Jobs at New York Life Insurance

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

Location Designation: Hybrid - 3 days per week

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.

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

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our 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.

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

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: 91680

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

Location Designation: Hybrid - 1 day per quarter

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

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

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

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

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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

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

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

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.

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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

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

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

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

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)

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.

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:

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 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

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

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 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, 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

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

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

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

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

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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: 92115

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

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:

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 across our suite of group insurance products.

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

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.

#LI-VL1
#LI-HYBRID

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, 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

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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#LI-HYBRID

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

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.

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

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

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

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.

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.

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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: 91992

#GBS

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.

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 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.

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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

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.

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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

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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.

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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, 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

CVP, Director of Digital Design Strategy and Innovation (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Business Unit Overview

Role Overview:

New York Life is embarking on an ambitious journey to deliver industry-leading digital experiences for our customers and agents/advisors. This is a transformative role where creativity meets purpose. Beyond concepting, this role is about the strategy and execution of digital product design strategies, concepts, and visions that inspire key partners across the organization to new heights of what’s possible to deliver on NYL’s mission and strategy.

We are seeking a visionary Director of Digital Design Strategy and Innovation to lead transformative design initiatives that elevate our customer and financial advisor/agent experiences. This role will drive innovative design strategies that connect users with intuitive, engaging, and seamless digital solutions. By collaborating across product, marketing, technology, and design teams, this leader will shape design practices that enhance customer and agent journeys, strengthen brand trust, and improve business outcomes.

What You’ll Do:

Design Strategy Development:

Develop human-centered and data-driven digital product design strategies for 0-1 and 1-n digital product execution, enhancements, innovation, and strategic concept validation to deliver on NYL business strategies and OKRs
Connect digital design strategies for end-to-end cohesive and seamless experiences across departments and digital products
Partner with product, technology, business, program, and other leaders to envision seamless design experiences across a range of digital product experiences for consumer/customers, agents/advisors, and other priority users.
Deliver design artifacts such as wireframes, interactive prototypes, and visual concepts that translate strategic objectives into impactful experiences
Develop scalable design strategy frameworks, guidelines, and principles to ensure seamlessness and cohesion across products.
Lead efforts to integrate emerging design tools and techniques, including generative AI, to rapidly accelerate design innovation and especially rapid prototyping
Develop and deliver compelling storytelling and visual communications/materials to convey design strategies to all levels of NYL stakeholders
Design, deliver, and scale design workshops with stakeholders (e.g., product designers, product managers, etc.) to develop, iterate, and align on design strategy

Innovation & Emerging Technology:

Identify and experiment with cutting-edge design tools and frameworks, including AI-enhanced design systems, to push creative boundaries and accelerate concept validation.
Stay up to date on advances, use cases, and applications of GenAI (e.g., agentic AI)
Foster an experimentation culture, leveraging design-driven frameworks to rapidly test and iterate on new digital concepts
Champion the adoption of intelligent design practices that personalize experiences, improve engagement, and simplify complex digital interactions.
Utilize insights from user testing, research, and data analysis to refine design strategies and enhance product outcomes.
Partner with UX research and other research and data teams to develop scalable approaches for testing and validating innovative design concepts to minimize risk and optimize outcomes.

Leadership & Collaboration:

Lead a matrixed team of designers, agencies, and contractors for the purposes of delivery design strategies, concepts, and other artifacts
Influence and inspire cross-functional teams to embrace design as a strategic driver of growth and customer loyalty.
Collaborate with business leaders, IT teams, and marketing stakeholders to align design strategies with broader organizational objectives.
Develop and deliver training programs that democratize design thinking, design innovation, and collaboration

Portfolio **You must include a portfolio or case studies as a document or link with your resume when applying. Please DO NOT use file sharing software such as Drop Box or Google Docs as we cannot access them.**

What You’ll Bring:

Bachelor’s degree in Design, Human-Centered Design, or related field; equivalent experience considered.
Minimum of 10 years of experience in digital design leadership, innovation strategy, or product design
Minimum of 3 years leading design agencies and/or contractors/freelancers
Proven experience aligning design strategy with business objectives to drive measurable outcomes.
Strong background in user-centered design, accessibility, and UX best practices.
Familiarity with AI-driven design tools and their application in enhancing digital experiences.
Excellent communication and leadership skills with a track record of influencing diverse teams and senior stakeholders

“Our team works with dynamic digital products to revolutionize financial services.

Every effort impacts millions of people and fuels the dreams of families, the strength of communities, and the stability of generations to come. At New York Life, we don’t just build careers; we build legacies.” – Kelly Smith, Head of Product Design

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Pay Transparency

Salary Range: $140,000 - $205,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91648

Corporate Vice President, Head of Practice Model Strategy & Operations (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:
The Head of Practice Model Strategy & Operations will lead the strategic development of our five core practice models (Financial Guidance, Wealth Advisory, Retirement Planning, Estate Planning, and Business Planning) and support the operational execution for the Holistic Advice and Financial Planning team. These practice models embody NYL’s proprietary protection-first holistic advice and guidance approach and represent key vertical specialties that drive advanced skill development and expertise for NYL’s advisors.

This individual will be responsible for advancing the development of these practice models — bridging the learning curricula to the practical, field-facing resources that advisors can leverage in holistic planning engagements. A critical component of this role is close partnership with functional teams responsible for programs—such as case development, practice development & management, and coaching programs—that bring these practice models to life through day-to-day advisor and field manager support.

What You’ll Do:
• Strategic Development: Shape and evolve the strategic direction of the five practice models to ensure they are cohesive, differentiated, and aligned with New York Life’s protection-first holistic advice and guidance approach.
• Productization of Practice Models: Bridge the practice model learning curricula into actionable, scalable tools and frameworks that empower advisors to deliver guidance that drives better financial outcomes for clients.
• Cross-Functional Partnership: Collaborate closely with leaders across advisor support programs—including those overseeing field learning, case development, practice development & management, and coaching programs—to ensure integrated delivery of advisor experiences. Act as a connective thread between vertical model content and horizontal application.
• Digital Tool Development Partnership: Work in partnership with digital and technology teams to inform the design, development, and deployment of proprietary financial planning tools that align with and support the practice models.
• Strategic Projects & External Partnerships: Lead and manage special initiatives, including the development of partnerships with external firms that offer complementary expertise, capabilities, and/or content aligned with the practice models and NYL’s protection-first holistic advice & guidance approach. Synthesize progress and insights into strategic updates, including executive-ready memos and presentation decks for senior leadership.
• Operational Leadership: Partner with senior leadership team to build and maintain the operating model for the Holistic Advice & Financial Planning team, including systems, rituals, OKRs, and research efforts that foster collaboration and continuous improvement.
• Measurement & Impact: Partner with cross-functional analytics teams to establish KPIs and evaluation methods to assess how effectively the practice models and associated support drives advisor capability and business outcomes.

What You’ll Bring:
• Bachelor’s degree required; advanced designations and certifications (e.g., ChFC®, CFP®) or graduate degrees (e.g., MBA, JD) are a plus.
• 10+ years in financial services, with deep experience in advisor development, practice management, and/or strategic program design.
• Experience leading cross-functional initiatives and managing change across large, matrixed organizations.
• Strategic and curious thinker with strong operational acumen and a passion for translating concepts into usable frameworks.
• Proven ability to collaborate and influence decision-making at senior levels across diverse teams, supported by excellent communication skills.
• Deep knowledge of the financial advice industry, financial planning technology, and advisor support systems.
• Natural curiosity on how AI can support the delivery of financial advice; hands-on experience experimenting with AI tools.

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Pay Transparency

Salary Range: $137,500 - $225,000

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: 91841

Insurance Service Professional - New Business Processing 92093 (Waltham, MA, US)

Location Designation: Hybrid - 4 days per week

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

***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. Additional ad hoc responsibilities may also be assigned.

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: 92093

Senior Director of Development-Boston GO (Waltham, MA, 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.

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

Job Requisition ID: 92014

Corporate Vice Present, Financial Planning & Analysis (New York, NY, US)

Job Requisition ID: 91599

Location Designation: Hybrid - 3 days per week

Role Overview:
We are seeking a highly motivated and detail-oriented Financial Planning & Analysis (FP&A) analyst to join our Finance team. The successful candidate will play a critical role in driving financial insights, planning, and decision-making across the organization, with a particular focus on modernizing platforms and enhancing FP&A capabilities. The ideal candidate will have strong analytical skills, experience in financial modeling, and hands-on experience with FP&A tools, including Anaplan, Fluence, W-desk, Tableau, and advanced data analysis.

