motivational assistance
Goal, Impact and Result Oriented
Adaptability and Flexibility
Leading Change
Problem Solving
Planning and Strategizing
Ability to mentor other DMs
Demonstration of effective FOD and IDD
Can lead one on one Development Conversations with Partners

Pay Transparency

Salary Range: $60,000-$85,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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.

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

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.

Senior Associate, AI Solution Architect (Tampa, FL, US)

Location Designation: Hybrid - 3 days per week

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

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

Role Overview:

The Solution Architect translates business vision into technology solutions, designing enterprise-grade architectures that support innovation and efficiency. This role connects stakeholders across the organization to ensure solutions align with implementation-focused objectives and technology standards.

As an AI Solution Architect, you will provide technical support and architectural guidance focused on artificial intelligence solutions, including generative AI and machine learning. You'll partner with business and technical stakeholders to identify AI opportunities, design scalable solutions that support business value, and guide the adoption of AI technologies while ensuring responsible practices, proper governance, and enterprise integration.

What You'll Do:

Core Responsibilities

Provide implementation-focused architectural support on standard initiatives across multiple platforms and technologies.
Design, document, and implement solid technology solutions that meet business requirements.
Develop and maintain detailed application portfolio roadmaps.
Ensure adherence to architecture standards, security policies, and governance frameworks in all solutions.
Lead efforts in selecting and standardizing tools, platforms, and design patterns.
Conduct technical reviews, solution assessments, and engage in architecture discussions.
Provide architectural and technical guidance to cross-functional teams.
Collaborate with program and project teams to ensure alignment between architecture and delivery roadmaps.
Create and maintain thorough documentation and artifacts related to solution architecture.
Analyze the organizational, operational, and financial impacts of proposed solutions.
Evaluate emerging technologies to assess their relevance and potential impact on business needs.
Maintain knowledge of technology trends and their implications for current systems and future projects.
Facilitate stakeholder communication and ensure cohesive alignment between business objectives and IT capabilities.

Role Responsibilities:

Design AI solutions including generative AI, machine learning, and other AI technologies
Establish guidelines for responsible AI development and implementation
Define data and infrastructure requirements for various AI solution types
Evaluate AI technologies and platforms based on use case requirements
Guide cross-functional teams on implementation approaches for different AI technologies
Develop frameworks for AI governance, monitoring, and continuous improvement

What You'll Bring:

Bachelor's degree in Computer Science, Information Technology, or related field
Proven experience as a Solution Architect or similar role
Strong understanding of software architecture and technology principles
Experience designing and implementing scalable and reliable systems

Role Qualifications:

Expertise in artificial intelligence technologies, including generative AI and machine learning
Experience designing and implementing enterprise AI solutions
Knowledge of AI application lifecycle handlement and operations
Experience with AI frameworks, platforms, and integration approaches
Hands-on experience with major AI platforms (e.g., Copilot, OpenAI, Anthropic, Google, AWS)
Hands-on experience with major AI development platforms (e.g., GitHub Copilot)
In-depth understanding of cloud platforms (AWS, Azure, or GCP) for AI/ML workloads

Cross-Domain Expertise:

Understanding of business domains where AI creates value
Knowledge of security and privacy practices specific to AI systems
Ability to translate standard AI concepts to business stakeholders
Understanding of data architecture and governance requirements for AI initiatives

Desired Skills:

Strong analytical and problem-solving abilities
Excellent communication skills for technical and non-technical audiences
Experience with delivery methodologies for AI projects
Strategic vision balanced with pragmatic implementation
Adaptability in fast-evolving technology landscapes

Pay Transparency

Salary Range: $85,000-$145,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92038

Senior Director - Commercial Mortgage Originations (Atlanta, GA, US)

Job Requisition ID: 91973

Location Designation: Hybrid - 4 days per week

NYL REI is a leading capital provider in the real estate industry and is recognized as a top-tier commercial mortgage lender staffed by a team of highly experienced real estate professionals. The primary focus of the Real Estate Debt Team is the origination and management of commercial real estate related debt products, including mortgage loans (fixed and floating rate) and structured debt investments (including construction and bridge loans), which are typically secured by industrial, multi-family, retail, office, and hotel properties.

Financial strength, integrity and humanity -- the values upon which New York Life was founded -- have guided the company’s decisions and actions for more than 180 years.

The Southeast Regional Office is responsible for commercial mortgage origination and portfolio management efforts for the Southeast U.S. The Southeast Regional Office territory is comprised of 11 states and markets such as Atlanta, Miami, Orlando, Charlotte, Raleigh, and Nashville. Over the past four years, the Southeastern Regional Office has originated approximately $6 billion of fixed and floating rate mortgages including core and high yield/bridge loans on a variety of properties, working with top tier owners, developers, investment advisors, pension funds, private equity firms, and mortgage brokers.

POSITION

Senior Director- Commercial Mortgage Originations responsibilities include proactive solicitation of commercial mortgage loan opportunities through developers, institutional owners/investors, and mortgage brokers. The originator will be involved in all aspects of mortgage origination, business development/marketing, underwriting, due diligence, application negotiation and loan closing processes. The originator will also be involved with the monitoring and management of the existing regional mortgage portfolio and existing relationships. Travel is required.

REQUIRED SKILLS

A strong knowledge of Southeastern U.S. real estate markets and commercial properties including, but not limited to, industrial, retail, multi-family, office, and hotels.
Excellent analytical, quantitative and technical skills, including the ability to analyze, underwrite and forecast property cash flows and valuations using Argus and Excel software.
The ability to size and price loans with proper structural features and negotiate term sheets and loan commitments.
Successful track record and experience in the commercial mortgage loan origination, due diligence, and loan closing/negotiation processes.
Team player who is organized, efficient, proactive, conscientious and assumes accountability and responsibility for specific performance and work product.
Strong interpersonal, relationship-building skills, and marketing skills. Excellent written and verbal communication and presentation skills. Creative problem-solver with strong research skills.
The ability to gather, analyze, and interpret real estate market data/trends and financial information. The ability to independently and pro-actively interact with, and gather data from borrowers, brokers, property managers, appraisers, attorneys, and other real estate professionals.
The ability to multi-task and effectively respond to changes in workflow, priorities and workload in a team environment.
Construction lending and/or structured lending experience a plus

QUALIFICATIONS

To qualify for this position, you should preferably have a Bachelor’s and/or Master’s degree in Finance, Real Estate, Accounting or related disciplines with 10 to 15+ years of experience as a commercial mortgage underwriter/originator preferably with a major financial institution or mortgage brokerage company. A qualified candidate will have a proven track record in commercial mortgage loan originations, a strong work ethic and the ability to work well in a team setting. An industry-recognized designation such as CCIM or CFA, or course work toward either of these designations is a plus.

Pay Transparency

Salary Range: $175,000-$225,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91973

Development Manager-Atlanta GO (Atlanta, GA, US)

Location Designation: Fully Onsite

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

Business / Role Overview:

This position will support the Atlanta GO.

What You'll Do:

Drive, monitor and assist New Org Agent retention and production efforts.
Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to assisting Monthly and Annual Plan Meetings.
Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
Effective with technology to enable training and assistance in virtual environment.

What You'll Bring:

Bachelor’s Degree preferred
Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
Valid State Life and Health Licenses
FINRA Registrations- Series 6 & 63
Persuasive, Verbal and Written Communication Skills
Performance Management
Facilitating Groups
Coaching
Developing, Empowering and Influencing Others
Providing Motivational assistance
Goal, Impact and Result Oriented
Adaptability and Flexibility
Leading Change
Problem Solving
Planning and Strategizing
Ability to mentor other DMs
Demonstration of effective FOD and IDD
Can lead one on one Development Conversations with Partners

Pay Transparency

Salary Range: $60,000-$85,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Corporate Vice President - Senior Domain Architect (HR, Communications, Compliance and Legal) (New York, NY, US)

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.

Role Overview:

We are looking for a Domain Architect within the New York Life Corporate Technology function to deliver solution designs and architectures for key initiatives hosted in a variety of environments while considering re-use, scalability, reliability and alignment with New York Life’s vision and strategy. The role primarily will be responsible for Human Resources, Compliance, Legal and Communications functions.

What You’ll Do:

Lead successful design and implementation of solution and technical architectures for HR, Compliance, Legal and Communications technologies by managing expectations and risks, ensuring appropriate organizational structures, principles, tools, and responsibilities.
Function as a bridge between technical and business audiences during solution planning, development, and deployment.
Potentially lead the team of solution and technical architects in large products/platforms, set the overall technology and architecture direction and own its end-to-end delivery in an architect’s capacity.

Create reliable solution plans that include cost estimates and optimized delivery approaches by working with the business and multi-disciplinary teams.

Your key responsibilities

Define long-term vision, architecture, technology roadmap and governance structures for HR, Compliance, Legal and Communications technologies within the organization, considering emerging trends like AI, machine learning, and automation.
Oversee the integration of various HR, Compliance, Legal and Communications systems (e.g., SAP, Success Factors, LMS, AML, Matter Management, Case Management, Intranet) and ensures seamless data flow across the organization.
Function as a bridge between business needs and technology solutions, ensuring that the organization can effectively leverage technology to achieve its strategic objectives within HR, Compliance and Communications functions.
Using critical thinking, consider the art of the possible, compare diverse options based on feasibility and impact, propose impactful plans and roadmaps that balance tactical and strategic needs.
Stay abreast of industry best practices and emerging technologies.
Drive the adoption of new and cost-effective technologies and best practices.
Evaluate existing HR, Communications, Legal and Compliance applications and processes for efficiency, effectiveness, compliance and fit for business needs.
Contribute to the development of architecture governance structures, methodologies, and compliance activities.
Communicate effectively with all stakeholders and help to create an environment which solicits positive contributions from all participants: Solution and Technical Architects, engineering teams, product manager, project managers, product analysts, test and project teams, Information Security and Operations.
Cultivate lasting relationships across business, IT, Procurement, and vendors / industry analysts to maintain insight into the broader enterprise as well as industry trends.
Deep understanding of Application, Infrastructure and security architecture and non-functional aspects like Performance, Scalability, Reliability, Availability, and other “capabilities” of a system.

What You’ll Bring:

Experience in defining long-term technology vision for HR/Corporate Communications/Compliance technologies.
In-depth understanding of HR processes core capabilities like recruitment, onboarding, performance management, compensation.
Understanding of relevant laws, regulations (e.g., GDPR, SOX, FCPA), industry standards, and best practices
Experience in how Data, AI, Machine Learning and Automation can aid these areas.
Deep understanding of Application, Infrastructure and security architecture and non-functional aspects like Performance, Scalability, Reliability, Availability, and other “capabilities” of a system.
Familiarity with various HR, Communications and Compliance technologies (e.g., SAP, LMS, GRC platforms, data privacy tools, Intranet, social media, and Web 2.0)
Good working knowledge and understanding of the latest cloud computing and data technologies, business drivers, emerging computing trends, and deployment options.
Experience in negotiating contracts and manage relationships with technology vendors.
Demonstrate a keen interest on industry best practices and emerging technologies.
Conceptual and analytical skills – ability to extract, analyze, and document complex business and technical requirements/strategies.

Ideally, you will also have

Bachelor’s Degree or equivalent in Engineering, Computer Science, IT, Mathematics, HR/Compliance related certifications, or related field preferred
10+ years in a domain architect role for Human Resources / Compliance / Legal and Communications applications
5+ years in a solution or technical architect role using service and hosting solutions such as private/public cloud IaaS, PaaS, and SaaS platforms.
Achieved one or more of the typical solution and technical architecture certifications e.g., Microsoft, MS Azure Certification, TOGAF, AWS Cloud Certified, SAFe, PMI, and SAP
Considerable experience in presenting ideas, products, concept papers to varied audiences.

Preferable to have knowledge of:

Cloud security controls including tenant isolation, encryption at rest, encryption in transit, key management, vulnerability assessments, application firewalls, SIEM.
One or more programming and scripting languages such as JavaScript, PowerShell, Bash, SQL, .NET, Java, Python, PHP, Ruby, PERL, C++, .NET, and related Microsoft technology skills preferred.
Visualization tools such as Power BI or Tableau and understanding of analytics tools including Azure Stream Analytics, SQL Analytics, Data Lake Analytics.

Salary range: $157,500-$237,500

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 www.NewYorkLife.com.

Job Requisition ID: 91530

Data Exchange Senior Associate (Remote, UT, US)

Location Designation: Fully Remote

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

Role Overview:

Responsible for managing the implementation of electronic interfaces with New York Life clients in support of Life, Accident, Disability, Family Medical Leave products and various services. Direct client/TPA engagement. Must be able to lead conference calls. Gather client/TPA requirements as they relate to the specific type of feed: eligibility, billing, enrollment, etc. Balance New York Life standards regarding layout, data and transmission with the client's needs. Provide consultative solutions. Manage interfaces in coherence with project plan. Work with internal partners IT, eCommerce, Family Medical Leave Operations, etc. Define requirements and drive accountability regarding deadlines. Provide a positive client experience with New York Life.

What you'll do:

Integrate with TPAs in support of eligibility/enrollment/remittance data for business sold “on-and-off” Exchanges.
Implement all interfaces based on established timelines.
Review test data and provide appropriate feedback to client/TPA to ensure quality data is implemented.
Provide consultative solutions to our clients and internal business partners as necessary based on requirements gathering.
Prepare documentation which confirmations method of data exchange between New York Life and client/TPA.
Partner with eCommerce to ensure successful receipt and processing of data.
Monitor on-going client activity and consult with client/TPA and/or Account Management.
Articulate programming logic to IT on file mapping and merging requirements.
Develop and deliver operational ad-hoc reporting accurately and in timely manner.
Trouble-shoot and diagnose issues related to electronic data being exchanged by our clients.
Track case status to ensure metrics are being reported accurately.
Develop and maintain support documentation.

What you'll bring:

Bachelor's Degree strongly preferred or other relevant 3 years work experience is required.
Prior experience working with clients, producers, and/or TPA's preferred.
Strong product knowledge preferred.
Strong planning and project management skills preferred.
Demonstrated proficient/advanced skill in Microsoft Excel (vlook up, pivot table, and macro) and Access required.
Preferred proficient skill in mainframe TSO and JCL scripting.
Excellent organization skills to be able to multi-task and meet increasingly tight deadlines required.
Excellent written and verbal communication skills required.
Strong interpersonal skills required.
Strong analytical and problem-solving skills required.
Demonstrated ability to drive results required.
Have the ability to work independently and collaborate with internal business partners required.
Demonstrated leadership and motivational skills in fast-paced environment

Pay Transparency

Salary range: $60,000-$90,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

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.

Job Requisition ID: 92040

#GBS

Corporate Vice President, Financial Planning Consultant (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

As Corporate Vice President, Financial Planning Consultant, you will play a key role in developing, analyzing, and delivering customized financial plans to support Advisors and their clients. You’ll be a strategic partner to Advisors, offering planning expertise and proactive guidance to help drive results and enhance client outcomes. This role blends technical knowledge with high-touch service, contributing to a best-in-class client experience.

What You'll Do:

Prepare and review comprehensive, fee-based financial plans in collaboration with Advisors under Eagle Strategies LLC.
Provide expert financial planning advice across a broad spectrum of needs, including individuals, families, executives, and business owners.
Consult with Advisors to identify efficiencies, implement best practices, and enhance practice profitability through robust planning solutions.
Serve as a strategic leader on initiatives that promote an advice-centered client experience.
Maintain foundational knowledge of New York Life’s core products and integrate this into financial planning strategies.
Collaborate with cross-functional teams across the organization to leverage and share financial planning expertise.
Contribute to the development and facilitation of training programs for Advisors and staff focused on financial planning tools and concepts.

What You'll Bring:

Bachelor’s degree in Finance or a related field.
5–10 years of experience in financial planning or a related advisory role.
Series 7 and 65/66 licenses (must be obtained within 24 months of hire).
CFP® or ChFC designation (required within 36 months of hire).
Proficiency in financial planning software (e.g., eMoney) and ability to create user guidance tailored to Advisor needs.
Solid understanding of financial planning concepts and tools.
Exceptional communication and interpersonal skills; able to simplify and explain complex strategies clearly and confidently.
Strong organizational skills and a collaborative approach to team projects.
Ability to identify gaps and develop tailored strategies to meet client goals and financial objectives.

#LI-KH1

#LI-REMOTE

Pay Transparency

Salary Range: $130,000-$150,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 91814

Senior Associate - State & Local Tax Accountant (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Business Overview:

New York Life is seeking a highly skilled and motivated State and Local Tax (SALT) Professional to join our dynamic tax team. This Indirect Tax position will have a particular emphasis on sales and use taxes and/or informational/withholding reporting supporting our insurance business operations, procurement process and ensuring compliance with state and local tax regulations.
As a key member of our tax department, you will be responsible for handling various indirect tax related matters, including overseeing state and local reporting and advisory services. A strong understanding of sales and use tax regulations, and a proven ability to navigate complex reconciliation requirements are a plus.
________________________________________
What You'll Do:
• Sales & Use Tax Objectives
o Review state and local sales and use tax returns for multiple jurisdictions.
o Analyze business transactions to ensure proper taxability of goods and services.
o Work with external vendors to resolve sales tax issues and discrepancies.
o Identify and resolve discrepancies or issues in sales tax calculations.
o Implement, configure, and manage sales tax software to meet business needs and maintain accuracy in sales tax reporting
• Informational Reporting
o Oversee the timely and accurate preparation and filings of federal, state, and local tax compliance, including the uploading of forms 1099, 1042-S, W2, and related documents.
o Assist with the reconciliation of tax reporting data and preparation of tax schedules.
o Coordinate with internal stakeholders to collect necessary information for reporting.
• Advisory and Strategy
o Provide proactive advice on the impact of state and local tax laws on business operations and strategies.
o Support the development of tax-efficient strategies and help identify opportunities for tax savings.
• Audit Support
o Assist in managing state and local tax audits, including gathering documentation, responding to queries, and implementing audit adjustments.
• Tax Technology and Automation
o Leverage tax technology to streamline compliance processes and improve efficiency.
o Contribute to system upgrades or implementation of new tools to support tax reporting needs.
________________________________________
What You'll Bring:
• Education:
o Bachelor's degree in Accounting, Finance, or a related field. CPA or MST is a plus.
• Experience:
o 3-5 years of experience in state and local taxation, with a focus on either information reporting (e.g., 1099s, 1042-S) and/or sales taxes.
o Familiarity with tax compliance software and ERP systems (e.g., SAP, Thompson Reuters Determination, Ariba, One Source Tax Information Reporting or similar tools).
• Skills & Knowledge:
o In-depth understanding of state and local tax laws, regulations, and compliance requirements.
o Strong analytical skills with the ability to interpret complex tax legislation.
o Excellent communication skills to work cross-functionally with teams across the organization.
o Detail-oriented with strong organizational and problem-solving abilities.
o Ability to work with minimal supervision and take initiative.
• Technology Proficiency:
o Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint), with advanced Excel skills (pivot tables, v-lookups, etc.).
o Knowledge of tax automation tools and ERP systems is a plus.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $77,500-$95,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91778

Senior Associate - Data Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per month

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.

The Enterprise Data Management team provides transformative data capabilities and solutions that serve as the core data, reporting, and analytics platform for the Insurance & Agency Group at New York Life (NYL). The Enterprise Data Management team is looking for a Data Engineer with the skills listed below.

Job Overview:

Build, expand, and optimize data pipeline architecture using Amazon Web Services cloud, Python and Pyspark. Utilize tools like Amazon Relational Database Service (AWS DMS), AWS Database Migration Service (AWS DMS), AWS Glue, Amazon Simple Storage Service (AWS S3), AWS Lambda triggers & functions, etc. Leverage Data Engineering strategies, Data Lake/Lakehouse/Data Warehouse technologies, and streaming/real-time data to bring data into the ecosystem for consumption. Use SQL for data analysis.

What You’ll Do:

Design and develop enterprise infrastructure and platforms required for data engineering.
Use AWS Cloud technologies to support data needs for expansion of Machine Learning/Data Science capabilities, applications/mobile apps/systems, BI/analytics, and cross-functional teams.
Create methods and routines to transition data from on-premise systems to the AWS Cloud.
Store data in AWS Cloud platform and develop transformational logic based on business rules.
Create and maintain optimal data pipeline architecture. Test and implement data environments.
Assemble large, complex data sets to meet functional/non-functional business requirements.
Build the infrastructure required for optimal ETL/ELT (extraction, transformation, and loading) of data from a wide variety of data sources using SQL and AWS big data technologies.
Utilize AWS Cloud tools like Amazon Relational Database Service (AWS DMS), AWS Database Migration Service (AWS DMS, AWS Glue, Amazon Simple Storage Service (AWS S3), AWS Lambda triggers & functions, to ingest data sets and create pipelines.
Develop and debug code in PySpark/Spark/Python. Use SQL and/or Postgres.
Use Data Pipeline, workflow management, and orchestration service tools.
Comfortable with SQL for data analysis.
Collaborate with Cloud Data Architects, Data Engineers, DBAs, Analytics & Software Engineers.
Interact with stakeholders, Product Management, and Design teams to understand data pipeline requirements, design solutions, and resolve issues.

What You’ll Bring:

3+ years as a Cloud Data Engineer, Data Engineer, Data Architect, AWS Engineer, etc.
3+ years with Amazon Relational Database Service (RDS), AWS Database Migration Service (AWS DMS), Amazon Simple Storage Service (S3) Data Lake, AWS Lambda, etc. in shared service, hybrid environments.
Highly scalable Data stores, Data Lake, Data Warehouse, Lakehouse, and unstructured datasets.
Data integration, data processing, data streaming, message queuing, and/or ETL/ELT.
Ability to lead a team of developers.
Bachelor’s degree in Data Science, Computer Engineering, or related field preferred.

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91532

Corporate Vice President - Scrum Master - Program Portfolio Management - Infrastructure Technology (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

New York Life is seeking an experienced and skilled Scrum Master that will be a member of the Enterprise Technology Services Team and facilitate multiple cross-functional technology programs. This opportunity provides the right individual with an opportunity to play a critical role in New York Life’s Technology Transformation Strategy. The individual will play a crucial role in overseeing Lean Portfolio Management and ensuring that the portfolio’s work aligns with its strategic themes and financial goals and those of the broader organization. Experience with modern full stack technology infrastructure patterns is critical. Experience with core infrastructure, cloud, Kubernetes, and microservices platforms is essential. The individual in this role will interface with all areas of the technology organization, sponsor PI Planning to maintain a “six quarter walk” and ensure financial targets are met withing each program. Reporting program status to key stakeholders and senior leadership is a core responsibility of this role.

The individual should be well versed in infrastructure technology with 10+ years of experience with successful large scale program delivery. The individual should expect to operate a work environment where the following activities are common expectations:

Agile Facilitation:

Facilitate all core Agile ceremonies including sprint planning, daily stand-ups, reviews, retrospectives, and backlog refinement.
Coach teams in Agile principles, helping them self-organize and improve delivery velocity and predictability.

Program Management

o Direct large scale, complex projects involving multiple internal and external stakeholders and matrix partners

o Rigorously manage scope to ensure commitments are achieved within agreed time, cost and quality parameters

o Manage project risks and mitigation or contingency plans

o Defining, planning, orchestrating, timely project communications, including periodic status reports

Team Support & Delivery Enablement:

Remove blockers and resolve conflicts that may impact sprint goals or team cohesion.
Work with Product Owners to ensure backlog items are well-groomed and prioritized.
Track sprint progress, manage burn-down charts, and report on team performance metrics.

Stakeholder Coordination:

Collaborate with cross-functional teams including IT support, collaboration tools teams, network operations, and facilities management.
Ensure alignment of team deliverables with larger enterprise IT and workplace experience strategies.

Service Scope may Include:

Device provisioning and lifecycle management (laptops, mobile phones, tablets).
End-user software deployment and support (e.g., Microsoft 365, security tools, design or engineering-specific apps).
Collaboration tools (Zoom, Teams).
Audio-visual and conference room support, including hybrid meeting enablement.

Portfolio Management:

o Validate financial forecasts and provide ongoing reconciliation of resources and other project expenditures

o Represent projects in various project governance and inter department forums

Continuous Improvement:

Promote a culture of feedback and learning through retrospectives and team development sessions.
Recommend process improvements and contribute to Agile maturity assessments within the department

Required Skills:

· 8+ yrs of overall IT experience

· 10+ years of experience with managing large, complex, multi-year IT programs

· Certified Scrum Master

· Developing complex multi-million-dollar business cases

· Strong verbal and written communication skills

· Executive presence with high business & technical acumen

· Strong facilitation skills for large-scale events and workshops

· Ability to build and lead integrated teams from various internal and external organizations across multiple sites

· Ability to work directly with business stakeholders and technical/product team

· Strong understanding of Agile methodologies (Scrum, Kanban) and experience facilitating Agile ceremonies

· Proficiency in Agile tools such as JIRA, Confluence

Desired Skills:

· Familiarity with end user technologies, IT support workflows, or device/software lifecycle processes

· Ability to apply business and technical understanding to strategies, problems and decisions

· Ability to solve problems independently and to assume higher level leadership responsibilities in critical situations

· Practical understanding of infrastructure technologies - compute, network, storage

· Ability to be self-directed, a good team player and capacity for effective time management

· Solid background in Cloud Service provider product offerings – AWS, Azure

Education:

· Bachelor’s degree in related field is a plus, but not required

#LI-TL2

Pay Transparency

Salary Range: $155,000-$267,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91970

Corporate Vice President - Senior Manager, Service Delivery Platform/Development Engineering (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

The Senior Manager of Service Delivery Platform/Development Engineering, will be responsible for overseeing the strategic direction, development, implementation, and maintenance of New York Life’s (NYL) suite of service delivery platforms including LeanIX, ServiceNow, Jira, and Monday.dev. In this role you will be a service provider to the broader technology organization and business leaders to ensure agile service delivery and IT service management processes are delivered seamlessly and transparently. A critical success factor for this role is prior experience implementing and supporting ServiceNow and Jira in enterprise environments. This includes understanding of ServiceNow architecture, ITSM Pro, and best practices to provide advice and coaching to the product team and consumers of the platform. The role will oversee an existing ServiceNow development and support team and play a lead role in stakeholder engagement. The role is also responsible for developing and implementing integration strategies to support our enterprise architecture community in defining business and technology standards and integrating LeanIX with ServiceNow to improve data quality of the CMDB.

The ideal candidate must also demonstrate proficiency with AI and data analytics technologies. The Service Management Product Portfolio includes our IT Operations Data Lake and GenAI/Agentic AI exploration to improve service experience and reduce manual effort associated with multiple technology functions. This may include in-house-developed solutions on AWS or other emerging technologies.

What You’ll Do:

• Develop and execute a strategic vision for the ServiceNow and the broader NYL Service Management Platform that aligns with the company's overall business objectives.

• Foster a culture of innovation, collaboration, and continuous improvement within the team.

• Act as a key liaison between IT and business stakeholders, ensuring clear communication and alignment on priorities and goals.

• Lead change management initiatives to ensure successful adoption of new processes and technologies.

• Oversee the implementation of AI and Machine Learning capabilities to automate and optimize IT service management processes.

• Manage and execute integrations between ServiceNow and key platforms across NYL such as Pagerduty, Lean IX, Moveworks, and emerging automation/AI platforms.

• Automate the resolution of common workplace requests, reducing the need for human intervention and continuously learns from historical support tickets to improve its accuracy and efficiency.

• Represent the platform team in executive meetings, providing updates on platform performance, project status, and strategic initiatives.

• Identify and mitigate risks associated with the platform, ensuring business continuity and disaster recovery plans are in place.

• Drive the development of training programs and resources to enhance the skills and knowledge of the ServiceNow team and end-users.

• Provide strategic direction, technical leadership

• Manage and prioritize the development backlog, ensuring timely delivery of features and enhancements.

• Conduct regular performance reviews, provide constructive feedback, and support the professional growth of team members.

• Ensure compliance with security policies, data protection regulations, and industry standards.

• Develop and manage the budget for the platform, ensuring cost-effective solutions and resource allocation.

What You’ll Bring:

Bachelor's degree in Computer Science, Information Technology, or a related field. A Master's degree is preferred.
7+ years of experience in ServiceNow development and administration.
Proven experience in a senior management role, leading and managing a team of developers and administrators.
Strong understanding of ServiceNow architecture, modules, and best practices.
Strong understanding of AI and Machine Learning concepts and their application within IT service management.
Excellent problem-solving skills and the ability to troubleshoot complex technical issues.
Strong communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels.

Pay Transparency

Salary Range: $155,000-$267,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92059

Corporate Vice President - Senior AV Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per quarter

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

The Senior AV Engineer will be responsible for the design, implementation, maintenance, and support of advanced audiovisual systems and collaboration technologies across the enterprise. This role supports mission-critical environments including high-stakes meetings, regulatory review boards, executive conferences, and hybrid collaboration spaces. Candidates must have deep experience in PexIP, Microsoft Teams, Zoom, Vyopta, HP/Poly, Barco, and other AV/collaboration technologies, and be able to work cross-functionally with engineering, operations, and support teams.

The successful candidate will manage AV architecture for both physical and virtual environments, coordinate production changes, report and document platform issues, lead system integrations, and identify opportunities to enhance service quality and efficiency. This role requires strong technical engineering knowledge, project management expertise, vendor management capability, and a proactive service delivery approach. The applicant is responsible for operational and service management processes to ensure that quality, efficiency and agility goals are achieved.

The candidate must demonstrate hands-on expertise with modern AV infrastructure, including cloud-hosted collaboration platforms, AV-over-IP, remote management systems, and performance monitoring tools.

What You’ll Do:

Deep knowledge of collaboration ecosystems including Microsoft 365, Exchange, Zoom, Webex, and hybrid meeting setups
Experience supporting and optimizing multi-platform interop with PexIP or CVI gateways
Ability to work with cross-functional teams and manage escalations for mission-critical collaboration workflows
Design and engineer AV solutions for high-impact collaboration spaces including boardrooms, conference rooms, huddle spaces, and event areas
Lead the implementation and support of AV infrastructure leveraging platforms such as Microsoft Teams Rooms (MTR), Zoom Rooms, and PexIP interop gateways
Configure, monitor, and maintain HP/Poly conferencing systems (G7500, Studio X Series, RealPresence, Trio) and Barco ClickShare
Utilize Vyopta, Vantage and other tools to monitor system health, analyze usage, and improve room performance and user experience
Collaborate with vendors and internal stakeholders to manage AV system rollouts, upgrades, and lifecycle planning
Act as the technical escalation point for AV issues impacting executive meetings, sensitive regulatory events, or high-profile sessions
Ensure AV systems meet compliance, security, and data retention standards as applicable
Author and maintain documentation, SOPs, and architectural diagrams
Provide technical guidance to operations and support teams

What You’ll Bring:

Minimum 5+ years of hands-on experience in enterprise AV/VC engineering or collaboration infrastructure roles
Proficiency in AV control systems (e.g., Crestron, Extron) and room scheduling solutions (e.g., FreeSpace, EMS)
Scripting or automation capabilities using PowerShell, Python, or REST APIs for AV devices and systems
Familiarity with ITIL practices and incident/change management tools (ServiceNow preferred)
Knowledge of security and compliance standards for AV in financial or highly regulated environments
Deep working knowledge of Microsoft Teams, Zoom, and PexIP for video conferencing and interoperability
Proficiency in AV analytics and monitoring via Vyopta or equivalent platforms
Familiarity with AV-over-IP, NDI, Dante, and related networking principles (VLANs, QoS, multicast)
Strong project leadership skills with ability to manage multiple concurrent AV deployments
Effective troubleshooting skills across complex AV ecosystems, including video, audio, control systems, and network layers
Proven ability to produce clear technical documentation and train support teams

Soft Skills & Qualities:

Strong communication and documentation skills
Experience supporting senior leadership and high-profile meetings
Proactive, service-oriented mindset with a passion for user experience
Ability to work independently or as a technical lead on cross-functional projects
Ability to design, create user and technical documents, and represent design solutions to security and management
Comfortable in fast-paced, high-stakes environments with critical up-time requirements

#LI-TL2

Pay Transparency

Salary Range: $122,500-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92033

Corporate Vice President - Strategy and Business Planning, Wealth Management Solutions (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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.

Join Wealth Management Solutions, where your expertise empowers individuals and families to achieve their financial goals. Collaborate with more than 7,500 dedicated advisors and leverage the combined strength of NYLIFE Securities and Eagle Strategies to craft personalized wealth management plans. Become part of a team dedicated to empowering advisors offering protection-first holistic advice and guidance, backed by the financial stability of New York Life.

Role Overview:

The Wealth Management Solutions team enables our financial professionals to address accumulation goals of our clients through Eagle Strategies (Advisory) and NYLIFE Securities (Brokerage).

The individual in this role will be a key member of the Wealth Management Solutions Strategy team, which works closely with senior management to define and articulate business strategy, explore and drive growth and efficiency opportunities for the business, and support oversight and execution of strategic initiatives.

The individual should be self-driven and be able to work independently with minimal supervision, develop high quality deliverables and maintain transparency.

What You’ll Do:

Establish appropriate governance structure and processes to define, prioritize and execute key strategic initiatives and facilitate structured reviews of the portfolio of strategic initiatives
Lead and program manage execution of key business initiatives by forming collaborative partnerships with colleagues across business and functional areas (including technology, digital, finance, operations, regulatory and legal, compliance, and various teams)
Lead research (internal and external) and analytics to determine key strategic areas (products, services, distribution), lead business case and plan development and articulate findings to key stakeholders
Develop pragmatic solutions to key strategic issues, design capabilities and present recommendations to senior leadership, and play a key role in informing and influencing senior management decision making
Engage in ad-hoc strategy and research projects identified by the group or senior management
Conduct comprehensive research on competitors and the broader wealth management industry and develop and communicate unique perspectives on emerging trends

What You’ll Bring:

5+ years of experience in roles requiring in-depth research and analysis, leading complex cross-functional initiatives, and building presentations for senior management
Desired backgrounds include management consulting, and/or corporate strategy
Experience in the financial services industry and wealth management is a plus, but not required
Thought-leader - strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play
Strong analytical, communication (written and oral), and project and process management skills required
Proven ability to manage large scale strategic initiatives and prioritize multiple assignments and multi-task
Analytical and data-driven - demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions
Microsoft Excel and PowerPoint skills required
Bachelor’s degree required; MBA preferred

Pay Transparency

Salary Range: $117,500-$175,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91646

Corporate Vice President & Actuary, Pension Risk Transfer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Role Overview:
We are seeking an experienced and strategic Corporate Vice President & Actuary, PRT Pricing to lead the pricing and risk assessment of our Pension Risk Transfer (PRT) business. This role will oversee the development of pricing models, ensure competitive yet profitable pricing strategies, and collaborate with key stakeholders, including underwriting, investments, corporate finance, and the PRT business teams.
As the Pension Risk Transfer Pricing Actuary, your primary responsibility will be to provide plan specific pricing on pension risk transfer transactions. You will provide underwriting notes, generate the preliminary and final quotes for the business team, and facilitate installation with the operations team. You will also support the business on new product initiatives and data-driven insights to the competitive landscape. The ideal candidate has deep knowledge of pension contracts and the PRT market and a strong understanding of pension liabilities. They excel at business partnering, collaborating closely with cross-functional teams to develop strategic pricing solutions and effectively communicating complex actuarial concepts, aligning stakeholders to drive success.

What You’ll Do:
Major Responsibilities:
• Lead the development and execution of pricing strategies for PRT transactions, including improved competitiveness and expanding the market
• Conduct experience studies and ensure assumptions are market-competitive and financially sound
• Develop enhanced analytics to support strategic decision making and business growth initiatives
• Provide thought leadership on market trends, competitive positioning, and regulatory changes impacting PRT pricing to be an effective strategic business partner

What You’ll Bring:
• FSA with 10+ years overall experience and 5+ years of experience in Pension Risk Transfer
• Strong analytical skills and willingness to dive into model/assumption/product details
• Advanced proficiency in actuarial modeling software (Prophet preferred) and Excel-based pricing models
• Excellent interpersonal and business partnering skills, with the ability to collaborate effectively across organizations and influence cross-functional decision-making
• Solid understanding of asset-liability projections and the impacts of investment strategy and ALM on product profitability and risk profile
• Experience working with investment teams on asset allocation strategies for PRT transactions
• Experience managing a team of students and/or FSA

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $122,500-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91680

Senior Associate, Data Insights Engineer (White Plains, NY, US)

Job Requisition ID: 91839

Location Designation: Fully Onsite

Location: 44 South Broadway, White Plains, New York 10601 (fully in-office)

Offered Wage: $175,000.02/year

Duties: Partner with foundational business leaders and enterprise stakeholders to deliver analytical solutions and insights to aid in the decision-making process and drive innovation. Improve internal processes across client, agent, and product value streams to enhance operational efficiency. Work on a wide variety of compelling high-impact projects, including client segmentation, agent productivity trends, client purchasing behavior, and various attribution analyses. Own the development of high-advanced data pipelines to enrich client, product, and agent datasets for high-profile analyses. Formulate strategic solutions utilizing data programming languages, predictive artificial intelligence (AI), generative artificial intelligence (GenAI), pipeline, and visualization tools. Partner closely with business teams to formulate and execute business strategies that align with the company's Foundational Insurance Business (FIB) goals. Assist value stream leaders to understand the power of GenAI by explaining technical features, design architectures, building AI-powered insights, and problem-solving potential roadblocks. Create and maintain advanced data pipelines that support Agile "what if" analyses for stakeholders. Serve as a team ambassador at the enterprise-level and collaborate with peer analytics teams to deliver cross-department initiatives. Manage junior team members and lead key projects around agent and client experience. Work with Dremio, Trifacta, Ambari, and Toad innovative data analytics tools to independently develop complex queries. Develop predictive models using advanced forecasting techniques to enhance operations. Partner with internal customers to understand business initiatives and provide analytical support. Provide subject matter expertise (SME) to junior and senior analysts concerning data visualization, SQL, R, and Python and serves as the SME for enterprise datasets.

Education & Experience Requirements: Master’s degree in Mathematics, Statistics, Applied Analytics, Computer Science or related quantitative field (willing to accept foreign education equivalent) plus 1 year of experience as a Senior Associate

related occupation performing predictive analytics using large and complex datasets within the financial services, healthcare or insurance industry. Employer will alternatively accept a Bachelor’s degree in Mathematics, Statistics, Applied Analytics, Computer Science or related quantitative field (willing to accept foreign education equivalent) plus 3 years of experience as a Senior Associate or related occupation performing predictive analytics using large and complex datasets within the financial services, healthcare or insurance industry. Experience must include 1 year in each of the following skills: Building predictive generative natural language processing (NLP) modular data pipelines and solutions using R or Python for operational process improvements or improved analyses capabilities; Performing exploratory data analysis and building data transformation pipelines using Python, R, SQL, and PySpark data programming languages and R Markdown, Tableau, and Jupyter Notebook visualization tools, and providing analytical recommendations or “what if” analysis; Enhancing external data capabilities using APIs to enable more robust analytics and improve model performance using Python or R libraries for model optimization and tuning; Analyzing one (1) or more of the following relationship datasets: client, product, agent, patient, doctor, manager, employee, account or sales representative using R, Python, SQL, and Tableau to inform corporate strategy and advance foundational business goals.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91839

Senior Administrative Assistant (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

Role Overview:

As a Senior Administrative Assistant, your primary responsibility will be to support a senior leader(s) with various administrative responsibilities.

What You’ll Do:

• Provide telephone coverage, assisting the caller or taking messages for routing to the appropriate individual

• Manage emails and files for recordkeeping

• Manage calendars

• Coordinate and schedule meetings, reserve rooms, forward meeting notices, arrange conference calls or video conferences, order meals, arrange dinners, and prepare meeting materials

• Reconciles travel expenses as well as process other expenses

What You’ll Bring:

• Proficient with Microsoft Office Package – Teams, Outlook, Word, Excel, PowerPoint and Access a plus

• Excellent recordkeeping

• Excellent file management - creation, maintenance, and disposition

• Coordinates all travel and expenses

• Timely and accurate expense management

• Directs inquiries and follow ups with the appropriate parties to assure timely and thorough resolution

Required Skills:

• Bachelor’s Degree preferred or work experience

• Previous experience in Financial Services is required

• Familiar with the infrastructure of Agency and can route inquiries to the right place quickly within and outside of the division

• Knows Company policies and procedures and can resolve routine inquiries for staff quickly and correctly

• Demonstrates a strong sense of urgency

• Possesses a clear understanding of priorities

• Good oral and written communication skills

• Must be discreet in handling confidential information

• Must be a team player

Pay Transparency

Salary Range: $52,500-$90,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92082

RFP Team Manager (Remote, any state, US)

Location Designation: Fully Remote

Role Overview:

The RFP Team Manger will serve as the team manager for a team of Senior RFP Specialists and the RFP Team Lead that are supporting Request for Proposal (RFP), Request for Information (RFI), Security, and Ad hoc Questionnaires supporting all lines of business for potential and inforce clients and brokers. This role requires strategic thinking, attention to detail, and strong collaboration with sales leadership, subject matter experts (SMEs), and internal teams to deliver impactful, brand-aligned proposals. This position leads the cross-functional efforts to strategically respond to RFPs/RFIs and manages and improves the proposal process.