What You’ll Do:
In the near term, the role will be focused on enhancing and revamping FP&A core functions:
• Evaluate and implement new FP&A platforms used for data, modeling, and reporting with the goal of improving finance’s support for our business partners in timely decision-making.
• Play a key role in coordinating with multiple FP&A teams across the enterprise (e.g., sales, expenses, earnings, capital) for these modernization efforts.
• Design and develop FP&A dashboards for the enterprise and begin to revolutionize our reporting culture.

Examples:
• Be the coordination lead for new FP&A platform demos.
• Participate in brainstorming sessions of new FP&A capabilities to address community pain points.
• Build decks to illustrate a cohesive FP&A vision between all teams (sales, expenses, earnings, and capital).
• Build a roadmap to articulate near vs. long-term plans.
• Coordinate and lead discussions between stakeholders and tech teams on the database requirements.
• Lead discussions and design sessions on various FP&A dashboards.

What You’ll Bring:
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.
o Minimum of 10 years of experience in financial planning and analysis, financial modeling, or related roles.
o Hands-on experience with financial planning software tools such as Anaplan, Fluence, W-desk, and Tableau.
o Strong experience in data analysis and the ability to transform data into actionable insights.
• Technical Skills:
o Proficiency with Anaplan for financial planning and modeling.
o Advanced Excel skills and experience with financial modeling techniques.
o Strong data visualization skills with experience in Tableau.
o Knowledge of financial systems integration and automation is a plus.
• Other:
o Strong work ethic, organizational skills, and attention to detail.
o Strong verbal and written communication and presentation skills.
o Ability to collaborate and work effectively with cross-functional teams.
Preferred Skills:
• Strong analytical thinking and problem-solving abilities.
• Excellent storytelling skills, with the ability to interpret complex financial data and convert it into simple stories.
• Ability to work under pressure and meet deadlines while maintaining a high level of accuracy.
• Strong attention to detail and a proactive approach to financial analysis and reporting.

Pay Transparency

Salary Range: $117,500-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91599

Director, Asset Liability Management (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.

Business Overview:

Role Overview:

The Director will be an integral part of the investment projections team, with key responsibilities in the projection and monitoring of actual and planned investment-related financial results across the investment portfolios in New York Life's general account.

What You'll Do:

Participate in design, maintenance and enhancement of projection model for investment income, asset allocation, and forward-looking yield expectations. This will also include a focus on continuous improvement of the current processes and models
Coordinate investment projection efforts with other teams within the finance department and the businesses, as well as the investment areas.
Provide investment support to Finance senior management and the businesses. Including, but not limited to:
Regular production of analyses of the unit’s investment portfolios, including detailed attribution of the investment results
Responding to ad-hoc requests, such as scenario analysis and investment activity updates
Complete monthly analysis of asset portfolio yields, investment expenses, and other investment costs for use in crediting rate setting of multiple product lines.
Communicate the results and the analysis to senior management as well as business line CFOs
Participate in corporate planning process by generating investment projections for the company’s portfolios.
Attribute asset portfolio performance, including actual to expected investment outcomes versus plan.
Support ALM analysis through development of investment models and analytics to be used in the development and implementation of portfolio hedging and investment strategies.
Work with the quantitative ALM Team on transitioning and automation of the current investment projection model(s) into the new ALM Analytics platform (Beacon)

What You'll Bring:

Highly developed quantitative and analytical skills
Strong business communications skills
Bachelor’s degree or higher in quantitative area
Strong proficiency with Excel (VBA a strong plus)
Advanced programming background in any of Database languages, Python, R, C++, a strong plus
Ability to work independently
Advanced knowledge of various structured and non-structured fixed income asset classes
CFA or progress toward a CFA a plus
Familiarity with insurance company finance and liabilities
Experience with financial reporting and large data processes (a plus)

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $117,500-$165,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91716

Corporate Vice President, Amazon Connect Architect (New York, NY, US)

Location Designation: Hybrid - 3 days per month

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

Role Summary:

We are looking for an Amazon Connect Architect to lead the design, architecture, and implementation of cloud-based contact center solutions using Amazon Connect. In this role, you will define technical strategies, oversee solution development, and collaborate with cross-functional teams to ensure seamless integration with enterprise systems. You will be responsible for optimizing performance, ensuring scalability, and driving innovation in customer engagement solutions.

What you’ll do:

Architect and implement Amazon Connect-based contact center solutions, ensuring scalability, security, and reliability.
Define best practices for call routing, IVR design, real-time analytics, and AI-driven customer interactions.
Lead the integration of Amazon Connect with CRM platforms (Salesforce, ServiceNow), databases, and third-party APIs.
Oversee the development of Lambda functions, Amazon Lex chatbots, and event-driven architectures to enhance customer experiences.
Collaborate with business and technology teams to align Amazon Connect solutions with organizational goals.
Ensure compliance with security, privacy, and regulatory standards (GDPR, HIPAA, PCI DSS).
Provide architectural guidance on AWS services as related to Connect (Lambda, DynamoDB, API Gateway, S3, CloudFormation, Kinesis, IAM, etc.).
Optimize system performance, scalability, and cost efficiency through cloud best practices.
Lead and mentor engineers, fostering a culture of technical excellence and continuous learning.
Design and implement infrastructure as code (IaC) using Terraform to automate the provisioning and management of AWS resources.
Automate infrastructure deployments using CI/CD pipelines (GitHub Actions, Harness.io, etc.) with Terraform.
Troubleshoot and debug Terraform configuration issues, including dependency management, variable handling, and module usage.
Optimize Terraform configurations for performance, security, and cost efficiency in AWS environments.

What you’ll bring:

8+ years of experience in cloud-based contact center architecture and at least 3+ years working specifically with Amazon Connect.
Deep expertise in AWS architecture, including serverless computing, event-driven architectures, and microservices.
Proficiency in IVR design, call routing, telephony protocols (SIP, WebRTC, PSTN), and AI/ML-powered customer interactions.
Strong experience with programming and automation (Python, Node.js, Java, or similar languages).
Extensive experience integrating Amazon Connect with enterprise applications (CRM, ERP, databases, analytics tools).
Strong knowledge of security best practices and compliance requirements for cloud-based contact centers.
Experience with CI/CD pipelines, Infrastructure as Code (CloudFormation, Terraform), and DevOps practices.
Ability to assess business needs and translate them into scalable, high-performance technical solutions.
Expertise in Terraform (HCL) and deep understanding of Terraform workflows, modules, and providers.
Strong understanding of Terraform state management, including handling drift, versioning, and remote backends.
Experience with Terraform Cloud/Enterprise, OpenTofu, or alternative Terraform distributions.
Proficiency in AWS services and best practices for managing them through Terraform.
Familiarity with Terraform security scanning tools (e.g., tfsec, Wiz, etc).
Experience with networking concepts (VPC, subnets, security groups, route tables, VPNs, Transit Gateway).
Knowledge of IAM policies and role-based access control (RBAC) for managing Terraform permissions.

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: 91732

Senior Sales Representative (New York, NY, US)

Job Requisition ID: 91928

Location Designation: Hybrid - 3 days per week

This position follows a hybrid work schedule, with remote work on Mondays and Fridays and on-site -Tuesdays, Wednesdays, and Thursdays. The individual will be responsible for supporting the Long Island and New York City territories

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, Accidental Injury, Critical Illness
Manage 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 necessary licenses within 60 days
Acceptable driving record

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: $200,000 - 225,000 (base + sales incentive)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

Our Diversity Promise

Job Requisition ID: 91928

#GBS

Insurance Service Professional 92094 (Waltham, MA, US)

Location Designation: Hybrid - 4 days per week

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

***Hybrid work schedule: work in office 4 days, work from home 1 day***

Role Overview:

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. Additional ad hoc responsibilities may also be assigned.

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

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: 92094

Policy Accountant (Remote, any state, US)

Location Designation: Hybrid - 3 days per quarter

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

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 owners’ 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.

We are seeking a Senior Representative to join the Policy Accounting team within Corporate Finance at New York Life. This role is critical to ensuring the accuracy and compliance of policy-related and financial transactions within the company’s records. The position will investigate and resolve issues affecting both policy administration and the General Ledger, with an emphasis on maintaining strong quality controls and mitigating operational risk.

The ideal candidate will have a foundational knowledge of financial products, a broad understanding of how administrative systems impact downstream processes, and a passion for driving process improvements through cross-functional collaboration. This individual will also participate in strategic projects and initiatives, providing key insights and support.