What You'll Do:

• Full ownership of capacity planning, productivity metrics, case work assignment, and training for team members as well as building a 3-to-5-year strategic road map.
• Apply Experience and best practices in the RFP team
• Collaborate with internal partners to develop compelling content learning into upcoming enhancements of our business to create compelling content
• Analyze Questionnaires to help set strategy within our business and own our Qvidian experience and strategy
• Provide direction to the RFP Specialist and increase performance and progress towards reaching business goals and clearly communicate roles and expectations.
• Review the specialist RFPs/RFIs and Executive Summaries to identify potential obstacles to success or areas of concern and provide feedback while enabling the team to provide potential solutions.
• Oversee the RFP process to ensure adherence, timeliness, and quality, while continually assessing the RFP process for effectiveness and quality.
• Schedule and/or attend meetings on a regular cadence with leadership to discuss strategy, goals, process improvement, and pipeline.
• Manage large, complex RFPs/RFIs based on team capacity; assist Proposal Analyst’s with their assigned RFPs/RFIs as needed.
• Serve as the liaison to Distribution Operations leadership; participate in strategy/kick-off calls as needed.
• All others as assigned.

What You'll Bring:

• A bachelor’s degree is recommended.
• 7+ years of ancillary and voluntary products experience.
• Previous leadership and cross matrix relationship building experience and strategic thinking
• Subject matter expertise in group employee benefits and Voluntary products is required, including life, accidental death & dismemberment, disability, leave, ADA, accident, critical illness and hospital care insurance policies.
• Strong attention to detail and organizational skills, with the ability to develop detailed documentation, and business requirements to support new processes and systems
• Ability to work independently and collaboratively — establishing and driving initiatives with matrix partners across the organization.
• Demonstrated ability to manage multiple simultaneous projects with strict adherence to timelines and dynamic priorities.
• Experience using critical thinking and problem solving to navigate complex processes and ambiguity.
• Brings strong oral, written, and presentation skills.
• Advanced experience with Qvidian and Salesforce
• Effective communication and presentation skills with the ability to represent Distribution Operations effectively.
Occasional travel will be required. Remote, work from home opportunity.

#LI - EM1

#LI - REMOTE

Pay Transparency

Salary range: $90,000-$110,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92076

#GBS

Informatics Consultant (IC) (Remote, any state, US)

Job Requisition ID: 91933

Location Designation: Fully Remote

Role Overview:

The Client Informatics organization is committed to providing employer clients with reporting, analytics, and consultation that is relevant and actionable. A key enabler of this mission is the Client Consulting and Analytics team. This client-facing team provides expert consultation to New York Life GBS’s largest clients. This is accomplished through best-in-class reporting and analytics that demonstrate the value of GBS products and services to facilitate strategic decision-making.

As an Informatics Consultant (IC), you will be responsible for providing analytical support to GBS’s largest clients. The Informatics Consultant plays an integral role in the client relationship with GBS by partnering with Account Management to provide client reporting, analytics, and the development of the consultative message. In addition to directly supporting the account management process, this role is instrumental in the design and development of new reporting content and the consultative approach.

What You’ll Do:

Provide consultative support for assigned book of business:

Develop Consultative Analytic Reports for GBS National Account clients, with a primary focus on disability, absence, voluntary benefits, and life products.
Use claim data analysis methodology which leads to the identification of actionable trends for clients
Use key standard and customized recommendations on increasing productivity and decreasing incidence, absenteeism and cost on an individual client and standard process basis. These recommendations should be aligned with key products and services being targeted in GBS’s value proposition across all lines of business
Troubleshoot any issues or problems with the data
Develop and cultivate a partnership with Account Management, Underwriting, Operations and other business partners, centered on individual clients and strategically advising clients on elements that will allow them to reduce health, absence and productivity risk
Lead the presentation of data and recommendations for clients requesting Tier 1 services
Work with Account Management to prioritize and schedule client reports and meetings in concert with overall guidelines for capacity and timing
Provide reporting within current designed process and capabilities across multiple products

Lead the development of new reporting and analytics capabilities:

Work in concert with other stakeholders (including Account Management, Underwriting, Product, and Claims) to develop analytics concepts that effectively identify key trends and opportunities, and are well received by clients.
Identify key strengths and weaknesses in the current reporting model based on client, broker, underwriting, and account management interaction across the GBS book of business
Create reporting capabilities and concepts that demonstrate GBS’s value proposition, and that enable GBS to achieve a market-leading position in wellness, absence management and productivity
Partner with other key stakeholders to identify marketplace trends and update analytics strategy

Partner with key stakeholders:

Provide high level data to identify candidates for Case Studies and/or to examine client performance at a summary level
Ensure support of key Analytics/Research Projects led by GBS informatics - by consultative reporting team
Support the development of more effective reporting and diagnostics for integrated reporting
Support operational improvement initiatives based on trends identified through data analysis
Provide training and expert advice to key business partners – sharing tools and techniques related to consultative analysis

What you'll bring:

Bachelor’s Degree is required: preferred fields include math, economics, computer science, information systems, engineering, or related fields; advanced degree or designation preferred
Strong technical skills in SQL (SAS, Redshift, MS SQL) and Data Visualization (Tableau, PowerBI) required. Statistical programming in Python or R preferred.
5+ years of demonstrated business results in an analytic and consulting capacity, with the ability to translate business questions into analytical plans
Strong project management skills
Strong presentation and storytelling skills
Knowledge of Group Disability products preferred

Capabilities:

Customer Focus:

• Demonstrate passion for and dedication to anticipating and meeting the expectations and requirements of customers
• Lead client discussions and effectively represent subject expertise

Analytical/Synthesizing:

• Manage the synthesis of large data-sets into meaningful information used to drive action
• Determine opportunities and identify solutions to improve capabilities

Communicative:

• Communicate analytical findings/gaps/solutions to senior management at client organizations
• Prepare account team for client interactions by ensuring a clear understanding of informatics capabilities

Technical:

• Required knowledge of Analytics and BI Tools (Database design, SQL, Tableau, PowerBI, Access, Excel, PowerPoint, SAS)
• Understand detailed technical processes and create project specifications to support ongoing improvement of GBS’s reporting and analytics capabilities

Ability to Collaborate:

• Demonstrated ability creating professional relationships
• Effectively partner with and influence a cross-functional team

Organization Influencing:

• Educate account teams and sales leadership so that they better understand performance metrics and manage client needs/demands.
• Influence business partners in a way that drives earnings and membership growth

It is recommended that all qualified candidates apply to this posting as soon as possible. Residents of Colorado are hereby notified that the deadline to apply is two weeks from the Posting Date listed above.

#LI-KH1
#LI-REMOTE

Pay Transparency

Salary range: $80,000 - $117,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91933

#GBS

Sr Representative - Regulatory Services (Reg 60) 92056 (Remote, any state, US)

Location Designation: Hybrid - 1 day per quarter

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

Role Overview

This position supports internal and external customers with accurate, timely service and operations processing in the Regulation 60 (Reg60) unit. It involves disclosure handling, document preparation, technical assistance, and case analysis in support of life insurance and annuity policy changes governed by regulatory requirements

What You’ll Do:

Generate illustrations, policy briefs, and calculators for replacement modeling.
Prepare disclosure documents comparing existing and proposed policies.
Ensure documentation meets compliance and disclosure requirements (NY Reg60).
Communicate with field agents and internal management on escalated cases.
Assist with transaction processing (initial, drum, and quality control steps).
Perform quality checks and ensure consistency across all Reg 60 reviews.
Participate in knowledge-building and continuous improvement activities

What You’ll Bring:

Required Skills

Strong data entry and tracking skills.
Ability to manage high-volume work under tight deadlines.
Strong attention to detail and analytical problem-solving.
Solid oral/written communication and customer service experience.

Preferred Skills

Bachelor's degree or relevant business experience
NASD Series 6 license is a plus.
2–3 years in life insurance, annuity, or financial services operations.
Familiarity with Regulation 60 or insurance policy replacement procedures.
Experience working with illustrations and policy comparisons.

Pay Transparency

Salary Range: $50,000-$60,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 92056

Senior Associate, Analytics & AI Analyst (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

As part of AI&D, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth — driving the company's success.

Position Summary

Are you passionate about the intersection of artificial intelligence, data science, and business strategy? The Strategic Insights team is expanding its capabilities to incorporate AI-driven solutions that transform decision-making, streamline operations, and unlock new value for the enterprise. As an AI Analyst, you will work on a diverse array of projects applying AI/ML techniques to areas such as customer insights, sales enablement, marketing optimization, and enterprise automation.

You will be part of a highly skilled team focused on building, scaling, and operationalizing AI capabilities across New York Life. This is a senior-level role that combines technical proficiency with strategic thinking, responsible for driving experimentation, model development, and the integration of AI into enterprise tools and processes.

This position will offer deep exposure to emerging technologies like Generative AI and large language models, while also enabling cross-functional collaboration with analytics, engineering, and business teams.

What You'll Do:

Translate business problems into AI use cases—partnering with business leaders to understand requirements and deliver intelligent automation and insights.

Lead AI model development and deployment using tools like Python, Hugging Face, and LLM APIs (e.g., OpenAI, Anthropic).

Prototype and fine-tune large language models (LLMs) for tasks such as summarization, recommendations, knowledge retrieval, and user interaction.

Collaborate cross-functionally with data engineers, software developers, and product managers to integrate AI into enterprise platforms.

Create robust data pipelines that prepare and transform data for machine learning and inference workflows.

Develop impactful visualizations and documentation to support stakeholder communication and model explainability.

Stay current on AI trends and contribute to enterprise thought leadership in AI/ML practices.

What You’ll Bring:

Bachelor’s degree in a quantitative or technical field (e.g., Computer Science, Data Science, Mathematics, Engineering) or equivalent experience

5+ years of experience in analytics or data science

Proficiency in Python

Experience with GenAI technologies and LLM APIs (e.g., OpenAI, Claude, Azure OpenAI)

Strong SQL and data pipeline development skills; experience with DBT is a plus

Hands-on experience with cloud computing (AWS preferred) and analytics environments such as Databricks

Solid understanding of model evaluation, interpretability, and operationalization

Excellent written and verbal communication skills, including the ability to present technical concepts to non-technical audiences

Comfortable navigating ambiguous problems and driving AI use cases from concept to delivery

Preferred Qualifications

Master’s degree in a quantitative or business-related field

Experience working in cross-functional teams across a matrixed organization

Strong business acumen with a bias toward action and measurable outcomes

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92088

Senior Associate, Developer Engineer (Full Stack) (Lebanon, NJ, US)

Location Designation: Hybrid - 3 days per month

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

Position Summary:

We are looking for a Developer Engineer (Full-stack) to join our Artificial Intelligence and Data (AI&D) group to implement integration solutions for next generation of insurance applications in Cloud. You will be responsible for the development of integration solutions in various areas of insurance.

The individual should have 5+ years of hands-on API/Webservice development experience of developing/testing and operationalizing integration solutions using Agile methodologies. 

What You’ll Do:

Design, develop, and deploy integration solutions using MuleSoft Anypoint Platform/Spring Boot, Java and Python, messaging technologies such as Kafka and DB technologies such as Oracle, DynamoDB, PostgreSQL, AWS RDS, etc.

Create reusable integration components, services and APIs that adhere to best practices and organizational standards

Develop and maintain integration flows, APIs and connectors to ensure reliable and efficient data exchange between systems

Integration with various data sources, including databases, web services, messaging systems and third-party applications

Utilize MuleSoft’s DataWeave for data transformation and ensure the quality and integrity of data across systems.

Develop Data Product solutions using ML, ETL, DBT and DataBricks.

Develop and maintain microservices using Spring Boot, ensuring seamless integration with other components and services

Work closely with business analysts, product owners, and stakeholders to gather and understand integration requirements and specifications

Collaborate with other developers and technical teams to design and implement solutions that align with architectural guidelines and best practices

Participate in code reviews, design discussions, and integration testing to ensure the quality and effectiveness of integration solutions.

What You’ll Bring:

Proven experience as an Integration Developer or similar role, with at least 5 years of hands-on experience on MuleSoft Anypoint Platform/Spring Boot/Java/Python and other integration technologies.

Strong experience in designing and implementing RESTful APIs design with focus on scalability and performance.

Strong Java programming skills, including experience with modern Java Frameworks and libraries.

Strong Experience in database technologies such as Oracle, DynamoDB, PostgreSQL, AWS RDS etc.

Strong experience in messaging technologies such as Kafka/Amazon MQ.

Experience with relevant code repository and project tools such as Git, JIRA.

Ability to develop APIs, write unit test cases, perform Unit Testing (UT), SAST/DAST and System Integration testing (SIT).

Experience with developing Cloud-native application and very good understanding of application development best practices.

Understanding of existing and emerging API Standards and secure coding practices.

Strong analytical skills and analytical thinking is needed.

Desired Skills:

Insurance industry experience desired

Ability to learn trending technologies and apply them to business solutions.

Strong verbal and written communication skills

Detail oriented individual with strong analytical, problem-solving skills

Ability to be self-directed, a good team player and the capacity for effective time management.

ML, DBT, ETL experience

AWS/Mulesoft certification will be preferred, but not mandatory.

 Education:

Bachelor’s degree in Computer Science/Information Systems or related field.

Master’s or any other higher degree preferred, but not mandatory.

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92086

Corporate Vice President -Solutions Lead - Quality Process (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Solutions Lead – Quality Process

As part of Technology, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth — driving the company's success.

Role Overview:

The Foundational Business Technology group is seeking a Solution Lead dedicated to refining our Quality processes and enhancing the integration and connectivity with our telemetry and observability of production platforms. This individual will play a crucial role in identifying opportunities for improvement, analyzing trends related to our key journeys across multiple constituencies, and ensuring delivery excellence by integrating these insights into our execution practices.

The Solution Lead will work closely with the Delivery Leads within the Value Stream, our Application Support partners, and key leaders within the Centers for Enablement supporting our AI, data, and DevOps practices. You will ensure consistency across teams and initiatives by adhering to best practices and adopting modern capabilities that enhance efficiency and quality. The ideal candidate is a hands-on, strategic thinker with expertise in software delivery, QA best practices, production support best practices, and has a strong orientation towards metrics.

What You’ll Do:

• Review existing metrics, OKRs, KPIs and other data to highlight prioritized platforms, scenarios and journeys
• Assess the existing tools and processes to provide expertise and best practices that could materialize into opportunities across delivery and operations and provide additional telemetry
• Develop the roadmap of enhancements, modernization and new capability enablement and drive execution of the roadmap across multiple disciplines, teams and trains
• Develop ongoing process for insight collection, ongoing intersection into the SDLC and align to the culture of continuous improvement
• Drive continuous improvements in delivery and operations to improve experience and proactively identify potential areas of concern
• Champion the adoption of modern, agile practices for software delivery and operational oversight
• Business & Technology Skills: Strong data-driven decision-making approach, proficient in agile software delivery with deep expertise in modern QA practices and production observability

What You’ll Bring:

• Bachelor’s Degree in Computer Science, Information Systems, Engineering, or related field (Master’s Degree preferred).
• 7+ years of experience in Software delivery or related fields.
• Proven track record of leadership in technology with a focus on execution
• Deep understanding of technology lifecycle management and technology standards processes.
• Strong collaboration skills, with a history of working across federated teams and centers for enablement
• Proficiency in agile methodologies, backlog management, and product lifecycle management.
• Excellent analytical, organizational, and communication skills.
• Experience with data governance and enterprise data quality initiatives is highly desirable.

Pay Transparency

Salary Range: $122,500-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92035

Senior Associate, Analytics & AI Analyst (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Position Summary

What You'll Do:

Translate business problems into AI use cases—partnering with business leaders to understand requirements and deliver intelligent automation and insights.

Lead AI model development and deployment using tools like Python, Hugging Face, and LLM APIs (e.g., OpenAI, Anthropic).

Prototype and fine-tune large language models (LLMs) for tasks such as summarization, recommendations, knowledge retrieval, and user interaction.

Collaborate cross-functionally with data engineers, software developers, and product managers to integrate AI into enterprise platforms.

Create robust data pipelines that prepare and transform data for machine learning and inference workflows.

Develop impactful visualizations and documentation to support stakeholder communication and model explainability.

Stay current on AI trends and contribute to enterprise thought leadership in AI/ML practices.

What You’ll Bring:

Bachelor’s degree in a quantitative or technical field (e.g., Computer Science, Data Science, Mathematics, Engineering) or equivalent experience

5+ years of experience in analytics or data science

Proficiency in Python

Experience with GenAI technologies and LLM APIs (e.g., OpenAI, Claude, Azure OpenAI)

Strong SQL and data pipeline development skills; experience with DBT is a plus

Hands-on experience with cloud computing (AWS preferred) and analytics environments such as Databricks

Solid understanding of model evaluation, interpretability, and operationalization

Excellent written and verbal communication skills, including the ability to present technical concepts to non-technical audiences

Comfortable navigating ambiguous problems and driving AI use cases from concept to delivery

Preferred Qualifications

Master’s degree in a quantitative or business-related field

Experience working in cross-functional teams across a matrixed organization

Strong business acumen with a bias toward action and measurable outcomes

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92087

Senior Associate, Research & Development (New York, NY, US)

Job Requisition ID: 91980

Location Designation: Hybrid - 4 days per week

Job Title: Senior Associate, Research & Development
Location: New York, New York
Reports to: Head of Business Development / Managing Director

Position Overview:

The Senior Associate, Research & Development, will play a key role in supporting the strategic R&D efforts within New York Life’s Office of the Chief Investment Officer (OCIO), specifically as part of the Business Development team. This individual will work closely with the Head of Research & Development to identify, evaluate, and advance innovative investment strategies aimed at expanding the investable universe and enhancing portfolio outcomes for the general account.

The role offers a unique opportunity to contribute to cross-asset research, market discovery, and investment framework development while collaborating with multiple stakeholders across the OCIO. The ideal candidate is an intellectually curious, analytically driven investment professional with experience in private markets, structured products, and/or capital markets strategy.

Key Responsibilities:

Research & Investment Development

Support the evaluation of scalable investment opportunities through fundamental analysis, thematic research, and strategy exploration.
Contribute to the development and enhancement of analytical frameworks used to assess relative value, return on capital, and strategic fit within the general account.

Market & Regulatory Analysis

Conduct research on nascent markets, emerging asset classes, and innovative investment structures.
Analyze regulatory, capital, and accounting considerations relevant to proposed investment strategies.

Cross-Functional Collaboration

Collaborate with teams across Portfolio Solutions, Alternatives, Portfolio Management, Legal, and Accounting to ensure alignment of R&D initiatives with investment goals, risk appetite, and operational readiness.
Partner with internal stakeholders to facilitate the design and onboarding of new investment strategies.

Project & Process Management

Help manage project timelines, deliverables, and coordination across workstreams related to new strategy incubation and implementation.
Maintain research documentation, track idea progression, and support communication with internal and external partners.

Communication & Strategy Presentation

Prepare presentations and written materials for senior leadership outlining investment theses, research findings, and strategic recommendations.
Support ongoing refinement of the team’s investment framework by incorporating market feedback and performance insights.

Qualifications

Education:
Bachelor’s degree in Finance, Economics, Business, or a related field. Progress toward CFA, CAIA, or relevant certification preferred.

Experience:
2–5 years of experience in asset management, investment banking, private markets, insurance investing, or a similar institutional investment setting.

Skills & Attributes:

Strong analytical skills, including experience with investment valuation, modeling, and portfolio construction.
Demonstrated ability to synthesize and communicate complex financial topics clearly and effectively.
Highly organized with strong project management skills and attention to detail.
Collaborative mindset and ability to thrive in a dynamic, team-oriented environment.
Intellectual curiosity and interest in developing innovative investment strategies within an insurance context.

Pay Transparency

Salary Range: $115,000-$140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Corporate Vice President - Technology Architect (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

As part of our Technology organization, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth — driving the company's success.

We are seeking a Technology Architect to join our Enterprise Architecture Practice. This role will be responsible for collaborating across all business units and technology teams to define, manage, and promote enterprise technology standards. The successful candidate will drive initiatives that enhance rapid solution development, improve technology reuse, and contribute to cost optimization efforts across the organization. You will play a crucial role in maintaining a clear, actionable, and forward-looking view of New York Life’s technology landscape while supporting strategic decision-making.

The role is critical to the success of the Enterprise Technology Services team, reporting directly to the NYL Enterprise Architect. As the Technology Architect, you will serve as a strategic partner and advisor to the EA Community and Product/Service Owners, supporting our portfolio of enterprise standard technologies. The ideal candidate is an experienced technologist with practical business process engineering skills who can engage in continuous improvement activities to optimize our technology portfolio. A key success factor is the ability to collaborate with federated teams and shared services organizations. Achieving OKRs related top data quality and technology onboarding processes efficiency are essential outcomes.

What You’ll Do:

Partner with business and IT stakeholders to develop and maintain a comprehensive enterprise technology portfolio.
Identify and assess emerging technologies for potential adoption, aligning with enterprise standards and strategic goals.
Collaborate closely with Application Development, Infrastructure, Security, and Business teams to promote the use of standardized platforms, tools, and services.
Define and document enterprise technology standards, patterns, and best practices to accelerate solution delivery.
Track and analyze technology usage, identifying opportunities for rationalization, consolidation, and cost reduction.
Support the Enterprise Architect in creating roadmaps for technology adoption and deprecation based on business needs and market trends.
Maintain the Technology Portfolio Management (TPM) repository, ensuring accurate, current, and accessible information for stakeholders.
Assist in the preparation of executive communications, including reports, visualizations, and presentations that convey the state of the technology portfolio and architecture initiatives.
Monitor industry trends, vendor roadmaps, and peer activities to inform portfolio strategies.
Own and improve the process for the end-to-end journey for new technology adoption NYL.
Play the role of concierge in the end to end journey of technology adoption focused in improving stakeholder experience and alignment of requests with existing standards.

Business & Technology Skills:

Organized and detail-oriented.
Strong data-driven decision-making approach.
Proficient in creating compelling data visualizations.
Familiarity with managerial accounting concepts.

What You’ll Bring:

Bachelor's Degree in Information Technology, Computer Science, Business, or a related field.
5–10 years of experience in IT Portfolio Management, Enterprise Architecture, Technology Planning, or a related area.
Strong understanding of technology domains (applications, platforms, cloud, data, infrastructure, security).
Familiarity with Enterprise Architecture frameworks (e.g., TOGAF, Zachman) and standards development processes.
Experience with tools such as ServiceNow, LeanIX, Jira, or similar enterprise architecture/portfolio management platforms.
Excellent analytical, problem-solving, and research skills.
Strong interpersonal and communication skills, with the ability to work effectively across technical and non-technical audiences.
Highly organized, with the ability to manage multiple priorities in a fast-paced environment.
Experience developing architecture blueprints, strategies and roadmaps
Experience delivering presentations to senior-level executives and technical audiences
Certified Solution Architect, ITIL – Master Certification, TOGAF 9, or Zachman Certified Enterprise Architect.

#LI-TL2

Pay Transparency

Salary Range: $122,500-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91968

Service Leader, Onsite Operations 91932 (Bridgewater, MA, US)

Location Designation: Fully Onsite

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

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

Join our dynamic management team at our Boston - South Coast General Office (GO) as a Service Leader, where you'll be at the forefront of driving excellence and innovation in our service department. As a key member of the GO leadership team, you'll oversee and manage the daily operations, ensuring that all business objectives and key results are not only met but exceeded within our high service standards. In this pivotal role, you'll be the primary point of contact for GO Agency Managers, recruiters, and agents, guiding them through our comprehensive Service resources and ensuring their needs are met with precision and care. You'll provide visionary leadership, training, and development to foster a culture of best-in-class service delivery. But that's not all – you'll also be a proactive change-maker, constantly identifying and implementing improvement opportunities to enhance client experiences and operational efficiencies. If you're passionate about leading an office to new heights and making a tangible impact, this is the role for you!

What You’ll Do:

Handle Service Escalations: Be the hero who ensures our customers' needs are met with precision and care, resolving any issues that arise with efficiency and empathy.
Support Sales Initiatives: Drive success by supporting initiatives related to agent sales and incentives programs, helping our team achieve their goals and exceed expectations.
Coordinate Local Events: Bring energy and excitement to the office by coordinating and executing local General Office events that foster team spirit and collaboration.
Navigate Change: Lead the way through transitions in service and operational systems and processes, providing training on new capabilities and ensuring a smooth adaptation for the Agency.
Oversee Financial Tasks: Ensure the accuracy and integrity of financial reports by overseeing accounts payable tasks for multiple accounts, maintaining a keen eye for detail.
Manage Operations: Keep the office running smoothly by managing facilities and building maintenance requests, troubleshooting onsite technology and network issues, and ensuring a well-maintained and functional environment.

What You’ll Bring:

Required Skills

Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire. Applicants currently holding Series 6 or 7 licenses would satisfy this requirement.
Bachelor’s degree
Ability to balance learning with onsite management and support for the local GO
Strong customer focus through the ability to understand and anticipate the needs of customers, providing solutions that enhance their experience. The involves being proactive in identifying customer issues, ensuring their satisfaction.
Technical proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
Proactive in identifying and implementing improvements opportunities to enhance client experiences and operational efficiencies.

Preferred Skills:

Ability to lead operations through influence, coordination, and strategic oversight rather than direct managerial authority. This involves guiding, mentoring and driving initiatives that affect the broader organization.
Strong problem-solving skills are essential. This role involves addressing complex issues and making thoughtful decisions to resolve diverse issues effectively.
Training and development experience

Pay Transparency

Salary Range: $70,000-$90,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 91932

Senior Associate - Tax Accountant (New York, NY, US)

Location Designation: Hybrid - 3 days per week

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Business Overview:

Join Corporate Finance where expertise meets strategic impact. Partner with diverse business units, providing financial insights and guiding sound decision-making. You'll work collaboratively to ensure data accuracy, implement robust controls, and safeguard policy owner interests. Become part of a team dedicated to financial stewardship, enabling business performance, and paving the way for a secure future for generations to come.

Role Overview:

The role involves a variety of tax-related responsibilities, including the preparation and review of federal and state tax returns, consolidation of federal tax returns, and assistance with quarterly estimated tax payments. The candidate will be involved in the tax return information gathering process, interacting with finance department and business unit personnel. Additionally, the role requires the preparation and assistance with US GAAP current and deferred tax provisions and related analysis for asset management entities. The candidate will also assist in gathering information necessary to respond to IRS IDRs, perform basic tax research and analysis, and participate in special projects.

What You'll Do:

Review/prepare federal and state tax returns and related workpapers. Assist with consolidation of the federal tax return.
Assist with quarterly estimated tax payments.
Assist /perform in the tax return information gathering process, including interaction with finance department and business unit personnel.
Prepare/assist US GAAP current and deferred tax provisions and related analysis for asset management entities.
Assist in gathering information necessary to respond to IRS IDRs, as needed. Perform basic tax research and analysis.
Assist with special projects.

What You'll Bring:

BS/BA in Accounting or Finance required, Master's Degree preferred (MS or MBA)
3-5 years of experience in tax accounting for insurance companies or tax compliance for both life and non-life insurance companies
Strong Excel and other tax technology skills
Knowledge of Corptax is a plus
Intermediate knowledge of tax accounting under ASC 740 and basic federal and state tax compliance skills.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $77,500-$125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91006

Senior Associate, HR Business Partner (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Senior Associate, HR Business Partner

Be part of a dynamic team shaping the future of talent at New York Life. As part of Human Resources, you'll contribute to a comprehensive strategy that attracts, develops, and retains top talent. Whether it's identifying future leaders, crafting engaging learning experiences, or fostering a vibrant workplace culture, your work directly empowers individuals and fuels the company's growth. Join us and play a vital role in making New York Life a destination employer for generations to come.

Role Overview:

This Human Resources Business Partner (HRBP) will serve as a strategic advisor supporting Corporate Functions at New York Life. The HRBP will work closely with senior leaders, managers, and employees to proactively deliver a full spectrum of HR services that align with business priorities. The ideal candidate will demonstrate strong data fluency, a forward-thinking mindset in applying artificial intelligence to HR processes, and the confidence to advise and influence senior leadership.

The HRBP will play a critical role in shaping a high-performing, inclusive, and adaptive organizational culture. Key responsibilities include defining talent strategies, leveraging workforce data and analytics, championing innovative HR solutions, and implementing core HR programs in close partnership with centers of excellence.

What You’ll Do:

Strategic HR Partnership

Act as a proactive HR thought partner to senior leaders, ensuring alignment between workforce strategies and business objectives.
Provide guidance and perspective in business planning and organizational design decisions.
Build influential relationships at all levels, serving as a credible voice in leadership discussions, and constructively challenging decisions when necessary.

Data & Insights

Leverage workforce data and metrics to drive decision-making, diagnose organizational issues, and shape talent strategies.
Partner with HR Reporting and Analytics teams to define data needs and ensure reporting is insightful and actionable.

AI & Innovation in HR

Explore and promote innovative uses of AI and emerging technologies to improve the administration of HR practices, such as talent identification, learning & development, and employee engagement.
Collaborate with cross-functional teams to pilot and scale AI-driven HR solutions where appropriate.

Core HR Program Delivery

Partner with senior leaders and HR centers of excellence to design, deliver, and adapt core HR programs that support business strategy, including talent development, workforce planning, performance management, and compensation.
Guide leaders through employee matters with sound judgment—ensuring policies are applied fairly, consistently, and in compliance with legal and internal standards.
Lead and facilitate talent reviews, succession planning, and individual development planning to build a strong leadership pipeline and support ongoing capability growth.
Collaborate on strategic hiring initiatives, aligning recruitment efforts with workforce plans and long-term organizational needs.
Support leaders through the annual compensation planning cycle, offering guidance grounded in internal equity and external market competitiveness.

What You’ll Bring:

Bachelor’s degree required; Master’s degree or HR certifications (SHRM, PHR) desirable.
Minimum of 5+ years of progressive HR experience, including experience as a Business Partner supporting senior-level stakeholders.
Proven ability to operate effectively in a data-driven HR environment, leveraging analytics and insights to guide decisions.
Demonstrated curiosity and aptitude for emerging HR technologies, particularly the application of AI.
Strong organizational and interpersonal skills with a record of building credibility and influencing senior executives.
Able to manage complexity, resolve conflicts, and lead through change.
Excellent communication and presentation skills; adept at tailoring messages for various audiences.
Broad HR expertise including talent development, performance management, employee relations, and compensation.

Pay Transparency

Salary Range: $95,000-$125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92036

Corporate Vice President - Head of Technology Learning and Development (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

As part of Technology at New York Life, you'll have the opportunity to contribute to groundbreaking initiatives that shape our digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth — driving the company's success.

Role Overview:

We are seeking an innovative and strategic Head of Technical Learning and Development to drive a unified approach to learning and development across Technology, AI, and Data functions. This leader will play a critical role in enabling our multi-year tech transformation by designing and executing a future-ready learning strategy that empowers employees at all levels in a rapidly evolving digital landscape. This team will help develop, maintain, and operationalize revised role and skill architectures aligned to a modern technology workforce. By promoting continuous learning and enhancing technical expertise, they will help position Tech, Data, and AI teams for ongoing success and develop a culture of engineering excellence. Additionally, they will partner closely with HR to deliver the enterprise-wide AI learning strategy.

What You’ll Do:

Enable Workforce Transformation: Collaborate with the COO’s Tech AI&D Operations team to execute the strategic vision of the Tech Transformation Office (TTO), ensuring employees have the skills and capabilities needed for the future.

Drive Learning Initiatives: Lead and support critical learning programs for Tech, Data, and AI employees, and drive enterprise AI learning efforts.

Conducting Needs Assessment: Align with workforce planning process to identify skill gaps and development opportunities.

Define and Measure Success: Develop clear objectives, key results, and success metrics to track the impact of learning initiatives.

Internal Responsibilities (Tech, Data, AI team)

Drive a continuous learning and engineering culture in partnership with HR and TTO.

Champion and lead Career Hub engagement in Tech AI&D to support career growth.

Oversee Tech AI&D Early Career Programming and internships.

Evaluate departmental funding of independent learning programming aligned to overall strategy

Manage and optimize learning platforms and vendor relationships, including content providers and delivery platforms.

Evaluate ongoing needs and best practice around Tech, Data, and AI

Enterprise Responsibilities

Partner to lead AI Learning efforts across three strategic workstreams:

Ignite AI – Drive community enablement and foster knowledge sharing

Expand AI – Support enterprise tool education (e.g., Copilot, ChatGPT, etc.)

Steward AI – Support governance efforts with legal, risk, and compliance teams

Support CODA (Community of Data Analysts) through targeted learning initiatives

What You’ll Bring:

Bachelor's degree in a related field; advanced degree preferred.

Proven experience in determining a learner-centric strategy, executing, and leading learning and development initiatives within tech, data, and AI domains. This includes measuring effectiveness, ensuring scalability and sustainability.

Strategic thinking and ability to develop metrics and measure the success of learning programs.

Ability to curate and align learning experiences with business needs.

Strong collaboration skills with HR and other enterprise functions.

Vendor management and partnership optimization.

Excellent leadership and communication skills.

Familiarity with learning management systems and digital learning platforms.

Preferred Skills:

Strong foundational understanding of technology, data, and AI concepts to design relevant, credible learning programs that enable meaningful engagement with technical stakeholders.

Expertise in creating adaptive, scalable learning experiences that meet the varied needs of technical employees using methods like experiential learning, labs, certifications, sandboxes, and AI-driven personalization.

Ability to drive adoption of learning initiatives through a partnership with senior leadership; building buy-in across technical teams and managing cultural change toward a continuous learning mindset.

Ability to define success metrics, build dashboards, analyze learning engagement and skills progression data, and tie learning outcomes to Tech AI&D objectives (e.g. improved technical delivery, increased velocity, and improved innovation rates).

Skill in setting, tracking, and refining objectives and key results (OKRs) that align learning initiatives to strategic technology, data, and AI goals – ensuring constant feedback loops and measurable impact on skills growth and business readiness.

#LI-TL2

Pay Transparency

Salary Range: $157,500-$270,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91971

Corporate Vice President, Digital Product Manager (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

The Digital Product Manager will be responsible for delivering high-impact digital products that empower New York Life’s field force and drive business outcomes. This role will support cross-functional collaboration with Digital Product Managers, UX Designers, Product Owners, Technology, Training, and Business teams to envision, define, and deliver critical functionality on key Agency platforms. Familiarity with emerging technologies like AI and automation is essential, as this role will help shape future-forward capabilities. The Digital Product Manager is expected to act as a key contributor in the organization, proactively shaping product vision, influencing strategy, and solving complex business problems through innovation and leadership.

What You'll Do:

Support the end-to-end strategy, planning, and delivery of high-priority digital products aligned to business objectives and user needs.
Develop clear, actionable product roadmaps in partnership with stakeholders and delivery teams, driving consensus across diverse functions.
Build and maintain a detailed product backlog, ensuring work is prioritized for impact, effort, and alignment with strategy.
Apply Agile methodologies to manage product development, collaborating closely with UX, engineering, and QA teams.
Translate complex business problems into innovative digital solutions using data, customer insights, and emerging technologies such as AI/ML where appropriate.
Support performance tracking, KPIs, and continuous improvement of product features post-launch.
Communicate updates, dependencies, and risks clearly to leadership and stakeholders across the organization.
Lead user acceptance testing and post-production validation efforts to ensure successful outcomes and business value realization.
Provide guidance and collaboration to junior product team members, championing best practices across the function.
Stay informed on industry trends, AI advancements, and digital capabilities to help inform product strategy and experimentation.
Understand and align product vision to other connected capabilities across the organization, closely collaborate with other product managers across the enterprise to define unified vision for integrated experiences, sequence and prioritize roadmaps for joint enablement efforts.
Synthesize product vision, pain points, and gaps into underlying data needs to help inform and influence data enablement roadmaps at enterprise level.

What You'll Bring:

Bachelor’s degree required or consummate experience

5-10 years relevant experience
Strong familiarity with Agile frameworks (Scrum, SAFe) and product lifecycle management
Working knowledge of AI/ML concepts and their application in digital products; experience with integrating or evaluating AI solutions is a plus
Experience in financial services or regulated industries preferred but not required
Ability to balance short-term vision with long-term requirements at enterprise level; balancing modernization and aspirational vision with technical debt and requirements and solid foundation to drive thoughtful execution strategy

Proven success leading digital product development from concept to launch at scale
Demonstrated ability to collaborate cross-functionally with technical and non-technical teams.
Strategic thinker with strong analytical and problem-solving capabilities
Recognized as a thought leader in product strategy and emerging technologies, with the ability to anticipate challenges and drive solutions that impact business direction
Excellent communication and stakeholder management skills, including executive presence

#LI -EM1

#LI - HYBRID

Pay Transparency

Salary Range: $155,000 - $200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91850

Senior Associate - Workplace Planning & Design Manager (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

This role is a hybrid position, Tuesday - Thursday in the New York Office, Monday and Friday work from home.

Role Overview:
o Support Planning, Design and Construction Team in developing overall strategies to support company’s goals and initiatives.
o Manage and implement various interior design and renovation projects for NYL Business Units.
o Manage/expedite special, high visibility projects.

What You'll Do:
o Comfortable corresponding with executive level clients, and interacting with individuals at all levels
o Detail oriented, confident, self-starter with exceptional organizational skills
o Maintain a “can do” mentality with the ability to act with minimal information
o Demonstrate integrity, accountability, self-awareness and strong work ethic

Project Management:
• Manage all outside consultants on projects: architects, engineers, project management firm, furniture and IT vendors to expedite varying scales of projects from demo to move-in.
• Manage inter departmental relationships within NYL:  Procurement, IT, AP.
• Ability to coordinate all aspects of Business units’ departmental renovations.  including, but not limited to: block plans, schematics, furniture purchasing, design layouts, project implementation as well as coordination of personnel relocations.
• Oversee and manage all NYL Facilities Design projects (large and small) for all CSD operations and NYL Business Units with Facilities Design and Planning staff.
• Ensure company policies are followed
• Improve, implement and maintain workplace protocols and contracts corporate wide.
• Note: This role requires on-site presence from Tuesday to Thursday

Monitor and Implement Corp. Space and Furniture Workplace Strategies:
Work with the Procurement department to develop and institute effective space standards as well as pursuing cost efficient furniture & finish contracts to support said standards.

Budget and Project Tracking Administration Procedures:
Engage with appropriate areas within the company to address and stablish improvements of automated project management processes (including RFP, Purchase Orders, Contract, Work orders) to manage, monitor and expedite accounting and procurement operations as it relates to PDC’s projects.

What You'll Bring:
o Highly motivated individual with excellent communication skills and ability to manage up and down streams.
o IWMS or Spatial Data experience a plus but not required.
o Excellent Presentation Skills and Visual Communications required.
o Strong-communication and organizational skills
o Ability to work with multiple departments/divisions representatives, outside vendors and consultants to expedite all work.
o Critical thinker with ability to trouble shoot, problem solve and multitask.
o Bachelor Degree of Architecture or Interior Design, minimum of 10 years of multi-disciplined professional exposure. Proficient in Autocad, Word, MS Projects, Excel

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $90,000-$110,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91789

Corporate Vice President, Digital Product Manager (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

This role serves as a Digital Product Manager for New York Life's digital experience. This role has accountability for creating the digital strategy that brings to life new capabilities and products in a coherent and unified user experience, and in a way that can set NYL up to reach its performance goals around agent productivity, agent retention, and sales growth.

This role will work to implement our digital strategy, overseeing high profile, digital initiatives aimed at delivering an agreed-upon set of business outcomes/results. The strategy laid out will be evaluated based on its ability to drive Agency’s productivity (case rate) and sales goals (volume, products per household) for advanced agents, as well as overall end user satisfaction.

The candidate should be familiar with business-to-business sales, financial services, insurance, investments, as well as have strong, in-depth knowledge of technological development and industry-leading enterprise digital platforms.

What You'll Do:

Strategy: Develop vision and digital strategy for digital experiences and business processes to drive effective outcomes, empowering our agents to attract, serve and retain clients
Ownership: Leverage their identified vision, create and drive a portfolio of high profile, cross-functional digital projects to deliver on core elements of the digital strategy
User Research: Perform research to understand the current state, map out happy and unhappy user journeys, conduct user research and feedback engagement en route to sharing and validating these findings with users, business stakeholders and technology partners.
Solution Design: Work in partnership with User Experience Design Leads to create solution prototypes that are then used solicit additional feedback from key stakeholders
Delivery: Partner with Product Owner team and Technology partners to ensure high-quality, efficient execution of key initiatives in a scaled agile delivery framework

What You'll Bring:

Bachelors Degree or Masters Degree in either a technical field (Business/Computer Science/IT or related) or design-related discipline (e.g., industrial design, user-centered design, visual design, design strategy, design management, human factors, psychology, human-computer interaction, etc.).
Must have 5+ years of industry related experience, three of which should relate to product management, design, or business-facing product development
Experience in insurance products, asset management or wealth management a plus
Must be very strong at strategic thinking: Develop vision and digital strategy for one or more agent practice areas. Implement vision and digital strategy for one or more agent practice areas.
Fluency in technical delivery, including scaled agile and PM tools like Jira, a plus
Must have very strong organization and collaboration skills

#LI - EM1

#LI - HYBRID

Pay Transparency

Salary Range: $140,000 - $190,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91812

Senior Director of Development-Southern California GO (Glendale, CA, US)

Location Designation: Fully Onsite

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

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 115 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications assists our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

This position will support the Southern California GO.

Role Overview

Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills its entirety.
Work with the Managing Partner to ensure the complete and proper implementation of the NYLIC U & Field Development System in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Sales promotion. Assisting in the communication to agents of General Office, Zone and Home Office promotions. Assisting agents with case preparation and in the field conducting Field Observation and Demonstration as well as assisting in presenting and closing sales. In addition, lead the implementation efforts of Field Development System, NYLIC U, and digital adoption with agents and managers in GO.

Qualifications

Valid State Life and Health Licenses
FINRA Registrations, Series 6, 63, 26
Strong Knowledge of Sales Central and Marketing Central
Strong written and verbal communication abilities
Excellent knowledge of the Life Product Line
Excellent facilitation skills
Proficient and able to effectively facilitate NYLIC U Blended Learning and Critical Selling Skills
Good skills in the proper use of the FDS system (PRP, IID, FOD)
The ability to lead one-on-one agent development sessions with other members of the management team
Case development skills to assist agents in making sales in Middle and Advanced Markets
Hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designation and at least one of the following: CASL, CLF, MSFS, MSM, or CFP
Demonstrated the ability to assist in the development of another DM through mentoring
Demonstrated ability to work with Established Agents to improve their business

Experience

2 years council qualification as an agent or equivalent
Effectively implemented NYLIC University and Critical Selling Skills for agents and managers at the GO level
Completed NYLIC University Blended Learning Curriculum
Completed all required Development Manager schools
Strong Proficiency in Sales Central
Demonstrated good skills in all areas of FDS Development (PRP, IID, FOD)
Can lead a one–on–one Agent Development Meeting with recruiters

Pay Transparency

Salary Range: 110,000-$135,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Sr Associate - Design Program Manager 92021 (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Design Program Manager

Role Overview:

We are looking for an experienced and strategic Design Program Manager to join our growing Product Design Center of Excellence (CoE). This role is central to enabling world-class, user-centered digital experiences across New York Life's foundational products and platforms. You will be the connective tissue between product, design, engineering, and business leaders—ensuring our digital solutions reflect enterprise experience strategy and deliver measurable business impact.

As a key member of the Design CoE, you will help scale experience delivery, standardize best practices, and drive operational rigor across teams. You will support our transition toward seamless, consistent, and personalized experiences across key agent and client journeys, anchored in our mission of providing financial security and peace of mind.

What You’ll Do:

Define and manage design project timelines, deliverables, and resource plans in collaboration with design leads and product partners
Coordinate cross-value stream design delivery across multiple product teams, ensuring consistency with Moments That Matter (MTM) and CHIP principles (Consistent, Holistic, Intuitive, Personalized)
Drive governance of the enterprise design system (MADI), stewarding adoption and updates across design and development teams
Track and report on experience roadmap milestones, team progress, and key design dependencies within PI planning cycles
Facilitate cross-functional workshops, design reviews, and stage-gate checkpoints to ensure experience alignment and velocity
Support the evolution of design operations, including intake, prioritization, artifact management, and documentation practices
Champion the design team’s voice across forums—bringing visibility to risks, celebrating progress, and advocating for scalable solutions
Support onboarding, training, and team rituals that foster a culture of learning, equity, and craft excellence

What You’ll Bring:

3–7 years of experience in program or project management, with at least 2 years in a design, UX, or creative environment
Strong knowledge of design processes and systems within scaled agile frameworks (e.g., SAFe)
Experience driving product and portfolio planning, sprint operations, and cross-team collaboration within a federated org model
Deep familiarity with tools like Figma, Jira, Miro, Confluence, and Workfront or similar
Demonstrated ability to track and connect design decisions to experience principles, journey outcomes, and business OKRs
Outstanding communication, facilitation, and relationship-building skills with senior stakeholders
Passion for delivering seamless, human-centered experiences even if not a designer by trade

Nice to Have:

Experience with enterprise design systems and governance at scale
Familiarity with research operations or content strategy practices
Background supporting products across affluent and middle-market customer segments
Exposure to experience visioning tools (journey mapping, MTMs, experience blueprints)

Pay Transparency

Salary Range: $95,000-$152,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92021

Instructional Design Partner (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Role Overview

As a key member of New York Life’s Talent & Leadership Development Center of Excellence, the Senior Associate, Learning Experience Designer drives enterprise-wide capability building through innovative, scalable, and results-driven learning programs. This role combines strategic instructional design expertise with hands-on development to create impactful, blended learning experiences aligned with business priorities. Leveraging adult learning principles and industry best practices, the LXD partners with stakeholders to assess needs, design targeted solutions, and continuously evaluate program effectiveness—enabling talent growth from early career to senior leadership levels

What You’ll Do:

Learning Experience Design & Development

- Analyze learner and business needs using instructional design best practices and adult learning theory.
- Design, develop, and deliver blended learning solutions (eLearning, live virtual, instructor-led, simulations, GenAI-enabled content, microlearning).
- Leverage tools such as Articulate 360, Adobe Creative Suite, Vyond, Camtasia, and LMS platforms.
- Tailor solutions to diverse audiences, ensuring relevance, engagement, and accessibility.

Content & Program Design

- Build modular and scalable programs to support talent and leadership development goals.
- Collaborate with SMEs, stakeholders, and learning partners to align learning strategies with business outcomes.
- Define clear learning objectives, program architecture, and supporting materials using design models (ADDIE, SAM, Agile).

Project Management & Implementation

- Lead full-cycle design projects including stakeholder intake, solution design, development, delivery, and impact evaluation.
- Coordinate with facilitators and training teams for program delivery and deployment.
- Manage project documentation including plans, outlines, and communication strategies.

Evaluation & Continuous Improvement

- Partner with analysts to define performance success metrics and assess learning impact.
- Maintain and evolve content through version control, periodic reviews, and updates aligned to business changes.
- Stay current with instructional trends and apply innovations (AI, gamification, digital learning).

Mentorship & Collaboration

- Provide guidance to peers, share best practices, and contribute to a collaborative, forward-thinking learning culture.

What You’ll Bring:

- Bachelor’s degree in Instructional Design, Learning Development, or related field preferred.

- 3–5 years of instructional design experience with a demonstrated ability to create impactful learning solutions that drive employee development across all levels, aligned with organizational priorities and values."

- Advanced expertise in instructional design models, digital learning tools, and adult learning principles.
- Strong communication, stakeholder engagement, project management, and time management skills.
- Adaptable and innovative with a growth mindset and passion for continuous improvement.

Pay Transparency

Salary Range: $77,500-$101,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91542

Senior Associate (Mulesoft Developer) (Tampa, FL, US)

Job Requisition ID: 91842

Location Designation: Fully Onsite

Location: 8641 Henderson Road, Tampa, Florida 33634

Offered Wage: $139,194/year

Duties: Develop API-led connectivity solutions using a structured and methodical approach to ensure long-term maintainability and reusable assets, components, and frameworks. Design, build, and implement Mulesoft solutions for the on-premise Anypoint Platform. Translate business needs into scalable and forward-thinking implementations on the Mulesoft platform. Build RAML specifications in the Design Center and fully develop the API configuration in Anypoint Studio. Monitor all application environments and proactively update them from Runtime Manager. Work within an Agile framework development environment. Lead Mulesoft integration efforts for different projects.

Education & Experience Requirements: Master’s degree in Computer Science, Information Systems, or a related field (willing to accept foreign education equivalent) plus three (3) years of experience as a Software Developer

related occupation implementing REST MuleSoft solutions. Employer will alternatively accept a Bachelor's degree in Computer Science, Information Systems, or a related field (willing to accept foreign education equivalent) plus five (5) years of experience as a Software Developer or related occupation implementing REST MuleSoft solutions. Experience must include: 3 years of experience implementing REST MuleSoft solutions with Salesforce, ServiceNow, Peoplesoft, and data warehouse applications; 2 years of experience interfacing with external systems through messaging mechanisms such as JMS or MQSeries; 2 years of experience developing version controls using GIT or Bitbucket; 2 years of experience utilizing SOAPUI or Postman; 2 years of experience utilizing Splunk, SUMO, or a similar API performance tool. Specific skills/other requirements – Must also possess the following (quantitative experience requirements not applicable to this section): Utilizing Mule 4.0+ with both on-premises servers and CloudHub; Managing full API lifecycle; and Implementing MUnit, DataWeave, API Manager, AnyPoint Studio, Anypoint MQ, CloudHub, and SQL.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91842

Vice President - Head of Data Platforms (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Join Strategic Capabilities and collaborate with a winning team developing and executing game-changing business strategies, informed by cutting-edge data and competitive insights. Fuel business growth through smart acquisitions, innovative partnerships, and impactful technology integration. Leverage AI and strategic data management to bring ideas to life, all while ensuring effective governance and project management.

Role Overview:
The VP of Data Platform Engineering will lead the design, development, and scaling of enterprise-grade data platforms that power analytics, machine learning, AI, and business intelligence across the organization. This role requires a visionary leader who can balance technical excellence with business strategy while building and inspiring high-performing engineering teams.

What You’ll Do:

Strategic Leadership
• Define and execute the long-term technical vision and roadmap for data platform architecture
• Partner with C-suite executives and business stakeholders to align data platform capabilities with business objectives
• Drive platform strategy decisions including build vs. buy, technology stack selection, and architectural patterns
• Establish data platform standards, governance frameworks, and best practices across the organization
• Lead digital transformation initiatives and modernization of legacy data systems

Engineering Excellence
• Oversee the design and implementation of scalable, reliable, and secure data platforms
• Champion engineering best practices including CI/CD, infrastructure as code, observability, and automated testing
• Drive platform strategy to support core insurance functions including underwriting, claims, actuarial analysis, and agent operations
• Enable advanced analytics for risk assessment, fraud detection, and customer lifetime value optimization
• Lead technical architecture reviews and technology evaluation processes

Team Leadership & Development
• Build, lead, and mentor a diverse team of data engineers, platform engineers, and technical managers
• Foster a culture of innovation, collaboration, and continuous learning
• Develop talent pipeline through strategic hiring, succession planning, and career development programs
Cross-Functional Collaboration
• Collaborate with VP of Analytics, VP of Data Science, and CTO to deliver integrated data solutions
• Partner with Product Management to translate business requirements into technical solutions
• Work closely with Engineering teams across the organization to enable data-driven product development
• Engage with external partners, vendors, and technology communities to stay current with industry trends

What You’ll Bring:
• 15+ years of progressive experience in data engineering, platform engineering, or related technical fields
• 8+ years in senior leadership roles managing large engineering organizations
• Proven track record of scaling data platforms at high-growth companies or enterprises
• Experience leading digital transformation and cloud migration initiatives
• Background in both startup and enterprise environments preferred
Technical Expertise
• Deep expertise in modern data stack technologies (Spark, Kafka, Airflow, dbt, Databricks, etc.)
• Strong knowledge of AWS cloud platform and infrastructure automation
• Experience with containerization, microservices, and distributed systems architecture
• Familiarity with machine learning platforms and MLOps practices
• Background with real-time data processing and streaming analytics
• Experience implementing a data mesh architecture and domain-driven design principles
• Previous experience as a VP or C-level executive at a technology company
• Active participation in open source communities or technology thought leadership
• Experience is scaling AI driven Software and Data Engineering.
Leadership & Business Skills
• Exceptional leadership and people management skills with experience building high-performing teams
• Strong business acumen with ability to translate technical concepts to executive stakeholders
• Excellent communication and presentation skills for both technical and non-technical audiences
• Experience managing P&L responsibility and large technology budgets
• Track record of driving cultural change and organizational transformation

Pay Transparency

Salary Range: $250,000 to $300,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92098

Portfolio Solutions Senior Associate (New York, NY, US)

Job Requisition ID: 91988

Location Designation: Hybrid - 4 days per week

The Portfolio Solutions Team, part of the Office of the Chief Investment Officer (OCIO) at New York Life, plays a critical role in advancing the firm’s general account strategy through quantitative analysis, third-party manager oversight, and strategic cross-functional initiatives. This team develops capabilities and delivers insights that directly enhance portfolio construction and investment performance.

We are seeking a highly motivated and dynamic Senior Associate to support the underwriting, onboarding, and ongoing oversight of third-party asset managers, particularly across private credit-oriented strategies. This role demands strong investment acumen, operational fluency, and a collaborative mindset to navigate complex initiatives across multiple stakeholders.

What You'll Do:

Third-Party Manager Due Diligence & Underwriting. In collaboration with the Business Development and/or Alternatives team, conduct comprehensive initial and ongoing investment and operational due diligence on third-party asset managers, with a particular focus on credit-oriented strategies across structured and private markets. Contribute to underwriting decisions that reflect life insurance-specific considerations, including capital efficiency, statutory and GAAP accounting treatment, and enterprise-wide general account objectives.
Mandate Onboarding & Cross-Functional Coordination. Lead and coordinate cross-functional initiatives involving Portfolio Management, Operations, Risk, Legal, Compliance, and Technology to ensure the timely and effective onboarding and operational readiness of new investment mandates.
Asset Class Diligence. Support the evaluation of new and existing investment strategies across public and private markets. Analyze asset class characteristics within the context of regulatory capital treatment, asset-liability management, and accounting implications to ensure alignment with the general account’s investment framework. Work closely with Business Development to identify nascent or emerging asset classes.
Centralized Manager Oversight Platform. Assist in the development and ongoing enhancement of a centralized oversight platform to systematically capture, analyze, and report on key manager data—including performance metrics, exposures, fees, and operational risks—enabling scalable governance and informed decision-making.

What You'll Bring:

Bachelor’s degree (preferably in finance or business); CFA, MBA, CAIA preferred
Demonstrated ability to operate effectively within a large organization, with a strong process-driven mindset and a collaborative approach to cross-functional initiatives.
Proven experience conducting both qualitative and quantitative due diligence on third-party asset managers, with a focus on structured credit, private credit, and other alternative fixed income strategies.
A track record of independent judgment and innovative thinking in investment analysis, asset allocation, or portfolio construction, particularly within complex institutional frameworks.
Familiarity with the unique investment considerations of insurance general accounts, including regulatory capital requirements, insurance accounting principles, and asset-liability management.
Strong verbal and written communication skills, with the ability to convey complex topics clearly and effectively in discussions with senior leadership and stakeholders.
High level of intellectual curiosity, professional maturity, and a continuous improvement mindset aligned with a high-performing investment culture.

#LI-AM1

Pay Transparency

Salary Range: $90,000-$135,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91988

Associate, Technology Audit (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

This position will play a role in planning, control assessment, test design and execution phases of IT audits, as well as audit issue evaluation. The position will be based at the Company’s headquarters in New York City and expected to follow a hybrid schedule of onsite and remote. The position will report directly to a Corporate Vice President on the IT audit team. The role focuses on technology audits and advisory services, as well as integrated audits within the insurance, agency, investments, and corporate functions universes.

What You'll Do:

· Participate in planning, scoping and executing IT audits using department methodology under the direction of the audit manager.

· Participate in walkthroughs with stakeholders under the audit manager’s supervision, formulate risks, controls and execute testing to address the risks in alignment with the scope including designing test attributes, determining sample sizes and evidence requirements under the guidance of the audit manager.

· Run meetings and walkthroughs with clients while demonstrating active listening and critical thinking.

· Communicate efficiently with stakeholders during audits and clearly articulate evidence requests, testing rationale, follow-ups and audit findings outlining risk and root cause.

· Explore and use data analytics during audits and independently obtain required data.

· Independently draft audit observations, apply root cause analysis to issues, and assist in following up on action plans to ensure timely resolution.

· Provide timely updates on audit status and early indication of findings or delays to the audit manager along with suggested next steps.

· Pro-actively seek tasks and independently manage time to align with available capacity. Independently execute to multiple concurrent priorities alongside audits such as issue validation, department initiatives etc.

· Assist in risk assessing technology plan areas by supporting the team in gathering and documenting inputs.

· Stay up to date on relevant industry, technology and regulatory matters through self-education and department supported trainings. Gain an understanding of the Company’s business and priorities.

· Actively provide inputs and adapt to rapid changes in the department and Company. Demonstrate ability to quickly pivot and make level-appropriate decisions independently while keeping their team and manager informed.

· Travel 10% - 15% domestic and international.

What You'll Bring:

· Minimum of two to four years of IT auditing experience. Experience within either Internal Audit or relevant Big 4 consultancy is a plus.

· Knowledge of multiple IT environments (e.g., Windows, UNIX/Linux, Mainframe, AWS) and functional areas (e.g., cybersecurity, information security, access management, data protection etc.) is desirable.

· Working knowledge of risk and control concepts in the context of internal audit.

· Familiarity with IIA Standards and internal audit methodology.

· Experience with Data Analytics software such as Tableau is a plus.

· Clear grasp of how the first, second, and third lines function to manage and mitigate risk.

· Good understanding of relevant regulations, industry standards and frameworks (e.g., SSAE 18/SOC, SOX, COSO, COBIT, ITIL, ISO27001, NIST), is a plus.

· Good understanding of relevant regulations such as NYDFS, HIPAA and GLBA.

· Bachelor’s degree in information systems, Accounting, or other quantitative discipline preferred (other bachelor’s degrees may be considered).

· Currently holds or is committed to pursuing professional audit certification such as Certified Information Systems Auditor (CISA).

· Proven ability to multi-task, complete projects on time and on budget, and adjust to changing priorities. Ability and desire to learn quickly, be flexible and think strategically.

· Strong communication (i.e., verbal and written) and interpersonal skills with the ability influence change.

· Enthusiastic, self-motivated, effective under pressure and willing to take personal responsibility/accountability.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $62,400-$90,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92070

Corporate Vice President, Underwriting Modernization (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

The Corporate Vice President, Underwriting Modernization plays a critical role shaping the future of Underwriting at New York Life. We are seeking a visionary and execution-focused Corporate Vice President to lead modernization efforts in morbidity underwriting across our life, disability, and hybrid product portfolios. This leader will drive strategic initiatives that transform underwriting practices through automation, data analytics, digital experience enhancements, and process reengineering, ensuring sustainable growth and competitive advantage.

What You'll Do:

Underwriting Modernization & Innovation
• Analyze underwriting data and processes to identify opportunities for automation, efficiency, and improved risk selection
• Lead and implement innovation projects focused on modernizing underwriting, from ideation to execution including automation of evidence collection, risk assessment tools, and decision engines.
• Develop, maintain, and enhance underwriting rules engines and predictive models specific to morbidity/ mortality risk.
• Collaborate cross-functionally; Partner with product, actuarial, and technology teams to redefine underwriting workflows and digital customer experiences.
• Identify and implement innovative tools and data sources (e.g., electronic health records, predictive analytics, third-party data) to improve underwriting speed, accuracy, and user experience.
• Oversee agile delivery and vendor teams working on digital underwriting projects, ensuring alignment to business priorities and compliance standards.
• Develop underwriting governance models that balance risk management with efficiency.
• Create business cases for modernization initiatives, including ROI estimates, resource requirements, and success metrics.
• Foster a culture of continuous improvement by monitoring key performance indicators (KPIs) and industry trends in morbidity underwriting.
• Serve as a thought leader internally and externally; stay current with medical advancements, regulatory changes, and market trends impacting underwriting.

Executive Communications & Collaboration
• Analyze complex data and business metrics to synthesize actionable insights and guide strategic decision-making at the leadership level.
• Collaborate with senior leaders and product teams to gather input, shape discussion topics, and ensure follow-through on key action items to drive progress of business priorities.
• Provide oversight of agile and vendor delivery teams to deliver on strategic initiatives. Partner and collaborate with/communicate effectively with operations teams.
• Track and monitor the execution of high-priority decisions, providing regular updates to leadership on progress and outstanding action items.

Strategy Execution & Business Metrics:
• Lead the reporting and communication of Underwriting OKR progress, ensuring business priorities remain on track.
• Work closely with cross-functional partners to surface roadblocks, identify solutions, and drive execution of strategic initiatives.
• Support the development, execution, and ongoing refinement of the Underwriting Modernization PX roadmap

What You'll Bring:

• Bachelor’s degree in a relevant field; advanced degree or professional designations (e.g., FLMI, FALU) preferred.
• Extensive experience (7+ years) in underwriting, with a strong focus on health/morbidity risk.
• Proven track record in leading underwriting innovation or transformation projects.
• Strong analytical, critical thinking, and project management skills.
• Excellent communication and collaboration abilities, with experience presenting to senior leadership.
• Familiarity with rules engines, predictive modeling, and data-driven underwriting practices.

Pay Transparency

Salary Range: $135,000-$180,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91977

GBS Claim Operations Director, AI Solutions & Business Insights (Farmington, CT, US)

Location Designation: Fully Remote

Group Benefit Solutions is committed to delivering outstanding experiences to our customers and employees during the moments that matter most. Our mission depends on a deep understanding of our operations and outcomes, powered by data-driven insights along with fostering a continuous improvement mindset striving to elevate our processes and outcomes. As part of this mission, we seek to expand our capabilities in operational intelligence and strategic analytics to guide the future of claim operations. As our opportunities to grow and refine our execution emerge, we are leaning heavily into the fast-growing capabilities centered around Artificial Intelligence.

Role responsibilities

The Director of AI Solutions & Business Insights will lead a high-impact team focused on unlocking our greatest potential by surfacing actionable intelligence, elevating performance, and supporting decision-making across claim operations by:

Delivering analytic frameworks that power business reviews, performance conversations, and continuous improvement
Developing and delivering GenAI capabilities into daily functions where appropriate as informed by strategic insights leveraging enterprise ChatGPT & Microsoft Co-Pilot
Partnering across Strategy, Product, IT, and Operations to define & monitor KPIs, measure impact, and highlight strategic opportunities
Providing leadership with actionable insights through trend analysis, predictive modeling, and root cause investigations

Role description

As a key member of the GBS Claim Operations Strategy & Planning leadership team, the Director of AI Solutions & Business Insights will champion a data-informed culture, enabling claim operations leadership to make confident, insight-driven decisions while blending the “human in the loop” AI concepts with service excellence. This role combines strategic thinking with hands-on analytics to optimize outcomes, monitor performance, and identify areas for transformation with creative advanced AI capabilities.

Key responsibilities

Create & deliver GenAI local assets to be leveraged by a full organization with enterprise license AI tools
Maintain a backlog of AI use cases that are informed by grassroots innovation discussions with front line staff as well as partnering with GBS IT to ensure accurate & timely delivery of a custom GPT vs. broader Agentic AI strategic solution

Ensure that Agentic AI solutions consider the potential to incorporate:
- Goal-oriented behavior interpreting high-level objectives & take initiatives to achieve while adapting to changing conditions
- Planning & decision-making systems that can reason through multi-step problems, prioritize tasks & choose among various strategies
- Operate with autonomy making decisions on when & how to act as well as when to stop or seek human intervention
- Contextual awareness to understand & respond to the environment dynamically while often integrating real-time data & feedback
Delivery of enterprise-level reporting and analytic tools for Claim Operations
Partner within the Strategy and Planning teams to identify data needs and deliver insights aligned with our operational goals
Translate complex data into business narratives and recommendations tailored for executive consumption
Drive continuous evolution of key performance indicators (KPIs) to reflect emerging strategies, market changes, and process improvements
Lead cross-functional analytic initiatives, including:

Time & motion studies assessing current state opportunities ahead of developing future state recommendations alongside key business partners
Trend analysis and variance detection
Data quality assessments and integrity checks

Collaborate closely with leaders across Claims, Service Operations, Reporting and Technology to align data priorities with strategic imperatives
Guide and mentor a team of insight specialists to develop scalable and repeatable analytic capabilities informing monthly artifacts for Senior Leadership consumption
Champion the use of BI tools (e.g., Tableau, Power BI, SQL-based platforms) to empower self-service and real-time access to insights
Perform additional duties as assigned

Qualifications

10+ years of experience in Group insurance industry, with strong preference for Claims experience and a track record of building high performing teams
5+ years in a strategic role focused on operational efficiency, cost management, and process optimization.
5+ years of direct leadership required with Continuous Improvement leadership strongly preferred
High school diploma required with BA/BS degree or equivalent work experience preferred
Strong affinity for leveraging self-directed learning in the field of Generative AI with a bias for action as well as test & learn
Proficiency with data utilization and advanced Excel capabilities
Strong knowledge of group insurance products (Absence, Disability, Life/AD&D, Life Waiver, Voluntary Benefits) is highly valued.
Excellent verbal and written communication skills, with the ability to influence without direct authority while able to distill & present complex data into executive-ready insights

Skills and abilities

Exceptional organizational and prioritization skills, adept at managing multiple priorities effectively
Strong analytical and creative problem-solving capabilities, informed by data, historical trends, and customer insights
Proven ability to summarize complex concepts, present cases for change, and articulate ROI for recommendations
Talent for building trust and fostering positive working relationships across all levels
Experience with GenAI tools and capabilities aimed at delivering localized process efficiencies while maintaining a growing list of front-line staff concepts for build & deploy
Strong aptitude for researching and evaluating emerging GenAI capabilities geared at informing process optimization efforts within day-to-day execution

Leadership capabilities critical for success in this role

Strategic Thinking
Data-Driven Decision Making
Innovation
Leading High Performing Teams
Cross-Functional Collaboration
Bias for Action

This role offers the opportunity to drive meaningful improvements and shape the future of GBS Claim Operations.

Pay Transparency

Salary range: $120,000-$150,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92104

#GBS

Analyst, Financial & Cost Transparency (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:
The Financial Analytics and Allocations team within the Strategic Capabilities Finance department is looking for a Senior Associate – Financial & Cost Transparency. This role focuses on partnering with finance, business, and technology stakeholders to maintain and enhance the Bill of IT, Strategic Investment planning, and Financial, Planning, & Analysis (FP&A) processes.

The role aims to enhance cost visibility and enable fact-based decision-making across IT and business functions. The ideal candidate will support the Apptio suite of applications, data governance, reporting, and dashboarding needs across various service owners and cost centers. This position requires problem-solving skills, an analytical mindset, and the ability to identify automation opportunities and other process simplifications. The role also requires the ability to work independently and as part of a cross-functional team.

What You’ll Do:
Apptio Platform Configuration and Administration
• Implement, configure, and administer the Apptio modules, including Cost Transparency, Planning, and TargetProcess.
• Serve as a liaison between IT, Finance, and Apptio SMEs to ensure models are accurate, scalable, and aligned with business goals.
• Maintain cost allocation logic, service hierarchies, and associated metadata to support the Bill of IT.
• Drive continuous improvement through automation, workflow management, and enhanced user testing.
Data Integrity and Financial Modeling
• Extract, validate, and integrate data from systems such as CMDB, general ledger, ITSM, and cloud platforms to support Apptio models.
• Develop monthly variance and trend analysis using Apptio or Tableau for use by Finance, business, and Technology stakeholders.
• Ensure that service costing and chargeback models align with financial best practices and IT service delivery frameworks.
Operational Reporting & Metrics
• Build and enhance dashboards within Apptio or Tableau to communicate cost drivers, KPIs, and service consumption metrics.
• Maintain data dictionaries, service catalogs, and IT cost transparency models critical to delivering the Bill of IT.

What You’ll Bring:
Required Skills:
• A bachelor's degree preferred in finance, accounting, information systems, data/business analytics, or a related field.
• 4-8 years of experience in IT financial management, technology business management, finops, data analytics, cost accounting, or systems support roles.
• Hands-on experience with Apptio, including any combination of Cost Transparency, Planning, or TargetProcess modules.
• Understanding of IT service costing, cost allocation, and financial modeling concepts.
• Proficiency in Excel, data integration, and financial modeling.
• Familiarity with enterprise systems (ERP, CMDB, cloud billing, project tracking tools).
• Ability to work with large data sets across disparate sources (e.g., GL, HR, cloud, on-prem IT).
• Strong analytical skills with attention to detail.
• Ability to communicate technical and financial concepts to both IT and business stakeholders.
• Organized, self-motivated, and capable of managing priorities across multiple projects.
Preferred Skills:
• Apptio certification (e.g., TBM Studio Analyst, Administrator).
• Experience in IT chargeback/showback models or cloud cost optimization programs.
• Familiarity with agile project management tools, especially TargetProcess or JIRA.
• Knowledge of ITIL, Agile, or SAFe frameworks.

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92112

Corporate Vice President (Group Benefit Solutions) (Philadelphia, PA, US)

Location Designation: Fully Onsite

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

Offered Wage: $152,734.92/year

Duties: Accountable for cross-functional responsibilities supporting the company's Group Benefit Solutions (GBS) Product Management function. Partner with GBS operational teams, key stakeholders, and experience owners to define overall product vision through epics, features, and user stories. Define acceptance criteria and participate in various SAFe Agile ceremonies for product delivery and acceptance. Participate with the Agile Release Train (ART) and partner closely with experience owners, product managers, Release Train Engineers (RTE), scrum masters, and system test leads to define overall ART delivery, including identifying key dependencies and prioritizing epics, features, and user stories for optimum release sequence and value realization. Act as a subject matter expert (SME) for the internal scrum team and across the ART. Prioritize and execute user stories within each sprint based on optimum sequence. Partner with the scrum master and other ART team members on a regular basis to ensure assigned features are fully executed within the prescribed program increment. Plan and execute required product owner activities, including PI planning, grooming, and demonstrations. Prioritize work for delivery teams based on business value and stakeholder engagement. Manage user stories, including accurate story descriptions and acceptance criteria. Participate in ART activities such as PO Sync and PI planning and escalate risks as needed. Drive delivery by providing clarifications and solutions by partnering with stakeholders, software implementers, business SMEs, and capture all decisions. Ensure proper user stories are assigned to the scrum team. Work across multiple business units, including product, architecture, and delivery teams to maintain scope and schedule changes.

Education & Experience Requirements: Bachelor’s degree in Information Technology, Information Science, Management Information Systems, Computer Science, or related field (willing to accept foreign education equivalent) plus 7 years of experience as a Corporate Vice President, Senior Consultant, or related occupation performing product management, Agile software delivery, defining features and user stories, including identifying key dependencies and the optimal release sequence to generate the largest business case value realization. Or alternatively, a Master’s degree in Information Technology, Information Science, Management Information Systems, Computer Science, or related field (willing to accept foreign education equivalent) plus 5 years of experience as a Corporate Vice President, Senior Consultant, or related occupation performing product management, Agile software delivery, defining features and user stories, including identifying key dependencies and the optimal release sequence to generate the largest business case value realization. Specific skills/other requirements - Must also possess the following (quantitative experience requirements not applicable to this section) - Experience must include: Deconstructing Agile initiatives and epics into a complete and prioritized set of features and user stories; Driving and leading the software delivery process by partnering with stakeholders, software implementers, business experts and other technology teams to resolve issues; Writing complex SQL queries and performing data analytics and system analysis; Creating technical documentation such as system flow diagrams, feature documents, and data lineage; Utilizing both the technical (Java, .Net code, AWS) and business language to analyze software systems; and Utilizing various tools (Visio, Tableau, Confluence, Jira) to produce comprehensible deliverables.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 92121

Director and Actuary (Strategy & Special Initiatives) (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Corporate Vice President & Actuary - ALM & Investment Strategy (Strategy and Special Initiatives)

Business Overview:

What You'll Do:

Collaborate with the Actuarial Services, Business Units, Pricing, Risk, Finance, and OCIO Teams to analyze and manage the company’s ALM profile
Help develop ALM hedging strategies to optimize NYL balance sheet and earnings profile
Provide ALM modeling analysis and support for investment and hedging strategies
Work with the Investment Strategy team to develop pricing and reinvestment baskets in support of new business and inforce management
Develop frameworks in support of asset liability management
Support the ALM team leaders in calculating, aggregating and reporting of the NYL General Account ALM position
Perform periodic reviews of ALM metrics as well as the current methodologies
Help build and test investment strategies for new and existing products
Conduct research to support and expand ALM practices

What You'll Bring:

PF5 level, Strong PF4s will be considered
4+ years of experience in life insurance and/or annuities, preferably in ALM or related discipline
FSA designation in the Society of Actuaries highly desirable
CFA designation and/or investments experience a plus
Deep understanding of life insurance and/or annuity financials and modeling results
Ability to think strategically about ALM and investment strategy
Strong modeling, analytical, and technical skills
Prophet experience a plus
Python coding experience desired
Strong business partnering skills
Strong communication (written and oral) skills, drafting and presenting different types of presentations to a wide variety of stakeholders

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $122,500-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91939

Development Manager-Birmingham GO (Birmingham, AL, US)

Location Designation: Fully Onsite

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

Business / Role Overview:

This position will support the Birmingham GO.

What You'll Do:

Drive, monitor and assist New Org Agent retention and production efforts.
Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to assisting Monthly and Annual Plan Meetings.
Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
Effective with technology to enable training and assistance in virtual environment.

What You'll Bring:

Bachelor’s Degree preferred
Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
Valid State Life and Health Licenses
FINRA Registrations- Series 6 & 63
Persuasive, Verbal and Written Communication Skills
Performance Management
Facilitating Groups
Coaching
Developing, Empowering and Influencing Others
Providing Motivational assistance
Goal, Impact and Result Oriented
Adaptability and Flexibility
Leading Change
Problem Solving
Planning and Strategizing
Ability to mentor other DMs
Demonstration of effective FOD and IDD
Can lead one on one Development Conversations with Partners

Pay Transparency

Salary Range: $60,000-$85,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Senior Associate, Software Engineer - Investment Technology (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Software Engineer - Investment Technology

Are you a passionate software engineer who’s excited about building enterprise-grade systems, exploring new technologies, and making a real impact in the world of investments? If you have 5–12 years of experience and are looking to step into a role where innovation meets purpose—this might be your next big move.

What you’ll do:

Design, code, and build scalable, high-performance applications
Collaborate with cross-functional teams to deliver enterprise-quality software solutions
Conduct POCs and develop prototypes for emerging business and tech challenges
Act as a key technical advisor, contributing to product vision and innovation
Lead with curiosity—designing and developing reusable components and modern capabilities
Constantly explore tech advancements and propose ongoing improvements
Communicate complex ideas clearly and collaborate across global teams (including offshore)
Work independently and as part of a team to meet fast-paced deadlines

What you’ll bring:

5–12 years of hands-on software development experience
Solid understanding of the full Software Development Lifecycle (SDLC)
Proficiency with both Agile and Waterfall methodologies
Strong grasp of application integration via APIs—including vendor systems
Up-to-date on architecture trends and systems best practices
Your Tech Toolbox We work across a modern and dynamic stack.
.NET Technology Stack, WebAPI, NodeJS Web development with Angular, React, ASP.NET MVC, JavaScript, CSS, JQuery, AJAX, HTML5, Python, SharePoint Online, PowerShell
Databases: Oracle, SQL, Postgres, Redshift, NoSQL
Cloud Infrastructure: AWS or AzurReporting Tools: Crystal Reports, Business Objects, Tableau (nice to have)
DevOps & Tools: GIT, Team Foundation Server (TFS), JIRA, CI/CD pipelines
Preferred: Aspose, Kendo UI, Telerik, Angular Material UI

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91831

Director & Actuary (Measurement & Reporting) (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Business Overview:
The ALM & Investment Strategy Team’s mission at New York Life is to effectively partner with the business, finance, and asset management teams to research, develop, and implement Investment strategies that help meet business and financial objectives. These goals heavily depend on robust models and data.

What You'll Do:
• Support the ALM team leaders in calculating, aggregating and reporting of the NYL General Account ALM position
• Collaborate with the Actuarial Services, Business Units, Risk, Finance, and OCIO teams to analyze and manage the company’s ALM profile
• Perform deep dives and quarterly review of ALM results
• Build and maintain reporting systems (e.g. Python and Tableau)
• Provide ALM modeling analysis and support for investment and hedging strategies
• Conduct research to support and expand ALM practices
• Build and test investment strategies for new and existing products

What You'll Bring:
• 4+ years of experience in life insurance and/or annuities, preferably in ALM or related discipline
• FSA designation in the Society of Actuaries highly desirable
• CFA designation and/or investments experience a plus
• Deep understanding of life insurance and/or annuity financials and modeling results
• Ability to think strategically about ALM and investment strategy
• Strong modeling, analytical, and technical skills
• Python coding experience desired
• Prophet experience a plus
• Tableau experience a plus
• Strong business partnering skills
• Strong communication (written and oral) skills, drafting and presenting different types of presentations to a wide variety of stakeholders

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $122,500-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91938

Senior Associate - Sr. Quality Test Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per month

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

We are seeking an experienced and driven Sr. Quality Test Engineer to join our dynamic team. This role is ideal for someone passionate about delivering high-quality software solutions through efficient QA strategies, automation, and collaboration. You will play a critical role in defining quality standards, leading test efforts across projects, and ensuring smooth and timely delivery of enterprise-level applications.

What You’ll Do:
• Manage QA efforts across multiple projects with cross-functional teams.
• Define and promote best practices in software testing and quality assurance.
• Plan, design, and execute test strategies including functional, regression, system integration, load, and performance testing.
• Write, maintain, and execute automated test scripts using tools such as Selenium, MABL, or similar.
• Review and validate test coverage and test results to ensure quality delivery.
• Collaborate with developers, product owners, and business stakeholders to ensure requirements are met.
• Support and coordinate User Acceptance Testing (UAT) with business users.
• Troubleshoot issues, conduct root cause analysis, and maintain defect logs.
• Continuously improve testing strategies through automation, process enhancements, and emerging testing methodologies.
• Provide technical leadership, mentorship, and share knowledge across QA and development teams.

What You’ll Bring:
• Expertise in test automation frameworks (e.g., Selenium/WebDriver, MABL, BDD/TDD).
• Hands-on experience with test management tools (e.g., JIRA, PractiTest).
• Strong knowledge of API testing tools like Postman, SOAP UI, etc.
• Proficient in developing and executing test cases in both open-source and proprietary frameworks.
• Familiarity with cloud, mainframe, distributed, and highly integrated systems.
• Solid understanding of Agile, Kanban, and Iterative methodologies.
• Skills and experience with relational databases (e.g.SQL, SOQL, MySQL, PostgreSQL) for data validation and querying.

Preferred Qualifications / Requirements
• Bachelor’s degree in computer science or a related field.
• 5–7 years of experience in software testing or technology support roles.
• Proven ability to manage QA processes in a multi-project environment.
• Experience in Life Insurance, Annuity, and/or Wealth Management industries is a strong plus.
• Experience working with Salesforce and/or CRM systems is advantageous.
• Strong analytical, organizational, and problem-solving skills.
• Demonstrated leadership in test planning, execution, and continuous improvement.
• Experience in facilitating Root Cause Analysis and retrospective sessions.
• Effective communication and collaboration skills within cross-functional teams.
• Industry-standard QA or Cloud-related certifications (e.g., ISTQB, AWS Certified Cloud Practitioner, Azure Fundamentals) are an added advantage

#LI-TL2

Pay Transparency

Salary Range: $85,000-$145,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91846

Senior Associate, Salesforce Developer (Lebanon, NJ, US)

Location Designation: Hybrid - 3 days per month

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.

We are currently seeking a Salesforce Developer to join the Customer & Field Service Experience Agile Release Train (ART) within the Service Experience Value Stream (VS). As a Salesforce Developer, you will play a key role in supporting the design, development, and implementation of Salesforce solutions that align with business objectives. You will work closely with technology analysts, developers and business stakeholders to customize and optimize our Salesforce platform while also contributing to broader application development initiatives.