________________________________________

What You’ll Do:
• Ensure accuracy and timely updates of policy records in administrative systems.
• Investigate and resolve complex accounting issues; develop, document, and implement solutions.
• Analyze root causes for discrepancies in General Ledger balances and reconcile against policy activity.
• Produce management reports and assist in the development of new reporting tools under guidance from leadership.
• Monitor reconciliation trends and investigate significant variances.
• Participate in special projects, including new product launches and quarterly/year-end close processes.
________________________________________

Internal Expectations

• Understand and navigate Corporate General Ledger and Corporate Accounting systems.
• Reconcile financial accounts and explain balance changes in relation to field operations.
• Possess basic knowledge of accounting workflows and how they integrate with administrative systems.
• Collaborate across departments to assess process impact and identify improvement opportunities.
________________________________________

Preferred Requirements
• Strong oral and written communication skills.
• Proficient in reconciliation processes and variance analysis.
• Excellent organizational and analytical skills.
• Technical proficiency in Microsoft Office Suite (Word, Excel, Access).
• Ability to interpret internal/external business issues and recommend best practices.
• Collaborative problem-solving skills with an innovative, analytical mindset.
________________________________________

What You’ll Bring
• Bachelor’s degree preferred (preferably in Accounting, Finance, or a related field).
• Hands-on experience with administrative systems such as rPay and CyberLife, particularly in Fixed and Variable Annuities.
• Familiarity with SAP or equivalent Corporate Accounting systems.
• Proficiency in Microsoft Office applications (Excel, Word, Access).

Pay Transparency

Salary Range: $47,500-$80,000

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: 92114

Insurance Service Professional 92095 (Waltham, MA, US)

Location Designation: Hybrid - 4 days per week

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

***Hybrid work schedule: work in office 4 days, work from home 1 day***
 

Role Overview:

 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. Additional ad hoc responsibilities may also be assigned.

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

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: 92095

Sr. Associate, Change and Organization Development Strategist (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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, enhancing offerings that support our people or fostering a workplace culture where everyone feels they belong, your work directly empowers individuals and fuels the company's growth. Join us and play a vital role in making New York Life an employer of choice for generations to come.

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

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.

This is an exciting opportunity to join New York Life’s enterprise Change and OD Center of Excellence. This team plays a pivotal role in the company’s evolution by supporting leaders, managers, and employees through change—preparing for new skills and behaviors and reinforcing adoption.

This role requires a consultative approach and an execution-focused mindset as it partners with the business to provide best practice change management and organization development tools and strategies to help drive large-scale and complex transformations, while keeping a strong focus on our customer- and employee-first culture. The work includes, but is not limited to, assessing leadership alignment, stakeholder analysis, learning needs, communication strategies, and end-to-end organizational development efforts—including the delivery of tailored learning interventions to support sustained change.

The ideal candidate will have experience supporting change, transformation, and learning initiatives within the financial services industry and/or large, complex corporate environments. They are a team player with a positive growth mindset who is adept at learning the business, creating internal partnerships, demonstrating empathy, fostering collaboration, and implementing solutions that reinforce organizational culture and inspire employee engagement.

---

What You’ll Bring

Change Management Strategy & Planning

· Apply a change management method, process, and tools to create strategies that support adoption of changes required by projects or initiatives.

· Conduct stakeholder analysis and change impact assessments.

· Develop and implement change management plans aligned with organizational goals.

· Identify and manage expected and persistent resistance.

· Consult and coach project teams in leading and sustaining change efforts.

Organization Development & Learning

· Assess organization-wide change saturation and fatigue; identify compounding risks.

· Diagnose organizational needs and apply OD techniques to improve team and employee effectiveness.

· Identify learning solutions to address capability gaps within the business.

· Design and deliver targeted talent, learning, and development tools and programming, including but not limited to: role clarity sessions, change readiness workshops, manager enablement toolkits, and learning experiences that support adoption and behavior change.

· Collaborate with internal partners to ensure learning experiences are aligned with change and transformation priorities.

Measurement and Evaluation

· Establish metrics and feedback loops to evaluate the success of change and learning interventions.

· Conduct regular evaluations to assess the impact of change initiatives and learning programs in driving desired business outcomes.

---

What You’ll Do

· Bachelor’s degree (or equivalent experience) preferred, with specialized coursework in HR, I/O Psychology, Organizational Development, Organizational Behavior, Adult Learning, or related disciplines.

· 3–5 years of experience in Change Management and/or Organization Development; experience in learning program development and facilitation is strongly desired.

· PROSCI Change Management Certification preferred.

· Demonstrated experience supporting complex change initiatives—including designing tools, assessing impacts, implementing strategies, and measuring outcomes.

· Proven ability to develop, curate, and deliver learning solutions that support capability development and behavior change.

· Excellent verbal and written communication skills with the ability to influence at all levels, including facilitating inclusive meetings and learning sessions of all sizes.

· Collaborative relationship builder and proactive team player.

· Strong project management skills including fluency with MS Office and Teams; openness to leveraging digital learning and collaboration tools.

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: 92120

Insurance Service Professional 92025 (Pittsburgh, PA, US)

Location Designation: Hybrid - 4 days per week

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

Customer Service Professional – Contracting & Licensing Support

***Hybrid work schedule: work in office 4 days, work from home 1 day***

Role Overview:

What You’ll Do:

Assist with workflow of agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions

Facilitate the onboarding of new agents by processing their contracts and licenses

Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.

Assist in the training and development of agents (presentations, face to face, virtually)

Answer incoming calls and greet guests

What You’ll Bring:

Required Skills

The ideal candidate should have 2 or more years of customer service and administrative experience

Excellent written and verbal communication skills

Strong computer skills with proficiency in the Microsoft Office Suite

Proven ability to multi-task effectively

Preferred Skills

Associates, or bachelor’s degree preferred, but not required

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 are 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.

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: $43,000-$47,500

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: 92025

Corporate Vice President, Office of Governmental Affairs (Remote, NY, US)

Location Designation: Hybrid - 1 day per month

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

Join the Office of Governmental Affairs (OGA), where you'll play a pivotal role in shaping the public policy 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 directly 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.

Role Overview:

This position reports to the Vice President of PAC and Grassroots and collaborates with the State and Federal lobbying teams to Lead grassroots lobbying initiatives, influence public policy outcomes, Cultivate a company-wide culture of political engagement and drive fundraising for the New York Life Political Action Committee (NYLPAC)

What You’ll Do:
• Direct agent grassroots lobbying program
o Partner with Agency leadership to identify politically engaged agents
o Motivate, train, and equip agents to advocate on New York Life’s political priorities
o Organize advocacy conferences in Washington, DC and select states
• Train agents to lobby state and federal lawmakers effectively
• Educate and encourage PAC-eligible agents and employees to contribute to NYLPAC
• Build and maintain trusted relationships with agents and senior company leadership
• Promote a politically engaged workforce culture:
o Communicate the importance of volunteer constituent public policy engagement
o Develop persuasive and informative content, including emails, intranet articles, speeches, and presentations
• Act as a liaison to industry trade groups on grassroots lobbying efforts
• Mobilize employees and agents in support of NYL’s public policy agenda through targeted campaigns and action alerts

What You’ll Bring:

• At least 5-7 years of experience, preferable including federal government affairs roles
• Strong interpersonal, communication, and persuasion skills
• Keen political instincts and ability to operate in a bipartisan environment
• Proven leadership in managing complex logistics, including large-scale advocacy events
• Self-starter with a bias for action and the ability to manage multiple priorities
• Exceptional verbal and written communication skills
• High attention to detail and commitment to quality
• Collaborative, with the credibility to engage senior executives
• Strong project and process management skills
• Confident public speaker with experience leading meetings and presenting

Pay Transparency

Salary Range: $117,500-$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: 92019

Analytics Product Manager (Remote, any state, US)

Location Designation: Hybrid - 3 days per quarter

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

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 owners’ 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.

The Agency Insights and Analytics Team is seeking a talented, high-energy individual with a unique blend of technical and analytical skills, industry knowledge, and deep cross-team collaboration experience. This individual will work closely with the team lead to develop a data and business intelligence strategy for the team, while also managing these assets as “analytics products”- this includes documentation and oversight of our digital assets, intake and requirements gathering for new analytics efforts, solution design and integration of new capabilities into the existing product suite, and ongoing management and prioritization of the product backlog. This individual would also be expected to develop new data and BI assets, as well as utilize existing products to derive actionable insights and distill them into sleek, C-suite-ready presentations.

What you’ll do:
• Product Management
o Develop and continually monitor an integrated workflow management process for team periodic and ad hoc reports, analyses, and special projects
o Maintain and prioritize a backlog of team initiatives
o Own the intake, triage, development, dissemination, and communication for all team ad hoc analysis projects
o Oversee all team periodic and ad hoc development and analytics activities and maintain accountability for their satisfactory and timely completion
o Design and maintain a standard set of artifacts at the team level, including a team manifesto, process documentation, data model/architecture documentation, etc.
o Design and maintain a standard set of artifacts at the project and process level, including project charters, BRDs, process flows, etc.
• Data and Technology Strategy
o Evaluate and document the team’s current data/analytics platform, toolset, data flows, etc. and
o Partner with Team Lead to design a future state vision and roadmap, ensuring alignment with enterprise best practices and cutting-edge tooling
o Lead cross-functional teams to execute on data and analytics vision
o Continually monitor emerging enterprise and industry digital capabilities and provide strategic recommendations
o Proactively reassess team procedures and identify improvement opportunities
• Analytics support
o Solicit and document requirements for reporting, analysis, and BI projects and partner closely with Team Lead on solution design
o Integrate and interpret data from multiple sources to provide actionable insights
o Develop materials to communicate insights through impactful visualizations and provide predictive and actionable recommendations
o Establish performance targets and monitor results for various Agency incentives, campaigns, and other strategic implementations
• Business Partnership
o Partner broadly across FB, Agency, and Finance to understand and document Sales and Agency Building Metric analytics current state and future needs
o Collaborate with technology and AI&D teams on various enterprise initiatives around report centralization, data modernization, and AI integration
o Act as SME for Agency Sales and Building Metrics data on enterprise and value stream data and tech projects
o Partner with other analytics teams to identify synergies and share best practices

What you’ll bring
• Bachelor’s degree preferred and 3+ years of industry experience as a data, functional, or business analyst
• 2+ experience in SQL, R, Python, or other related coding language
• 2+ years working on data and/or analytics projects with experience in requirements gathering, development, testing, and delivery
• Experience working in JIRA, Monday, Confluence or related workflow management, project management, and collaboration products
• Knowledge of the Life Insurance, Annuity, and/or Wealth Management space
• Experience developing in Tableau and working with AWS products
• Knowledge of NYL business and data is a plus

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: 92125

Corporate Vice President, Head of Benefits Technology (Remote, any state, US)

Location Designation: Hybrid - 3 days per week

Corporate Vice President, Director of Benefits Technology

Role Overview:

Reporting to the Head of Solutions, this position will support the build out and definition of the benefits technology strategy and associated roadmap, lead key initiatives in support of the roadmap, and focus on the development and strengthening of long-term strategic relationships with benefits technology partners.

What You'll Do:

Develop and manage aligned benefits technology vendor relationships, serving as single point of contact. 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.

Oversee a team of benefit technology consultants; ensure alignment of work to market needs and team member skill sets.

Lead key initiatives, working closely with IT, to drive the development differentiated solutions for benefit technology integration.

Work collaboratively with cross matrix partners to gather market intelligence about products, pricing, positioning, value propositions, channel conflicts/opportunities to inform development and implementation of winning strategies and tactics.

Build and maintain a level of technical knowledge about technology solutions and partners. Act as the SME resource and point of contact for preferred partners and the benefits technology industry.

Create, distribute, and educate sales teams (internal and external) with effective tools and materials that articulate the value proposition of preferred vendors and the benefits technology industry.

Partner with the Implementation team to in the identification and facilitation of enrollment and administrative process efficiencies for benefits technology relationships.

Consult with Distribution on sales opportunities; support regional and national accounts in finalist meetings representing our capabilities and providing context on how our solutions solve unique client challenges.

Responsible for critical functions, e.g. benefits technology funding, in support of the benefits technology roadmap in support of profitable growth (including new sales, inforce growth, persistency, and participation results).

What You'll Bring:

Bachelor’s degree in business, health management or related field; with a minimum of10 years of experience in the insurance industry and benefits technology experience required.

Proven track record working with IT in an agile environment.

Ability to identify strategic needs and lead with little or no direction, resource key projects, and drive sound business direction based on market findings.

Open minded and creative – seeks ‘out of box’ solutions.

Ability to provide leadership and direction to cross-functional teams to ensure successful outcomes.

Ability to solve unique and complex problems; solutioning for the current challenge and incorporating into the future roadmap if identified as a trend and longer term opportunity.

Proven record of presenting in high-stakes environment, including to C-suite executives for our inforce and prospective clients as well as high-producing brokers.

Proven track record of developing strong relationships with vendor technology and distribution partners.

Ability to work effectively in dynamic, rapidly changing, team-based environment.

Act with agility and start up mentality; be prepared to engage quickly, switch gears, and take the next best action.

Required Competencies:

Results - Proven track record of developing successful relationships with third party vendors, exceeds goals and key performance indicators; evidence of the ability to consistently make good decisions through a combination of analysis, wisdom, experience, and judgment; high level of business acumen, problem solving, project management, and creative resourcefulness.

Strategic and drive innovation - Ability to think strategically, anticipate future consequences and trends, and incorporate them into the organizational plan.

Relationship Building - Enterprise thinker with proven ability to influence across a matrix environment.  Ability to develop strong relationships across all levels of the organization, and with external partners.

Communication - Strong and effective communication skills; ability to create and communicate a compelling vision internally and externally.

Action Oriented - Enjoys working hard and looks for challenges; able to act and react as necessary, even if limited information is available; not afraid to take charge of a situation; can overcome resistance to leadership and take unpopular stands when necessary.

This position can be offered as a full-time work from home position for candidates with appropriate experience.

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#LI-HYBRID

#LI-REMOTE

Pay Transparency

Salary range: $150,000-$190,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92142

#GBS

Administrative Assistant (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

REI, real estate manager for NYL Investors LLC, is a full-service, fully integrated real estate enterprise with $69.7 billion in assets under management. Our platform includes commercial lending, direct equity and CMBS. More information can be found at: NYL Real Estate Investors.

New York Life Real Estate Investors (“REI”) has an immediate opening for an Administrative Assistant in its New York Home Office located in New York, NY. The position provides professional and operational support to REI business areas and an outstanding opportunity to build a career in REI.

What You’ll Do:

General administrative tasks including scan documents, schedule meetings, handle conference logistics, maintain supplies, create documents, coordinate document execution, etc.
Manage domestic and foreign travel arrangements; prepare and review associated expense reports.
Coordinate and prepare various presentations for rating agency meetings, board reports and other department presentations.
Data entry of new deal submissions, commercial mortgage loan transactions and other critical transaction updates.
Research and retrieve market data; run various reports or create dashboards on ad-hoc basis.
Assist with department tasks such as employee on/off boarding, order new equipment, system access rights.
Maintain a general understanding of real estate administrative functions and procedures.
Notary Public responsibilities.
Liaise with the REI administrative assistant team.
Participation in various departmental ad-hoc projects.

What You’ll Bring:

A bachelor’s degree in business administration, finance, or related field.
5+ year experience in an administrative, operational or support function.
Active Notary Public license or willingness to obtain license upon employment.
Detail oriented, capable of handling competing priorities.
Team player with strong organizational and communication skills.
Self-motivated, conscientious, eager to learn and takes pride in providing high quality work product.
Strong technical skills, including proficient knowledge of Microsoft Office suite, DocuSign, business intelligence tools such as Qlik Sense, and aptitude to learn new systems/applications.
Experience within an investment operations environment is a plus.

#LI-AM1

Pay Transparency

Salary Range: $65,000-$70,000

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: 91816

Director, Alternatives Strategy for OCIO (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

The Director of Alternatives will play a key leadership role within the OCIO Alternatives team, reporting directly to the Managing Director, Head of Alternatives. This role will support the development, execution, and oversight of alternative investment strategies, and will be instrumental in implementing investment processes, managing direct deal flow, and liaising across internal and external stakeholders to drive value creation across the insurance general account portfolio.