What you’ll do:

Develop and customize Salesforce applications using Apex, Visualforce, Lightning Web Components, and other Salesforce technologies.
Design, develop, test, and maintain high-quality software solutions using both front-end and back-end technologies to meet business needs.
Architect and implement Salesforce solutions that align with business objectives and technical best practices.
Collaborate with developers and stakeholders to gather, analyze, and refine business requirements.
Troubleshoot and resolve issues within the Salesforce environment to ensure optimal performance and user experience.
Optimize the software development lifecycle by identifying and addressing inefficiencies and productivity barriers.
Maintain and enhance existing Salesforce applications through continuous improvements, automation, and risk mitigation strategies.
Evaluate and refine application architectures and infrastructure to improve scalability, security, and performance.
Document and maintain technical artifacts to ensure up-to-date records of application states and system configurations.
Stay current with the latest Salesforce features, best practices, and emerging technologies to enhance system capabilities.
Foster a collaborative team environment, working closely with colleagues to drive innovation and achieve business goals.

What you’ll bring:

Bachelor’s degree in Computer Science, Engineering, or a related field of study is required
Salesforce certifications (e.g., Certified Administrator, Service Cloud Consultant, Platform Developer I and II).
7+ years of hands-on experience in Salesforce development and administration.
Expertise in Apex, Visualforce, and Salesforce Lightning (experience with Lightning Web Components is a plus).
Strong understanding of the Salesforce data model, security, and sharing rules.
Proficiency in Salesforce integration using REST/SOAP APIs and other integration tools.
Proficiency with Apex controllers, Triggers, Batch Apex and other programmatic solutions on the Salesforce platform
Experience working in complex Salesforce environments, preferably with Salesforce Service Cloud.
Experience with Salesforce integrations and AppExchange products.
Strong knowledge of ReactJS, JavaScript frameworks, and SLDS framework
Experience with Salesforce declarative development using Flow.
Einstein experience a plus.
Excellent communication and collaboration abilities.
Strong problem-solving skills with a keen attention to detail.
Familiarity with Agile methodologies and tools such as JIRA.
Ability to thrive in a fast-paced, team-oriented environment.

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91687

Associate, New Business Concierge (Overland Park, KS, US)

Location Designation: Hybrid - 3 days per week

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.

Business Unit Overview:

Join Life Insurance Solutions, the engine behind New York Life's diverse life insurance and employee benefits offerings. Collaborate with experts across various disciplines to develop, manage, and strategically evolve the company's insurance portfolio. Our work directly impacts individuals and families by ensuring they have financial security and peace of mind.

Role Overview:

This position plays a vital role in assisting the Concierge Team by ensuring efficient case management and delivering exceptional service to brokers, case managers, and external partners. This includes acting as a secondary contact for brokers and Field Directors, coordinating follow-ups, gathering required documents for case submissions, and supporting the onboarding of new firms. The New Business Concierge collaborates with teams like Underwriting and Sales Support to streamline case processing, resolve NIGO issues, and ensure compliance with regulatory standards. Additionally, they participate in ongoing training, contribute to process improvements, and maintain high service standards to enhance operational efficiency

What You'll Do:

Serve as a key support resource for the Concierge Team, assisting in managing cases and ensuring an exceptional service experience for brokers, case managers, and external partners.
Act as a secondary point of contact for brokers and Field Directors, providing timely updates and addressing inquiries, escalating complex issues as needed.
Proactively assist Concierges by coordinating follow-ups, gathering outstanding requirements, and ensuring all necessary documents are in place for case submission.
Support the Concierge Team in onboarding new firms, introducing them to NYL’s new business processes, requirements, and best practices.
Participate in training and professional development to expand knowledge of products, underwriting requirements, and case management best practices.
Assist in the management of new business submissions, helping to track cases through underwriting, policy issue, and delivery to ensure smooth processing.
Work closely with Field Directors, Underwriting, Licensing & Contracting, and Sales Support to streamline case processing and resolve outstanding requirements.
Identify and assist in resolving not-in-good-order (NIGO) issues, ensuring applications and documentation comply with NYL and regulatory requirements.
Help maintain workflow accuracy and service standards, ensuring timely and efficient handling of cases.
Assist in documenting best practices and identifying process improvement opportunities to enhance efficiency.

What You'll Bring:

Bachelor’s degree preferred, or equivalent years of related experience
The ideal candidate should have 3+ years of relevant customer service and administrative experience.
Strong computer skills with proficiency in Microsoft Office, including Outlook, Word, and Excel. Proficiency in PowerPoint, Teams, SharePoint a plus.
Strong written and verbal communication skills required, including the ability to communicate technical topics in clear, understandable language.

Training & Development

Customer Service Professionals receive on-the-job training with coaching and feedback provided to help you gain the necessary skills to be successful. On-the-job training may also include opportunities to enhance computer skills, product knowledge, or take insurance industry courses.

Hours

This is a full-time position Monday through Friday. Normal business hours are 8:30 am to 5:00 pm, with an hour for lunch. After initial training is completed, you may adjust your schedule within permitted guidelines while still working 37 ½ hours per week.

Pay Transparency

Salary Range: $45,000-$65,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91413

Senior Associate - Frontend Developer (Lebanon, NJ, US)

Location Designation: Hybrid - 3 days per week

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

As an expert in Digital Front End technologies, lead technical design and implementation efforts that leverage the core capabilities of our digital platforms, bringing web and mobile innovative solutions and experiences that meet/exceed business goals and outcomes.

What You’ll Do:
• Work with Product and UX to analyze/refine requirements and design/implement leading customer experience that drives value and is scalable and secure
• Bridge the gap between high-level architecture developed by platform architects and detail designs created by UI/UX experts
• Working with the ASM and Development team, provide guidance on implementing appropriate monitoring, alerting, and measurements to ensure the health of our environment
• Working with the Digital DevOps team and QA teams to instrument and implement effective automation, realizing both increased productivity and quality
• Provide technical guidance, code reviews, and mentorship to the team on software development best practices using clean code, solid architecture, and craftsmanship
• Integrate APIs and third-party systems as part of the overall architecture
• Optimize site performance to achieve great Core Web Vitals to ensure fast load times and smooth user experience across devices.
• Working with the cloud team, promote and codify platform/cloud engineering best practices as it pertains to application development
• Model strong disciplinary skills through documenting solutions and techniques, ensuring information is available to the team through technical notes and internal knowledge base

What You’ll Bring:
• 5+ years of strong experience as a Front-end software developer
• In-depth knowledge in Angular, React, Vue.js, and Next.js
• Expertise in RxJS, Redux, GraphQL
• JavaScript, TypeScript, HTML, CSS, SCSS
• Experience working with enterprise-level applications and building consumer-facing products
• Experience in API and MicroServices design and implementation
• Experience in AWS cloud infrastructure and application services
• Experience with Responsive Web Design
• Proficiency in UX design tools such as Zeplin and Figma
• Experience building accessible websites that meet WCAG 2.1 compliance
• Experience interpreting wireframe design specs into functional front-end authorable experiences
• Experience leveraging AI-powered tools and frameworks to enhance user interactions, personalize experiences, or streamline front-end development workflows.
• Proven experience working within a distributed technology environment demonstrating ownership and accountability
• Strong analytical, problem-solving, and conceptual skills
• Excel at communicating (spoken, written, presentation) with an ability to express technical concepts in business terms
• Ability to negotiate and navigate difficult or ambiguous situations, adapt and work effectively with a variety of situations, individuals and technologies
• Degree in a STEM or Business field or equivalent
• Takes ownership and accountability
• Ability to work as part of a distributed product team
• Forward-thinking; ability to identify potential risks and issues, proactively providing recommendations for mitigating
• Actively participate and collaborate within Agile teams to effectively plan and execute deliverables for each sprint
• Embraces diversity and inclusion of thought
• Ability to work across boundaries, building cross-organizational relationships
• Strong desire to develop and advance own skills through self-study, hands-on and shadow learning, formal instruction

Preferred Skills
• Experience with tools that advance our Agile and DevOps practices
• Experience with enterprise platforms such as Adobe Experience Manager (AEM), Salesforce, Mulesoft

#LI-TL2

Pay Transparency

Salary Range: $82,500-$140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91830

Development Manager - Long Island GO (Melville, NY, US)

Location Designation: Fully Onsite

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.

Business / Role Overview:

This position will support the Long Island GO.

What You'll Do:

Drive, monitor and support New Org Agent retention and production efforts.
Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to supporting Monthly and Annual Plan Meetings.
Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Effectively train agents to gather names through prospecting process of referrals, social media mining, community events, and center of influence development.
Effective with technology to enable training and assistance in virtual environment.

What You'll Bring:

Bachelor’s Degree preferred
Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
Valid State Life and Health Licenses
FINRA Registrations- Series 6 & 63

Persuasive, Verbal and Written Communication Skills
Performance Management
Facilitating Groups
Coaching
Developing, Empowering and Influencing Others
Providing Motivational assistance
Goal, Impact and Result Oriented
Adaptability and Flexibility
Leading Change
Problem Solving
Planning and Strategizing
Ability to mentor other DMs
Demonstration of effective FOD and IDD
Can lead one on one Development Conversations with Partners

Pay Transparency

Salary Range: $60,000-$85,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Senior Associate, Agency Standards (Compliance Manager) (Atlanta, GA, US)

Location Designation: Fully Onsite

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

Business Unit Overview

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

** This role will be located in the Atlanta General Office (GO) and will support the following GOs – Atlanta, Central Georgia, Central Alabama, Greenville. **

Role Overview:

As a key member of New York Life’s Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm’s high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity.

What You’ll Do:

Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office
Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required
Handles the Seminar Supervision Program
Handles the Enhanced Supervision Programs for Agents and Registered Reps
Handles the Financial Supervision Program for Agents and Registered Reps
Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items
Assists the Managing Partner in recommending and delivering Disciplinary Actions
Serves as the “point person” to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers
Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices
Assists with Complaint Review Handling and Resolution
Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs
Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements

What You’ll Bring:

Bachelor’s Degree and/or equivalent experience
Minimum 2 years of industry experience
Comprehensive knowledge of registered and non-registered products
Must have Series 7, Series 63, Series 24 (Or obtain Series 24 within 90 days)
Series 65, 66, or ChFC (or obtain within 12 months)
Excellent communication skills (written and verbal)
Strong analytical skills required
Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities

Preferred Skills:

Preferred Series 51 or 53

#LI-SV1

Pay Transparency

Salary Range: $85,000 - $128,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 92107

Corporate Vice President - Structured Finance (New York, NY, US)

Location Designation: Hybrid - 3 days per week

As part of Risk Management, you'll play a pivotal role in safeguarding New York Life's strategic goals. By analyzing and mitigating potential risks, you contribute to three crucial areas: strengthening the company's defenses, informing sound business decisions, and advancing risk capabilities across the organization. Your expertise empowers informed risk-taking, fostering sustainable growth and protecting the financial security of millions of policy owners.

Job Overview:

New York Life is seeking a Corporate Vice President with experience in Structured Finance fundamental and quantitative credit risk analytics. This position will play a key role in leading, oversight and supporting our 2nd Line Credit Risk Management team in developing, enhancing, and maintaining NYL’s Structured Finance credit risk analytical framework and infrastructure. The role will work closely with our 1st Line Credit team members and NYL Investor partners to develop various credit risk metrics, limit framework, early warning indicators, stress testing of the portfolio, climate risk modeling, risk return optimization analysis and generate dashboards/reports that draw valuable insights and continuously monitor and enhance our program to provide a fresh look into our risk exposures and top risks of one or more Structured Finance major asset classes such as RMBS, CMBS, ABS, RML, and CLOs. The candidate will lead credit risk identification, quantification and reporting of risk metrics and credit portfolio risk mitigation strategies particularly as it relates to Structured Finance exposures.

What You’ll Do:

Enhance and maintain framework for the oversight of fundamental and quantitative credit risk modeling and analytics of New York Life General Account Structured Finance portfolio.
Review and enhance modeling tools and run sensitivity analysis.
Partner with credit quantitative analytics team and NYL Investor asset sectors as needed for top counterparty analysis, Capital Factors, Credit default, risk return optimization, new transactions, and Investment plan analysis.
Analyze credit quality of collateral pools, review models, performance, macroeconomic and sector factors.
Conduct stress testing of the structured finance portfolio.
Design and Build Structured Finance asset classes credit early warning system.
Monitor ongoing credit risk of the NYL investor General Account portfolio.
Conduct risk review of existing and new transactions as appropriate.
Partner with asset sectors for internal rating review and validation
Support management for the preparation various credit risk dashboard and reporting.
Assist in the development, Review, and recommendation credit risk limits.
Prepare presentations for Senior Leadership Committees to highlight findings and key issues as they arise.

What You’ll Bring:

10+ years of risk management experience with specific background in structured finance modeling, data and fundamental credit risk analytics or equivalent investment experience
Experience with credit analysis and valuation of structured finance (ABS, CMBS, RMBS, etc.), RML, real estate, and corporate securities
Relationship management expertise
Strong verbal, written communication and partnering skills.
Ability to prioritize multiple tasks in a fast paced, changing environment.
Undergraduate degree required; advanced degree preferred.
Proven ability to solve complex risk management problems.
Experience with rating agencies or similar investment experience preferred.
Team player who can adapt to changing priorities.
Experience with Intex, Intex Link, Aladdin platform, Moody’s SAV tools preferred
Strong Excel, SQL database and Power Point skills
Strong interpersonal, relationship management, communication, writing and organizational skills.
Ability to think strategically and apply problem solving skills.
Demonstrated delivery of high-quality results within expected timelines
Team player who is collaborative but also can lead, drive initiatives and can adapt to changing priorities.

Pay Transparency

Salary Range: $137,500-$237,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91632

Senior Internal Advisor Consultant - Michigan (Remote, MI, US)

Location Designation: Hybrid - 1 day per month

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

A Unique Opportunity to Elevate Your Career

New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on market experience, and career advancement.

About the Role

As a Michigan In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your success hinges on adding value beyond product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business growth strategies.

What You’ll Do

Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions.
Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory.
Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights.
Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations.
Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement.
Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients.
Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships.
Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships.
Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement.
Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement.
Uphold a structured, distraction-free work environment at home, ensuring high productivity.

What You’ll Bring

Must reside in Michigan and be able to travel as needed.
At least 2 years of experience in asset management sales or as a Financial Advisor (Michigan experience is a plus, but not required).
FINRA Series 7 & 63 licenses are required.
Bachelor’s degree in Finance, Business, or a related field is preferred.
Passionate about financial markets, investments, and ongoing learning.
Curious mindset with strong questioning skills to uncover advisor needs.
Driven to become a key partner to advisors through knowledge, service, and strategy.
Skilled in executing sales strategies, tracking results, and adjusting to market trends.
Proven track record of sales success and strong advisor relationships.
Able to maintain a dedicated, productive work-from-home environment.
Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets.
Strong presentation, communication, and relationship-building skills.
Self-starter who works well independently and with an External Wholesaler.
Willing to travel to the NYC home office once per quarter.

Why Join Us?

A rare opportunity to gain in-market experience as an Internal Wholesaler, positioning yourself for career advancement.

Direct advisor engagement that allows for deeper relationship-building and enhanced sales effectiveness.

Industry-leading resources, training, and support to ensure long-term success.

Competitive compensation package with performance-based incentives.

Take the Next Step in Your Career

This is a game-changing role in our industry, offering top-tier resources, professional growth, and hands-on market experience. This role is ideal for high-performing individuals who want to expand their skill set and gain field experience.

#LI-AM1

Pay Transparency

Salary Range: Base salary $70,000 + Sales Incentives

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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.

Job Requisition ID: 91962

Sales Representative (Charlotte, NC, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

Develops and implements Group Insurance (Life, Accident, Disability, Absence Management, Accidental Injury, Critical Illness, etc.) sales strategies for targeted brokers in a territory, or a specified geographic area. Primarily focuses on seeking out new clients.

What You’ll Do:

· Obtain new accounts by leveraging Broker relationships

· Meet or exceed annual business plan as measured by new business premium and case count

· Maintain prescribed monthly activity levels including broker calls and quote activity

· Manage the sales process for Life, Accident, Disability, Absence Management and Supplemental Health products.

· Assist Account Executive with renewal process for existing business

· Ensure profitability of new and existing business

What you'll bring:

· 5+ years of relevant experience

· Highly motivated with excellent organizational skills

· Self-starter with ability to work independently or as a team to achieve goals and objectives

· Financial savvy and understanding of underwriting

· Excellent presentation skills

· Excellent verbal and written communication skills

· 50% travel required (predominantly around the “metro” area—mostly “day” trips with occasional out of town/out of region travel)

· Ability to obtain Life & Health licenses within 60 days

· Acceptable driving record

#LI - EM1

#LI -HYBRID

Pay Transparency

Salary Range: $125,000 - $150,000 ( base + sales incentive)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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.

Job Requisition ID: 92072

Senior Associate - Financial Controls Lead (New York, NY, US)

Location Designation: Hybrid - 3 days per month

This role is a hybrid position in the NY Office.

Business Overview:

Role Overview:

Ensure organizational standards, governance and practices for the company’s internal control over financial reporting complies with the NAIC Model Audit Rule (MAR) and Sarbanes-Oxley Act (SOX).

What You'll Do:
• Support the on-going development and maintenance of the NYL MAR/SOX Program governance, policies, standards and procedures.
• Support the Financial Controls Unit (FCU) Manager to execute the day-to-day activities of the MAR/SOX program.
• Responsible for the execution of the testing program for all business process, IT general controls, application controls, end user computing, and third-party service provider controls that impact financial reporting.
• Support the FCU Manager with materiality and scoping of all business process and IT general controls that impact financial reporting.
• Work with process and control owners to develop remediation strategies to address deficiencies in internal control over financial reporting.
• Responsible for the evaluation of system implementation and conversions impact on internal control over financial reporting to determine key controls have been designed and subjected to implementation (user acceptance) testing prior to go-live.
• Responsible for the evaluation for testing source data (e.g., extract files, control reports, etc.) used in the execution of controls to ensure completeness and accuracy.
• Collaborate with business units to assess consistency of the application of MAR/SOX Program requirements.
• Assist with developing and contributing to the tools that support the MAR/SOX Program (SharePoint, Auditboard, etc.).
• Assist with the development and compilation of executive level presentations on the state of internal control over financial reporting for the MAR/SOX Program.
• Support the development, maintenance and delivery of MAR/SOX Program training curriculum.
• Support coordination with internal/external risk and control functions (e.g., Risk Management, Corporate Audit, Corporate Compliance, external auditor) to improve integration of governance, risk and compliance functions.
• Act as liaison with Corporate Audit, external auditor and state regulators for internal control over financial reporting issues.
• Proactively collaborate with the first, second and third lines of defense to drive awareness, accountability and additional oversight in the implementation and ongoing effectiveness of internal control over financial reporting.
• Proactively participate in various risks and controls committees and/or working groups of NYL as assigned.

What You'll Bring:
• Bachelor's Degree with emphasis or concentration in Accounting, Finance
• Minimum of 4 years of experience in roles with major responsibilities for oversight of and/or testing internal control over financial reporting is required
• Basic knowledge of Service Organization Control reports (e.g., SOC1s) is required
• Strong knowledge of Insurance and Actuarial businesses is preferred
• Big four experience is required
• CPA or CIA is preferred
• Demonstrated leadership and ability to manage and supervise staff/consultants in a highly productive environment
• Strong oral and written communication skills. Must be able to effectively communicate with various levels of management, internal customers and auditors
• Team oriented. Ability to work in a fast-paced environment and shift priorities as necessary
• Proficient in Microsoft Excel, Word, Access, Visio, Power Point and SharePoint is required

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $95,000-$135,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91650

Senior Administrative Assistant (New York, NY, US)

Location Designation: Hybrid - 3 days per week

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Role Overview:

The Executive Assistant will provide support for the Corporate Development and Strategy team. This individual will be responsible for working both strategically and tactically on highest team priorities and provide administrative support for the CD&S leadership team. This individual will stretch into organizing and tracking team objectives and goals while providing support for team’s day-to-day operating priorities. In addition, this individual will have significant responsibility in managing multiple priorities, inclusive of department-wide event planning. This role requires close partnership with senior leaders, their assistants, and employees at all levels of the organization.

What You'll Do:

Team Planning: Support team event planning and create team operating agenda, inclusive of weekly, monthly, quarterly rhythm.

Administrative Planning & Execution: Coordinate across multiple teams’ calendars for seamless execution of team activities.
- - Assist CD&S leaders with critical activities and ensure timely prioritization and execution. Effectively maintain and manage leaderships’ business calendars.
  - Handle all aspects of administrative support for leadership and their teams in a timely and professional manner
  - Coordinate and schedule meetings, handle travel reservations, and organize conference/video calls, often involving multiple locations.
  - Coordinate logistics for all meetings including IT, room set up, and catering as needed
  - Utilize Microsoft Office Suite to assist with presentations and reporting
  - Project manage smaller team initiatives, if needed

Meeting Preparation and Presentations: Lead development of logistics, agendas, and materials for business and team meetings (e.g., leadership team meetings, team meetings), ensuring alignment, clarity, and accuracy of materials.
- - Prepare presentations and memos for various audiences, including senior leaders.
  - Assist with written communications

Travel & Expense – prepare/reconcile travel expenses
- - Review and process invoices and expense reports in a timely and accurate manner.

Communications: Develop internal communications, on behalf of CD&S leaders, to ensure timely and relevant information-sharing. Draft talking points for key leader presentations, ensuring appropriate and cohesive messaging.
Flexibility: Remain flexible if priorities change and maintain involvement in a wide variety of tasks based on business demands that arise. Own ad-hoc administrative tasks (e.g., compliance approvals, applause recognition reporting).
Relationship Management: Develop and maintain strong relationships with other Executive Assistants; including providing back-up when needed

What You'll Bring:

Excellent organizational skills and attention to detail. Strong follow up skills
Strong interpersonal skills with a high level of professionalism
Excellent written and verbal communication skills
Ability to prioritize and multi-task
Possesses a sense of urgency
Prior task management experience
Ability to maintain confidentiality, good judgment and diplomacy
Proficient in Microsoft Office including Word, PowerPoint and Excel, including the ability to create professional communication and reports using Word. Ability to draft and format presentations in PowerPoint. Foundational Excel experience and skills to create charts, diagrams and tables of data
Bachelor’s degree preferred
Minimum of 8 years of experience supporting senior level executives in a corporate environment

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $52,500-$90,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91543

Senior Associate, User Acceptance Testing (UAT) Analyst (White Plains, NY, US)

Job Requisition ID: 92002

Location Designation: Fully Onsite

Location: 44 South Broadway, White Plains, New York 10601

Offered Wage: $150,280.00/year

Duties: Execute automation and manual test cases on technology solutions to validate business requirements, design specifications, and production readiness. Develop and execute test plans created to validate software solutions using real-world scenarios and proposed business processes. Partner closely with Requirements Leads, Business Analysts, and IT Testing professionals to ensure business requirements are appropriately tested according to specifications. Report defects, usability variances, and business process issues that negatively impact production readiness or established acceptance criteria. Contribute to the definition of testing acceptance criteria, final approval of production readiness approval, and real-world business use case creation. Work with Business Requirement Leads to determine appropriate test coverage, test scenarios, and exploratory testing strategies according to business requirements. Execute testing, including “Run the Shop” work that focuses on keeping the systems running and small enhancements and large-scale strategic programs that focus on “Grow the Business” and new business technology modernization.

Education & Experience Requirements: Bachelor's degree in Computer Science, Computer Engineering, Information Systems

related field (willing to accept foreign education equivalent) plus five (5) years of experience as a Quality Assurance Professional or related occupation performing automation and manual testing and providing software testing support leveraging Waterfall and Agile testing methodologies within the insurance industry or, alternatively, a Master's degree in Computer Science, Computer Engineering, Information Systems or related field (willing to accept foreign education equivalent) plus three (3) years of experience as a Quality Assurance Professional or related occupation performing automation and manual testing and providing software testing support leveraging Waterfall and Agile testing methodologies within the insurance industry. Specific skills/other requirements - Experience must include 3 years in each of the following skills: Developing Selenium-Java automation frameworks leveraging TestNG and Maven for test suite execution, and crafting functional and non-functional automated testing frameworks and coding, maintaining, and executing test scripts leveraging Eclipse integrated development environment (IDE) to ensure business processes cited in JIRA requirements; Coordinating with user acceptance testing (UAT) teams during Agile sprints to identify test data from SQL databases and creating required test data by managing test cases and bug management processes leveraging JIRA management tools; Crafting test strategies and plans for large-scale projects and tracking revisions to maintain project alignment and ensure version control throughout using documentation in JIRA; Testing web services to verify test results leveraging SOAP user interface (UI) and REST Extensible Markup Languages (XMLs) and extracting data through SQL queries at the backend to ensure software systems reliability and accuracy; and creating JIRA dashboards leveraging custom, defined gadgets and filters in JIRA to view project insights by collecting data from multiple sources, including project details, bug tracking, number and types of reported issues, and overall state of the project to identify areas of improvement and ensure that workflows run smoothly and meet established objectives.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92002

Sr Associate, QA Lead - Service Experience Value Stream (Lebanon, NJ, US)

Location Designation: Hybrid - 3 days per month

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

Role Summary
We are seeking an experienced QA Test Engineer/Lead to join our Service Technology QA team for our Customer Relationship Management (CRM) applications in the FinTech ecosystem (Life Insurance / Annuity / Wealth Management). In this Test Lead role, you will drive testing efforts, optimize testing processes, and improve software quality across the organization. You will collaborate with project stakeholders and end-to-end testers, ensure adherence to standards and guidelines, and support the Development Manager in monitoring QA team performance and delivery metrics. This role requires strong leadership abilities and a focus on delivering high-quality solutions to enhance customer service processes.

What you’ll do:

Quality Assurance Leadership
Ensure high-quality software delivery through planning, implementing, and automating QA testing.
Define and champion quality and testing best practices among development teams.
Write high-quality, efficient, and maintainable test automation code to support regression and functional testing.
Effectively manage and prioritize tasks across multiple projects simultaneously, ensuring alignment with business timelines.
Manage a co-located work team often in multiple time-zones.
Understand and able to work with varying testing methodologies (Agile, Kanban, Waterfall, Iterative).
Test Planning and Execution
Develop and deliver key project deliverables, including Project Test Strategy, Test Plans, Test Cases, Test Data, and Defect documentation in a timely and organized manner.
Plan and implement various types of testing (e.g., regression, functional, data validation, system integration, load, performance).
Conduct integration testing to validate seamless interactions between system components.
Perform thorough API testing using tools like Postman, SOAP UI, or equivalent, focusing on endpoint validation, data flows, and performance.
Design test scenarios and scripts and compare results to functional and non-functional requirements.
Review developer and tester test plans to ensure comprehensive coverage.
Defect Management and Troubleshooting
Document and analyze test results, recommending corrective actions.
Isolate, reproduce, manage, and maintain defects and test case databases, and verify fixes.
Collaboration, Communication, and Continuous Improvement
Identify opportunities to reduce testing time and effort through automation.
Conduct exploratory testing and risk analysis for complex features.
Support User Acceptance Testing (UAT), assisting business partners and end users in validating software quality.
Continuously evaluate the effectiveness of the test suite and explore innovative automation techniques.
Lead the testing efforts of medium to large-sized projects, assign tasks to personnel, and report progress to stakeholders.
Share practices, techniques, and technical knowledge across the organization and implement improvements.

What you’ll bring:

Bachelor’s degree in computer science or related field of study
Technical Proficiency
Extensive knowledge and experience in testing cloud, distributed, mainframe, and highly integrated complex environments.
Proficiency with test automation tools such as Selenium/WebDriver/Orchestrator/MABL and BDD/TDD frameworks.
Experience developing test frameworks and test cases using open-source and in-house test frameworks.
Experience with test management tools like JIRA, PractiTest, etc.

Ability to solve a broad range of problems and take a new perspective using existing solutions.
Attention to detail, an analytical mind with problem-solving aptitude, and strong organizational skills.
Teamwork and Communication
Process Improvement
Understanding of key business drivers and ability to use best practices to improve processes.
Experience working in an Agile/Scrum development process.
Lead Root Cause Analysis/Retrospective Sessions.

Experience:

5-7 years of experience in testing software or technology support.
Experience in the Life Insurance, Annuity and/or Wealth Management (Brokerage & Mutual Funds) business is a plus.
Experience with Salesforce and/or CRM is a plus.
Strong knowledge of service business processes and technology is a plus.

Pay Transparency

Salary Range: $102,500-$175,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92001

Corporate Vice President (Tampa, FL, US)

Job Requisition ID: 92003

Location Designation: Fully Onsite

Location: 8641 Henderson Road, Tampa, Florida 33634

Offered Wage: $149,500.00/year

Duties: Implement Accenture’s Life Insurance Platform (ALIP) and RGA’s Automated Underwriting Risk Assessment (AURA) related to ingesting work, processing rules, utilizing look-up tables, integrating with other existing systems and ultimately auto decisioning the cases. Interpret XML and system tables to assess how they impact ALIP and AURA. Maintain, administer, troubleshoot, and configure ALIP and AURA toolset or other toolsets for business needs. Own ALIP and AURA backlogs, including refinement, prioritization of open issues and enhancements, while having a holistic view of the interdependencies. Write business and technical requirements and configure changes in ALIP and AURA for requested enhancements and small bug fixes. Communicate with business sponsors to ensure enhancements and upgrades are completely understood before implementing changes, including writing release notes. Lead ALIP and AURA stand up meetings, including agendas and meeting notes, and other meetings as required. Represent the new business application intake team in various forums and interdepartmental collaboration. Work with other IT agile teams when NYL Direct initiatives require interaction between systems. Manage the teams’ incidents through Service Now, working with platform partners, Accenture and RGA, as well as internal teams through to resolution. Perform quality assurance and reporting on development efforts being completed by other members of the technical staff, to deliver the expected business value. Manage control reports and analyze results from data mining to provide insight to upper management for decision-making.

Education & Experience Requirements: Bachelor's degree in Computer Engineering

a related field (willing to accept foreign education equivalent) plus eight (8) years of experience utilizing Organization Life Insurance and Annuities Platform, also known as Accenture Life Insurance Platform (ALIP) or industry equivalent to develop software components for new business and underwriting or, alternatively, a Master's degree in Computer Engineering or a related field (willing to accept foreign education equivalent) plus six (6) years of experience utilizing Organization Life Insurance and Annuities Platform, also known as Accenture Life Insurance Platform (ALIP) or industry equivalent to develop software components for new business and underwriting. Specific skills/other requirements - Experience must include (quantitative experience requirements not applicable to this section): Managing service integrations for the ALIP and AURA platforms as a technical lead; Writing queries and developing reports using related query language/tools (Toad); Developing and implementing changes for business units including operations, compliance, and policy maintenance to ensure no defects; Researching and developing new technical workflows, troubleshooting production issues, and recommending improvements to existing processes to enhance efficiency and productivity; and writing requirements, implementing changes, notifying QA for testing, and deploying updates. Position requires 5-10% domestic and international travel. Hybrid role - 2 days remote, 3 days in office.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92003

Associate - Unqork Developer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

As an Unqork Developer Engineer, you will be in charge of developing, configuring, customizing, and deploying applications on the Unqork platform to meet complex business requirements. You’ll collaborate with cross-tech teams and business teams to drive the successful delivery of business solutions on the Unqork platform. This role demands strong technical expertise, programming, and problem-solving skills.

What You'll Do:
• Build solutions on the Unqork SaaS platform as part of a larger Producer Management development team.
• Work with team engineer leads, architects, and business stakeholders to translate business requirements into technology solutions.
• Ensure applications and components are optimized for performance, scalability, and maintainability.
• Develop reusable components and modules on the Unqork Platform.
• Perform rigorous unit testing and debugging to deliver robust and defect-free solutions.
• Develop into an internal Unqork SME for the applications you support in your value stream: acting as technical point for capabilities that your technology has enabled.
• Develop integrations between the Unqork platform and all the necessary data, solutions, and services endpoints needed.
• Partner with the Scrum Master and Product Owner to refine and analyze the backlog and drive the technical delivery of features and user stories into working software (and specifications).
• Stay current with the latest technology including but not limited to Unqork, database, and AI technologies.

Additional Key Responsibilities
• Actively participates in daily standup calls, sprint planning and Program Increment (PI) planning sessions.
• Actively collaborates with and align to information, data, security and infrastructure strategies.
• Partners with Business stakeholders and to review and understand business requirements.
• Conducts complete assessments of complex business problems, including those involving multiple systems, customers, platforms, and technologies.
• Proposes technology solutions within areas of the team’s development.
• Stays current on NYL architectural standards.
• Identifies and suggests technical and architectural and design improvements in current systems.
• Supports the project through the entire software development lifecycle from initial kickoff to production deployment.

What You'll Bring:
• Bachelor’s or Master’s Degree in Computer Science, Information Technology or related field.
• 2-5 years professional experience as a Unqork Configurator / Developer.
• Excellent analytical and problem-solving skills; Can work independently to solve complex technical issues, unit test, and debug.
• Strong SQL skills, including query optimization, performance tuning, and report development.
• Experience with document / NoSQL databases a plus.
• Full-stack development experience a plus.
• REST API development a plus.
• Hunger for continuous learning of new technologies, methodologies, and ways to solve problems.
• Excellent communication and collaboration skills to work with cross-functional teams.
• Ability to manage multiple priorities and deliver high-quality results under tight deadlines.

Pay Transparency

Salary Range: $65,000-$110,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92091

Senior Associate - Foundational Business Communications (New York, NY, US)

Location Designation: Hybrid - 3 days per week

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Sr. Associate, Foundational Business Communications (PF4)

Role Overview:

We are seeking a Senior Associate, Foundational Business (FB) Communications, to join our team. This individual will be responsible for developing and advancing a number of strategic internal and external communications initiatives for the company’s Foundational Business, with a particular focus on supporting executive communications and cross-team collaboration.

What You'll Bring:

As a member of the Foundational Business Communications team, serve as key contributor to support both internal and external communications deliverables for a diverse set of businesses and leaders.
Support development of programs that advance corporate reputation and drive positive outcomes for New York Life’s FB leader; raise the overall profile of the FB strategy and major priorities among internal and external stakeholders, delivering both proactive and reactive support.
Write and prepare a variety of important materials including leadership messages, press releases, intranet content, speaking points, video scripts, social media content, and presentations, as required.
Help develop and expand measurement best practices, including gathering and interpreting metrics to ensure communications projects deliver results – this includes analyzing intranet usage statistics, preparing and delivering employee pulse-surveys, and helping to manage earned and social media metrics.
Leverage feedback, best practices, and expertise to provide best-in-class communications support, including the testing, learning and onboarding of new GenAI capabilities and Continuous Improvement.
Work collaboratively with colleagues across Corporate Communications, including Corporate Design, Editorial, Digital, Video/Meetings, Content Strategy, and Employee Social Engagement.

What You'll Bring:

8-10 years of corporate communications experience, preferably in a Fortune 500 company and/or communications agency.
Proactive client relationship manager, with experience providing advice and counsel to senior stakeholders.
Demonstrated track record of achievement, and excellence in a world-class organization.
Collaborative team player with executive presence and experience participating in cross-functional projects.
Ability to navigate a complex organization and operate within ambiguity is a must.
Experience with change management and culture change initiatives.
Excellent organizational skills with strong attention to detail.
Ability to work effectively in a fast-paced environment and manage multiple projects simultaneously.
Excellent writing, listening, presentation and communications skills.
Bachelor’s degree in Communications, English, Journalism or related field.
Hybrid environment: Office Tuesday through Thursday, working from home Mondays and Fridays.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $95,000-$145,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91023

Compliance Operations Lead (Remote, any state, US)

Job Requisition ID: 91600

Location Designation: Fully Remote

Role Overview:

This position is responsible for the evaluation, analysis, and ongoing monitoring of all new and updates compliance and regulatory changes in support of business operations, product solutions marketing activities, group product compliance, and form filing and annual certification compliance.
This role collaborates with Corporate Regulatory, Legal and other Group Benefit Solutions business areas ensuring operational state and federal compliance. The ideal candidate will have a strong understanding of insurance laws, regulatory frameworks, and industry best practices.

What You’ll Do:

• Monitor and analyze state and federal insurance regulations, ensuring compliance with all applicable laws.
• Responsible for the research and documented analysis of state and federal laws which impact Group Life, Health and Supplemental products.
• Monitor and state compliance trends impacting Group Insurance products and provide analysis.
• Research and interpret regulatory requirements, providing guidance to internal teams on compliance matters.
• Assist in the development and implementation of company policies, procedures, and training programs to align with regulatory changes.
• Prepare and submit regulatory filings, license renewals, and compliance reports to relevant authorities.
• Collaborate with internal stakeholders, including legal, underwriting, claims, and operations, to address compliance risks.
• Conduct compliance audits and risk assessments to identify potential regulatory issues.
• Track and report on emerging industry trends, legislative updates, and regulatory developments.
• Maintain records and documentation of compliance activities, ensuring accuracy and accessibility.
• Support responses to regulatory inquiries, examinations, and audits from state insurance departments and other agencies.
• Assist in developing and enhancing compliance monitoring tools and systems.
• Owns the evaluation and analysis of new and existing compliance and regulatory changes; communicates implications of regulatory mandates and changes in state laws impacting Group Benefit Solutions products and advise on applicability and impact to internal business area operations.
• Provides documented guidance and leads compliance communications related state filing, form management impacting business operations.
• Consult with GBS Legal team on state regulatory compliance issues impacting GBS business operations.
• Report and track state regulatory compliance positions related to state filing requirements related to Advertising, Form Delivery, and Rate filings.

What you'll bring:

• Undergraduate degree or higher, legal degree required
• Ten plus years of relevant Compliance or business experience in state filing and product form compliance for Group Life and Health products.
• Knowledge of state and federal insurance regulations, including NAIC model laws.
• Strong analytical and problem-solving skills with keen attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite and regulatory tracking tools.
• Professional certification (e.g., AIRC, CPCU, or other compliance-related designations) is a plus.

Why Join Us?

• Competitive salary and benefits package.
• Opportunity to work in a dynamic and evolving regulatory environment.
• Professional growth and career development opportunities.
• Collaborative and inclusive company culture.

If you are passionate about regulatory compliance and risk management in the insurance industry, we encourage you to apply!

#LI-KH1
#LI-REMOTE

Pay Transparency

Salary range: 90,000-125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91600

#GBS

Senior Associate, Data Engineer (White Plains, NY, US)

Job Requisition ID: 92131

Location Designation: Fully Onsite

Location: 44 South Broadway, White Plains, New York 10601

Offered Wage: $146,000 /year

Duties: Actively partner with Corporate Data Strategy and Governance and other corporate technology divisions to design and implement solutions to extract and integrate data to and from data warehouses, data marts, and data lakes to provide reports, decision support and driving insights. Identify, investigate, and resolve data discrepancies by finding the root cause of issues. Work with partners across various cross-functional teams to prevent future issue occurrences. Proactively look for opportunities to optimize the data loading structure and develop new approaches to improve the onboarding and integrity of the data. Provide basic reporting and respond to inquiries asking for insights about the data sets from stakeholders. Ensure that data is clean, consistent, and synchronized across platforms, and oversee the design and implementation of data cleansing procedures. Represent area on projects and be a key player in meetings with all levels of management. Act as a mentor to team members and the Foundational Business on all technical issues.

Education & Experience Requirements: Bachelor’s degree in Information Science, Economics, Computer Science

related field (willing to accept foreign education equivalent) plus two (2) years of experience as a Data Engineer, Database Manager, or related occupation interpreting, analyzing and building data products using SQL or Python to help in strategic decision making. Specific skills/other requirements – Must also possess the following (quantitative experience requirements not applicable to this section): Utilizing SQL or Python to transform, manipulate and preprocess large datasets of structured and unstructured data from various sources to conduct data quality assurance, exploratory analysis and inform business decisions; Utilizing Redshift, Hadoop, or Snowflake to design and optimize complex SQL queries in addition to maintaining and implementing data pipelines; Utilizing Python, R or other statistical tools to manipulate large data sets, perform statistical analysis, transform datasets and design automated reports; Sourcing and organizing data from multiple platforms or data sources for reporting and insights; and performing root cause analysis and resolving performance bottlenecks.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92131

Senior Associate, Corporate Development & Strategy (White Plains, NY, US)

Job Requisition ID: 92139

Location Designation: Fully Onsite

Location: 44 South Broadway, White Plains, New York 10601 (fully in-office)

Offered Wage: $174,500.30/year

Duties: Frame and assess complex business problems and areas of opportunity in line with overall vision and strategy of the company. Develop pragmatic solutions to key strategic and operational issues affecting the business. Develop and present recommendations to senior leadership and play a key role in informing and influencing senior management decision making. Support strategic planning processes, including interdependencies between key business, technology and financial planning processes. Facilitate structured reviews of the enterprise portfolio of strategic initiatives and implications (budget, resource allocation). Support agenda and materials development for senior executive audiences and meetings. Own and drive end-to-end delivery of project solutions. Lead execution of key enterprise initiatives by forming collaborative partnerships with colleagues across business and functional areas. Provide thought leadership and subject matter expertise in relevant areas (digital transformation, risk and compliance). Manage enterprise governance and communication processes.