What You’ll Do:

Generate and lead execution efforts related to new investment ideas, including diligence, underwriting and negotiation while assessing feasibility within capital and risk capacity frameworks.
Provide thought leadership on definition and fit of alternatives opportunities to the broader GA portfolio taking into consideration relative risk-adjusted return, capital efficiency, and correlation to represented asset classes.
Support portfolio management of existing alternative investments across asset classes including private equity, private credit, and other opportunistic strategies.
Contribute to the development and implementation of alternative strategies by analyzing value drivers, capital requirements, and risk-adjusted return expectations.
Generate and evaluate new investment ideas, collaborating with senior team members to assess feasibility based on capital and risk capacity frameworks.
Monitor active investments and ensure ongoing compliance with investment strategy, risk limits, and performance expectations.
Collaborate with internal teams (e.g. Business Development, Portfolio Solutions, Portfolio Management, Legal, Operations, Risk) to ensure seamless engagement on investment objectives, portfolio fit, execution path.
Engage with external managers and partners to assess pipeline opportunities, maintain active dialogue on market developments, and support relationship management.
Prepare and present investment recommendations and performance updates to varied audiences, including senior leadership teams.
Participate in asset allocation and portfolio construction discussions, ensuring appropriate representation of alternative investments within the insurance general account.
Mentor team members, providing guidance on investment research, analysis, and professional development.

What You’ll Bring:

Bachelor’s degree in economics, finance, business administration or related field. Master’s or related advanced degree preferred.
MBA, CFA, CAIA or other relevant designation preferred
8+ years of experience in alternative investments, private markets, or a related institutional investment role. Understanding of and experience with insurance
Demonstrated experience in sourcing, analyzing, and executing private market transactions.
Strong understanding of risk-adjusted return concepts, portfolio construction, and capital allocation.
Excellent interpersonal skills and the ability to collaborate cross-functionally with stakeholders at all levels.
High degree of professional maturity and the ability to work independently and collaboratively in a fast-paced environment.
The position is based at our head office in NYC with occasional travel required.

#LI-AM1

Pay Transparency

Salary Range: $120,000-$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: 92172

Institutional Fixed Income Trader (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

New York Life Investments, part of a $700+ billion investment management organization is seeking a qualified Institutional Fixed Income Trader to join our Fixed Income Investors (FII) Group to manage the firms short term liquidity strategies and provide critical backup for mortgage product trading. FII focuses on U.S. dollar-denominated debt in investment grade credit securities, high yield bonds, senior secured floating rate loans, mortgage-backed, asset-backed and other structured securities, treasuries, agencies, and money market instruments.

What You’ll Do:

Manage cash position for New York Life general account, mutual funds and 2(a)7 money market funds.
Execute daily trading of commercial paper, money market instruments, repo, and short-term U.S. Treasury securities.
Ensure accurate trade execution meeting investment objectives within the scope of guidelines.
Monitor and share short term market insights, trends and liquidity to inform investment decisions.
Collaborate with Portfolio Managers concerning investment strategies and results.
Maintain and strengthen relationships with broker-dealer partners and trading counterparties.
Provide backup trading coverage for Mortgage-Backed Securities, US Treasurys, and investment-grade corporate credit.

What you’ll Bring:

Bachelor’s degree in finance, economics, or a related field; CFA or progress toward designation is a plus.
2–4 years of fixed income trading experience
Strong analytical, communication, and collaboration skills, with the ability to engage effectively with internal teams and external partners.
Proficiency with key investment tools and platforms, including Aladdin, Bloomberg, MarketAxess, Tradeweb and Microsoft Office Suite (Excel, PowerPoint, Word).

#LI-AM1

Pay Transparency

Salary Range: $80,000-$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: 91959

Valuations Business Intelligence (New York, NY, US)

Company name: Apogem Capital

Location Designation: Hybrid - 3 days per week

At Apogem, we stand at the forefront of New York Life Investment Management's mission to empower investors and shape financial legacies. As the investment arm of the company, we are dedicated to delivering exceptional value to our clients through a blend of expertise, innovation, and a profound commitment to humanity.

Apogem Capital, leads the way in alternatives investing with decades of experience in the middle market and approximately $41 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.

At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.

If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visit Apogem Capital.

Join a dynamic and growing alternative investment management firm as part of the Business Intelligence team. This role focuses on valuation analysis, portfolio reporting, and delivering analytical support to enhance the firm’s investment capabilities. It also plays a key role in advancing the team's data and analytics infrastructure. The position offers meaningful exposure to senior professionals across the organization and provides a clear path for professional growth into more senior responsibilities.

What You’ll Do:

Valuation analysis and governance

Perform valuation work including valuing private investments, performing positive assurance on third party marks and preparing valuation committee materials

Third Party valuation provider oversight

Assist in executing on oversight of third-party valuation providers

Enhance existing valuation process

Utilize existing technologies to enhance current valuation process and create scale within the existing function

Performance Reporting and Portfolio Monitoring

Collaborate with investment teams to produce quarterly performance reports and maintain updated portfolio company data.
Fulfill internal ad hoc performance analysis requests.

Analysis

Perform and assist with ad hoc analysis and modeling of the firm’s investment portfolios.
Assist in completing monthly/quarterly requests of the firm’s private credit investors.

Organization

Develop a strong base of knowledge across all Apogem’s investment strategies.

What You’ll Bring:

Bachelor’s degree in a quantitative field such as finance, economics, or analytics
4–7 years of experience in valuation, portfolio support, or transaction advisory roles.
Background in Private Credit, Private Equity or other Alternative Investment strategies
Proven experience working with valuation providers and/or auditors
Advanced proficiency with Microsoft Excel
Experience with Portfolio Monitoring systems (e.g. iLevel, Chronograph, or similar platforms)
Familiarity with data visualization tools (e.g., Tableau, Power BI) is a plus
Ability to communicate data-driven insights in a concise and accurate manner
Demonstrated resourcefulness and initiative with an entrepreneurial mindset
Excellent problem-solving and organizational skills; must be able to prioritize tasks
Strong team orientation with a collaborative communication style and high level of coordination

#LI-AM1

Pay Transparency

Salary range: $125,000 - $150,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

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Job Requisition ID: 91874

Senior Internal Advisor Consultant - Georgia (Atlanta, GA, US)

Job Requisition ID: 92128

Location Designation: Hybrid - 1 day per month

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 Georgia State 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 the state of Georgia and be able to travel as needed.
At least 2 years of experience in asset management sales or as a Financial Advisor (Georgia 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. Apply today.

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Pay Transparency

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

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: 92128

Portfolio Manager Fixed Income Investment Grade Credit (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

New York Life Investments, part of a $700+ billion investment management organization is seeking a qualified portfolio manager to join our Public High Grade Corporate Credit team within our Fixed Income Investors (FII) Group. The Public High-Grade Credit Group is responsible for a portfolio of over $95 billion Corporate bonds. Fixed Income Investors is a multi-product fixed income asset management division of NYL Investors LLC. FII focuses on U.S. dollar-denominated debt in investment grade credit securities, high yield bonds, senior secured floating rate loans, mortgage-backed, asset-backed and other structured securities, treasuries, agencies, and money market instruments.

What You’ll Do:

Develop and implement portfolio strategies aligned with institutional client mandates.
Construct diversified and durable portfolios of investment grade corporate bonds with consideration for credit quality, duration, yield, and sector allocation.
Manage exposures to ensure portfolio integrity and performance across market conditions.
Conduct sector and issuer-level credit reviews to support investment decisions.
Monitor macroeconomic trends and their potential impact on portfolio performance.
Track portfolio performance relative to benchmarks, and conduct attribution analysis to identify return drivers (e.g., sector allocation, security selection).
Prepare and present regular portfolio performance reports to senior management.
Collaborate with credit analysts and traders to evaluate the credit worthiness of corporate issuers, assess relative value opportunities, liquidity and security selection.
Maintain and strengthen relationships with broker-dealer partners and trading counterparties.

What you’ll Bring:

Bachelor’s degree in finance, economics, or a related field; CFA or progress toward designation is a plus.
4–8 years of experience in investment grade corporate credit portfolio management.
Proven ability to evaluate corporate credit, identify relative value opportunities and contribute to performance optimization.
Strong risk management skills with experience operating within defined portfolio guidelines.
Proficiency with key investment tools and platforms, including Aladdin, Bloomberg, and Microsoft Office Suite (Excel, PowerPoint, Word).
Demonstrated success managing complex, multi-line portfolios in a fast-paced institutional environment.
Strong analytical, communication, and collaboration skills, with the ability to engage effectively with internal teams and external partners.

#LI-AM1

Pay Transparency

Salary Range: $150,000-$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: 91960

Real Estate Strategy & Research, Director (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

New York Life Real Estate Investors (“REI”) is the real estate investment management division of NYL Investors LLC. REI manages a portfolio in excess of $70 billion which includes real estate debt, real estate equities and real estate securities. The equity portfolio includes assets held in New York Life’s general account, separate accounts, an open-end core fund, closed end value add funds, and co-investments with REIT vehicles.

Opportunity:

The role is for a Director within the Strategy and Research Group (SRG) of New York Life (Real Estate) Investments. SRG provides reconnaissance, research, analysis, and interpretation to render opinions, and convey advice and recommendations to the equity, debt, and CMBS investment teams as well as asset, loan, and portfolio management and business development. SRG synthesizes data to create specialized outlooks for investment strategies with a focus on risk mitigation and portfolio diversification. Continuous evaluation of real-time data is integral to the success of our investment strategies. SRG analyzes demographic, economic, geographic, political, fiscal and regulatory data. The group publishes white papers, industry magazine articles, quarterly reports and yearly outlooks. The successful applicant will report to the Head of Strategy and Research.

What You’ll Do:

Support efforts to enhance NYLIM’s brand visibility with clients, prospects, and the broader market including client facing meetings and presentations.
Contributing to the development of commercial real estate markets perspectives, portfolio strategy, and trade ideas through original research
Analyze how macroeconomic trends impact commercial real estate markets
Co-author or contribute to white papers, industry articles, quarterly reports, and annual outlooks
Chart and table preparation, data research, data retrieval, data modeling, analysis and preparation of internal and external PowerPoints and memoranda are important aspects of the job
Participate in the process of pressure testing and socializing key investment convictions
Work on special projects

What You’ll Bring:

Bachelor’s or Master’s degree in Business, Finance, Economics, or Real Estate, with a strong academic record
Strong interest in economics and commercial real estate, with 5–10 years of relevant experience
Deep understanding of commercial real estate asset classes (office, retail, multifamily, industrial, etc.)
Strong analytical, quantitative, research, and problem-solving skills
Clear written and verbal communicator, able to craft compelling economic and market narratives
Experience conducting research and synthesizing diverse viewpoints into cohesive insights
Comfortable communicating and interacting with client audiences
Skilled in managing multiple priorities under tight deadlines; highly motivated, detail-oriented, and collaborative
Knowledge of macroeconomics, investment products (equity, debt, CMBS, fixed income), and real estate markets
Proficient in Excel, PowerPoint, and Word

Preferred Skills:

Working knowledge of CoStar, MSCI-RCA, CBRE, Green Street, NCREIF, Oxford Economics, and Bloomberg platforms

Submission requirements:

Writing or presentation samples from prior work experience may be requested.

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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: 92015

Corporate Vice President, Strategic Program 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:

We are seeking a strategic, execution-focused leader to join the Product Solutions team as a Corporate Vice President, Strategic Program Manager. This role is responsible for driving cross-functional delivery of high-priority initiatives that span across Product Solutions, with a strong focus on AI adoption and enablement.

The ideal candidate will be a structured thinker and collaborative coordinator who can navigate complex initiatives, influence without authority, and ensure the successful execution of strategic priorities across a diverse product portfolio. While AI enablement will be a major focus, this is not a technical role; success will hinge on strong program delivery, stakeholder engagement, and strategic alignment.

What You’ll Do:

• Strategic Initiative Ownership:
o Lead execution of high-priority initiatives that impact multiple Product Solutions teams, ensuring and timely delivery.
o Ensure strategic initiatives align with business objectives and achieve intended outcomes.
• Product Guru Ownership:
o Serve as the product owner for Product Guru, a custom AI solution to provide product information, overseeing its development and expansion.
o Lead roadmap development, delivery, cross-functional coordination, rollout planning, and adoption.
• AI Coordination and Adoption:
o Coordinate and track AI exploration efforts across Product Solutions.
o Drive AI adoption through education, engagement, and experimentation (e.g., newsletters, demos, challenges).
o Monitor external trends and internal pilots to continuously evolve the PS AI agenda and execution roadmap.
• Governance & Reporting:
o Design and implement governance processes for tools and initiatives.
o Track progress, adoption, and outcomes, sharing results with senior stakeholders.
o Proactively identify risks and facilitate timely resolution with appropriate stakeholders.
• Strategic Connector:
o Serve as a liaison between Product Solutions teams, other value streams, and corporate functions including Technology, AI&D, OGC, Risk, and Compliance.
o Represent Product Solutions perspectives in enterprise forums related to transformation, AI, or innovation.
o Surface interdependencies and shared needs across product lines to enable more efficient scaling of tools, practices, and insights.

What You’ll Bring:

• Minimum 7 years of experience in program management, strategy, product, or transformation roles.
• Proven ability to coordinate across functions and manage complex, multi-stakeholder initiatives.
• Strong communication, organizational, and analytical skills.
• Experience in financial services or insurance preferred.
• Familiarity with AI concepts and applications is a plus – but a passion for enabling adoption and delivering results is essential.

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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: 92155

Investment Grade Credit Research - Credit Analyst (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

NYL Investors is seeking a highly qualified investment analyst to join our Public High Grade Corporate Credit Group within our Fixed Income Investors (FII) Group. Fixed Income Investors is a multi-product fixed income asset management division of NYL Investors LLC. FII focuses on U.S. dollar-denominated debt in the following asset classes: investment grade credit securities, high yield bonds, senior secured floating rate loans, mortgage-backed, asset-backed and other structured securities, treasuries, agencies, and money market instruments. FII provides a broad array of investment advisory services to affiliated insurance companies’ general and separate accounts and other affiliated corporate entities: third-party institutional clients, retail clients, investment companies and other pooled investment vehicles. The Public High-Grade Credit Group is responsible for a portfolio of over $95 billion Corporate bonds.

What You’ll Do:

Work closely with senior research analysts to perform fundamental credit analysis for a portfolio of investment grade companies
Monitor various industries, including changes or shifts in industry fundamentals that potentially affect company results and investment performance
Use financial models to analyze the capital structure and creditworthiness of existing and potential new investments
Review and summarize offering memoranda and present findings and recommendations to management
Collaborate with portfolio management and trading professionals to assess relative value and evaluate new investment opportunities
Analyze new transactions applying sound credit analysis, financial analysis, and research skills
Prepare credit memorandums and present research findings to a credit committee
Maintain timely reporting and documentation of transactions
Prepare topical presentations, portfolio reports, and other special projects

What You’ll Bring:

BA required - preferably with a concentration in Finance, Accounting, Math, Economics, or Engineering
3 to 7 years of experience in credit research involving both qualitative and quantitative analysis
Well-developed quantitative, analytical, and problem-solving skills
Excellent written & oral communication skills
Ability to work both independently and in a team with multiple reporting lines
Strong team player with the ability to manage and prioritize numerous tasks

#LI-AM1

Pay Transparency

Salary Range: $90,000-$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: 91893

Segment Marketing, Senior Associate (New York, NY, US)

Location Designation: Hybrid - 2 days per week

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

As part of the Segment Marketing team, this role supports the creation and execution of marketing campaigns and initiatives for the Strategic Wealth Business, focusing on emerging growth opportunities with key client segments, including independent financial advisors and insurance agents.

We are seeking a detail-oriented and proactive individual to assist in delivering targeted marketing initiatives across digital, email, and web platforms. This role involves coordinating content-driven marketing activities, campaign tracking, webinar support and internal communications to ensure timely and effective outreach to designated market segments.

The ideal candidate is self-motivated to drive and support the development of personalized, ongoing marketing initiatives that build loyalty and strengthen partnerships with key audiences. Responsibilities include managing multi-channel campaigns, creating tailored content, supporting advisor and partner engagement, and maintaining communication platforms to enhance client relationships and drive business outcomes. It requires coordination with cross-functional teams, strong communication skills, and proficiency in project management.

What You'll Do:

Assist in executing marketing strategies aimed at driving business growth through the development and distribution of marketing collateral, web content, brochures, direct mail, email campaigns, newsletters, events, and other sales tools.