Education & Experience Requirements: Master’s degree in Business, Electronic Engineering, Computer Science, Computer Engineering,

a related field (willing to accept foreign education equivalent) plus 3 years of experience as an Associate, Analyst, or related occupation defining and articulating business strategy and support oversight for large and complex programs in a management consulting, technology, or financial services environment. Alternatively, a Bachelor’s degree in Business, Electronic Engineering, Computer Science, Computer Engineering, or a related field (willing to accept foreign education equivalent) plus 5 years of experience as an Associate, Analyst, or related occupation defining and articulating business strategy and support oversight for large and complex programs in a management consulting, technology, or financial services environment. Specific skills/other requirements - Experience must include 3 years in each of the following: Developing C-suite presentations and supporting senior executive audiences and meetings playing a key role in informing and influencing senior management decision making; Designing and deploying customer surveys on Qualtrics to conduct market research and form actionable insights on industry landscape and potential areas for business expansion; Analyzing data using Excel, Alteryx, Tableau, and SQL data analysis tools to support qualitative findings and enable key marketing decisions; Leading execution of key enterprise initiatives such as go-to-market strategies for enterprise tech products, by forming collaborative partnerships across functions and conducting focus groups, and customer interviews; Structuring and delivering technology strategy projects using Agile, Cloud computing, SaaS, or Enterprise Data Management; and Performing project and process management, including managing multiple projects simultaneously, by creating capability maps, tech architecture diagrams, and mapping process flows for business operations.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92139

Corporate Vice President, Analytics Engineer (New York, NY, US)

Job Requisition ID: 92136

Location Designation: Fully Onsite

Location: 51 Madison Avenue, New York, New York 10010

Offered Wage: $175,947.00/year

Duties: Design and implement data pipeline architecture and processes including sourcing, transformation, and extraction to enable seamless analytics integration. Utilize expert-level SQL and Python to manage, query, and transform structured data in relational databases to ensure performance and scalability. Automate and manage robust data pipelines and workflows using software engineering best practices to ensure reliability and scalability. Map data between source systems, data warehouses, and data marts to align with business requirements and analytical workflows. Build and maintain data models to optimize data storage, access platforms, and support complex business analytics needs. Collaborate with analysts and data scientists to translate business requirements into actionable data solutions. Leverage cloud platforms including AWS, Snowflake, and Redshift, and big data frameworks to build and scale data engineering solutions for large-scale analytics. Develop and enforce standards for metadata management, data governance, and documentation including entity-relationship diagram and process flow creation. Conduct comprehensive quality assurance, including code reviews, test plan development, and rigorous testing for data accuracy and integrity. Provide troubleshooting support for data pipelines with a focus on system performance, data accuracy, and availability to meet business analytics demands.

Education & Experience Requirements: Bachelor’s degree in Computer Science, Computer Engineering, Electronic Engineering,

related field (willing to accept foreign education equivalent) plus seven (7) years of experience as an Associate Manager, Analytics Engineer, ETL Professional, or related occupation performing data analytics, business intelligence, or data engineering. Specific skills/other requirements - Must also possess the following (quantitative experience requirements not applicable to this section): Utilizing expert-level SQL and Python to manage and query structured data in relational database management systems (RDBMS); Building data models to optimize data storage, access patterns, and support business analytics needs; Automating and managing SQL workflows using software engineering best practices; Developing standards and practices for data and analytics engineering, focusing on scalable architectural data pipeline patterns; Utilizing big data platforms such as Redshift, Snowflake, and Hadoop for efficient large-scale data processing and analysis; Utilizing Git for version control and collaborating with teams to manage and track changes in data pipeline scripts and configurations; and utilizing cloud compute environments (AWS) and cloud-native tools to build, deploy, and scale data engineering solutions.

Eligible for Employee Referral Program.

To apply, visit https://jobs.newyorklife.com/, search job title.

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92136

Senior Associate, Compliance Analytics (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

The Corporate Compliance Department (CCD) of New York Life Insurance Company seeks an experienced professional to join its Compliance Analytics team. The ideal candidate will have a deep understanding of data analysis techniques, experience supporting the compliance programs for SEC registered investment companies or investment advisers (mutual funds/ETFs, private funds, private credit/real estate), excellent problem-solving skills, and the ability to transform complex datasets into meaningful business insights. This team is responsible for building dynamic action-oriented dashboards, data analyses, data models, and alerts for the department and other business areas. The team is also tasked with supporting the ongoing development of a data-driven compliance testing and monitoring program for the insurance and securities businesses and identifying opportunities to strengthen the Company's regulatory control environment to better identify potential regulatory, sales practice, and supervision risks. Working collaboratively with other teams within CCD and with key business partners will be imperative.

What You’ll Do:

Extract, build, and maintain data sets that provide insights related to agents’ sales practices, customer risk patterns, regulatory and competitive insights, and company policies.
Participate in the design, development, and testing of new dashboards, reports, and machine learning models.
Solve strategically significant questions through innovative analytical techniques.
Recommend solutions to CCD and business management to enhance programs and processes.
Create and maintain documents, procedures, and work papers to evidence methodologies.
Provide support to other team members handling regulatory exams, inquiries, and required filings.
Perform special projects as needed.

What You’ll Bring:

Bachelor’s degree, preferably in a technical or quantitative discipline preferred . Advanced degree in data science or analytics is a plus.
2+ years of related experience, preferably in a compliance, supervision, risk, or audit function. Experience with investment management compliance, including the Investment Company Act of 1940 and Investment Advisers Act of 1940 or broker-dealer experience strongly preferred.
Proficiency with SQL, Tableau, R and/or Python.
Preferred: Experience with supervised learning techniques, predictive modeling, statistical analysis, and experimental design
Knowledge of insurance, annuity, and securities products is preferred but not required
Excellent communication and project management skills

Pay Transparency

Salary Range: $77,500-$132,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92071

Corporate Vice President - Application Production Support and Operations (APSO) Lead (Remote, any state, US)

Location Designation: Hybrid - 3 days per quarter

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

We are currently seeking an Application Production Support and Operations (APSO) Lead overseeing the Strategic Business support organizations responsible for the execution of the several service offerings:

• Maintaining a consistent, aligned approach in the execution of incident, problem, service, change management support processes focused on ensuring for 99.5% availability across all our critical applications and associated business processes
• Utilization of new and existing toolsets to proactively monitor and manage the performance of our applications and end user experiences while influencing the continued maturity of our ITIL processes and metric reporting
• Drive reduction of recurring incidents with objective of reducing run costs.
• Lead relationship management, governance and accountability across all support actors including NYL resources, MSP Suppliers and Third Party Vendors ensuring for an aligned approach and clear accountability across support operations.

As the Strategic Business APSO lead you will be responsible for the management of multiple Application Production Support and Operations teams providing support services to the Strategic Businesses units.

What You'll Do:
• Driving clarity of the various levels of support across the Strategic Business units obtaining a deep understanding of each business unit and functions supported
• Establish relationships across business support teams within each Strategic Business unit driving collaboration and efficiency opportunities and addressing support gaps where appropriate
• Provide detailed, actionable insights via stability reporting along with recommendations to drive stability, operational efficiency and automation.
• Manage contracted support personnel responsible for the execution of support services such as incident management, service request, problem management leveraging knowledge management.
• Conduct monthly/quarterly reviews and supplier performance assessments against contracted SLAs
• Maintain a line of communication with respective Application Development and Quality Assurance support teams providing stability insights
• Oversee the ideation and execution of automation of opportunities reducing manual repeatable tasks within each of the Strategic Business units concentrating on process improvement ideas targeted to reduce overall run cost and drive efficiencies.

What You’ll Bring:
• Leadership and Coordination: Proven ability to lead and coordinate cross-functional teams in high-pressure situations. Excellent organizational and time management skills.
• Communication Skills: Exceptional verbal and written communication skills. Ability to convey complex technical information to non-technical stakeholders
• Problem-Solving: Strong analytical and problem-solving skills. Ability to think critically and make quick decisions under pressure in complex technology landscapes.
• Experience: Previous experience in incident management and ITIL Service management processes
• Hands-on development mentality, with a willingness to troubleshoot and solve complex problems with understanding of Business terms and Business Acumen.
• Strong experience managing vendor staffing, identifying resource gaps, and contention issues, including internal employees and vendor resources/consultants.

Preferred Skills:
• ITIL certification or equivalent.
• Strong analytical and problem-solving skills.
• Proficiency in tools such as ServiceNow, New Relic, Sumo and Pager Duty.
• Experience with AWS application cloud support and predictive analytics/ AI-powered incident management tools.
• Knowledge of IT operations and infrastructure management.

Pay Transparency

Salary Range: $155,000-$250,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92122

Senior Associate, Long-Term Care (LTC) Insurance Underwriter (Remote, any state, US)

Location Designation: Fully Remote

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

Role Overview:

We are seeking a detail-oriented and experienced Long-Term Care (LTC) Insurance Underwriter to join our team. The successful candidate will be responsible for evaluating, classifying, and rating insurance applications to ensure compliance with company guidelines and underwriting criteria. This role requires a thorough understanding of medical terminology and the impact of various medical impairments on individual morbidity risk. The ideal candidate will possess robust critical thinking skills, strong analytical skills, the ability to make decisive recommendations, and excellent communication and customer service skills.

What You'll Do:

• Analyze and evaluate insurance applications to determine the risk involved and decide whether to approve, decline, or request additional information.
• Classify morbidity risk for proposed insureds based on medical information, including medical history, cognitive test scores, medical records, and prescription and claims databases.
• Adhere to underwriting guidelines and procedures to ensure decisions align with corporate standards while maintaining productivity levels set by management.
• Respond to appealed decisions, reinstatements, and plan change requests. Prepare responses to special circumstance letters to applicants, agents, and medical professionals.
• Answer inquiries regarding eligibility, policies, underwriting guidelines, and compliance procedures.
• Exhibit effective communication and customer service skills both internally and externally, including professional verbal and written communication with team members, agents, clients, and field force.
• Consistently deliver high-quality underwriting decisions while meeting productivity expectations

What You'll Bring:

• Bachelor’s Degree preferred, BS, RN, or equivalent insurance industry experience.
• A minimum of 3 years of LTC underwriting experience, including working with agents, is preferred.
• Acceptable alternatives include life, disability, or health insurance underwriting experience.

• Solid understanding of risk factors relating to morbidity risk management.
• Knowledge of medical terminology or medical evaluation.
• Strong communication skills, both oral and written.
• Proficient PC skills.
• Effective time management skills.
• Strong organizational skills and good mathematical aptitude.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Ability to work independently on multiple projects.

Pay Transparency

Salary Range: $67,500-$117,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Corporate Vice President - Cyber Resiliency Lead (New York, NY, US)

Job Requisition ID: 91940

Location Designation: Hybrid - 3 days per month

The Cyber Resiliency Lead role is responsible for developing, implementing, and overseeing cyber resilience strategies that strengthen the organization’s ability to withstand and recover from advanced cyber disruptions across core technology layers. This role will be part of the first line cybersecurity team within NYL’s Information Technology Department. Responsibilities include resilience planning for core technology infrastructure and applications, as well as driving integration of cyber scenarios into disaster recovery (DR), business continuity (BC), and enterprise resilience efforts. The role serves as the critical bridge between cybersecurity, enterprise technology, and enterprise risk management.

What You’ll Do:

Program Development

Review and recommend cyber resilience recovery strategies and options and assist with the implementation of recovery solutions.

Champion cyber resilience objectives in collaboration with infrastructure, enterprise technology, risk, and resiliency teams.

Act as a thought leader on cyber resilience trends and industry best practices.

Develop, implement, and maintain Objectives and Key Results (OKRs) and other relevant metrics to measure cyber resilience program effectiveness, maturity, and alignment with organizational goals.

Core Technology Resilience

Assess and enhance recovery readiness for core technology services including (but not limited to) identity and access management (IAM), network, DNS, endpoint detection and response (EDR), and cloud platforms.

Develop recovery tiering and technical recovery playbooks for cyber incidents (e.g., ransomware, data corruption, destructive attacks).

Support impact assessments for emerging technologies (e.g., AI, zero trust, hybrid cloud) on cyber resilience.

Clean Room / Recovery Environment Ownership

Lead decisioning and implementation of clean room and isolated recovery environments for rapid reconstitution.

Define access, tooling, and procedures for maintaining and validating clean-room readiness.

Implement (or partner with teams to support implementation) tools and solutions to be used for the recovery environment (e.g., cyber vault, recovery orchestrations, forensics)

Integration with BCP/DR (includes Preparedness testing)

Enhance DR testing procedures to include cyber-disruption scenarios and recovery validation in partnership with enterprise resilience, enterprise technology, and business partners.

Define minimum viable business and technology service levels for post-incident operation.

Coordinate and lead cyber-focused tabletop exercises, cyber disruption scenarios, and recovery simulations for critical systems. and playbook validation.

Coordinate post-mortem reviews and incorporate lessons learned into future planning.

Partner with Enterprise Resiliency to assess business function-level preparedness

Coordinate development of annual cyber resilience program objectives and schedules for annual recovery playbook maintenance and update, exercises and independent review and validation.

Develop and coordinate cyber resilience program artifacts, including reporting, tracking, and monitoring.

Provide expertise and support to management and recovery functions, as requested, when business disruption occurs.

Work with critical third-party vendors to ensure that business requirements are addressed.

Standards, Policy & Governance

Define standards for cyber readiness, recovery point/time objectives (RPO/RTO) under attack conditions, and cyber crisis escalation in partnership with enterprise risk management.

Participate in governance bodies related to resilience, risk, and incident response.

What You’ll Bring:

15+ years in cybersecurity, technology risk, or IT disaster recovery roles

Deep understanding and experience in cybersecurity operations, incident response, infrastructure resilience, and threat scenarios (e.g., ransomware, destructive malware).

Experience developing recovery architecture and procedures for hybrid environments (cloud/on-prem).

Familiarity with frameworks like NIST CSF, ISO 27031, and FFIEC Business Continuity Handbook.

Strong leadership, collaboration, and communication skills across executive, technical, and operational levels. Prior experience with disaster recovery tools (e.g., Cohesity, Dell Cyber Recovery, AWS/Azure/GCP disaster recovery solutions).

Excellent communication skills and experience in reporting progress, status and outcomes to management.

Pay Transparency

Salary Range: $155,000-$267,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91940

RIA Senior Specialist (Remote, any state, US)

Location Designation: Fully Remote

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

Business Unit Overview

Eagle Strategies LLC is a Registered Investment Adviser and a wholly owned subsidiary of New York Life, one of the world’s largest mutual insurers with more than 170 years in the industry. 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.

Eagle Strategies has over 90 investment professionals who can act as an extension of our Financial Advisors’ team. We provide comprehensive investment advisory and financial planning capabilities along with offering arrays of innovative solutions and is headquartered in New York City.

Role Overview:

The RIA Senior Specialist will be responsible for providing outstanding customer service by handling incoming calls from our Eagle Adviser, their staff and from clients. Incoming calls will come across two different telephone queues which include the client line and Eagle Adviser line consisting of product & account information, investment and account performance, and financial processing requests.

This is a very structured position that includes learning and communicating operational/legal procedures, multiple systems and financial industry policies while working in a fast-paced environment. Additional duties and tasks (processing, special projects, etc.) will be required dependent upon business needs.

** Ideal candidate location is within the New York (NY) metro area. **

What You’ll Do:

Handle incoming calls on all product types (stocks, bonds, mutual funds).
Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas.
Provide subject matter expertise for Weathscape and Envestnet platforms to advisers, peers, management, and key business stake holders.
Provide subject matter expertise in one of our competencies (i.e., New Business, Cashiering, Goal Mods).
Assist management to educate and train new hired staff.
Handle escalated cases from advisers submitted through junior staff or assigned by management.
Ability to take on multiple job responsibilities such as money movement, transfers, correspondence etc.
Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity.
Proactively respond to inquiries from Eagle Strategies Advisors.
Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise.
Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently.
Identify and resolve operational and compliance issues that may arise during daily activities.

What You’ll Bring:

Bachelor’s degree and/or equivalent experience
1-2 years of relevant experience
Strongly prefer FINRA Series 7 license
Knowledge of the managed account industry
Proficiency with Microsoft Office
Strong customer service skills and comfort with inbound/outbound calls
Schedule flexibility and strong work ethic

#LI-SV1
#LI-REMOTE

Pay Transparency

Salary Range: $43,000 - $65,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92118

Corporate Vice President - Life Valuation Reporting & Data Lead (Remote, NY, US)

Location Designation: Fully Remote

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.

Corporate Vice President – Life Valuation Reporting & Data Lead (MG2)

Business Overview:

Join Corporate Finance at New York Life, where your actuarial expertise will have a strategic impact. You’ll partner across functions to ensure the accuracy and integrity of actuarial data and balances while driving innovation in reporting processes. Become part of a high-performing team dedicated to financial stewardship, regulatory excellence, and continuous improvement.

Role Overview:

We are seeking a highly motivated and detail-oriented actuarial professional to join our team as an Actuarial Reporting & Data Lead. This role is critical in leading the validation and communication of actuarial balances, partnering with key internal and external stakeholders, and contributing to ongoing reporting modernization initiatives. The ideal candidate will possess a strong understanding of actuarial principles, a proactive approach to stakeholder engagement, and the technical aptitude to collaborate effectively with data and technology teams.

What You'll Do:

Lead the validation and reporting of actuarial balances across quarterly valuation and annual reporting cycles.
Serve as the primary actuarial liaison for internal and external audits including managing ad hoc data requests and reporting process walkthroughs.
Partner with our database administration team to ensure actuarial reporting needs are embedded in data structure design and ongoing development.
Support the development and deployment of tools to enhance efficiency, reduce manual processes, and strengthen control frameworks.
Contribute to enterprise-wide initiatives focused on data consolidation, governance, and reporting standardization.

What You'll Bring:

Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance, or a related field.
6+ years of actuarial experience, preferably in insurance, financial services, or consulting.
FSA designation preferred.
Proficient in Excel with experience in SQL or data querying.
Familiarity with relevant US life insurance statutory financial reporting and regulatory standards.
Demonstrated success in managing audits, reporting, and cross-functional collaboration.
Excellent communication skills, including the ability to translate technical concepts to non-technical stakeholders.
Strong analytical mindset and attention to detail.

Preferred Qualifications:

Experience with data visualization or transformation tools (e.g., Tableau, Power BI, Alteryx, SAS).
Exposure to data governance or enterprise-level data projects.
Familiarity with FIS Prophet actuarial software.
Experience automating actuarial or financial tools and reporting processes.

Pay Transparency

Salary Range: $110,000-$190,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91762

Vice President of HR and Corporate Platforms Technology (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

Fueled by strategic investment in technology and innovation, New York Life Corporate Technology seeks to drive growth opportunities and solve complex business problems for our business partners through building a robust platform for business and powerful product engine that are integral to innovation at scale. You will collaborate with technologists and business specialists, blending NYL’s deep industry knowledge and innovative ideas with our platforms, capabilities, and technical expertise. As a champion for change and growth, you will be at the forefront of integrating emerging technologies from AI to Data Analytics into every corner of what we do at NYL. That means more growth for you, exciting learning opportunities, career choices, and the chance to make a real impact.

The Vice President of HR and Corporate Platforms Technology is an executive leader responsible for defining and executing the technology vision across Human Resources, Legal, Compliance, Audit, Communication, and Corporate Responsibility functions. This role bridges business and technology, driving digital transformation, AI and data innovation, employee experience, workforce enablement, and organizational agility through scalable, secure, and innovative technologies. As a member of the senior technology leadership team, this role partners with C-level stakeholders and enterprise technology leaders to deliver scalable platforms, modern digital experiences, and secure, compliant systems that support key governance and people priorities.

While not directly responsible for needs such as infrastructure, network, and cyber security, the Technology Lead will coordinate with the enterprise-level technology team to support their value stream in these areas. To be successful in this role, the Technology Lead must have a strong understanding of agile development methodologies, excellent communication and interpersonal skills, and the ability to work independently and as part of a team.

What You’ll Do:

Strategic Leadership & Business Alignment

Lead the development and execution of an integrated technology strategy and roadmap spanning Human Resources, Legal, Compliance, Communication, Audit, and Corporate Responsibility.
Align functional technology priorities with enterprise architecture, data, security, and innovation strategies.
Champion transformation and modernization efforts across corporate platforms, integrating emerging technologies including AI, automation, and advanced analytics.
Collaborate with the Foundational Business CIO, Strategic Business CIO, Centers for Enablement (C4Es), and Technology Value Stream Leads to align HR technology direction with broader enterprise objectives.

Human Resources Technology Leadership

Oversee the end-to-end delivery of Human Capital Management (HCM) platforms including SAP SuccessFactors (or equivalent), learning systems, performance, payroll, and talent solutions.
Drive the digitization of the employee lifecycle, enhancing workforce experience and analytics capabilities.
Introduce generative AI and ML-based solutions to improve decision-making, talent intelligence, and HR operations.
Drive annual and periodic refreshes of strategic HR technology roadmaps, incorporating enterprise planning cycles and business demand trends.

Legal, Compliance, Communication, Corporate Responsibility & Audit Technology Enablement

Lead technology strategy, implementation, and support for systems related to legal case management, contract lifecycle management (CLM), e-discovery, and regulatory compliance.
Enable compliance tracking, policy management, risk mitigation, and data governance platforms in collaboration with enterprise risk and legal teams.
Deliver automation and secure workflows for internal audit and assurance activities, enhancing transparency and accountability.
Implement digital solutions supporting corporate ethics, ESG reporting, and corporate responsibility initiatives.

AI, Data & Innovation Enablement

Oversee the growth and integration of generative AI, natural language processing (NLP), predictive analytics, and intelligent automation into business workflows.
Champion the use of data-driven insights and digital tools to drive smarter business decisions across corporate functions.
Foster a culture of continuous innovation through experimentation, design thinking, and cross-functional use case development.

Technology & Delivery Oversight

Manage the full application and digital portfolio supporting all assigned functions, including roadmap planning, platform operations, vendor governance, and solution delivery.
Act as the single point of accountability for platform delivery, including development, quality assurance, maintenance, and incident response.
Drive agile, SAFe-based execution practices to accelerate delivery velocity and improve stakeholder engagement.

Cross-Functional Collaboration & Demand Management

Partner with business function leaders to gather, prioritize, and align technology needs and demand across departments.
Serve as the intake owner and strategic planner for cross-functional initiatives, facilitating prioritization, funding decisions, and resource optimization.
Collaborate with Shared Services, Data, Security, and Enterprise Architecture teams to ensure aligned delivery and architectural integrity.

Key Relationships:

Reports to CIO Corporate Functions
Matrix reporting to Corporate Functions leader(s)

What You’ll Bring:

15+ years of progressive technology leadership experience, with at least 5 years in executive or senior leadership roles focused on HR technology or workforce platforms.
Bachelor’s degree in computer science/IT required; Master’s/MBA or equivalent advanced degree preferred.
Deep experience delivering enterprise systems across HR, Legal, Compliance, Audit, or similar corporate domains.
Proven track record in leading transformation, AI adoption, portfolio planning, and cloud/SaaS solution implementations.
Expertise in agile delivery, strategic planning, financial stewardship, and vendor management.
Strong knowledge of governance, risk, compliance (GRC), and internal control systems.
Excellent communication, stakeholder management, and organizational influence skills.
Strong knowledge of AI/ML strategy, data management, and digital workplace technologies.
Proven ability to lead enterprise-scale transformation initiatives and partner effectively with senior business stakeholders.
Expertise in agile and SAFe delivery methodologies, demand management, and portfolio planning.

Preferred Attributes

Executive presence with a collaborative and visionary leadership style.
Proven ability to drive reinvention and reimagination of traditional corporate processes using digital and emerging technologies.
Passion for employee and stakeholder empowerment through secure, scalable, and user-centered technology.
Deep commitment to diversity, equity, inclusion, and modern talent enablement.

Pay Transparency

Salary Range: 260,000-300,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92119

Vice President, Insurance Solutions Delivery Lead (New York, NY, US)

Location Designation: Hybrid - 3 days per week

The market for insurance and financial solutions is evolving rapidly, driven by changes in customer expectations, the economic environment, and the competitive landscape. This changing marketplace provides tailwinds that New York Life can capitalize on to drive growth and headwinds that we must actively address to enhance resiliency. As a result, the way we approach go-to-market must evolve.

We undertook a significant step in this direction by evolving to the value stream operating model last year. Our vision is to be a leading provider of human-led holistic guidance to affluent and middle markets, enabled by seamless and differentiated experiences across solutions and channels that set us apart in the financial services industry. With visibility into their full financial picture, a tailored holistic financial plan, and the agent's expertise, prospects will clearly understand the solutions needed to help them both protect and prosper. They will be able to seamlessly apply for multiple solutions to address their broad financial needs. Enabled by a comprehensive view of their finances, clients will have periodic reviews with their agents to assess progress against goals. They will have the flexibility to manage accounts and transactions quickly across our full solution suite in one place through their preferred channel. We will invest in experience enhancements across multiple constituents (e.g., clients, new agents, top advisors, field managers, service professionals). Our goal is to be easy to do business with and to leverage our collective and unified strength, enhancing our position as the preferred destination for both agents and clients.

Role Summary:

The Insurance Solutions Delivery Lead is a pivotal leadership role in driving both business and technology transformation. This position will partner with business leaders across Life, Long-Term Care (LTC), Disability Insurance (DI), and Business Solutions to develop and execute a multi-year strategy that maximizes value from our technology investments. Leading analysts, architects, and engineers, the Delivery Lead will ensure the design, build, testing, and continuous improvement of solutions that meet business stakeholders' needs to achieve the vision above.

This role will collaborate with the Insurance Solutions business leadership team to prioritize initiatives, optimize delivery execution, and achieve key business outcomes. Exceptional communication skills, a deep understanding of the insurance business, strategic vision, stakeholder management, and strong analytical abilities are essential to effectively address all aspects of business opportunities.

Key Responsibilities:

Develop and maintain a delivery roadmap aligned with Insurance Solutions' strategic objectives, ensuring value-driven sequencing and execution.
Align business goals, strategies, and capabilities across teams to drive cohesive execution and maximize business outcomes.
Foster collaboration between business and technology teams through a consultative approach, ensuring transparent communication and a shared vision.
Streamline delivery processes by driving automation, adopting tools, implementing agile practices, and training staff to enhance efficiency.
Establish a structured approach to reduce technical debt through architectural roadmaps and integration of new technologies.
Lead the resolution of cross-dependencies in complex initiatives to ensure seamless execution.
Manage risks, blockers, and challenges proactively, ensuring timely delivery on commitments and maintaining full stakeholder transparency.
Identify opportunities to consolidate, modernize, or transition legacy technologies to managed services while enhancing data access and simplifying applications to improve operational efficiency.
Coach and develop team members, building a highly skilled and engaged workforce with strong business and technical acumen. This role manages approximately five direct reports and a full team size of approximately 30 FTEs and 30-50 consulting resources.
Focus on improving the customer experience by driving productivity and enhancing connected user experiences.

Education:

Master's or bachelor's degree in business, computer science, computer engineering, electrical engineering, systems analysis, or a related field, or equivalent experience.

Experience & Required Skills:

15+ years of experience in enterprise-level delivery of insurance solutions (Life, LTC, DI), including stakeholder management is a must.
5+ years of management consulting experience in the financial services industry is a plus.
Deep knowledge of business ecosystems, including legacy platforms (Mainframe) and modern architectures (e.g., SaaS, PaaS, APIs, microservices, and predictive analytics).
Proven experience managing multiple IT delivery workstreams and coordinating between business leads and technical teams.
Strong background in Agile frameworks, including estimation, scheduling, financial planning, and budgeting.
Experience with project staffing and managing internal and vendor resources.
Demonstrated success in talent development, including hiring, coaching, mentoring, and providing active feedback.
Strong consulting and communication skills, with a proven ability to influence and collaborate across complex organizations.
Exceptional analytical, planning, and organizational skills.

Pay Transparency

Salary Range: $250,00 - $275,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91457

Senior Associate, Application Administrator (Tampa, FL, US)

Location Designation: Hybrid - 3 days per week

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

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Role Overview:

We are looking for an experienced Application Administrator who will proactively manage the lifecycle of various enterprise applications. This role involves detailed application configuration, deployment, and performance optimization, with a strong focus on aligning application management activities with organizational strategies.

What You’ll Do:

Lead the full lifecycle of assigned applications from installation through upgrades, ensuring optimal performance and reliability.
Perform detailed software configuration, functional updates, deployment of patches, and ensure minimal disruption through rigorous testing.
Proactively monitor application performance metrics to identify opportunities for system optimization, scalability, and reliability improvements.
Diagnose and efficiently resolve complex application issues, identifying root causes and implementing preventative measures.
Collaborate closely with internal teams, including infrastructure, architecture, security, and development to ensure seamless application integration.
Actively participate in major incident management, providing technical expertise and conducting post-incident reviews to recommend improvements.
Maintain comprehensive documentation of application configurations, best practices, troubleshooting methods, and resolution steps.
Communicate regularly with business stakeholders to translate their needs into effective technical solutions, ensuring strategic alignment and business continuity.
Identify risks, performance bottlenecks, or recurring issues, recommending proactive technical and process improvements to the Application Administration Manager.
Contribute meaningful performance data to departmental reporting, highlighting application health, uptime, and areas for continual service improvement.
Engage in initiatives to enhance overall service delivery through automation, optimization of processes, and adoption of innovative monitoring tools.
Provide mentorship and cross-training within the Application Administration team to ensure operational resilience and continuous knowledge transfer.

What you'll bring:

Bachelor’s degree in Information Technology or related discipline, or equivalent professional experience.
Minimum 3+ years’ experience managing enterprise-level applications.
Strong technical skills in application configuration, database queries (SQL), scripting, and integration methodologies.
Familiarity with IT application management principles, including incident management, change control, and lifecycle management processes.
Exceptional analytical, communication, and interpersonal skills, with the ability to interact effectively across IT and business units.
Experience in regulated environments or industries preferred.

Bonus points for these:

Demonstrated experience in application automation and performance optimization initiatives.
Familiarity with workflow management systems or related tools (e.g., Jira, ServiceNow).
Experience participating in agile project processes or methodologies.
Experience in administering HCL Campaign and Interact applications preferred but not required.

Why Join Us?

Influence strategic improvements within critical business applications.
Work in a collaborative, innovation-driven environment.
Grow professionally with a team that values continuous learning and proactive system management.

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

#LI-KH1
#LI-HYBRID

Pay Transparency

Salary Range: $72,500-$125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91963

Corporate Recruiter (Tampa, FL, US)

Job Requisition ID: 92010

Location Designation: Hybrid - 3 days per week

Role Overview:

Our Talent Acquisition team is looking for a driven and experienced full life cycle Recruiter with experience hiring in the financial services or insurance industry, from entry to officer level positions. Our Recruiters are valuable partners to our business, executing on recruiting strategies in support of our goal to attract top talent to the organization. As a Recruiter at New York Life, you will be responsible for managing the complete hiring process – from job intake to onboarding – partnering with hiring managers to attract and hire top-tier talent that aligns with our company’s values and goals.

What You’ll Do:

Independently manage the full life cycle recruiting process to include direct sourcing, screening, and assessing candidates as well as developing and negotiating offers across a functional group; requisition loads typically range from 20-30 openings at a given time
Provide overall direction of the Recruiting Strategy for assigned clients, establishing guidelines and procedures concerning staffing best practices and process improvements
Advise hiring managers on all recruiting initiatives and keep them apprised of recruitment trends impacting the business
Craft job descriptions and assess candidates against competencies
Coach hiring managers and others involved in the recruitment process
Design and deliver customized recruitment strategies to include candidate pipelining, diversity, resource allocation, and search agency review
Partner with Diversity Strategy to ensure that diverse talent acquisition strategies are driven throughout the organization
Collaborate closely with HR Business Partner teams in delivering specific recruiting campaigns and reporting progress on a regular basis
Stay up to date on recruiting challenges and trends, labor laws, and legislative initiatives that have implications on the profitability of the business
Participate in talent review and workforce planning discussions with HR Business Partner and Recruiting Managers as appropriate
Partner with vendors to leverage outsourcing opportunities, monitor agency performance
Determine recruiting effectiveness though reporting and data analysis

What You’ll Bring:

5+ years of recruiting experience in financial services or insurance preferred
Bachelor's degree required
Demonstrated success in a competitive talent market with strong focus on diversity and expertise in sourcing techniques in social media, direct recruiting, and other recruiting strategies
Attentive client and candidate service, includes providing weekly recruitment status and metrics to Recruiting Manager, HR Business Partners, and other key stakeholders
Highly experienced working with an ATS
Meticulous attention to detail, with strong multi-tasking and follow-through required
Solid consultation and negotiation skills, and superior oral and written communication skills are required with ability to communicate with all levels of internal and external stakeholders
Demonstrated problem solving and decision-making skills
Strong work ethic with demonstrated experience taking initiative, working well under pressure, and meeting deadlines in a fast-paced, dynamic environment

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Pay Transparency

Salary Range: $67,500-$95,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92010

Vice President - Head of Enterprise Architecture (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Job Summary:

Role Overview:

The Head of Enterprise Architecture (EA) will be part of the Enterprise Technology Services team, reporting directly to the Chief Technology Officer. EA serves as a strategic partner and advisor to both business and technology teams, offering proactive, holistic support to help achieve their goals. The ideal candidate is an experienced technologist with years of practical experience engineering and developing enterprise technology solutions. Each day in the role is an opportunity to drive outcomes in the form of industry leading digital client experiences. Collaboration and developing partnerships are a critical success factory. You will build and support the EA Domain Architect Community who will leverage their collective experience to build a comprehensive portfolio of enterprise capabilities consumed by our diverse portfolio of insurance, investments, and benefits products & services. The ideal candidate must focus on facilitating technology solutions keeping agility in balance with governance and standards. The focus of the role is building reuseable patterns for enterprise consumption creating a fast path for delivery of capabilities the broader technology organization. EA plays a key role in guiding the adoption of new and emerging technologies to meet business needs. As we adopt new technologies the EA community maintains a technology roadmap which addresses lifecycle management cost efficiency within our software portfolio.

What You’ll Do:

Serve as a technology evangelist promoting advanced technologies such as GenAI, AgenticAI, and Quantum Computing
Establishes and maintains architecture community by sponsoring workshops focused on development of technology solutions and patterns which drive reuse and reduce time to market for new business services.
Promote secure by design solutions and facilitate the development of best practices and software capabilities to protect our employee and client data.
Promote the benefits of the EA Application Portfolio Platform (LeanIX) and drive continuous improvement efforts to ensure all business and technology services are well defined and therefore leveraged appropriately by the broader technology organization.
Facilitate alignment between business and IT, and across the democratized IT landscape.
Engage business and IT stakeholders, building and maintaining relationships.
Analyze trends and disruptions and assess their impact on targeted business outcomes.
Coach and mentor other architects, product owners/managers and business stakeholders to instill architectural thinking.

Business & Technology Skills:

Strong analytical and problem-solving skills
Experience operating in SAFe Agile and Scrum Frameworks
Ability to collaborate with cross-functional teams.
Strong managerial accounting skills and an expert in developing business cases and total cost of ownership models for technology investments and large transformation efforts.
Strong understanding of risk management and compliance
Knowledge of business ecosystems, SaaS, infrastructure as a service (IaaS), platform as a service (PaaS), SOA, APIs, open data, microservices, event-driven IT and predictive analytics
Understanding of business models, operating models, financial models, cost-benefit analysis, budgeting, and risk management
Familiarity with enterprise architecture tools, related graphical models, and frameworks
Insight into information management practices, system development life cycle management, IT services management, agile and lean methodologies, infrastructure and operations, and EA and ITIL frameworks
Understanding of various operating models such as project-centric and product-centric and several types of agile principles, methodologies, and frameworks, especially those designed to be scaled at the enterprise level.
Awareness of existing, new, and emerging technologies, and processing environments.
Effective leadership skills with exceptional soft and interpersonal skills, including teamwork, facilitation, and negotiation.
Strong consulting skills such as targeted communications, engagement management, stakeholder management and business development

What You’ll Bring:

Master’s or bachelor’s degree in business, computer science, computer engineering, electrical engineering, system analysis or a related field of study, or equivalent experience.
Practical experience in developing and deploying ML/AI and data analytics solutions.
Eight or more years of business experience in strategic and operations planning and/or business analysis or experience as an enterprise architecture consultant.
Eight or more years of experience in at least three disciplines, such as business, information, solution or technical architecture, application development, middleware, information analysis, database management or operations in a multitier environment.
AWS Certified Architect and/or developer

Pay Transparency

Salary Range: 250,000-275,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91517

Corporate Vice President (CVP), Head of Absence Claims - New York Life Group Benefit Solutions (Remote, any state, US)

Location Designation: Fully Remote

Position Summary
Reporting to the Head of Claims, this position will co-own the claims operational strategy and execution to bring the New York Life Group Benefit Solutions (NYL GBS) Absence vision, inclusive of short-term disability (STD), paid and unpaid leave, and Family and Medical Leave (FML), to life every day. This individual will be responsible for delivering and enhancing on the claims operational model that fulfills the NYL GBS Absence promise to clients and customers.

You’ll play a central role in shaping the future of absence management in one of the most critical and rapidly evolving sectors of employee benefits. If you're passionate about delivering outcomes for employees and employers, and thrive in a dynamic, collaborative environment—this role is for you.
The Head of Absence Claims must exhibit strong leadership skills such as the ability to partner, lead, influence, and execute a winning claims strategy based on market needs.

Responsibilities:
• Responsible for co-leading a 500+ person Absence claims organization, including STD, unpaid/paid leaves (FML, Statutory Leaves, Company Leaves, etc), and ADA. Owns the operational vision, strategy and execution of the model, inclusive of processes and practices.
• Foster a culture that blends technology-enabled solutions (AI, automation, analytics) with a personalized, human-centered approach to claims and service.
• Use real-time feedback from clients, brokers, and claimants to inform service model evolution and to shape a Voice of Customer (VOC) -driven, data-informed roadmap.
• Serve as the voice of Absence operations in cross-functional forums (including Claims, Service, Product, Sales, Compliance, and Technology) to ensure alignment and end-to-end accountability.
• Lead continuous improvement efforts that reduce friction, streamline processes, and free capacity to enable high-value, consultative work.
• Own operational readiness for new product launches and platform enhancements; lead execution in partnership with internal and external stakeholders.
• Define and manage KPIs, capacity models, and performance dashboards that inform staffing, efficiency, and experience targets.
• Develop, coach, and empower a high-performing leadership team; embed a culture of inclusion, service, and adaptability.
• Champion GBS transformation efforts, helping to shape a future-ready claims experience that’s digital when it should be, and personal when it must be.

Requirements:
• Bachelor’s degree with 10+ years of senior leadership experience in Absence, Disability, or Group Benefits.
• Proven success leading operational teams that create differentiation in market, a strong employee claims experience, and a customer-centric claims team culture.
• Success in leading at scale in complex, matrixed environments and bringing together diverse teams around a unified mission.
• Deep understanding of Absence and Leave products and regulatory complexity, with a commitment to compliance and service excellence.
• Demonstrated ability to lead transformation—successfully modernizing operations through AI, digital tools, and continuous improvement methodologies.
• Exceptional collaboration and communication skills; able to build trust with peers, motivate teams, and influence across business units.
• A forward-thinking, inclusive leadership style grounded in accountability, empathy, and a strong client, customer and broker orientation.
• Strong analytical and decision-making skills; ability to drive change and deliver results.

Key Leadership Capabilities
• Critical Thinking
• Bias for Action
• Customer/Client Orientation
• External Orientation
• Developing High-Performing Teams
• Leading Change
• Innovation

Pay Transparency

Salary range: $160,000-$205,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92123

#GBS

Senior Associate, Agency Standards Manager (Waltham, MA, US)

Location Designation: Fully Onsite

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

Business Unit Overview

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of a General Office team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

Role Overview:
As a key member of New York Life’s Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm’s high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity.