Support the implementation of marketing campaigns such as editing and creating marketing materials, updating webpages, drafting emails and working with compliance for approvals.
Track and report on key performance indicators (KPIs) for marketing campaigns
Collaborate with marketing managers to develop and update segment-specific materials for distribution across various platforms
Build customized materials and messaging tailored for strategic partners
Support ad-hoc internal and external communications
Collaborate with the broader marketing team and business partners on campaigns and initiatives
Ensure timely communication, coordination, and support for relationship-focused webinars, including invitations, presentation materials, recordings, follow-up emails, registration setup, and live hosting.
Liaise with compliance, sales, external agency partners, legal, tax, and NYL corporate teams to ensure deliverables are met in adherence to brand and regulatory guidelines

What You'll Bring:

Bachelor’s Degree required
3-5 years marketing experience with investment/finance knowledge
Strong organizational skills and detail-oriented; ability to handle multiple projects simultaneously with tight deadlines
Self-motivated individual who can adapt to a fast-paced dynamic environment
Excellent interpersonal and communication skills, both orally and in writing
Experience with cross-department collaboration is required
Ability to analyze data and extract actionable insights
Project management skills a plus
Strong writing, editing, and proofreading skills
Proficiency in Microsoft Office and Adobe Acrobat Pro
Familiarity with marketing tools such as Wrike, Seismic, Tableau, Eloqua/Engage is a plus
Interest or experience in investment/financial services; experience with a brokerage, bank, investment manager, consultant, insurer is preferred

#LI-AM1

Pay Transparency

Salary Range: $85,000-$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: 92141

Corporate Vice President, Lead 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:
At New York Life, Lead Product Managers play a pivotal role in advancing our GuideMe platform — a digital solution that helps financial professionals deliver high-trust, client-centered planning experiences. Your work will contribute to platform adoption, sales enablement, and the long-term retention of both clients and the professionals who serve them. As a Lead Product Manager, you will shape and help execute major initiatives that impact thousands of financial professionals nationwide. You’ll align platform vision with delivery, partnering across technology, design, and business to ensure GuideMe continues to meet evolving field and client needs. You will collaborate with UX, technology, training, and value stream teams to deliver new features that drive advisor adoption and deepen client engagement. This role reports to a Product Lead (Senior Director) and works closely with cross-functional delivery teams and strategic business partners.

What You'll Do:
• Shape and prioritize the GuideMe platform roadmap with cross-functional partners, aligning vision to evolving advisor, client, and business needs.
• Define product goals and success metrics; drive initiatives that deliver measurable field and business value.
• Collaborate with tech, UX, and business teams to deliver scalable, intuitive solutions grounded in stakeholder feedback and compliance needs.
• Apply structured feedback loops to continuously refine the platform based on agent, advisor, and client insights.
• Balance user needs, platform goals, and constraints; advocate for practical, high-impact solutions.
• Partner with data, product, and engineering teams to enable modular, connected experiences across NYL’s advisor and client-facing systems.
• Support release planning, training, and rollout communications in collaboration with Field Development and stakeholders.
• Stay aware of emerging technologies (e.g., AI/ML) and evaluate practical applications that enhance advisor and client outcomes.
• Mentor junior PMs and foster a culture of team growth.

What You'll Bring:
• Bachelor's degree or equivalent professional experience.
• 5–8 years of progressive product management experience, ideally in digital tools, fintech, or startup environments.
• Familiarity with financial services, insurance, or advisor-facing platforms is a plus.
• Experience partnering with engineering teams on web applications (e.g., React, Java) and integrations with systems like Salesforce.com.
• Strong iterative thinker and creative problem-solver with a focus on continuous improvement and measurable outcomes.
• Skilled at designing within enterprise constraints — including compliance, data, scalability, and legacy systems — and navigating complex, interconnected architectures.
• Platform mindset: able to shape modular capabilities that support connected advisor-client experiences.
• Clear communicator across roles and levels; balances user value with business and stakeholder priorities.
• Leads through collaboration and influence; supports peer development and fosters shared accountability.

Pay Transparency

Salary Range: $130,000-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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: 91889

Lead Field Director-Institutional Markets (Remote, any state, 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.

At New York Life, we prioritize integrity and long-term success, which aligns with who we are as a Mutual company. And for more than 30 years, New York Life has been committed to the executive benefits space, where others have come and gone – New York Life has remained with innovative solutions that stay true to company values. This fast paced and ever-changing market is perfect for the individual looking to make a difference for companies trying to attract and retain key leaders, leveraging innovative solutions from a Fortune 100 company with nearly 180 years of experience. In this role, you can make a difference for clients while benefiting from the resources and programs New York Life offers for personal and professional growth.

Role Description

This role will serve as the Lead Field Director for the Institutional (BOLI, COLI, and ICOLI) markets, overseeing a team of 7 individuals that focus on specific markets and relationships. You will be responsible for influencing and participating in developing the strategic direction of the division through leadership and oversight. Success in the role requires accountability, great relationship building, strategic mindset, independence, and strong leadership. Substantial knowledge of the institutional distribution network, BOLI/COLI/ICOLI marketplace, and established relationships with distribution partners is expected and enables this individual to be effective and successful in this role. Competitive salary, in addition to sales incentives – makes this an ideal role for the right motivated Executive Benefits leader.

Remote Opportunity - this position requires significant travel and reports to the Head of Institutional Life.

Role Requirements

Technical Expertise:

Knowledge of corporate and bank finance and tax issues
Understanding of investment funds and techniques
Understanding of BOLI, COLI, and ICOLI markets
Knowledge on how to work with 3rd party independent distribution
Innovative thinker that can solve problems in the moment

Functional Knowledge:

Applies broad industry awareness to drive sales results
Ability to recruit, train and onboard 3rd party distribution
Ability to present advanced concepts to large audiences
Ability to develop and retain talent

Problem Solving:

Directs and guides the resolution of the most complex problems or strategic business challenges
Covers a range of activities that require complex judgments and solutions based on sophisticated analytical thought
In-depth analysis with interpretive thinking is required to define problems with an appreciation for potential future developments in the market

Decision Making / Nature of Impact:

Has responsibility for making and driving significant decisions that impact the strategy and performance within the division
Has full ownership of market and projects, processes, and planning
Must be able to influence others regarding business and/or functional strategy decisions
Expected to be a regular industry presence, presenting at conferences and providing educational information about the market

Qualifications:

10+ years of relevant experience
Series 6 or eligible to obtain within 3 months of hire
Series 26 or eligible to obtain within 6 months of hire
Series 63 or eligible to obtain within 3 months of hire
50-state insurance licensed or able to obtain within 6 months of hire

Pay Transparency

Salary Range: $185,000-$225,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: Yes

Our Benefits

Job Requisition ID: 91631

Senior Associate, Accounting Operations (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 candidate will join the Accounting Operations team responsible for the support of the NCAA Accounting System and governance of the Company’s Balance Sheet Substantiation process.
The NCAA Accounting System is a home grown DB2 platform that primarily processes the accounting of both Life and Annuity product data.  The candidate will work closely with the various business areas and technology teams to assist in analysis, accounting changes, administrative system interface changes and reporting requirements. They will also drive process improvement in our product reporting to the business unit controller’s and identify automation opportunities.
The Balance Sheet Substantiation governance role ensures the accuracy and integrity of the Company’s financial statements. The team reports overall results of the process directly to the Corporate Controller in advance of the Company’s quarterly Regulatory filings. There are currently >3,000 accounts spread across over 100 legal entities that are monitored by the team, with reconciliation frequencies that vary between monthly and quarterly. The candidate will be primarily responsible for setting policies and procedures, reviewing accounts, confirming that all accounts are owned, tracking the status of submissions vs. deadlines, and partnering with Corporate Audit and the Financial Controls Unit to confirm that proper standards have been followed in the execution of this accounting control. The process also includes the utilization of two transaction matching systems, which the candidate will play a significant role in maintaining. The candidate will assist with the multi-year plan to increase the utilization of the Match tool and improve documentation and quality of the substantiations.
This role will provide exposure to many areas of the Company, as well as many senior Finance leaders.  It will also provide an opportunity to learn insurance, annuity, and asset management product accounting.

What You'll Do:
• Review daily NCAA error reports
• Review accounting testing output
• Develop accounting specification documents and accounting flows
• Understand how to use the NCAA error correction application
• Run queries to extract data from the NCAA Database
• Assist with changes and enhancements within both reconciliation tools
• On a sample basis, review and approve reconciliations submitted by the business areas, working closely to understand activity and resolve issues. The business area is responsible for the creation and approval of the reconciliation; the Accounting Operations team is responsible for ensuring that reconciliations are prepared accurately, completely, and compliant with Corporate policy
• Preparation of reports for the Corporate Controller within 45 days of the quarterly close.
• Review activity over 90 days old
• Oversee Cadency maintenance done by offshore staff, including set up of new users, updates to account assignments, maintenance of required tables, and interface from SAP into Cadency
• Manage NCAA reporting completed by offshore staff, including journal balancing, monthly, quarterly and annual reporting.
• Provide training & ad hoc support to account owners and their supervisors, as needed
• Review new general ledger accounts and ensure that all accounts are owned
• Drive process improvement and further automation, for both the NCAA system and Cadency application through gen AI and other tools.