What You’ll Do:
• Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office
• Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required
• Handles the Seminar Supervision Program
• Handles the Enhanced Supervision Programs for Agents and Registered Reps
• Handles the Financial Supervision Program for Agents and Registered Reps
• Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items
• Assists the Managing Partner in recommending and delivering Disciplinary Actions
• Serves as the “point person” to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers
• Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices
• Assists with Complaint Review Handling and Resolution
• Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs
• Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements

What You’ll Bring:
• Bachelor’s degree and/or equivalent experience
• Minimum 2 years of industry experience
• Comprehensive knowledge of registered and non-registered products
• Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days)
• Series 63, 65, 66, or ChFC (or obtain within 12 months)
• Excellent communication skills (written and verbal)
• Strong analytical skills required
• Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities

Preferred Skills:
• Preferred Series 51 or 53

#LI-SV1

Pay Transparency

Salary Range: $95,000 - $135,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 92103

Regional Sales Manager (Seattle, WA, US)

Location Designation: Hybrid - 3 days per week

This position primarily involves a remote work schedule; must be able to commute or live within the North Pacific Market territory (Northern California through Pacific Northwest).

Role Overview:
As the Regional Market Manager, you'll lead a dedicated team of sales representatives, driving revenue growth, and market penetration in our assigned territory. Your role is pivotal in building and nurturing long-term relationships with key producer partners for our Absence, Disability, and Life products, ensuring mutual success and satisfaction.

What You’ll Do:
• Lead and mentor a team of professional sales employees covering North Pacific Market territory (Northern California through Pacific Northwest).
• Recruit and nurture sales talent, empowering them to exceed sales objectives.
• Cultivate and maintain effective, long-term relationships with key Producers (Brokers/Consultants) within the territory, fostering quality partnerships and access to opportunities.
• Conduct site visits and Capabilities Meetings with assigned Producers to achieve sales targets.
• Develop and execute plans to increase opportunities and introduce products/services to targeted Producer partners.
• Drive individual sales and production from selected agencies, ensuring alignment with organizational goals.
• Collaborate with internal stakeholders to develop and execute sales plans, focusing on increasing revenue and market share.
• Stay informed about product offerings, industry trends, and operational structures, enhancing your ability to identify and target sales growth opportunities.
• Manage expense budgets effectively to optimize resources.
• Stay abreast of current and emerging market changes/trends, collaborating with management to incorporate them into solutions.

What you'll bring:
• Strong preference for candidate to live in the North Pacific Market territory (Northern California through Pacific Northwest).
• Bachelor's degree in business administration or related field.
• 7+ years of successful experience in selling Group Benefits to brokers/employers, or equivalent combination of education and experience.
• Life and Health Licenses required in all assigned areas.
• Proficiency in underwriting, risk analysis, and financials.
• Exceptional presentation, oral, written, and interpersonal communication skills.
• Results-oriented with a strong background in Employee Benefits, particularly Absence Management, Disability, Life and Voluntary Benefits.
• Support Organizational Goals
• Work with Diverse Populations Self-motivated with a proven track record in sales.

#LI - EM1

#LI - HYBRID

Pay Transparency

Salary range: $350,000 (base + sales incentive)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

Our Diversity Promise

Job Requisition ID: 92097

#GBS

Corporate Vice President, Salesforce Developer (Lebanon, NJ, US)

Location Designation: Hybrid - 3 days per month

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.

We are currently seeking a Salesforce Development Lead to join the Customer & Field Service Experience Agile Release Train (ART) within the Service Experience Value Stream (VS). As a Salesforce Development Lead, you will play a key role in managing the development teams and driving multiple strategic initiatives that support the achievement of business objectives and priorities. You will deliver technology solutions and lead the design, development, and implementation of Salesforce solutions that align with business objectives. You will work closely with the domain architects and business stakeholders to customize and optimize our Salesforce platform while also contributing to broader application development initiatives.

What you’ll do:

Manage the Salesforce teams of developer engineers, and provide leadership, vision and direction for the Service Experience VS.
Influence prioritization to better align with the development and implementation of enhancements and/or change requests.
Coach and lead the team to strive for consistent and on-time delivery of high-quality software solutions using both front-end and back-end technologies to meet business needs.
Act as Subject Matter Expert for Salesforce design and development best practices and standards.
Lead design and development using Apex, Visualforce, Lightning Web Components, and other Salesforce technologies.
Architect and implement Salesforce end-to-end solutions that align with business objectives, priorities, and technical best practices.
Ensure Salesforce is implemented in line with enterprise reference architecture and meet security/performance/availability/disaster recovery standards.
Own development outcomes in coordination with delivery leads and architects.
Ensure technology outcomes are “fit for purpose” for business needs.
Manage and maintain 3rd party and vendor partnerships for driving solution development and delivery.
Ensure optimal performance and user experience within the Salesforce environment.
Optimize the software development lifecycle by identifying and addressing inefficiencies and productivity barriers.
Maintain and enhance existing Salesforce applications through continuous improvements, automation, and risk mitigation strategies.
Evaluate and refine application architectures and infrastructure to improve scalability, security, and performance.
Champion best practices and modern software development methods and tools.
Stay current with the latest Salesforce features, best practices, and emerging technologies to enhance system capabilities.
Foster a collaborative team environment, working closely with colleagues to drive innovation and achieve business goals.

What you’ll bring:

Bachelor’s degree in Computer Science, Engineering, or a related field of study is required
Salesforce certifications (e.g., Certified Administrator, Service Cloud Consultant, Platform Developer I and II).
10 – 12+ years of hands-on experience in Salesforce development and administration.
Expertise in Apex, Visualforce, and Salesforce Lightning (experience with Lightning Web Components is a plus).
Strong understanding of the Salesforce data model, security, and sharing rules.
Proficiency in Salesforce integration using REST/SOAP APIs and other integration tools.
Proficiency with Apex controllers, Triggers, Batch Apex and other programmatic solutions on the Salesforce platform
Experience working in complex Salesforce environments, preferably with Salesforce Service Cloud.
Experience with Salesforce integrations and AppExchange products.
Strong knowledge of ReactJS, JavaScript frameworks, and SLDS framework
Experience with Salesforce declarative development using Flow.
Einstein experience a plus.
Excellent communication and collaboration abilities.
Strong problem-solving skills with a keen attention to detail.
Familiarity with Agile methodologies and tools such as JIRA.
Ability to thrive in a fast-paced, team-oriented environment.

Pay Transparency

Salary Range: $122,500-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91688

Senior Associate, Actuarial Data Specialist (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

We’re seeking a Senior Associate to join the Experience Studies and Insights Team as an actuarial data specialist. You’ll partner with the larger Experience Studies team as a data owner of our enriched experience and assumption data—building the analytical and reporting processes that turn that data into actionable insights as well as stewarding the databases with needed transformations.

#LI-VL1

#LI-HYBRID

What You'll Do:

• Develop Analytical & Reporting Processes
Design, build, and maintain scripts, dashboards, and ETL-like routines (SQL, Python, BI tools) that draw from our enriched Experience Studies databases to deliver regular and ad-hoc reports.
• Database Ownership & Stewardship
Serve as the data owner: monitor data quality, facilitate enhancements and validate reconciliations through UAT as data evolves in the new database system.
• Ad-Hoc Support & Scalability
Address one-off data requests for regulatory filings, industry studies, or internal analyses, while architecting scalable, repeatable processes that minimize manual processing over time.
• Continuous Improvement & Automation
Identify manual or repetitive tasks and automate them to reduce future workload, leveraging new technologies and best practices.
• Stakeholder Collaboration
Work closely with actuaries, data engineers, and IT to gather requirements, translate business needs into technical solutions
• Innovation & Research
Stay abreast of emerging data-analysis tools and pilot GenAI experimentations that enhance reporting and analytics within ad-hoc and automated workflows.

What You'll Bring:
• Bachelor’s degree in Actuarial Science, Data Science, Statistics, Computer Science, or a related field.
• 4+ years of experience in data analytics, data engineering, or reporting within an actuarial or financial-services setting.
• Strong SQL and Python skills; hands-on experience with BI tools (Tableau, Power BI, Looker or similar)
• Demonstrated ability to own end-to-end data processes autonomously—from requirements gathering through delivery and documentation.
• Excellent communication skills, with experience working with a variety of stakeholder groups.

Preferred (Nice-to-Have)
• Familiarity with life insurance and/or annuity products and interpreting their actuarial data.
• Experience with cloud data platforms (Redshift) and version control (e.g., Git).
• Actuarial credentials (ASA/FSA) or progress toward exam completion.

Pay Transparency

Salary Range: $95,000-$140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92109

Analyst, Office of Governmental Affairs (Remote, any state, US)

Job Requisition ID: 92115

Location Designation: Hybrid - 1 day per month

Join the Office of Governmental Affairs, where you'll play a pivotal role in shaping the company’s response to the regulatory landscape that impacts New York Life, our agents and our policy owners. By monitoring legislative and regulatory activity, crafting strategic responses and educating policymakers, you can influence public policy decisions that affect everything from product design to client interactions. Collaborate with a dedicated team and subject matter experts across the company to ensure informed policy priorities and safeguard the future of New York Life.

This position provides research and analytical support to New York Life’s state government relations team, which is based in NYC and Albany. The position provides back-up knowledge on assigned issues and requires high level and independent interaction with the Office of Governmental Affairs (OGA) team, other company personnel and industry peers. Excellent people skills are essential, as well as the ability to function in a fast-paced environment.

What You’ll Do:

Gather information and perform complex research on legislative and regulatory proposals of interest to the Company, using trade association websites and personnel, Department of Insurance and state legislative websites, State Net, and other research engines.
Analyze complex legislative and regulatory proposals, and on select basis, draft memos for OGAs' professional staff and other New York Life departments.
Communicate with state and national trade association staff to gather information on legislative and regulatory issues.
Stay abreast of state legislative, regulatory, National Association of Insurance Commissioners (NAIC), industry and political developments to support state and federal government relations teams.
Cover state trade association calls and meetings as needed. As appropriate, attend NAIC and state and national trade association meetings to follow developments on assigned issues and provide updates to OGA and business units.

What You’ll Bring:

Minimum of 3 to 5 years of similar experience in a legislative/regulatory or governmental affairs environment preferred. Bachelor’s degree preferred.
High level of independent judgment.
Ability to organize workflow, prioritize issues and communicate relevant information with appropriate sense of urgency.
Proficiency with technical legislative and regulatory research, including state legislative and regulatory websites and tracking tools. Working knowledge of Word and Excel.
Excellent written and verbal communication skills.
Organizational and business savvy, with ability to interact with and influence employees across a complex organization.
Collaborative team player.
Given the nature of the role, candidate should live within a commutable distance to New York City

Pay Transparency

Salary Range: $77,500-$132,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92115

Claim Review Manager (Pittsburgh, PA, US)

Location Designation: Hybrid - 1 day per month

Locations: Hybrid/Remote – United States

Role Overview:

The Claim Review program is a key part of the group benefits operating model. We are seeking expertise to expand and optimize the Claim Review program. The Claim Review Manager role will lead a team comprised of Claim Reviewers supporting designated blocks of business, as part of the larger Claim Review program. The role will also be focused on providing insights via industry leading quality and risk management practices and drive continuous improvement initiatives. The ideal candidate will have excellent communication and influencing skills and a strong background in quality management, risk assessment, and business process optimization.

What You'll Do:

Drive the vision of Quality throughout the organization, establishing a culture that challenges the status quo and fosters business process improvement.
Acts as a figure of authority / SME regarding review methodology and its application(s) to processes.
Researches, interprets and responds to inquiries from internal customers regarding identified quality trends and root cause analysis.
Analyze program claim review results to assess quality trends, root cause, or targeted focus areas to inform the broader quality review program and business partner insights.
Drive change and influence individuals at all levels of the organization to minimize risks exposure.
Manages relationship with any compliance, legal and external audit partners (e.g. SOX, SSAE – 16 and Corporate Audit)
Evaluate Review efficiency in partnership with Business Stakeholders by utilization of quality methodology based on actionable data, such as implementation of KPIs, internal evaluation process, data analysis etc.
Oversee global and effective communications of review results by ensuring delivery of actionable insights to internal business partners for action plans
Proposes changes in designing, implementing and monitoring of complex review programs.
Develops review policies and procedures.
Design and develop Quality Systems Strategy for Group Operations to ensure consistency of delivery and measurable results in alignment with the expectations of our customers.
Manages productivity and overall review performance of direct reports.
Develops functional team members through effective coaching and guidance, empowering and enabling strong leadership from each.
Leads People Initiatives (with HR) including compensation planning, performance management, staffing and employee relations concerns/issues, employee recruitment, training, teaming and employee development.
Develops functional team members through effective coaching and guidance, empowering and enabling strong leadership from each.
Responsible for driving business operations projects and initiatives as assigned.
Oversee outcomes of audit calibration sessions.
Oversee outcomes of Business Partner claim resolutions.
Maintains audit databases and systems

In collaboration with Claim Review leadership, contribute to the development and analysis of key metrics that promote program health and operational quality performance to the broader New York Life executive leadership team.
Manages Quality Team in regard to internal quality and productivity goals as well as Compliance requirements (e.g. SOX, internal Audit, Privacy…)

Other duties as assigned.

What You'll Bring:

Bachelor's degree in a relevant field (Business, Risk Management, Insurance, or a related discipline).
Minimum of 7 years of experience in quality management, risk management, or related roles, preferably within the insurance or financial services industry.
In-depth knowledge of quality management principles, risk assessment methodologies, and regulatory requirements related to group benefit solutions.
Strong analytical and problem-solving skills with the ability to identify and reduce business risks effectively.
Proven track record of developing and implementing quality and risk management frameworks, policies, and procedures to drive continuous improvement.
Excellent communication and relational skills, with the ability to collaborate and influence stakeholders at all levels of the organization.
Exemplified leadership skills and the ability to build and motivate high-performing teams.
Ability to work in a fast-paced, dynamic environment, managing multiple priorities and deadlines effectively.
Strong business acumen and critical thinking to align quality and risk management initiatives with overall business objectives.

Skills and Abilities

Must be able to perform complex data analysis functions in Excel including reviewing and sanitizing text delimited files, V, H & X-lookups, and pivot tables.
Excellent verbal & written communication skills with a keen ability to translate large data analysis and observations into comprehensive yet concise messaging to a non-data savvy audience.
Has an affinity for innovation to find new and better ways to consume data to ease customer burden while enhancing the overall experience.
Demonstrates a growth mindset by being adaptable, agile, and willing to change course in trying new ways of working.
An ability to connect technical aspects of the work to the customer experience.
Strong organization skills with an ability to adapt to competing priorities.

#LI-ML1

#LI-HYBRID

Pay Transparency

Salary range: $55,000-$92,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92057

#GBS

Strategic Partnerships Lead (Philadelphia, PA, US)

Location Designation: Hybrid - 3 days per week

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Role Overview:

The Corporate Vice President – Strategic Partnerships plays a pivotal role in driving the strategic direction and operational excellence of key partnerships in support of business operations functions, including, but not limited to, customer and client service, contact center, claims, and mail/print operations. This role is responsible for leading cross-functional partnerships, managing vendor relationships, driving new initiatives, and ensuring alignment between business goals and service delivery—particularly in the context of outsourced engagements. This position will be responsible for relationships between outsourcing partners and New York Life Group Benefit Solutions, assessing and prioritizing opportunities, developing staff, implementing, evaluating performance, collecting and disseminating information, resolving problems, building and maintaining trust and support, and coordinating system deployments and testing.

What You'll Do:

Provide ongoing support of existing outsourced relationships and identify opportunities for ongoing improvement (via KPI management) and strategic growth

Ensure overall accountability for partner goals, performance, and strategic initiatives.
Serve as the primary strategic liaison for external partners, including oversight of contract negotiations and vendor performance for several hundred contingent workers
Drive innovative solutions that lead development and implementation of creative strategies to enhance vendor relationships and improve service delivery
Work as a trusted partner with business leaders, fostering use cases that explore new ideas and encourage out of the box thinking in support of their long term goals
Drive innovation and efficiency in service delivery, including setup and transition of new initiatives and ongoing business reviews.
Maintain and update business continuity plans and policies to address service and/or operational challenges
Provide strategic input on scorecard metrics, performance evaluations, and continuous improvement efforts.
Utilize the latest technological advancements to streamline processes, improve efficiency, and deliver cutting-edge solutions.
Identify opportunities for process improvements and implement innovative practices to enhance overall performance and stakeholder experience.
Oversee multimillion dollar annual spend and ensure appropriate budget and financial controls
Develop reports and presentations for executive level audiences
Provide additional strategic support as needed

What You'll Bring:

5+ years related experience required in management role
Bachelor’s Degree or equivalent work experience strongly preferred
Proven experience in strategic partnerships, vendor management, or service operations within the insurance or financial services industry.
Strong leadership and communication skills, with the ability to influence across functions and levels.
Demonstrated success in managing complex projects and cross-functional teams.
Familiarity with contact center technologies and BPO models is highly desirable.
Cultural sensitivity and comfort working with global operations teams
Exceptional attention to detail and change management; Project management experience a plus
Must operate with a great sense of urgency and consistently meet deadlines
Capable of managing multiple priorities and changing focus on short notice
Intermediate MS Excel experience is required
Excellent verbal and written communication skills
Executive presentation skills
Ability to read and interpret Master Service Agreements, Statements of Work and Contract Addendums. Knowledge of procurement and negotiation.
Ability to review metrics and KPIs and develop an action plan to improve results, while holding partners accountable for results with specific time frames and quality expectations.
Ability to conduct Monthly Business Reviews with partner management teams and assess performance based on contractual goals and metrics.
Ability to work closely with internal management team to review and evaluate progress on partner's ability to adhere to requirements

Requires occasional travel to conduct business reviews, site audits, and offer support as needed.

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

#LI-ML1

#LI-HYBRID

Pay Transparency

Salary range: $110,000-$150,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92108

#GBS

Service Leader, Onsite Operations 91727 (San Francisco, CA, US)

Location Designation: Fully Onsite

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.

Role Overview:

Join our dynamic management team at our Greater San Francisco General Office (GO) as a Service Leader, where you'll be at the forefront of driving excellence and innovation in our service department. As a key member of the GO leadership team, you'll oversee and manage the daily operations, ensuring that all business objectives and key results are not only met but exceeded within our high service standards. In this pivotal role, you'll be the primary point of contact for GO Agency Managers, recruiters, and agents, guiding them through our comprehensive Service resources and ensuring their needs are met with precision and care. You'll provide visionary leadership, training, and development to foster a culture of best-in-class service delivery. But that's not all – you'll also be a proactive change-maker, constantly identifying and implementing improvement opportunities to enhance client experiences and operational efficiencies. If you're passionate about leading an office to new heights and making a tangible impact, this is the role for you!

What You’ll Do:

Handle Service Escalations: Be the hero who ensures our customers' needs are met with precision and care, resolving any issues that arise with efficiency and empathy.
Support Sales Initiatives: Drive success by supporting initiatives related to agent sales and incentives programs, helping our team achieve their goals and exceed expectations.
Coordinate Local Events: Bring energy and excitement to the office by coordinating and executing local General Office events that foster team spirit and collaboration.
Navigate Change: Lead the way through transitions in service and operational systems and processes, providing training on new capabilities and ensuring a smooth adaptation for the Agency.
Oversee Financial Tasks: Ensure the accuracy and integrity of financial reports by overseeing accounts payable tasks for multiple accounts, maintaining a keen eye for detail.
Manage Operations: Keep the office running smoothly by managing facilities and building maintenance requests, troubleshooting onsite technology and network issues, and ensuring a well-maintained and functional environment.

Required Skills:

Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire. Applicants currently holding Series 6 or 7 licenses would satisfy this requirement.
Bachelor’s degree
Ability to balance learning with onsite management and support for the local GO
Strong customer focus through the ability to understand and anticipate the needs of customers, providing solutions that enhance their experience. The involves being proactive in identifying customer issues, ensuring their satisfaction.
Technical proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
Proactive in identifying and implementing improvements opportunities to enhance client experiences and operational efficiencies.

Preferred Skills:

Ability to lead operations through influence, coordination, and strategic oversight rather than direct managerial authority. This involves guiding, mentoring and driving initiatives that affect the broader organization.
Strong problem-solving skills are essential. This role involves addressing complex issues and making thoughtful decisions to resolve diverse issues effectively.
Training and development experience

Pay Transparency

Salary Range: $75,000 -$100,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91727

Accidental Death and Dismemberment Claims Specialist (Remote, any state, US)

Location Designation: Fully Remote

Role Overview:

As a Group Claim Associate in the Accidental Death and Dismemberment department, you will partner with medical, legal and other expert resources to research, determine financial liability, and process claims for various products:

Group Life,
Group Accidental Death and Dismemberment, and
Group Business Travel Accident
Other specialty products

This includes making determinations regarding eligibility for benefits, providing ongoing claim administration, and communicating decisions and status updates to customers and clients. The Group Claim Associates decisions have a direct impact on customers’ well-being and sense of security. The ability to make and effectively communicate decisions within compliance guidelines, while integrating knowledge of customer contracts, Group Operations and corporate compliance are critical for success.

What you'll do:

Independently conduct claim eligibility determinations and manage on-going claims for benefits through applying appropriate contractual provisions and following legal guidelines,
Proactively communicate with customers, beneficiaries, business partners, and employers, to gather information regarding eligibility for benefits
Manage complex claims with minimal supervision, and recognize when assistance from Technical Specialist and/or Team Leader as needed.
Interpret and evaluate death investigation records (police, autopsy, toxicology, forensic investigative reports, foreign documents, medical records, etc). against the applicable contract provisions including exclusions, limitations, material misrepresentations and fraud.
Independently refer claims to medical, legal and other Expert Resources when appropriate
Demonstrates solid planning and organizational skills with the ability to address short and long term goals while prioritizing and addressing ongoing issues.
Consistently drives initiatives/efforts to successful and compliant outcomes.
Provide coaching to other employees as needed
Complete all GBS and NYL required trainings within assigned timeframes
Independently respond to high levels of call volume from customers and clients. Respond to all telephonic and email inquiries within customer service protocols in a clear, concise, empathetic and timely manner
Embodies company’s commitment to high ethical and fair claim standards, corporate compliance, Policies and Procedures and best practices with employees.

What you'll bring:

BA/BS degree or equivalent work experience with focus in Health or Science field desired
Forensic Science education and/or background highly desired
Demonstrated ability to problem solve, utilize analysis, experience and judgment to make accurate decisions
Clear and concise and timely professional communications using all mediums
Experience in delivering exceptional customer service
Team oriented focus with ability to perform at the highest level
Ability to prioritize critical objectives focusing on high impact components
Maintains professionalism and flexibility despite conflicting demands
Executes decisiveness even when dealing with ambiguity
Ability to learn process and product information and adapt quickly and effectively
Integrity, objectivity and personal accountability for own decisions and honors both internal and external commitments
Accepts challenges and demonstrates accountability for own developmental opportunities
Proficient in Microsoft Office applications (Word, Outlook)

Pay Transparency

Salary range: $50,000-$60,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92074

#GBS

Senior Associate, Field Management Systems Project Manager and Operations Lead (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

This Senior Associate role is responsible for the coordination, logistics and operational support of the Field Management Systems team. The position is central to building alignment across the Zone teams, enhancing coaching culture, and equipping field managers with the frameworks and confidence to drive agent productivity and retention. This individual will partner closely with Home Office business partners, Zone leaders, and other enterprise teams to strengthen field adoption of the Field Development System.

This role requires strategic thinking, relationship-building, strong facilitation and communication skills, project management capability, and the ability to drive initiatives across the enterprise.

What You'll Bring:

• Leads rollout and continuous improvement of the Field Development System field manager workshops
• Partners with Home Office and Zone teams to drive adoption of FMS resources and coaching frameworks
• Supports enterprise alignment through clear communication, presentations, and engagement forums
• Synthesizes field feedback into program enhancements and strategy evolution
• Facilitates national webinars and participates in field-facing events and meetings
• Ability to partner with other business areas in the organization.

What You'll Do:

• Bachelor’s Degree required
• Coaching experience and background
• Advanced degree or professional designation (ChFC or MBA) strongly preferred
• Field Development System certification strongly preferred
• 7+ years of experience in leadership development, stakeholder engagement, or field support roles
• Familiarity with AI-powered productivity or learning tools (e.g., ChatGPT, coaching simulations)
• Strong understanding of NYL’s Career Agency System and FDS coaching tools
• Highly Proficient in Microsoft Office (Word, PowerPoint, Excel)
• Operations management – Training support, communications and logistics
• Project management expertise
• Proven public speaking and facilitation skills
• Strong written communication and interpersonal influence
• Ability to travel for various training or meetings
• Ability to execute at a high, fast-paced level

#LI-KH1
#LI-HYBRID

Pay Transparency

Salary Range: $95,000 - $130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 91987

Product Development Senior Associate (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

This role supports the Group Membership Association Department’s (GMAD) product portfolio, with a focus on enhancing product capabilities and advancing strategic initiatives. Reporting directly to the Corporate Vice President of Product Development, the position requires strong analytical, organizational, and communication skills to manage cross-functional projects and contribute to new and existing product development.

What you'll do:
• Identify opportunities within target markets to support new product development and portfolio growth.
• Lead and support cross-functional initiatives involving actuarial, account management, compliance, legal (OGC), finance, underwriting, marketing, and service teams.
• Serve as a subject matter expert on all GMAD products, supporting both internal and external stakeholder inquiries.
• Develop executive-level presentations and materials to aid in decision-making by project sponsors and senior leadership.
• Manage product lifecycle activities from ideation through implementation, ensuring milestones are met.
• Proactively identify project risks and provide practical solutions to maintain timelines.
• Conduct competitive intelligence research and track trends across relevant markets.
• Foster a culture of continuous improvement by recommending enhancements to department processes and outputs.

What you'll bring:
• 6–8 years of relevant experience, preferably in group life, disability, or supplemental health insurance.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with project management tools is a plus.
• Strong written and verbal communication skills, including experience presenting to senior leadership.
• Exceptional attention to detail and commitment to producing high-quality work.
• Demonstrated problem-solving ability and innovative thinking.
• Strong organizational and time management skills; able to manage multiple priorities.
• Ability to influence decisions and build consensus across levels and functions.
• Bachelor’s degree required; technical or quantitative major preferred. A master’s degree or FSA designation is a plus

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Pay Transparency

Salary Range: $100,000-$130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92004

Senior Vice President, Head of Enterprise Strategy (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

New York Life is on a transformational journey and seeks a highly qualiﬁed leader to join the Corporate Development & Strategy (CD&S) team as Head of Enterprise Strategy based in New York.

Position Overview

We are seeking a dynamic and result-oriented Head of Enterprise Strategy to lead the development, alignment, and execution of our long-term strategic agenda. This individual will play a critical role in shaping the company's growth trajectory during a time of pivotal transition by translating market insights, business objectives, and operational capabilities into actionable enterprise-wide strategies. As a key advisor to the Company’s executive team, this person will influence major investment decisions, drive cross-functional initiatives, and help ensure the appropriate level of strategic coherence across all business units.

The Head of Enterprise Strategy will report to the Head of Corporate Development & Strategy and will have direct responsibility for enterprise and select business strategy functions, strategic planning, and New York Life’s internal consulting group, an overall team of approximately 15 – 20 employees. This person will also work collaboratively across other capabilities in the CD&S team, including corporate development, business intelligence, and enterprise relationship management.

Role Description

Thought Leadership, Advisory, and Executive Communication

Lead the development and continuous refinement of the enterprise strategy in alignment with the CEO and executive leadership
Support development of robust business strategies and plans for a portfolio of standalone businesses, tying them into our core strategy
Develop pragmatic solutions to key strategic and operational issues
Develop and present recommendations to senior leadership, play a key role in informing and inﬂuencing senior management decision making
Provide enterprise program management overlay to ensure execution of cross-functional strategic initiatives
Oversee agenda and materials development for senior executive audiences and meetings (e.g., Board Meetings, Executive Oﬀsites, etc.)

Strategic Planning

Support strategic planning processes, including inter-dependencies between key business, technology, and financial planning processes
Facilitate structured reviews of the enterprise portfolio of strategic initiatives and implications (e.g., budget considerations, resource allocation, etc.)

Project Leadership

Oversee implementation of multiple key initiatives, working closely with line management responsible for executing change
Lead execution of key enterprise initiatives by forming collaborative partnerships with colleagues across businesses and functional areas
Provide thought leadership and strategic oversight in relevant areas
Manage governance process, ensuring regular communication and coordination of initiatives across executive management team

People Management

Lead and motivate a high performing, diverse team to deliver results
Ensure training and development needs of the team are being met at all points in their career journey

Desired Qualiﬁcations

We are looking for an outstanding individual with excellent intellectual and analytical capabilities, pragmatic problem-solving skills, strong communications and inﬂuencing capabilities, a robust strategy background, and a passion to eﬀect change across the organization at the most senior levels.

Additional requirements:

Bachelor’s degree in Business, Economics, Finance, or related field required, MBA or advanced degree strongly preferred
15+ years of experience in corporate strategy, management consulting, and/or strategic planning roles
Demonstrated success in leading enterprise- and business-level strategy development and execution
Outstanding critical thinking, analytical, and quantitative abilities gained through leading large scale high impact strategy assignments
Strong communication skills including experience in developing C-suite presentations
Experience in ﬁnancial services preferred, insurance expertise is a plus
Broad understanding of current technology practices (Agile, Cloud Computing/SaaS, Enterprise Data Management, etc.) and emerging trends (AI, InsurTech, etc.) is desired
Executive presence and collaborative work style with ability to influence senior leaders and drive alignment across the organization
Strong managerial capability and the ability to effectively flex leadership styles given the audience and situational need

Pay Transparency

Salary Range: $300,000 to $350,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92011

CVP, Integrated Solutions Delivery Lead (New York, NY, US)

Location Designation: Hybrid - 3 days per week

We undertook a significant step in this direction by evolving to the value stream operating model last year. Our vision is to be a leading provider of human-led holistic guidance to affluent and middle markets, enabled by seamless and differentiated experiences across solutions and channels that set us apart in the financial services industry. With visibility into their full financial picture, a tailored holistic financial plan, and the agent’s expertise, prospects will clearly understand the solutions needed to help them both protect and prosper. They will be able to seamlessly apply for multiple solutions to address their broad financial needs. Enabled by a comprehensive view of their finances, clients will have periodic reviews with their agents to assess progress against goals. They will have the flexibility to manage accounts and transactions quickly across our full solution suite in one place through their preferred channel. We will invest in experience enhancements across multiple constituents (e.g., clients, new agents, top advisors, field managers, service professionals). Our goal is to be easy to do business with and to leverage our collective and unified strength, enhancing our position as the preferred destination for both agents and clients.

Role Summary:

The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions. This role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions.

This position will partner with business and technology leaders to develop and execute a multi-year strategy that maximizes value from technology investments. The leader will drive the design, development, and continuous improvement of integrated solutions that support business needs, ensuring alignment across various product lines while maintaining a seamless end-user experience.

The Integrated Solutions Delivery Lead will collaborate with and support other delivery leads within the Product Solutions Technology value stream to enable capabilities across their respective domains. This role requires a strong blend of technical expertise, strategic vision, stakeholder management, and leadership skills to navigate complex technology landscapes and drive the successful delivery of innovative solutions.

Key Responsibilities:

Lead and manage a team of 60-80 technology professionals (employees and consultants), including architects, engineers, and analysts, ensuring high-quality execution of integrated solutions.
Develop and maintain a delivery roadmap aligned with strategic business objectives, ensuring seamless integration with core administration, record-keeping, and complex calculation engines.
Oversee the development of integrated solutions across Insurance, Annuities, and Wealth Management Solutions, ensuring robust functionality in areas such as Illustrations, Tax, Operational Data Management, and Policy Generation.
Ensure a seamless and consistent integration strategy across platforms to enhance connectivity between internal systems and external third-party providers.
Align business goals, strategies, and capabilities across teams to drive cohesive execution and maximize business outcomes.
Drive digital modernization by adopting cloud-based, API-driven architectures, automation, and agile methodologies.
Establish a structured approach to reduce technical debt, improve system performance, and optimize data access for improved efficiency and decision-making.
Manage risks, blockers, and interdependencies across technology teams, ensuring timely delivery and transparency with stakeholders.
Develop talent by coaching and mentoring team members, fostering a culture of innovation and collaboration.
Focus on customer experience by ensuring the smooth operation of solutions that enhance productivity and usability across different product lines.

Education:

Master’s or bachelor’s degree in business, computer science, computer engineering, electrical engineering, systems analysis, or a related field, or equivalent experience.

Required Experience & Skills:

10+ years of experience in enterprise-level delivery of financial solutions, including managing stakeholder relationships.
5+ years of leadership experience managing technology teams within financial services, insurance, or annuities.
Deep knowledge of business ecosystems, including modern and legacy platforms (e.g., SaaS, PaaS, APIs, microservices, cloud-based solutions, and predictive analytics).
Proven expertise in managing complex record-keeping or calculation integrations for Insurance, Annuities, and Wealth Management products.
Strong experience implementing Agile frameworks, financial planning, and IT governance best practices.
Ability to drive technology transformations, consolidations, and modernizations of legacy systems.
Excellent consulting, communication, and stakeholder management skills, with a track record of influencing at senior leadership levels.
Exceptional problem-solving, analytical, and strategic planning skills.

Pay Transparency

Salary Range: $157,500-$250,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91460

Sr. Director, ALM Production Analytics Lead (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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.

The ALM & Investment Strategy Team’s mission at New York Life is to effectively partner with the business, finance, and asset management teams to research, develop, and implement Investment strategies that help meet business and financial objectives. These goals heavily depend on robust models and data.

The Leader of Production Analytics will be responsible for the design, streamlining, implementation, and ongoing operations of all of the production processes to generate investments and ALM analytics. This member of the ALM team will work closely with all the stakeholders across the company to identify and align the data and analytics processes that feed into regular financial and risk reporting.

What You’ll Do:
• Working with key stakeholders across actuarial, finance, and investment functions to meet their specific needs to asset and liability portfolio projections and analytics. This will support both internal management and external financial reporting needs
• Identification of both input and output needed to conduct robust ALM activities and create transparency for stakeholders in finance, investments, risk management, and the businesses
• Design and build integration between data and models, with focus on automation, efficiency, and controls of recurring activities. This will also include a focus on continuous improvement of the current processes and models
• Work on transitioning and automation of all regular processes from the current system into the new ALM Analytics platform (Beacon)
• Engage in ALM Research and Development, and other Modeling activities in support of the ALM and all related reporting activities

What You Bring:
•Bachelor’s Degree in a technical field preferred
• Actuarial, Investments or Quantitative certifications highly desirable
• 5+ years of experience dealing with multi step reporting processes that integrate insurance assets and liabilities
• Strong programming and database skills, including Python
• Strong business communication skills and ability to build consensus among technical and non-technical professionals
• Thought Leadership
• Understanding of the insurance ALM and Investment activities and industry best practices
• Strong background in financial engineering and asset modeling
• Strong knowledge of industry standard models used for analyzing and valuing various structured and non-structured fixed income asset classes
• Familiarity with general account (life, annuity and institutional) liabilities and product characteristics
• Understanding of financial markets

Pay Transparency

Salary Range: $137,500-$237,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91717

GBS Voluntary Benefits Experienced Underwriter (Philadelphia, PA, US)

Job Requisition ID: 90836

Location Designation: Hybrid - 3 days per week

Alternate locations: Chattanooga, TN (Tennessee); Bloomfield, CT (Connecticut); Kansas City, MO (Missouri); Phoenix, AZ (Arizona)

Role Overview:

This position represents a unique and exciting opportunity to join the Underwriting organization's Voluntary Benefits team that recently launched our new Accident Insurance, Critical Illness, and Hospital Indeminity Products.

What You’ll Do:

Evaluate and interpret data from numerous sources, including group demographics, industry research, and other actuarial tools, to develop a risk assessment of each employer group.
Consult with sales reps and brokers to explain your analysis and work together to balance risk and profit.
Have opportunities for projects outside of quoting, such as serving as a technical expert for our tools, identifying and implementing new processes for efficiency or acting as a trainer or mentor to other underwriters.

Underwrite new business opportunities for New York Life Group Benefits Solutions Accident Insurance, Critical Illness, and Hospital Indemnity products.
Perform case specific risk assessments to develop appropriate premium rates for presale business to support growth and profitability goals.
Recommend strategies and plan designs to win new business opportunities. Proactively engage and consult with Sales partners and Enrollment team to drive successful enrollment results.
Manage a growing book of business, focused on attaining profitable growth, persistency, and earnings.
Partner with sales department and brokers to deliver customer presentations and act as financial consultant on case-specific issues.
Develop strategic recommendations related to market competition, products, and pricing.
Influence underwriting best practices and provide input to matrix partners on product development and pricing.
Act as a trusted resource and technical expert to team and matrix partners.
Represent Underwriting on projects and initiatives.

What You’ll Bring:

Bachelor’s degree in a business subject area preferred, or equivalent experience required.
Minimum of 1 year of Group Underwriting or other relevant experience required.
Ability to establish priorities, confirm and communicate decisions, work on multiple assignments, and adhere to deadlines.
Innovative thinker who is self-motivated to learn and look for ways to improve our process.
Comfortable dealing with ambiguity and willingness to pivot quickly when needed.
Ability to make effective decisions based on independent risk analysis and strong financial acumen.
Thorough knowledge of risk levers that influence market and competitive conditions.
Strong interpersonal skills that foster collaborative working relationships. Demonstrated ability to balance stakeholder and matrix partner goals to achieve optimal outcome.
Strong written and oral communication skills. Ability to analyze and explain complex ideas; persuade and negotiate effectively with the ability to deliver both internal and external presentations.
Highly organized and detail oriented. Able to manage time effectively and prioritize workload to meet deadlines.
Ability to lead discussions and deliver external presentations and analysis to a diverse client base.

Locations: Hybrid Schedule: Philadelphia PA, Kansas City MO, Chattanooga TN, Farmington CT, Phoenix AZ, Fully Remote can be considered.

Pay Transparency

Salary range: $62,000-$116,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 90836

#GBS

Development Manager-Arkansas GO (Little Rock, AR, US)

Location Designation: Fully Onsite

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.

Business / Role Overview:

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

This position will support the Arkansas GO.

What You'll Do:

Drive, monitor and support New Org Agent retention and production efforts.
Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to supporting Monthly and Annual Plan Meetings.
Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledge-base of NYLIC products.
Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Effectively train agents to gather names through prospecting process of referrals, social media mining, community events, and center of influence development.
Effective with technology to enable training and assistance in virtual environment

What You'll Bring:

Bachelor’s Degree preferred
Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
Valid State Life and Health Licenses
FINRA Registrations- Series 6 & 63
Persuasive, Verbal and Written Communication Skills
Performance Management
Facilitating Groups
Coaching
Developing, Empowering and Influencing Others
Providing Motivational Support
Goal, Impact and Result Oriented
Adaptability and Flexibility
Leading Change
Problem Solving
Planning and Strategizing
Ability to mentor other DMs
Demonstration of effective FOD and IDD
Can lead one on one Development Conversations with Partners

Pay Transparency

Salary Range: $60,000-$85,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Insurance Service Professional 92050 (Rego Park, NY, US)

Location Designation: Hybrid - 4 days per week

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

Insurance Service Professional – New Business Processing

***Hybrid work schedule: work in office 4 days, work from home 1 day***

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.

What You’ll Do:

Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
Answer incoming calls, greeting customers and potential agent candidates may be required

What You’ll Bring:

Required Skills

The ideal candidate should have 2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills required

Preferred Skills

Associates, or Bachelor’s degree preferred, or equivalent years of related experience

Training & Development

Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

Shift Information

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.

Salary

Competitive full-time base salary, overtime eligibility plus target bonus

Benefits

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

Pay Transparency

Salary Range: $45,000-$50,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 92050

Policy Forms/Filing Associate (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Under certain circumstances, will consider a remote option.

Role Overview:

The Associate role will be primarily responsible for the preparation, drafting, review and issuance of contract forms. Also, this individual may be responsible for the submission of these forms to applicable insurance departments, when necessary, and responding to departmental objections/questions to negotiate and secure form approval. While the main objective will be preparation and drafting of policy forms in a timely manner, the Associate will also be actively involved in assisting with other related general contractual issues within the Division, including related filing and compliance projects.

What You’ll Do:

• Develop and draft various contract forms, specific to group life and health insurance and blanket accident/accident medical insurance, and related documents for the issuance to group policyholders and certificate holders via third party administrators.
• Research and review laws and regulations and analyze the impact on the Division’s contract forms.
• Determine contractual modifications needed because of legislative requirements and/or changes.
• Review, prepare and submit SERFF filings; negotiate approval of product filings from State Insurance Departments.
• Collaborate and communicate with individuals from various areas within the Company (particularly with Contract unit members) in addressing drafting, filing and compliance issues and questions.
• Assist with the implementation of other general filing and/or compliance initiatives.

What you'll bring:

• Bachelor’s degree with a 3-5 years’ relevant experience in the insurance industry.
• Strong knowledge of insurance products and insurance laws (preferably group life and health insurance and blanket accident/accident medical insurance).
• Experience filing insurance products via SERFF a plus.
• Working knowledge of online insurance research resources such as Wolters Kluwer/Westlaw a plus.
• Legal/compliance background a plus.
• Strong research, analytical and reasoning abilities.
• Detail oriented with exceptional organizational skills.
• Excellent oral and written communication skills.
• Proficient with Microsoft Office suite of products.

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Under certain circumstances, will consider a remote option.

#LI-KH1
#LI-HYBRID
#LI-REMOTE

Pay Transparency

Salary Range: $62,400-$80,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91876

Senior Associate, Actuarial Services (Remote, any state, US)

Job Requisition ID: 91953

Location Designation: Fully Remote

Business Overview:

The Actuarial Model Architecture and Development (AMAD) team is responsible for supporting the business areas enterprise wide with their Asset-Liability Modeling (ALM) and other modeling needs. AMAD develops and maintains models covering Valuation, Cash Flow Testing, Embedded Value, Stress Testing, RBC, Duration analysis, Economic Capital, Pricing, and Financial Planning. In addition to supporting the Prophet models, the team engages heavily with the business units to understand prospective needs and advise on modeling approaches. This role offers interested candidates the opportunity to learn products and methods across every business within New York Life.

What You'll Do:

Responsibilities for this position place focus on the drive for continuous improvement from an operational perspective. A sample of the projects the role encompasses, but is not limited to, is as follows:

• The successful candidate will be a key member of a modeling team within the finance department, which is collectively responsible for modeling, reporting, and business analytics.
• Execute on Prophet model conversions and development based on centralized governance policy.
• Utilize advanced modeling techniques, including dynamic asset liability methods, to appropriately reflect characteristics of complex product designs.
• Build business and corporate functionality into consolidated ALM models enabling enterprise-wide risk assessment.
• Work with the business units to understand requested model changes, prioritization, execute test plans, and assist in model acceptance.
• Implement Prophet Enterprise modules to support governance and process automation.
• Implement the Single Platform functionality for Valuation, ALM and Pricing.
• Document all changes and testing to the models.

What You'll Bring:

The AMAD team tests and implements many leading-edge techniques as a team. We are looking for people with the following skill set:

• Acturial credentials and experience strongly preferred.
• Experience working with open actuarial software such as Prophet, MoSes/RAFM, ALFA, etc.
• Understanding of FIS Prophet software is highly preferred.
• Knowledge of asset liability management, valuation, and/or projection models.
• Experience with supporting complex projects to successful completion.
• Understanding of actuarial enterprise technology environments.
• Understanding of insurance products, regulations, and related risks.
• Ability to take direction from senior modelers and execute on projects according to team standards.
• Excellent relationship building and collaboration skills, both within-team as well as internal and/or external clients.
• A self-starter with strong communication skills.
• Excellent verbal and written communication skills to convey complex actuarial concepts to non-technical stakeholders.
• Familiarity with Agile and Lean processes is a plus.
• Flexibility and adaptability to handle multiple tasks, and deal with shifting priorities, all within demanding time schedules.
• Ability to “think outside of the box” and work with leading edge non-traditional actuarial practices.
• An energetic team player.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $85,000-$140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91953

Corporate Vice President & Actuary (Remote, any state, US)

Location Designation: Fully Remote

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

Business Overview:

The Actuarial Model Architecture and Development (AMAD) team is responsible for supporting the business areas enterprise wide with their Asset-Liability Modeling (ALM) and other modeling needs. AMAD develops and maintains models covering Valuation, Cash Flow Testing, Embedded Value, Stress Testing, RBC, Duration analysis, Economic Capital, Pricing, and Financial Planning. In addition to supporting the Prophet models, the team engages heavily with the business units to understand prospective needs and advise on modeling approaches. This role offers interested candidates the opportunity to learn products and methods across every business within New York Life.

What You'll Do:

Responsibilities for this position place focus on the drive for continuous improvement from an operational perspective. A sample of the projects the role encompasses, but is not limited to, is as follows:

• The successful candidate will be a key member of a modeling team within the finance department, which is collectively responsible for modeling, reporting, and business analytics.
• Execute on Prophet model conversions and development based on centralized governance policy.
• Utilize advanced modeling techniques, including dynamic asset liability methods, to appropriately reflect characteristics of complex product designs.
• Build business and corporate functionality into consolidated ALM models enabling enterprise-wide risk assessment.
• Work with the business units to understand requested model changes, prioritization, execute test plans, and assist in model acceptance.
• Implement Prophet Enterprise modules to support governance and process automation.
• Implement the Single Platform functionality for Valuation, ALM and Pricing.
• Document all changes and testing to the models.

What You'll Bring:

The AMAD team tests and implements many leading-edge techniques as a team. We are looking for people with the following skill set:

• FSA designation or equivalent
• Understanding of FIS Prophet software for modeling, valuation, and financial reporting.
• Experience in customizing Prophet models to meet specific business needs and regulatory requirements, with a focus on the US 360 Life and Annuity library.
• Knowledge and/or experience with ALS is a plus.
• Experience with technical execution/support of complex projects to successful completion.
• Understanding of actuarial enterprise technology environments.
• Understanding of insurance products, regulations, and related risks.
• Excellent relationship building and collaboration skills, both within-team as well as internal and/or external clients.
• A self-starter with strong communication skills.
• Excellent verbal and written communication skills to convey complex actuarial concepts to non-technical stakeholders.
• Understanding of prioritizing workstreams appropriately.
• Familiarity with Agile and Lean processes.
• Flexibility and adaptability to handle multiple tasks, and deal with shifting priorities, all within demanding time schedules.
• Ability to “think outside of the box” and work with leading edge non-traditional actuarial practices.
• An energetic team player.

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Pay Transparency

Salary Range: $110,000-$190,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91954

Senior Administrative Assistant (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

We are seeking a highly organized, proactive, and detail-oriented Senior Administrative Assistant to provide comprehensive administrative support to one or more Executive Officers and deliver office coordination support for the Technology department in our New York home office. This role will play a key part in maintaining an efficient, professional, and confidential environment, supporting both individual executives and broader departmental operations. The ideal candidate excels at managing complex schedules, facilitating communication, and anticipating needs before they arise.

What You’ll Do:

Executive Support
- Proactively manage VP calendars, including scheduling meetings, prioritizing demands, and resolving last-minute conflicts.
- May be asked to prepare meeting materials, presentations, and agendas, and follow up on action items.
- Manage travel arrangements and reconcile expense reports.
- Process other departmental expenses as needed.
- Maintain organizational charts, distribution lists and department website.
- Provide backup administrative support to other assistants in the department.
- Manage secure and sensitive information with discretion.
- Handle other administrative duties and special projects as assigned by executives.
- Collaborate with other administrative professionals to ensure consistent, high-quality support across the department.
- Proactively identify opportunities to improve administrative processes and contribute to team effectiveness

Office and Floor Coordination
- Serve as the primary point of contact for office-related inquiries and liaise with Office Services for cleaning, maintenance, temperature, and repairs.
- Manage office supplies and ensure timely restocking of copiers, paper, and pantry items.
- Coordinate office maintenance requests (water coolers, coffee machines, lighting, carpet cleaning, etc.).
- Assist with the coordination of workstation/office moves and furniture adjustments.
- Maintain and assign lockers for employees as applicable.
- Oversee the appropriate use of conference rooms and huddle spaces.

Event and Meeting Support
- Plan and coordinate departmental level internal and external events, meetings, and conferences, including catering arrangements in collaboration with department admins.
- Provide backup support for meeting logistics and catering when the primary admin is unavailable.

What You'll Bring:

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent verbal and written communication skills, with the ability to interact professionally with all levels of the organization and external partners.
- Strong organizational skills and the ability to effectively manage multiple tasks and priorities simultaneously.
- Exceptional attention to detail and problem-solving abilities.
- Ability to work independently with minimal supervision and demonstrate initiative.
- Professional demeanor and a strong commitment to maintaining confidentiality.
- Demonstrated strong sense of urgency and ability to prioritize effectively.
- Discretion and trustworthiness in handling confidential information.
- Proven ability to work collaboratively as a team player.
- Minimum of 5-7 years of experience in an administrative support role, with at least 3 years supporting senior executives.
- Experience with office coordination or facilities support is highly desirable.
- Bachelor’s degree preferred.

Key Competencies
Interpersonal Skills: Ability to build and maintain positive working relationships with internal and external stakeholders.
Time Management: Efficiently manage time, prioritize tasks, and meet deadlines in a fast-paced environment.
Flexibility and Agility: Adapt to changing priorities and handle unforeseen challenges with a positive and solution-oriented approach.
Initiative: Proactively identify needs and seek out opportunities to support the executive team and improve office efficiency.

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Pay Transparency

Salary Range: $52,500-$90,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91972

Service Leader, Relationship Management 91045 (Fresno, CA, US)

Location Designation: Fully Onsite

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.

Role Overview:

Join our dynamic management team at our Central California General Office (GO) as a Service Leader, where you'll be at the forefront of driving excellence and innovation in our service department. As a key member of the GO leadership team, you'll oversee and manage the daily operations, ensuring that all business objectives and key results are not only met but exceeded within our high service standards. In this pivotal role, you'll be the primary point of contact for GO Agency Managers, recruiters, and agents, guiding them through our comprehensive Service resources and ensuring their needs are met with precision and care. You'll provide visionary leadership, training, and development to foster a culture of best-in-class service delivery. But that's not all – you'll also be a proactive change-maker, constantly identifying and implementing improvement opportunities to enhance client experiences and operational efficiencies. If you're passionate about leading an office to new heights and making a tangible impact, this is the role for you!

What You’ll Do:

Handle Service Escalations: Be the hero who ensures our customers' needs are met with precision and care, resolving any issues that arise with efficiency and empathy.
Support Sales Initiatives: Drive success by supporting initiatives related to agent sales and incentives programs, helping our team achieve their goals and exceed expectations.
Coordinate Local Events: Bring energy and excitement to the office by coordinating and executing local General Office events that foster team spirit and collaboration.
Navigate Change: Lead the way through transitions in service and operational systems and processes, providing training on new capabilities and ensuring a smooth adaptation for the Agency.
Oversee Financial Tasks: Ensure the accuracy and integrity of financial reports by overseeing accounts payable tasks for multiple accounts, maintaining a keen eye for detail.
Manage Operations: Keep the office running smoothly by managing facilities and building maintenance requests, troubleshooting onsite technology and network issues, and ensuring a well-maintained and functional environment.

What You’ll Bring:

Required Skills:

Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire.
Bachelor’s degree
Ability to balance learning with onsite management and support for the local GO
Strong customer focus through the ability to understand and anticipate the needs of customers, providing solutions that enhance their experience. The involves being proactive in identifying customer issues, ensuring their satisfaction.
Technical proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
Proactive in identifying and implementing improvements opportunities to enhance client experiences and operational efficiencies.

Preferred Skills:

Ability to lead operations through influence, coordination, and strategic oversight rather than direct managerial authority. This involves guiding, mentoring and driving initiatives that affect the broader organization.
Strong problem-solving skills are essential. This role involves addressing complex issues and making thoughtful decisions to resolve diverse issues effectively.
Training and development experience

Pay Transparency

Salary Range: $70,000-$90,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91045

Service Leader, Onsite Operations 91266 (Bellevue, WA, US)

Location Designation: Fully Onsite

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.

Role Overview:

Join our dynamic management team at our Seattle General Office as a Service Leader, where you'll be at the forefront of driving excellence and innovation in our service department. As a key member of the GO leadership team, you'll oversee and manage the daily operations, ensuring that all business objectives and key results are not only met but exceeded within our high service standards. In this pivotal role, you'll be the primary point of contact for GO Agency Managers, recruiters, and agents, guiding them through our comprehensive Service resources and ensuring their needs are met with precision and care. You'll provide visionary leadership, training, and development to foster a culture of best-in-class service delivery. But that's not all – you'll also be a proactive change-maker, constantly identifying and implementing improvement opportunities to enhance client experiences and operational efficiencies. If you're passionate about leading an office to new heights and making a tangible impact, this is the role for you!

What You’ll Do:

Handle Service Escalations: Be the hero who ensures our customers' needs are met with precision and care, resolving any issues that arise with efficiency and empathy.
Support Sales Initiatives: Drive success by supporting initiatives related to agent sales and incentives programs, helping our team achieve their goals and exceed expectations.
Coordinate Local Events: Bring energy and excitement to the office by coordinating and executing local General Office events that foster team spirit and collaboration.
Navigate Change: Lead the way through transitions in service and operational systems and processes, providing training on new capabilities and ensuring a smooth adaptation for the Agency.
Oversee Financial Tasks: Ensure the accuracy and integrity of financial reports by overseeing accounts payable tasks for multiple accounts, maintaining a keen eye for detail.
Manage Operations: Keep the office running smoothly by managing facilities and building maintenance requests, troubleshooting onsite technology and network issues, and ensuring a well-maintained and functional environment.

Required Skills:

Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire.
Bachelor’s degree
Ability to balance learning with onsite management and support for the local GO
Strong customer focus through the ability to understand and anticipate the needs of customers, providing solutions that enhance their experience. The involves being proactive in identifying customer issues, ensuring their satisfaction.
Technical proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
Proactive in identifying and implementing improvements opportunities to enhance client experiences and operational efficiencies.

Preferred Skills:

Ability to lead operations through influence, coordination, and strategic oversight rather than direct managerial authority. This involves guiding, mentoring and driving initiatives that affect the broader organization.
Strong problem-solving skills are essential. This role involves addressing complex issues and making thoughtful decisions to resolve diverse issues effectively.
Training and development experience

Pay Transparency

Salary Range: $75,000-$100,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91266

Corporate Vice President, Strategic Marketing Consultant (Addison, TX, US)

Location Designation: Hybrid - 3 days per week

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.

Business Unit Overview

The Team:
This role is part of New York Life’s Foundational Business Marketing and Practice Management Team. The Marketing and Practice Management team provides strategic and operational support to advisors and their teams, helping them streamline their business operations, improve client service, and drive business growth. We are seeking a skilled and motivated Strategic Marketing Consultant to contribute to various initiatives, ensuring they are seamlessly executed and aligned with organizational goals.

Role Overview:
As a Strategic Marketing Consultant, you will play a pivotal role in providing expert marketing guidance to New York Life’s agents and advisors. You will work closely with these advisors and their teams to craft tailored marketing strategies, enhance client engagement, and optimize business operations. This role serves as a liaison between advisors and New York Life, ensuring they have the resources, insights, and tools needed to build strong client relationships, drive growth, and improve practice efficiency. The consultant also supports the execution of agent training and development programs and collaborates with internal teams to ensure advisors receive optimal service and guidance.

What You’ll Do:

1. Strategic Marketing Support & Advisory:

Provide coaching and consulting to agents/advisors on business development, client relationship management, and overall marketing strategy to boost practice efficiency and growth.
Identify opportunities to optimize marketing workflows, enhance client engagement, and elevate productivity through innovative marketing solutions.
Help agents/advisors develop and execute business and marketing plans tailored to their specific goals, including strategies for client acquisition, retention, and brand positioning.
Offer insights on leveraging digital marketing strategies, such as social media, email campaigns, and content marketing, to reach and engage with target clients effectively.

2. Training and Development:

Develop and deliver training programs focusing on marketing best practices, operational efficiency, and technology tools to enhance practice management.
Foster a culture of continuous learning by keeping agents/advisors informed about emerging marketing trends, digital tools, and new technologies that can enhance their marketing efforts and business operations.
Provide ongoing support to ensure that advisors and their teams are effectively using marketing systems, tools, and strategies to maximize their impact.

3. Collaboration with Internal Teams:

Collaborate with New York Life internal departments such as marketing, compliance, operations, and technology to ensure that agents/advisors are equipped with the necessary tools and resources for success.
Contribute to the development and execution of strategic initiatives that align internal resources with advisors’ business objectives, ensuring sustainable growth and operational efficiency.
Coordinate efforts between agents/advisors and senior leadership to align strategic goals, enhance service delivery, and drive business outcomes.

What You’ll Bring:

Bachelor’s degree in Business, Marketing, or a related field; and/or equivalent experience.
7+ years of experience in financial services, wealth management, or practice management.
Experience in Financial Services Marketing: Prior experience working with agents/advisors or within the financial services industry is preferred.
Marketing Expertise: Deep knowledge of strategic marketing principles, including digital marketing, branding, content creation, and campaign management.
Training & Development: Experience in designing and delivering training programs, especially in practice management, marketing, and technology adoption.
Communication Skills: Strong written and verbal communication skills, with the ability to engage and motivate advisors through strategic marketing initiatives.
Analytical Skills: Ability to track and measure the effectiveness of marketing programs and adjust strategies based on data-driven insights.

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Pay Transparency

Salary Range: $115,000 - $150,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91729

Corporate Vice President, Life Sales Officer - Pacific Zone (Remote, any state, US)

Location Designation: Fully Remote

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

Business Unit Overview

This role will cover the Pacific Zone.

What You’ll Do:

Directs sales service and support provided to agents.

Collaborate with Head of Wholesale Support and other leaders to develop and execute on sales strategy.

Collaborate with staff to develop and implement sales implementation action plans, including all messaging and specific sales and marketing activities.

Direct the identification and analysis of key performance metrics for zones, identification of market trends, and development of targeted sales efforts for specific customers.

Direct the collaboration between staff and agents in the event of complex cases and competitive situations.

Oversee the training of and support provided to agents on products, policyholder materials, and marketing initiatives.

Direct the education of agents in product knowledge and sales techniques, including presentation skills and customized presentations.

Oversee and direct staff’s coordination and participation in sales and marketing events to promote increases in sales and motivate agents.

Collaborate with head of Wholesale Support, Life Products, and Service Organization leaders to provide feedback from agents about products, services, processes, and procedures.

Influence the development of new products and marketing initiatives.

Provide a high level of technical guidance to staff with regard to new products and marketing initiatives and how best to execute on them in their zones.
Direct, develop, and manage staff, including providing coaching and training, setting goals, evaluating performance, planning staff assignments and development, and making and approving people management decisions (e.g., recruitment, promotions, terminations, and salary changes).

What You’ll Bring

Bachelor’s degree required or higher preferred
10 years+ of field experience, individual life, and/or related products
Experience as an agent
Comprehensive knowledge of regulations pertaining to life products
Strong management, written and oral communication, and presentation skills
Series 6, 63 and 26 required
CLU, CHFC certifications
Extensive travel required (50-70%)

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Pay Transparency

Salary Range: $135,000 - $150,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

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.

Job Requisition ID: 91900

Senior Associate, Sr DevOps Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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.

Role Overview:

We are looking for a skilled Sr. DevOps Engineer to join our Artificial Intelligence and Data (AI&D) group, focusing on deploying and managing configurations for our integration platform using cloud-native infrastructure. The role involves managing and optimizing microservices hosted in the AWS ecosystem, leveraging AWS various services. The ideal candidate will have a strong background in DevOps practices, cloud infrastructure, and integration technologies, with a passion for automation using AI/ML frameworks, scalability, and reliability.

This role requires ability to consistently communicate across multiple channels (Teams, emails, meetings, conversations), proactively identifying blockers and escalating as needed, organizational skills to support the team in maximizing its performance and ensuring successful delivery of projects

What You’ll Do:

Infrastructure Provisioning and Management

Provision and manage AWS resources such as EC2, EKS, Redshift, RDS, DMS, SFTP, Lambda, Glue, and Step Functions and much more
Ensure consistent and scalable infrastructure setup using tools like Terraform for infrastructure as code (IaC) management

CI/CD Pipeline Development and Implementation

Develop, implement, and maintain comprehensive CI/CD pipelines for Data Lake and Data Warehouse deployments, leveraging tools such as Jenkins, Harness, Ansible, and GitHub to ensure seamless integration and automation.
Design and deploy CI/CD pipelines for database scripts (DDL, DML) using Liquibase. Establish Liquibase instances and enforce quality checks through rigorous policy implementation.
Utilize bash and Python scripting to automate a variety of tasks, enhancing efficiency and reducing manual intervention.
Manage build artifacts and versioning of builds using repositories like JFrog or Nexus, ensuring organized and traceable build histories.
Integrate automated testing, security scanning (CheckMarx), and compliance checks into the CI/CD pipeline to ensure robust security, quality, and regulatory adherence throughout the development lifecycle.

Data Streaming and Integration:

Configure and manage data streaming and integration using change data capture (CDC) and AWS Manage Streaming(Msk) for real-time data processing.
Ensure seamless integration between on-premises systems, cloud environments, and third-party services.

Monitoring and Observability

Set up and manage monitoring and alerting solutions NewRelic and AWS CloudWatch.
Route all system logs to Sumo Logic for centralized logging.
Ensure observability into deployment processes.
Monitor and manage EKS clusters, ensuring high availability, fault tolerance, and performance optimization.

Deployment and Configuration Management:

Ensure smooth and automated deployments across development, testing, and production environments, minimizing downtime and manual intervention.
Deploy and manage Data & Analytics environments, ensuring they are optimized for performance, scalability, and security.
Automate the deployment and configuration of services in AWS using tools like Jenkins, Harness, Terraform, Ansible, and AWS CloudFormation.
Manage the configuration and deployment of various AWS various services to support integration and microservices architectures.

Cost Optimization

Cloud Cost Management: Set up CloudWatch alarms and alerts to optimize cloud costs.

Security and Compliance:

Implement and manage security best practices for AWS infrastructure, including IAM roles, security groups, encryption, system manager and secrets management.
Ensure compliance with organizational policies and industry standards for data protection, auditing, and logging.

Collaboration and Support:

Work closely with development, operations, and architecture teams to design and implement robust, scalable solutions.
Provide support for troubleshooting and resolving issues in runtime environments, including performance bottlenecks, service outages, and configuration errors.
Document processes, configurations, and workflows to ensure knowledge sharing and operational efficiency.
Identify opportunities for integrating AI/ML models in automation of IaC and Application build/deploy pipelines

What You’ll Bring:

Experience:

7+ years of experience in DevOps engineering, with a focus on cloud infrastructure, automation, and configuration management.
Extensive experience with various AWS services and related tools.
Strong background in deploying and managing microservices architectures in AWS using Kubernetes (EKS) and Docker.
Experience with CI/CD tools and practices, including pipeline development, automated testing, and infrastructure as code (IaC).
Eight or more years of experience in enterprise-level delivery of Data Engineering solutions.

Technical Skills:

Proficiency in scripting and automation languages such as Python, Bash, or PowerShell.
Strong knowledge of infrastructure as code (IaC) tools like Terraform, CloudFormation, or Ansible.
Experience with logging and monitoring tools likeNewrelic, Sumologic and AWS CloudWatch.
Familiarity with data streaming tools like Kafka and change data capture for real-time data integration.
Understanding of security best practices in cloud environments, including IAM, VPC, and encryption techniques.

Soft Skills:

Strong problem-solving skills and the ability to troubleshoot complex issues in distributed environments.
Excellent communication and collaboration skills, with the ability to work effectively in cross-functional teams.
Ability to work independently, prioritize tasks, and manage time effectively in a fast-paced environment
Bachelor’s degree in Computer Science, Information Technology, or a related field. A master’s degree is a plus.
Certifications (Preferred but not required):
AWS Certified DevOps Engineer or equivalent
Certified Kubernetes Application Developer (CKAD)

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91576

Corporate Development & Strategy, CVP (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Business Overview:

The Corporate Development and Strategy team works closely with the CEO and the Executive Leadership Team to help define & articulate business strategy and support oversight and execution of key enterprise strategic initiatives and other large / complex programs. This team works closely with Finance, Technology and other key stakeholders to drive the annual planning process. The team also supports key decision-making forums and senior executive/Board meetings.

The team partners with Senior Leaders in the various business and functional areas to support development and execution of strategic initiatives within those areas.

Role Overview:

The team’s role typically includes framing and assessing complex business problems, developing recommendations, partnering with line managers to drive execution, facilitating governance and communication processes, and playing a key role in informing and influencing decision making.

The Corporate Development and Strategy team comprises high performing individuals with strong academic credentials and professional experiences with backgrounds in management consulting & industry.

What You'll Do:

Thought Leadership & Advisory

Frame and assess complex problems
Assess areas of opportunity, in line with overall vision and strategy
Develop pragmatic solutions to key strategic and operational issues
Develop & present recommendations to senior leadership
Play a key role in informing and influencing senior management decision making

Strategic Planning Office & Executive Communication

Support strategic planning processes, including interdependencies between key business, technology and financial planning processes
Facilitate structured reviews of the enterprise portfolio of strategic initiatives & implications (e.g., budget considerations, resource allocation, etc.)
Support agenda and materials development for senior executive audiences & meetings e.g., Board Meetings, Executive Offsites, etc.

Project Leadership

Approach projects holistically, owning and driving end-to-end delivery of solutions
Lead execution of key enterprise initiatives by forming collaborative partnerships with colleagues across businesses and functional areas
Provide thought leadership and subject matter expertise in relevant areas (e.g., Digital Transformation, Robotics, Risk and Compliance, etc.)
Manage enterprise governance and communication processes

What You'll Bring:

Bachelor’s degree required, MBA or advanced degree strongly preferred
5+ years in a top-tier management consulting firm
Outstanding critical thinking, analytical and quantitative abilities
Strong communication skills including experience in developing C-suite presentations
Experience in financial services preferred, insurance expertise is a plus
Experience in structuring & delivering technology strategy projects and a broad understanding of current technology practices (Agile, Cloud Computing/SaaS, Enterprise Data Management, etc.) & emerging trends (Robotics/AI, InsurTech, etc.) is desired
Collaborative work style / leadership presence with ability to effectively interact with & earn trust of peers and senior management across the organization
Project and process management skills, including proven ability to manage multiple projects simultaneously
Executive presence; self-starter with a keen sense of ownership and commitment to the work, and a passion to deliver results

We are looking for outstanding individuals with excellent intellectual & analytical capabilities, pragmatic problem solving skills, strong communications & influencing capabilities, a robust strategy & change management toolkit and a passion to effect change across the organization at the most senior levels.

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Pay Transparency

Salary Range: $122,500-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 91769

Senior Associate, Sr DevOps Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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.

Role Overview:

What You’ll Do:

Infrastructure Provisioning and Management

Provision and manage AWS resources such as EC2, EKS, Redshift, RDS, DMS, SFTP, Lambda, Glue, and Step Functions and much more
Ensure consistent and scalable infrastructure setup using tools like Terraform for infrastructure as code (IaC) management

CI/CD Pipeline Development and Implementation

Develop, implement, and maintain comprehensive CI/CD pipelines for Data Lake and Data Warehouse deployments, leveraging tools such as Jenkins, Harness, Ansible, and GitHub to ensure seamless integration and automation.
Design and deploy CI/CD pipelines for database scripts (DDL, DML) using Liquibase. Establish Liquibase instances and enforce quality checks through rigorous policy implementation.
Utilize bash and Python scripting to automate a variety of tasks, enhancing efficiency and reducing manual intervention.
Manage build artifacts and versioning of builds using repositories like JFrog or Nexus, ensuring organized and traceable build histories.
Integrate automated testing, security scanning (CheckMarx), and compliance checks into the CI/CD pipeline to ensure robust security, quality, and regulatory adherence throughout the development lifecycle.

Data Streaming and Integration:

Configure and manage data streaming and integration using change data capture (CDC) and AWS Manage Streaming(Msk) for real-time data processing.
Ensure seamless integration between on-premises systems, cloud environments, and third-party services.

Monitoring and Observability

Set up and manage monitoring and alerting solutions NewRelic and AWS CloudWatch.
Route all system logs to Sumo Logic for centralized logging.
Ensure observability into deployment processes.
Monitor and manage EKS clusters, ensuring high availability, fault tolerance, and performance optimization.

Deployment and Configuration Management:

Ensure smooth and automated deployments across development, testing, and production environments, minimizing downtime and manual intervention.
Deploy and manage Data & Analytics environments, ensuring they are optimized for performance, scalability, and security.
Automate the deployment and configuration of services in AWS using tools like Jenkins, Harness, Terraform, Ansible, and AWS CloudFormation.
Manage the configuration and deployment of various AWS various services to support integration and microservices architectures.

Cost Optimization

Cloud Cost Management: Set up CloudWatch alarms and alerts to optimize cloud costs.

Security and Compliance:

Implement and manage security best practices for AWS infrastructure, including IAM roles, security groups, encryption, system manager and secrets management.
Ensure compliance with organizational policies and industry standards for data protection, auditing, and logging.

Collaboration and Support:

Work closely with development, operations, and architecture teams to design and implement robust, scalable solutions.
Provide support for troubleshooting and resolving issues in runtime environments, including performance bottlenecks, service outages, and configuration errors.
Document processes, configurations, and workflows to ensure knowledge sharing and operational efficiency.
Identify opportunities for integrating AI/ML models in automation of IaC and Application build/deploy pipelines

What You’ll Bring:

Experience:

7+ years of experience in DevOps engineering, with a focus on cloud infrastructure, automation, and configuration management.
Extensive experience with various AWS services and related tools.
Strong background in deploying and managing microservices architectures in AWS using Kubernetes (EKS) and Docker.
Experience with CI/CD tools and practices, including pipeline development, automated testing, and infrastructure as code (IaC).
Eight or more years of experience in enterprise-level delivery of Data Engineering solutions.

Technical Skills:

Proficiency in scripting and automation languages such as Python, Bash, or PowerShell.
Strong knowledge of infrastructure as code (IaC) tools like Terraform, CloudFormation, or Ansible.
Experience with logging and monitoring tools likeNewrelic, Sumologic and AWS CloudWatch.
Familiarity with data streaming tools like Kafka and change data capture for real-time data integration.
Understanding of security best practices in cloud environments, including IAM, VPC, and encryption techniques.

Soft Skills:

Strong problem-solving skills and the ability to troubleshoot complex issues in distributed environments.
Excellent communication and collaboration skills, with the ability to work effectively in cross-functional teams.
Ability to work independently, prioritize tasks, and manage time effectively in a fast-paced environment
Bachelor’s degree in Computer Science, Information Technology, or a related field. A master’s degree is a plus.
Certifications (Preferred but not required):
AWS Certified DevOps Engineer or equivalent
Certified Kubernetes Application Developer (CKAD)

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91575

Life & Disability Group Insurance Underwriter (Philadelphia, PA, US)

Job Requisition ID: 91290

Location Designation: Hybrid - 3 days per week

The Group Benefit Solutions Underwriting Organization partners with Sales, Client Management, Pricing, Risk Management, and other business partners to evaluate and manage risk. We are responsible for analyzing employer group characteristics and plan designs to determine the appropriate rates for Life, Accident, Disability and Absence products. One of our key priorities is to manage the growth and profitability of our portfolio, through new business sales and persistency of our inforce book of business. Our team also includes the Medical Underwriting organization that evaluates the risk of individual applications for Life and Disability coverage, as well as our UW Operations organization that helps to drive efficiency and productivity in our process.

As an Underwriter, you will use your knowledge and expertise to determine plan designs and rates for our employer group clients minimizing risk and optimizing profit in the process. You will evaluate and interpret data from numerous sources, including group demographics, industry research, and other actuarial tools, to develop a risk analysis of each employer group. You will consult with sales reps and brokers to explain your analysis and work together with them to balance risk and profits.You will have opportunities for other projects outside the risk assessment portion of your job, such as processes for efficiency or acting as a trainer or mentor to other underwriters.

What You'll Do:

Perform case specific risk analysis to develop appropriate premium rates for a given risk to support the market’s growth and profitability goals
Responsible for account level rate development and conducting customer negotiations with Sales on a more complex book of business
Develop strategic recommendations related to market competition, products, and pricing
Manage an assigned book of business, focused on attaining profitable growth, persistency, and earnings
Partner with sales department and brokers to deliver customer presentations and acts as financial consultant on case-specific issues
Influence underwriting best practice and provides input to matrix partners on product development and pricing
Mentor and train less tenured underwriters. Help increase their understanding of risk management & underwriting, maintaining focus on technical knowledge and competency skill development
Act as a trusted resource and technical expert to team and matrix partners

What You'll Bring:

Bachelor's degree or equivalent work experience required
5+ years of Group Life, Accident, Long Term Disability, Short Term Disability, and Absence underwriting, or other relevant experience required
Demonstrated knowledge of large employer groups with multi-carrier product offerings and awareness of the drivers of a marketing outside of group insurance specific dynamics
Thorough knowledge of risk factors that influence market and competitive conditions
Ability to make effective decisions based on strong knowledge of all financial and risk levels, both internal and external
Strong time management skills, highly organized, detail oriented
Ability to foster strong working relationships
Strong interpersonal and communication skills
Ability to communicate complex ideas, persuade and negotiate effectively
Ability to lead discussions and deliver external presentations and analysis to a diverse client base

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Pay Transparency

Salary range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91290

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Head of Analytics & Insights (Data & AI Corporate Vice President) (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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.

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Corporate Vice President, Head of Analytics, Strategy & Experience Insights

Role Overview:

Are you a strategic and execution-oriented leader passionate about advancing analytics capabilities and fostering enterprise collaboration? The Strategic Insights team is seeking an experienced executive to lead as the Head of Analytics, Strategy & Experience Insights, a pivotal leadership role within the Analytics Center of Excellence. This role is critical in driving collaboration to champion analytics as a strategic enabler and deliver measurable business impact.

As a senior leader, you will guide top strategies and decisions, oversee customer and agent journey analytics, and establish best practices for data-driven decision-making. You will act as a key enabler for enterprise-wide analytics maturity, working closely with executives and cross-functional teams to create transformative solutions that enhance satisfaction, performance, and strategic alignment.

Your thought leadership and strong communication skills will position you as a trusted advisor to top leaders, steering the organization toward becoming a fully insights-driven, AI-enabled enterprise.

What you’ll do:

Strategic Leadership: Act as a key leader within the Analytics Center of Excellence, driving the integration of advanced analytics and AI into enterprise decision-making and long-term strategy development.
Insights Leadership: Drive insights that shape enterprise strategies, with a strong emphasis on customer and agent experiences. Lead initiatives that generate sustainable, long-term value grounded in analytics.
Collaboration with Stakeholders: Partner with enterprise leadership teams, to deliver data-driven recommendations that inform strategic decisions by executing on analytics opportunities.
Advanced Analytics Execution: Design, manage, and oversee quantitative and qualitative analyses to solve complex business challenges. Translate findings into actionable recommendations communicated in an easy-to-digest manner.
Analytics Enablement: Foster a culture of insights collaboration across business units, sharing best practices and enabling teams to effectively use data, analytics, and AI to create enterprise value.
AI Integration: Champion AI-driven capabilities into analytics workflows, ensuring the organization stays at the forefront of innovation.
Executive Communication and Presence: Provide clear, actionable recommendations to senior executives, ensuring alignment with enterprise priorities and demonstrating strong executive presence.
Team Leadership and Development: Mentor a high-performing analytics team, fostering collaboration with adjacent teams to deliver enterprise-wide impact.
Insights-Driven Culture Building: Advocate for and lead the organization toward becoming fully data-driven by ensuring the right tools, processes, and mindsets are in place across teams and functions.
Cross-Functional Collaboration: Partner with data, data product, and AI teams to align on goals, enhance analytics capabilities, and deliver scalable solutions that empower stakeholders.
Strong Technical Acumen: Proficiency with SQL, Knowledge of Python for data analysis, Understanding of GenAI and its application for analytics workflows, Experience working with cloud-based analytics platforms

What you’ll bring:

Bachelor’s degree in Analytics, Computer Science, Data Science, Business Administration, or a related field; advanced degree preferred.
10+ years of experience in analytics, business intelligence, or data strategy leadership roles, with a demonstrated ability to deliver measurable business impact.
5+ years of experience managing teams, with a focus on scaling analytics capabilities and driving enterprise-wide initiatives.
Familiarity with modern analytics platforms (e.g., Snowflake, Databricks, Tableau, Python/SQL-based ecosystems) and how to lead teams using themFamiliarity with modern analytics platforms (e.g., Snowflake, Databricks, Tableau, Python/SQL-based ecosystems) and how to lead teams using them
Strong expertise analytics frameworks, techniques and advanced analytics platforms.
Proven ability to translate data into compelling insights that drive action and decision-making.
Exceptional communication and executive presentation skills, with the ability to influence and align stakeholders.
Familiarity with AI/ML applications in analytics and experience integrating these capabilities into business workflows.
Demonstrated success in cross-functional collaboration and building enterprise-wide analytics capabilities.
Strong problem-solving skills with a balance of strategic vision and hands-on execution.

Pay Transparency

Salary Range: $155,000-$267,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91292

Senior Associate, Sr Data Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

Role Overview:

We are seeking energetic and passionate Senior Data Engineer to design and execute our company’s modern data management strategy. As a key member of Enterprise Data Platform team, you will work with talented engineers, architects, data scientists and end users to reimagine, design and build the next generation of Insurance solutions in the cloud leveraging nascent and modern technologies and platforms including AWS and Azure cloud, APIs, and AI. You will be responsible for the design, development and deployment of optimal data pipelines taking advantage of leading-edge technologies through experimentation and iterative refinement. You will assist other team members in building and executing automation that effectively and repeatably ensures quality, security, integrity and maintainability of our solutions. You will also be responsible for the evaluation of existing data pipeline architecture, evolve and enhance the foundation, participate in product ideation and technology stack evaluation and recommendations

What You’ll Do:

Engages in collaborative relationships across architecture, product management, data and product delivery teams to design, implement solutions based on defined business challenges and outcomes
Participate on scrum teams working in short sprints and ensure on time delivery with high quality
Build and maintain Data engineering solutions on cloud platforms using AWS or Azure services.
Design, develop, and implement scalable data transformations and ETL/ELT processes using Python, PySpark, and or Data Integration tools IDMC, DBT
Collaborate with Data Architects and Data analysts to understand data requirements and translate them into scalable, high performant data integration and pipeline solutions.
Develop and maintain data models and schemas to support data integration and analysis
Monitor and troubleshoot data pipeline performance, identifying and resolving bottlenecks and issues
Optimize and tune data integration pipelines for performance, reliability, and scalability
Implement data quality and validation checks to ensure accuracy and integrity of data through testing
Build the infrastructure required for optimal ETL/ELT of data from a wide variety of data sources using SQL and AWS big data technologies
Develop and debug code in PySpark/Spark/Python. Strong SQL and query optimization techniques
Maintaining high degree of knowledge and expertise in cloud-based technologies contributing to go forward best practices, standards and patterns
Active participant in relevant communities of practice to exchange ideas and knowledge

What You’ll Bring:

Eight or more years of experience in enterprise-level delivery of Data Engineering solutions.
Deep understanding of modern data architecture, including experience with data lakes, data warehouses, data marts, relational and dimensional modeling, data quality, and master data management.
Strong background in Operational Data Stores, Dimensional Modeling, and supporting application data architecture. Experience with Redshift, Snowflake, Databricks SQL, Oracle, Postgres, MySQL, and understanding of best practice architectural concepts for relational data models.
8 + Years of design and implementation of ETL/ELT framework for complex warehouses/data marts.
Proven experience in ETL/ELT tools IDMC, DBT, AWS Glue.
Proficiency with languages such as Python, PySpark
Strong knowledge on AWS Cloud technologies.
Strong, demonstratable hands-on experience with data engineering and data pipelines
Proficient in cloud architecture and best practices, particularly with AWS Cloud tools such as Amazon RDS, Redshift, AWS DMS, AWS Glue, Amazon S3, AWS Lambda, and more.
Hands-on development mentality, with a willingness to troubleshoot and solve complex problems.
Identify, recommend, and implement ELT processes and architecture improvements.
Assist and verify design of solution and production of all design phase deliverables.
Bachelor’s degree in computer science or an Engineering discipline
Certification in data management (structure and unstructured), and/or cloud architecture or engineering a plus
Certification in delivery methodologies such as Scaled Agile a plus

Pay Transparency

Salary Range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91574

VP, Head of Artificial Intelligence (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Do you have a passion for driving business transformation and leveraging cutting-edge AI and data technologies to solve complex challenges? Would you like to take on a leadership role that empowers teams to shape and execute advanced data and AI strategies? Do you thrive in a collaborative environment, working across business functions to create solutions that drive measurable impact?

New York Life is in the midst of a multi-faceted transformation that spans its entire enterprise, becoming a technology, data, and AI-powered company, enabling our mission of providing financial security and peace of mind to families and businesses across the country. As part of this effort we are looking for a VP, Head of Artificial Intelligence for our AI & Data organization.

Reporting to the SVP, Chief Data & Analytics Officer, you will be a key business partner and transformation catalyst. As the leader of a dynamic, cross-functional team, you will partner with business stakeholders to help bring innovative AI solutions to life.

In this critical role, you will lead a team of 50+ spanning multiple disciplines including Generative AI, data science, machine learning, and analytics engineering. These teams not only create innovative solutions but also partner with colleagues across all disciplines of the company to activate AI and data capabilities that drive business impact. We expect this leader to possess high business acumen, and act as a strong business collaborator across multiple business verticals. This role will require deep understanding of the nose-to-tail requirements of delivering and continuously improving AI, analytics and data solutions.

You will be at the forefront of accelerating AI and data modernization within a 180-year-old Fortune 100 company, transforming the way business decisions are made. This role will play a critical part in the evolution of AI & Data’s engagement with NYL enterprise in focusing on data delivery and enablement. This is required to act as a domain expert for both Gen AI and applied AI platforms with strong experience with Machine Learning Operations (MLOps). The successful candidate will be proactive with a “get things done” attitude and have demonstrated prior enterprise impact.

Responsibilities

Collaborate with the AI & Data leadership team to deliver on the group’s goals and OKRs.
Oversee the implementation of end-to-end advanced analytics and data science solutions, improve operational efficiency, and enable data-driven decision-making.
Lead the development and execution of a AI strategy that drives business growth and enhances decision-making.
Spearhead AI transformation initiatives, including Gen-AI implementation, to unlock the full potential of our data assets.
Frequently present analysis, insights, results, and recommendations to senior executives; periodically present out to data science community.
Anticipate potential objections and influence senior executives to adopt a different point of view.
Take broad ownership of the entire portfolio of department projects that cross multiple domains, making recommendations and decisions that influence business outcomes.
Drive teams and leaders operating across multiple domains to ensure the successful execution of data science strategies.
Identify opportunities and build consensus across the organization.
Broadly and frequently influence outcomes across the business and/or data science community.
Partner with other business segments and teams to put solutions into production at scale.
Lead the sharing of knowledge and best practices across the Enterprise.
Perform other duties as assigned.

Qualifications

Bachelor's degree in a related field; an MBA or advanced degree is a plus.
A proven track record of leadership in digital transformation and data transformation, ideally in a large-scale organization (12+ years).
Deep understanding of digital technologies and trends, including IoT, cloud computing digital thread, and behavioral experience models.
Expertise in Advanced Analytics including data visualization, artificial intelligence, machine learning, and business intelligence tools (12+ years).
Experience establishing and running a digital P&L.
Excellent communication and influencing skills, with the ability to evangelize digital, data, and innovation concepts throughout the organization.
Strong leadership, collaboration, and change management skills, with the ability to inspire and motivate cross-functional teams.
Proficiency in fostering innovation and building high-performance digital teams.
Strong strategic thinking and problem-solving abilities.
Experience working in a global business environment, managing virtual teams, and collaborating across geographies is a plus.

Pay Transparency

Salary Range: $275,000 to $350,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Corporate Vice President, Sr Data Architect (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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.

Role Overview:

We are seeking an energetic and passionate Senior Data Architect to design and execute our company’s modern data management strategy. As a key member of Enterprise Data team, you will collaborate with Data Product Owners, Data Scientists, Data Engineers, and end-users to reimagine, design, and build the next generation of cloud-based insurance solutions using cutting-edge technologies like AWS, APIs, and AI.

In this role, you will proactively engage with cross-functional teams, including the Product Managers, key business leaders, Data/Technology leaders, and Value Stream Architects. You will design and support strategic data architecture decisions that shape our enterprise data products, enabling the organization to achieve its future-state business capabilities and target architecture.

Additionally, you will be responsible for evaluating existing data pipeline architectures, enhancing foundational elements, participating in product ideation, and providing recommendations for technology stack improvements.

What You’ll Do:

Design scalable and efficient data architectures that enables enterprise data products, including Logical and Physical data models, storage solutions, and data integration processes.
Develop data management frameworks and standards to ensure data integrity, quality, and security.
Works closely with Data Product Managers, Value Stream architects, Data engineers to understand the business problems, desired outcomes using data strategy and translate these requirements into data product solutions.
Create and maintain inventory and designs of current state “data capabilities “supporting the FB and SIB teams.
Create an integrated view of end state data architecture and align on target-state data product capabilities and corresponding architectural designs that ensures the strategic alignment of the 6 VS architecture roadmaps.
Identify and frame opportunities for consolidation / simplification of legacy technologies, data stores, and applications.
Act as a liaison between IT and business units to ensure alignment of data initiatives with business objectives.
Monitor and maintain data systems to ensure optimal performance and reliability.
Develop and enforce data governance policies and procedures.
Stay up to date with the latest industry trends and technologies in data architecture and management.
Identify opportunities for improvement and innovation within the existing data infrastructure.
Promote best practices in data architecture and data management across the organization.
Ensure data solutions comply with relevant data privacy and security regulations.
Implement data security measures to protect sensitive information.

What You’ll Bring:

8+ years of hands-on experience as a Data Architect for large-scale enterprise solutions, with a strong focus on agile practices.
Extensive experience in Data Architecture, Cloud Solutions, emerging technologies, Big Data, Data Modeling, Data Warehousing, and Business Intelligence.
Proven ability to design and implement data architectures that define and deliver data as a product.
Deep understanding of modern data architecture, including experience with data lakes, data warehouses, data marts, relational and dimensional modeling, data quality, and master data management.
Strong background in Operational Data Stores, Dimensional Modeling, and supporting application data architecture. Experience with Oracle, Postgres, MySQL, and understanding of best practice architectural concepts for relational data models.
Experience in designing, deploying, and evaluating tools, frameworks, and patterns for scalable data platforms.
Extensive experience with industry-leading data platform technologies such as Data Lake, Databricks, Snowflake
Experience with database technologies for both structured and unstructured data, ensuring optimal storage and retrieval.
Proficient in cloud architecture and best practices, particularly with AWS Cloud tools such as Amazon RDS, Redshift, AWS DMS, AWS Glue, Amazon S3, AWSLambda, and more.
Proficient in managing large datasets, cloud computing, open-source tools, and optimization techniques.
Expertise in overall solution architecture for data platforms built on the cloud.
Strong experience in data integration, data processing, data streaming, and message queuing techniques
Familiarity with relevant code repository and project tools like GitHub, JIRA, Confluence.
Experience with Continuous Integration and Continuous Deployment (CI/CD) processes.
Detail-oriented with strong analytical, problem-solving, and organizational skills.
Excellent communication skills, capable of effectively conveying complex concepts both technical and business teams.
Bachelor’s degree in Computer Science or an Engineering discipline
Certification in data management and/or cloud architecture or engineering a plus
Certification in delivery methodologies such as Scaled Agile a plus

Pay Transparency

Salary Range: $122,500-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91572

Associate, New Business Concierge (Overland Park, KS, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

The Associate New Business Concierge plays a critical role in supporting our Retail Life Third Party Distribution (also known publicly as Advanced Markets Network or AMN). This unit offers New York Life’s life insurance products—such as whole life, universal life, term, and linked-benefit policies—primarily through independent brokerage general agencies (BGAs) and high-net-worth-focused producers.

This role is responsible for delivering best-in-class service and operational coordination throughout the full life cycle of new business, from case submission through policy delivery and commission payment. Success in this role requires a strong sense of ownership, attention to detail, and the ability to navigate complex, fast-moving processes while maintaining proactive communication across internal teams and external partners.

You’ll act as a key liaison across our operational areas, internal stakeholders, and distribution partners—managing expectations, resolving issues, and helping drive the placement of new business. The ideal candidate is someone who thrives in a service-driven, deadline-sensitive environment and brings experience working across functions to ensure client satisfaction.

What You’ll Do:

Provide best in class service to Brokerage General Agencies (BGAs) and their case managers who serve the ultra-high net worth and niche business market.
Serve as the liaison between external partners (BGAs, brokers) and internal partners (including the New Business and Operations teams, Underwriting, Sales Support, Licensing & Contracting, Disbursements, and Field Directors).
Provide proactive case management from submission through commission payment, including pipeline monitoring and workflow management to anticipate delays, prioritize time-sensitive cases, and uphold service level agreements.
Take ownership of complex and high-priority cases, serving as the primary point of contact and coordinating resolution across multiple stakeholders.
Identify and resolve escalated issues independently; exercise sound judgment in determining when to escalate to leadership.
Provide mentorship, guidance, and training to other team members to support shared knowledge and consistent service delivery.
Conduct training and onboarding sessions for new firms or brokers as needed, tailored to nuanced process and case-level requirements.
Contribute to team-level process improvement initiatives, assist with quality control or good order reviews, and support deeper case analysis or exploration when assigned.
Maintain a thorough understanding of all product lines, new business protocols, age and amount requirements, new business and service systems, and related procedures.
Assist with special projects as assigned and provide backup support for other team members as needed to achieve workload balance. Support may include assisting with processing of applications, policy preparation, quality control, and other duties necessary to maintain service level standards.

What You’ll Bring:

Bachelor's degree or equivalent experience required.
3–5 years of relevant experience preferred, particularly in brokerage operations or new business processing.
Highly proficient in the Microsoft 365 product suite, including Word, Excel, Outlook, and PowerPoint.
Must demonstrate strong decision-making, ownership mentality, and time management skills.
Excellent interpersonal and communication skills, including the ability to convey technical and complex information clearly.
Ability to independently manage a high-volume workload, prioritize tasks effectively, and adapt to shifting priorities in a fast-paced environment.

Pay Transparency

Salary Range: $47,500-$72,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

Job Requisition ID: 92020

Senior Sales Representative (Remote, GA, US)

Location Designation: Hybrid - 3 days per week

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / onsite: Tuesday, Wednesday and Thursday - Atlanta Sales Territory.

Role Overview:

What You’ll Do:

Obtain new accounts by leveraging Broker relationships within the Atlanta-metro market
Meet or exceed annual business plan as measured by new business premium and case count
Maintain prescribed monthly activity levels including broker calls and quote activity
Manage the sales process for Life, Accident, Disability, Absence Management, Accidental Injury, Critical Illness
Manage renewal process for existing business
Ensure profitability of new and existing business

What you'll bring:

4+ years of relevant experience
Highly motivated with excellent organizational skills
Self-starter with ability to work independently or as a team to achieve goals and objectives
Financial savvy and understanding of underwriting
Excellent presentation skills
Excellent verbal and written communication skills
50% travel required (predominantly around the “metro” area)
Ability to obtain necessary licenses within 60 days
Acceptable driving record

#LI - EM1

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Pay Transparency

Salary range: $200,000 + (base + sales incentive)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

Our Diversity Promise

Job Requisition ID: 92073

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Team Leader - Financial Accuracy Calculation Team (FACT) (Remote, any state, US)

Location Designation: Fully Remote

Role Overview:

The FACT Team Leader is responsible for directing a specialized team within the Group Disability Claims department, focusing on timely and effective collection of overpayments, collaboration and coordination with vendors, active follow up on offsets (e.g., Social Security Disability Insurance [SSDI], Workers’ Compensation, pension, third party, etc.), earnings calculations, and claims-related financial coding. The FACT Team Leader ensures their team is achieving operational goals of precise and timely execution of financial components within the claims process while maintaining compliance with regulatory and internal standards. This role plays a vital part in supporting the organization's commitment to delivering excellent service and ensuring financial integrity in disability claims handling.

What You'll Do:

Leadership & Team Management

Provide day-to-day supervision, guidance, and coaching to group of team members
Support the development and ongoing oversight of clear goals and expectations
Regularly collaborate across FACT with a focus on overall success.
Provide transparent communication so teams can make informed decisions.
Oversee workload distribution to maintain operational efficiency and meet key performance metrics.
Conduct regular performance evaluations, support team development, and foster employee engagement.
Develop high performing team by providing growth opportunities, coaching and candid feedback to help others continue to learn and grow.
Cultivate a culture of accountability, inclusion, and continuous improvement.
Work closely with FACT Director on customer and organizational opportunities.
Demonstrate Enterprise Mindset by acting in the best interest of the entire company

Operational Oversight

Ensure overpayments are accurately calculated and recovered in accordance with group policy provisions and legal requirements.
Supervise the proper application and recalculation of various offsets (e.g., SSDI, retirement, workers’ compensation, etc.).
Oversee earnings calculations and confirm that all claims are accurately documented in internal systems.
Collaborate with audit, finance, legal, and compliance teams to uphold data accuracy and mitigate risk.

Process Improvement & Quality Control

Analyze operational trends and root causes in overpayment and offset issues.
Recommend and lead process enhancements to reduce errors and increase productivity.
Empower decision-making at the right level while promoting accountability and ownership of outcomes.
Develop, monitor, and report on quality assurance metrics; conduct audits to ensure adherence to established guidelines.

Stakeholder Collaboration

Act as the primary point of contact for escalated issues from internal teams and external stakeholders.
Liaise with policyholders, brokers, and customer service teams to explain financial calculations, overpayments and offset amounts clearly and professionally.
Represent the team in strategic initiatives, cross-functional meetings, and special projects.

What You'll Bring:

Education & Experience

Bachelor’s degree in business, insurance, or a related field, or equivalent professional experience.
Minimum of 5 years in disability claims operations, with demonstrated expertise in handling overpayments, offsets and financial calculations.
2+ years of insurance industry people leadership or supervisory experience preferred.

Skills & Competencies

In-depth understanding of group disability insurance and the financial aspects of claims processing.
Proficient in claims and financial systems used for adjudication and reconciliation
Strong analytical, organizational, and critical thinking abilities.
Demonstrated ability to lead and develop high-performing teams in a fast-paced environment.
Excellent verbal and written communication skills, with an ability to simplify complex topics for a diverse audience.
High emotional intelligence and effective conflict resolution capabilities.

Preferred Certifications

Associate, Life and Health Claims (ALHC), Fellow, Life Management Institute (FMLI) or other relevant industry designations.

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Pay Transparency

Salary range: $75,000-$105,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92161

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Product Manager, Paid Statutory (Remote, any state, US)

Job Requisition ID: 91992

Location Designation: Fully Remote

Role Overview:

Reporting to the Paid Statutory Product Manager, this position will support our paid statutory leave products. In this role, you will partner with the paid statutory product manager to understand program requirements, understand the impacts to New York Life Group Benefit Solutions and work with internal partners overseeing implementation of these products. You will work collaboratively with cross matrix partners to gather intelligence about the product, opportunities to inform product development and improve implementation. Working with the paid statutory product manager, you will leverage competitive insights, market knowledge and business acumen to support the vision for paid statutory products and services to maximize value of the product. You will work with marketing and distribution partners to assist in developing materials to support education and sales of the paid statutory products.

What You’ll Do:

Build and maintain a level of technical and business knowledge about the assigned products and services supported; act as the SME resource and point of contact for internal partners.
Oversight of contract negotiations and management of ongoing performance of agreement; ongoing evaluation to the division and our clients based on established expectations and goals. Identification and facilitation of issue resolution for aligned relationships.
Work collaboratively with cross matrix partners to gather market intelligence about products, pricing, positioning, value propositions, channel conflicts/opportunities to inform development / implementation of winning strategies and tactics.
Leverage competitive insights, market knowledge, and business acumen to create a vision for their supported products and services as well as a multi-year plan (or roadmap) to achieve it, with the goal of maximizing the value created over the short and long-term.
Create, distribute, and educate sales teams (internal and external) with effective training, tools and materials that articulate the value proposition of assigned products and services; ongoing consultation as needed.
Develop B2B strategies in partnership with Marketing and internal partners to provide critical product information and consultation to clients and brokers.
Responsible for key initiatives and critical functions in support of the roadmap in support of profitable growth (including new sales, inforce growth, persistency, and participation results); lead cross-functional team(s) to deliver on the roadmap as they drive the work across the company end-to-end throughout the product lifecycle.
Ability to leverage internal data and metrics to build their knowledge and drive effective business decisions.

What you'll bring:

Bachelor’s degree in business, health management or related field; with a minimum of 5+ years of experience in the group insurance industry.
Proven track record of developing strong relationships with matrix partners, distribution and vendors.
Ability to deliver results with little or no direction, resource key projects, and drive sound business decisions.
Open minded and creative – seeks ‘out of box’ solutions.
Ability to provide leadership and direction to cross-functional teams to ensure successful Outcomes.
Goal oriented and personally accountable; resourceful and self-directed.
Ability to work effectively in dynamic, rapidly changing, team-based environment.
Knowledge of Group Employee Benefits required, absence management knowledge preferred.

#LI-KH1
#LI-REMOTE

Pay Transparency

Salary range: $95,000-$162,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91992

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Portfolio Solutions Director (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

We are seeking a highly motivated and dynamic director to help develop and maintain a suite of advanced quantitative tools that deliver insights into performance attribution, relative value, and asset allocation across the general account portfolio. The ideal candidate will have a deep appreciation for the unique considerations of insurance general account investing and bring a mix of technical depth, investment acumen, and strategic thinking. This role presents a unique opportunity for the individual to help deliver actionable insights that inform portfolio construction and help shape long-term investment strategy.

What You'll Do:

Quantitative Tool Development: Support the design and deployment of analytical tools that enhance relative value frameworks while accounting for market dynamics, capital constraints, and insurance balance sheet considerations.
Performance Attribution & Benchmarking: Maintain and improve performance attribution models—both benchmark-relative and peer-relative—and integrate them into actionable dashboards and insights for portfolio managers.
Data Integration & Management: Partner in the development of scalable data management solutions that ensure clean, consistent, and accessible portfolio data to inform portfolio strategy.
Cross-functional Coordination: Collaborate with Asset-Liability Management (ALM), Risk, and Investment teams to incorporate balance sheet needs and regulatory constraints into the investment decision-making framework.

What You'll Bring:

6+ years of experience working within or alongside insurance general account portfolios is required. Deep understanding of insurance-related investment principles, including statutory accounting (SAP/GAAP), RBC/capital requirements, and asset-liability management frameworks.
Strong programming skills in Python or equivalent, with demonstrated experience in building investment analytics is preferred. Proficiency in SQL or similar database languages is also strongly preferred.
Demonstrated ability to operate effectively within a large organization, with a strong process-driven mindset and a collaborative approach to cross-functional initiatives.
High level of intellectual curiosity, professional maturity, and a solutions mindset aligned with a high-performing investment culture.

#LI-AM1

Pay Transparency

Salary Range: $140,000-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92130

Senior Associate - Venture Technologist (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Role Overview:

As Senior Associate - Venture Technologist, you will play a key role in supporting and scaling technical partnerships between early-stage startups and New York Life. This role will support and provide technical expertise across all aspects of the Ventures partnership process, from startup evaluation, pilot design and execution, feedback and co-development, and implementation. In each step, you will play a central role in the collaboration between the startups and stakeholder groups within New York Life. If you're passionate about emerging technology, enjoy problem-solving, and thrive in fast-paced environments, we’d love to hear from you.

What You'll Do:

Act as a technical liaison between startups and internal business and technical stakeholders, facilitating successful integrations and partnerships.

Assist in defining technical requirements, validating solutions, and supporting pilot programs through to production.

Collaborate cross-functionally to ensure alignment between business needs and technical feasibility.

Help startups troubleshoot challenges, optimize performance, and scale their solutions effectively in partnership with New York Life.

Stay up to date with emerging technologies and industry trends to provide insights and recommendations.

Build and maintain strong relationships with our ecosystem of startup teams, investors, and internal partners.

Act as a translator between startup tech and enterprise IT or engineering to ensure success.

Help identify internal champions to navigate procurement, IT and risk processes.

Manage a portfolio of existing tech solutions under NYLV’s “BlueField” co-development portfolio, with responsibility for day-to-day support and technical ownership.

Contribute to broader New York Life innovation goals to evolve how we operate via partnership and shared learning

What You'll Bring:

Entrepreneurial Mindset: You’re proactive, resourceful, and excited to collaborate with startups to deliver innovative technology to NYL teams.

Technical Acumen: Background in system and software implementations, with hands-on experience either on the startup or corporate side of enterprise technology (ideally both)

Problem-Solving Skills: Ability to assess complex challenges and collaborate on innovative solutions.

Relationship Management: Comfortable working with both technical and business stakeholders to drive partnerships forward via a white-glove support model.

Curiosity & Passion for Innovation: You love learning about emerging technologies and working with startups.

Experience Level: Mid-level (5 years in a technical role, startup and enterprise experiences are pluses, ideally both).

Familiarity with New York Life’s tech platforms and processes is preferred

Clear interest in contributing to the evolution of a modern, scalable technology operating model

Why Join Us?

Work at the intersection of venture capital, startup innovation, and enterprise transformation.

Gain hands-on exposure to cutting-edge startups and technologies shaping the future of the insurance and financial services industry.

See the full lifecycle of startup integrations—from initial vetting to lasting business impact— while helping to enable new solutions within NYL’s technology landscape.

Join a collaborative, high-energy team that values initiative, creativity, and continuous learning.

Play a direct role in modernizing the way New York Life adopts and supports new technology.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $77,500-$132,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92156

Corporate Vice President, Nautilus Group Case Consultant (Addison, TX, US)

Location Designation: Hybrid - 3 days per week

Business Unit Overview

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of our team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

Role Overview:
The Nautilus Group is a service organization that supports over 200 of New York Life’s top producers. The ideal candidate will have, at a minimum, five to ten years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning, and income tax planning.

What You’ll Do:

Member Agent Support – Develop relationships with member agents. Work closely with member agents to develop estate and business strategies for high net worth and ultra-high net worth clients and integrate New York Life products, where applicable. Help member agents target specific markets, including high net worth, business, and cultural markets. Provide ongoing education to member agents. Some travel may be required to assist member agents with client meetings.

Estate and Business Planning Case Design – Create customized and sales focused estate planning cases that specifically address a client’s planning needs. Assist other members of the Case Development Team as they develop estate and business planning cases to ensure that all team members are providing the highest level of technical support. Utilize New York Life products to illustrate benefits of various non-qualified retirement planning strategies.

Meeting Presentations – Present on the technical aspects of estate and business planning during various company and/or industry meetings as well as member agent seminars. Create ongoing Webinars to highlight company initiatives and to keep member agents updated on tax law.

Special Projects –
- Assist with content development by creating new educational pieces for member agents (white papers, agent newsletters, website content, industry articles, etc.);
- Take a leadership role in implementing new initiatives (opportunities resulting from changing laws, integration of new company products, content development around core offerings, etc.); and
- Monthly training of Nautilus staff members.

What You’ll Bring:

Minimum of 5 - 10 years’ experience working in the advanced market. Possess a detailed understanding of estate and gift transfer tax planning, business planning, qualified and nonqualified
retirement planning, charitable planning, and income tax planning.
Juris Doctor required. CPA or LLM preferred.
Experience presenting complicated advanced planning techniques to other advisors and to clients and should have experience engaging parties to implement suggested strategies.
Detailed knowledge of life insurance products, life insurance taxation, life insurance funding (e.g., split dollar, premium financing) and how to utilize life insurance for a high-net-worth individual’s business and estate planning needs.
Requires detailed knowledge of annuity products, annuity taxation, and how to utilize annuities for a high-net-worth individual’s retirement and estate planning needs.
Experience integrating financial planning concepts and estate and business planning strategies to develop a comprehensive plan for high-net-worth clients and business owners.
Ability to utilize excel to create financial models to illustrate various planning strategies.
Ability to serve as a technical expert in the Case Development team and should be a high performer in terms of productivity and member agent relations.
Ability to work independently with little to no technical guidance from management or other members of the Case Development team.

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $107,500 - $182,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 90729

Senior Associate, Marketing Process Analyst (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Business Unit Overview

In Marketing, you’ll dive into a world of diverse opportunities, crafting innovative campaigns, managing impactful content and fostering meaningful connections with key audiences. Collaborate with experts across disciplines, leveraging data and insights to drive decision-making, unlock new growth potential and optimize our differentiating capabilities.

Role Overview:

The Marketing Process Analyst will play a critical role in shaping the future of our marketing organization. This position will focus on designing cross functional marketing processes to create efficiency and reduce risk. This involves designing, documenting, and enhancing workflows, maintaining a library of procedural documents, supporting change management efforts, and providing training to support successful implementation.

This position will also partner with subject matter experts across various marketing functions to oversee and maintain a marketing innovation and efficiency roadmap. The roadmap will concentrate on reimagining ways of working and investigating technology, data, and AI capabilities necessary to fulfill the Marketing department's vision, objectives, and strategies.

What great looks like in this role:

• Passionate, team-oriented problem solver; Excellent listener and facilitator

• Ability to articulate how platform and process investments support business strategy, outcomes, and Marketing’s vision

• Strong communicator with the ability to lead projects in partnership with planning teams and subject matter experts to drive relevant business decisions

• Collaborative, adept, and credible team member that is comfortable with navigating through ambiguity and being a change agent.

• Partnering with the team of Digital Product Managers, Product Owners and Channel Managers who are responsible for maximizing the company’s investment in MarTech and data, to define what capabilities and processes are needed to support the continuous evolution of Marketing capabilities.

What You’ll Do:

Business Process Analysis and Design: Responsible for collaborating with subject matter experts and marketing leaders to analyze, document and optimize business processes to improve efficiency. Support the implementation of improved processes with clearly defined protocols and workflows. Create and maintain core process documentation, including process maps, standard operating procedures, and training materials.
Stakeholder Needs Assessment: Collaborate with cross-functional teams to gather requirements and align process design with organizational goals and stakeholder needs. Assist marketing teams by interviewing experts, documenting current processes, identifying inefficiencies, and developing improvement plans.
Sequenced roadmap development: Partner and collaborate with diverse marketing teams and subject matter experts to identify ways of working and technology process changes needed to mature marketing operations. Develop and maintain a sequenced roadmap of process improvements, ranging from simple to complex initiatives, to drive meaningful impact on marketing operations. Roadmap will define stakeholders impacted, value generation per phase, implementation dates of key milestones and alignment to core marketing strategies.
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. 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.
Process and Training Documentation: 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 users and define quality and governance standards.
Change Management: Secure backing from marketing leadership and process stakeholders to ensure compliance with new protocols and foster continuous improvement to address evolving business requirements. Develop comprehensive change management plans and socialization strategies to promote adoption and ensure preparedness for new and enhanced tools, processes, and functions. Continuously monitor the effectiveness of implemented changes.
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.

What You’ll Bring:

Skills & Competencies

Effective collaborator that is comfortable facilitating vs. leading. Ability to build strong relationships with key stakeholders to gain buy in for process improvement efforts.
Strong verbal and written communications, combined with technical and marketing acumen, understanding of leading marketing tools and platforms, (campaign management, project management technologies, digital asset management, website content management, marketing automation).
Understanding of core marketing processes and capabilities, i.e., creative services, lead management, brand management, content operations, channel distribution, integrated campaign management.
Experience in process improvement methodologies i.e., Business Process Management, Value Stream Mapping.
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.

Experience

Bachelor’s Degree and/or equivalent experience.
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, Value Stream Mapping, or Product operating model orientation is a plus.

Experience working with business subject matter experts and product owners to integrate and connect digital marketing technologies to improve marketing efficiency and effectiveness.

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $105,000 - $140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91526

Senior Associate, Marketing Business Planning Manager (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Business Unit Overview

In Marketing, you’ll dive into a world of diverse opportunities, crafting innovative campaigns, managing impactful content, and fostering meaningful connections with key audiences. Collaborate with experts across brand, digital, and strategy, leveraging data and insights to drive decision-making, unlock new growth potential, and optimize our differentiating capabilities.

Role Overview:

New York Life Marketing is seeking a digitally fluent, detail-oriented, and execution-focused Business Planning Manager to support the structured planning of complex, cross-functional programs—many of which include the delivery of digital products.

Reporting to the Head of Marketing Business Planning, this role works at the intersection of business strategy and delivery execution. You’ll work alongside subject matter experts to translate program strategies into defined work scopes, build delivery plans, proactively identify decisions and tradeoffs, and help keep work on track across business, product, data, engineering, and corporate teams.

This is a hands-on coordination and planning role—ideal for someone who is organized, proactive, and eager to help teams move work forward efficiently and effectively.

What You’ll Do:

Program Planning

Support the translation of strategic goals into clear work deliverables and execution plans—including work breakdowns, roadmap, delivery plans, team roles, and measurable outcomes.
Help organize and structure cross-functional workstreams to ensure alignment with goals, feasibility, and timing.
Collaborate with Business, Product Managers, Product Owners, Design, Engineering and Data leads to build clear, actionable plans for associated digital products and capabilities.
Develop and maintain integrated delivery plans that coordinate dependencies, timing, and key milestones.
Proactively identify decisions needed and tradeoffs. Partner with peers and leaders to facilitate required discussions.
Track execution by monitoring progress, surfacing risks or blockers, facilitating mitigation discussions, and documenting decisions and next steps.

Digital & Product Fluency

Apply working knowledge of Agile workflows and digital product delivery stages.
Coordinate across product, design, data, and engineering to ensure delivery work stays aligned with business needs.
Track digital deliverables to ensure they are clearly defined, scoped, and integrated into overall plans and timelines.
Participate in team discussions to help prepare for upcoming sprints, support MVP scoping, and align on planning details.

Cross-Functional Collaboration & Support

Build collaborative working relationships with team members across Business, Product, Engineering, Data, and other corporate functions.
Help facilitate working sessions, follow up on action items, and bring clarity to planning documents and next steps.
Support the operating cadence for planning check-ins, risk reviews, and status updates.
Keep team members aligned by maintaining up-to-date plans, documentation, and shared trackers.

What You’ll Bring:

Bachelor’s degree and/or equivalent experience.
5+ years of experience in program coordination, digital delivery support, or business operations.
Comfortable supporting complex programs that involve digital workstreams and cross-functional teams.
Familiar with product and delivery concepts like Agile, backlogs, sprints, MVPs, design, etc.
Strong communicator—organized, reliable, and able to follow through on plans and action items.
Skilled at using project tools like Workfront and Jira.
Curious, coachable, and excited to work in a collaborative, fast-paced environment.

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $108,000 - $130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 90907

Senior Associate - Project Manager/Scrum Master (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

We are seeking an experienced and proactive Project Manager / Scrum Master to support the Retail Annuities & Third-Party Distribution (TPD) release train within the Product Solutions value stream—part of New York Life’s Foundational Business.

This role offers the right individual an opportunity to play a critical part in New York Life’s Agile Transformation journey, with responsibility for driving projects from inception through completion. The successful PM/SM will lead project facilitation across the Technology portfolio of work using SAFe agile methodology & tools in support of key project deliverables. The position will deliver outcomes across multiple value streams and requires close partnership with the VS delivery leads, technology teams and business partners.

This role will be instrumental in managing project timelines, removing impediments, and driving alignment across stakeholders. The ideal candidate brings a blend of traditional project management discipline and Agile expertise, ensuring successful delivery of business and technology initiatives.

What You’ll Do:

Inspire a culture of trust, accountability, and continuous learning within and across teams.

Lead by example in embracing Agile values, transparency, and adaptability.

Align team efforts with broader organizational strategy, ensuring delivery of business value.

Partner with senior leadership and stakeholders to influence change, remove systemic impediments, and champion Agile transformation efforts.

Act as Project Manager to plan, coordinate, and deliver complex initiatives on time and within scope across Technology teams.

Serve as Scrum Master for one or more Agile teams, facilitating all SAFe ceremonies (Daily Stand-ups, Sprint Planning, Reviews, Retrospectives, etc.).

Proactively identify and mitigate risks and issues early, while removing obstacles that hinder team progress and resolving conflicts as they arise.

Track progress using Agile tools (e.g., Jira) and provides transparency through reporting and metrics (e.g., velocity, burndown), while supporting the team in adopting and effectively using Agile planning and development tools (e.g., Jira, Confluence, Ativo, Structure).

Drive continuous improvement by coaching teams on Agile best practices and fostering a collaborative, self-reflective team environment.

Collaborate closely with Product Owners, Developers, QA, and Business Analysts to ensure clear understanding of work and priorities.

Support Product Owners in developing, refining, and maintaining a well-groomed product backlog.

Provide ongoing training, coaching, and facilitation to help Agile teams achieve high performance.

Help teams meet Sprint and Program Increment (PI) goals by promoting focus, commitment, and accountability.

Represent the team in broader planning and coordination forums, such as Scrum of Scrums, Program Increment (PI).

Ensure progress toward team goals is accurate, visible, and communicated to stakeholders.

Monitor and maximize team velocity while maintaining sustainable pace and high-quality delivery.

Coach teams to improve collaboration, self-management, and engagement with stakeholders.

Bring energy, focus, and resilience to the role to drive lasting, meaningful change.

Contribute to the continuous evolution of Agile practices by sharing learnings and engaging in Communities of Practice.

Foster self-organizing, empowered teams capable of delivering value independently.

What You’ll Bring:

Bachelor’s degree in computer science or a related field of study is required.
PMP, CSM or Scaled Agile Frameworks (SAFe) Scrum Master certification preferred.

5+ years of relevant Scrum Master and/or Project Management experience within the Insurance and / or Annuities industry preferred.

Strong knowledge of Agile frameworks (Scrum, Kanban, SAFe) and traditional project management.

Experience using Agile tools such as JIRA, Structure, Confluence, Ativo etc.

Excellent communication, facilitation, and interpersonal skills.

Experience working with geographically distributed teams.

Has been accountable for delivery of projects / programs with budgets over $1 million.

Experience in facilitation/moderation of large-scale workshops or meetings.

Proven ability to manage multiple initiatives simultaneously in a fast-paced environment.

Excellent analytical skills, independent thinking and ability to exercise prudent judgment.

Has sufficient technical expertise to analyze risks and process gaps and help provide solutions and assist in remediation activities.

Has background in hands-on work with the scrum team competencies. For instance, had programming, testing, requirements gathering experience before assuming project

Pay Transparency

Salary Range: $82,500-$140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92110

Senior Associate, Program Oversight & Operations Support Specialist (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Business Unit Overview

Role Overview:
We are seeking a Program Oversight & Operations Support Specialist to help drive the execution and ongoing management of NYL’s agent collaboration initiatives. This role will provide critical support in program planning, execution, tracking, and communications, helping to ensure that our teaming models and collaboration programs deliver consistent, scalable value to our agents and clients.
This is an excellent opportunity for someone who is highly organized, detail-oriented, and passionate about enabling programs that make a real business impact. The ideal candidate brings strong coordination skills, comfort working across teams, and a solutions-oriented mindset.

What You’ll Do:
Program Oversight & Execution
• Support day-to-day management of advisor collaboration initiatives (e.g., Collaboration program), including project tracking, scheduling, and documentation
• Assist in defining program timelines, milestones, and deliverables in collaboration with key stakeholders
• Coordinate cross-functional activities and ensure alignment among business, product, and field teams
• Prepare and maintain dashboards, trackers, and status reports to monitor progress and flag issues

Operations Support
• Maintain program documentation, guides, playbooks, and operational materials
• Respond to field-facing inquiries and support escalation tracking/resolution
• Assist in setting up and managing governance processes for program oversight
• Coordinate logistics for working sessions, field engagement calls, and leadership updates

Reporting & Insights
• Partner with analytics and product teams to track adoption, usage, and key program metrics
• Compile and summarize data-driven insights to inform program enhancements
• Support the development of presentations and communications for leadership and field audiences

Stakeholder Engagement
• Collaborate with marketing, training, and technology teams to support communication and rollout activities
• Help manage stakeholder input and feedback loops, ensuring their voice is incorporated into program decisions
• Participate in planning and execution of field-facing webinars, workshops, and engagement campaigns

What You’ll Bring:
• Bachelor’s degree and/or equivalent experience

• 5–7 years of overall professional experience, including 3+ years in program oversight, operations, or project coordination
• Experience in financial services or insurance industry is a plus
• Strong organizational and project management skills with attention to detail
• Excellent written and verbal communication skills
• Highly Skilled in Microsoft Office Tools, with Specialization in Excel, PowerPoint, and OneNote
• Comfortable managing multiple tasks and priorities in a fast-paced, team-oriented environment
• Self-starter with a proactive, solutions-oriented approach and strong sense of ownership

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $77,500 - $112,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Job Requisition ID: 92037

Senior Associate, Agency Standards (Compliance Manager) (Grand Rapids, MI, US)

Location Designation: Fully Onsite

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

Business Unit Overview

** This role will be located in the Michigan General Office (GO) and will support the following GOs – Michigan, Toledo, and Greater Detroit. **

Role Overview:

What You’ll Do:

Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office
Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required
Handles the Seminar Supervision Program
Handles the Enhanced Supervision Programs for Agents and Registered Reps
Handles the Financial Supervision Program for Agents and Registered Reps
Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items
Assists the Managing Partner in recommending and delivering Disciplinary Actions
Serves as the “point person” to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers
Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices
Assists with Complaint Review Handling and Resolution
Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs
Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements

What You’ll Bring:

Bachelor’s Degree and/or equivalent experience
Minimum 2 years of industry experience
Comprehensive knowledge of registered and non-registered products
Must have Series 7, Series 63, Series 24 (Or obtain Series 24 within 90 days)
Series 65, 66, or ChFC (or obtain within 12 months)
Excellent communication skills (written and verbal)
Strong analytical skills required
Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities

Preferred Skills:

Preferred Series 51 or 53

#LI-SV1

Pay Transparency

Salary Range: $85,000 - $120,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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.

Job Requisition ID: 92063

Corporate Vice President, Affluent and Advanced Markets - Latino Market (Remote, any state, US)

Location Designation: Fully Remote

Business Unit Overview

Role Overview

The Corporate Vice President of Affluent and Advanced Markets for the Latino Market Initiative is responsible for implementing internal and external educational and sales programs and activities geared to Agents and various external audiences in the Latino affluent, business, and advanced markets. Specifically, the CVP will focus on non-US Citizen estate & gift tax planning, business succession, charitable planning, income taxation, wealth preservation, and retirement planning.

As part of the Company's ongoing expansion in the Latino community, the CVP of Affluent and Advanced Markets will play a key role in the implementation of business development, client acquisition (education, prospecting, case development and design), as well as Top Agent support and high potential Agent identification and development.

The CVP will also act like as a liaison with other groups in the Company such as the Advanced Planning Group, Nautilus, and Eagle Strategies to 1) assist agents with case presentations and design, and 2) increase Latino Market agent participation in key Advanced Planning sessions and groups such as Coaching Series and other membership-based groups.

** This role will support General Offices (GOs) in Orlando, FL; Miami, FL; Long Island, NY; and Boston, MA. The ideal candidate location is the Southeast U.S. **

What You’ll Do:

Support Agents with complex financial planning solutions in the areas of non-US Citizen and dual domiciled estate planning, estate and gift tax planning, executive benefits, business succession, charitable planning, income taxation, and retirement planning

Conduct ongoing Agent development sessions and study groups in key assigned areas to increase Agent knowledge and case flow in the Affluent and Advanced markets
Conduct ongoing prospecting and sales activities such as client educational seminars, prospecting workshops and events, Center of Influence, and advisor meetings, as well as present at national and regional sponsored events with business leaders in the Latino Community
Conduct individual client and prospect meetings with Agents and other advisors as requested and as scheduled in assigned territory visits
Work with Agents and with other Advanced and Investment areas to assist agents in preparing for client presentations and with case development and preparation
Work with marketing and communications functions to develop sales materials and presentations specific to the Latino market as well as sales campaigns and agent meetings and incentives

What You’ll Bring:

JD degree preferred. Life Insurance experience preferred.
Minimum of 5-10 years relevant experience
Life Insurance License, Series 6 & 63, Series 7 highly desired
Fully bilingual in English / Spanish required
Additional Advanced Planning & investments training
Non-US Citizen and dual domiciled estate planning, estate and gift tax planning, executive benefits, business succession, charitable planning, income taxation, and retirement planning experience
Solid knowledge and experience in the Affluent and Advanced markets industry and competitive knowledge
Understanding of consultative approach in working with Affluent clients and of Advisor relationship building process
Ability to work with multiple advisors and internal areas, conduct research as needed, and act as a consultant to the agent
Strong analytical, critical thinking, and observation skills
Excellent written, verbal, and presentation skills: will make frequent presentations to internal and external stakeholders
Strong selling and influencing skills

#LI-SV1

#LI-REMOTE

Pay Transparency

Salary Range: $125,000 - $150,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Our Diversity Promise

Job Requisition ID: 91683