What You'll Bring:
• B.S. in Accounting
• 4+ years relevant experience
• SQL knowledge preferred
• Prior accounting operations experience, either in reconciling accounts or recording journal entries
• SAP and Cadency knowledge is a plus
• Proficiency in Microsoft Office, with strong working knowledge of Excel and Power point
• Strong verbal and written communication skills
• Familiarity with life and annuity product accounting a plus
• Self-starter, process-oriented, and driven to learn

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $80,000-$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: 91890

Corporate Vice President - Senior Manager, Agile Service Delivery Leader Technology Infrastructure (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

The Infrastructure Service Delivery Leader oversees delivery of infrastructure shared services from Enterprise Technology Services to New York Life’s (NYL’s) technology and business consumers. The role is responsible for maintaining the service catalog for technology infrastructure services and coordinating with product and service owners to ensure product offering are up to date and partners with product owners for new product launch efforts. The Service Delivery Leader oversees the relationship with business and technology senior leaders to review product and service consumption metrics supporting the Bill of IT Program. This includes coordinating monthly service review meetings and quarterly governance meetings for the CTO Organization. The Service Delivery Leader is the “voice of the customer” capturing feedback and facilitating delivery efforts, service review metrics, SLA reporting, and consumption trends.

Work intake management is another critical aspect of the role. This includes coordinating agile product delivery where contributions are required from multiple product and service owners which require engagement of solution architects to develop blueprints or architecture patterns. All intakes are managed in Jira and the agile program portfolio managed in Monday.Dev. The Service Delivery Leader chairs the CTO Organizations Value Management Office to ensure programs are delivered on time and within budgetary estimates. The role oversees Scrum Masters and Portfolio Managers within the Service Delivery Team and partners with Scrum Masters who reside within Product Teams. Another key element of work intake management is the Cloud Business Office which promotes public cloud adoption and partners with the Chief Infrastructure Architect, DevSecOps, and Platform Engineering Leaders to ensure applications are well architected. This includes FinOps programs to ensure cloud consumption is aligned with cost effective patterns and cloud services are appropriately procured at the lowest rates.

The Service Delivery function is responsible for coordinating the CTO Organization Program Increment (PI) Planning events focusing on cross tech coordination and maintaining a six quarter walk of PIs in order to align with annual budget planning. The Service Delivery Leader is responsible for product and service marketing efforts to ensure infrastructure shared services are aligned to business needs. This includes leading product road mapping efforts to align products and services with current and emerging technologies. Additionally, Service Delivery Leader leads benchmarking efforts to ensure products and services are competitive with the competing product and service offerings. This includes facilitating the adoption of GenAI and Agentic AI with product and services owners measuring the impact in terms of experience improvement and labor efficiency.

What You’ll Do:

Discover valuable objectives and challenges to solve and validate potential solutions with technology and business stakeholders

Directly impacts $45m annual AWS budget and facilitates cost reduction across 15 lines of business

Runs the Cloud Business Office, communicates with Finance and NYL Business Leaders on strategic direction for public cloud consumption

Develop a deep understanding of business goals and processes to inform offering priorities and improvement recommendations.

Socialize the CTO Organization Service Catalog and Technology Strategy to ensure a common understanding among internal and external stakeholders.

Manage the CTO Organization operating budget and consumption trends in partnership with product owners and consumers.

Lead strategy, PI planning and life cycle management efforts to support the ongoing evolution and innovation of the offering.

Monitor business, market and technology trends and competitive intelligence to drive strategy and proactively propose new solutions.

Survey the AI landscape, map breakthroughs to new areas of the offering that can be automated and evaluate cost of that automation versus continuing with human efforts.

Establish technology roadmaps and release plans that satisfy requirements and achieve client outcomes.

Monitoring and coordinating the CTO Organization work intake management

Build a close working relationship with and empower the product owner to make appropriate decisions relating to offering development, while providing clear guidance and setting “guardrails” to operate within.

Define, track and communicate relevant KPIs/OKRs for the product and service offerings to measure performance and contribution to NYL business goals and strategy.

Guide and empower the product and service owners to scope, plan and deliver work, applying established delivery methodologies (e.g., agile methods, continuous improvement methodologies, etc.) and best practices (e.g., reusability).

Proactively support the identification and resolution of blockers (including technical and resourcing) in order to achieve offering business objectives.

What You’ll Bring:

Strong interpersonal skills; ability to build strong relationships and collaboration across diverse and matrixed stakeholders and clients

Ability to facilitate difficult discussions, prioritize competing interests, and manage both strategic and tactical interests

Ability to surface, prioritize and balance multiple stakeholder priorities

Experience with design thinking principles and client experience design

A high degree of empathy; an ability to align and relate to clients

Excellent problem solving and analytical skills, including experience leveraging data to inform decision making and assist in solving engineering problems

Expertise in strategic thinking, forward-looking risk management and strong business acumen

Strong experience in researching and understanding both market and client needs

Demonstrated ability to communicate complex technical information in a condensed manner to various stakeholders verbally and in writing

Strong agile program management skills

Flexibility and demonstrated experience with change management practices and protocols

Technical Skills:

Bachelor’s Degree in Computer Science, Engineers, or technical field of study

Demonstrated experience in technology service delivery in large enterprise or technology service providers.

Required Certifications:

AWS Associate Certification

Scrum Certification or equivalent experience.

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: 91931

Portfolio Manager - CMBS and Capital Markets (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

New York Life Real Estate Investors (NYLREI) is a division of NYL Investors LLC, a wholly owned subsidiary of New York Life Insurance Company. NYLREI manages over $70 billion in real estate-related assets including commercial mortgage loans, CMBS, and direct real estate equity investments on behalf of third-party institutional investors and New York Life’s general account.

Deputy Portfolio Manager will be a key member of the CMBS and Capital Markets group. The role focuses on CMBS investing, capital markets structuring, and platform development within a growing institutional real estate investment platform. This professional will work closely with internal stakeholders to identify and execute investment opportunities, manage surveillance and reporting, and expand NYLREI’s capabilities in structured real estate debt investments.

What You'll Do:

The key responsibilities for the role will be as follows:

Researching, analyzing and recommending all types of CMBS investments in a team environment with a primary focus on SASB CMBS. The role involves the analysis of loan and deal structures, cash flow modeling, review of offering documents and related information, and independent research while interacting with other NYLREI team members to achieve investment goals.
Collaborating with NYLREI’s commercial mortgage debt platform to generate investment opportunities in SASB CMBS. This entails managing the securitization of NYLREI-originated commercial mortgage loans where NYLI retains the subordinate tranches, including the control-eligible class(es). It also includes the purchase of control-eligible SASB classes in primary market CMBS offerings.
Conduct portfolio surveillance and coordinate investment reporting to internal and external constituents. Coordinate with team members to address credit concerns and supervise periodic surveillance reporting. Consult with CMBS loan servicers in managing the resolution of specially serviced SASB CMBS.
Assist in developing and executing capital markets financing solutions for NYLREI’s structured debt platform. Identify and execute financing solutions for individual loans as well as term lending facilities for the platform. The ability to develop and retain key bank and other lender relationships is required.
Collaborate with NYLREI’s business development team to expand NYLREI’s external asset management platform. Successfully fulfill existing CMBS asset management mandates and develop new asset management initiatives.

What You'll Bring:

Bachelor’s degree required; advanced degree (MBA, CFA, MFE or equivalent) is a plus.
Minimum of 10 years of real estate investment experience, with 5+ years focused on underwriting or directly analyzing debt or equity real estate transactions. Relevant experience may include roles originating debt or equity investments, warehouse lending, CRE credit risk, or as a rating agency analyst. CRE credit training is a plus.
Rapidly developing expertise in AI prompting and utilization.
Experience with real estate analytics tools (e.g., Trepp, Intex, Bloomberg).
Familiarity with business intelligence tools, Python is a plus and proficiency in MS Office Suite is required

Other Requirements:

Strong verbal and written communication skills.
An established network of existing relationships with the CRE finance industry.
Demonstrated ability to manage multiple priorities in a fast-paced investment environment.
High level of personal integrity and professionalism.
Demonstrated ability to collaborate with cross-functional teams.
Strong work ethic with a commitment to excellence.

NYLREI is committed to fostering a culture of diversity, inclusion, and continuous improvement. The successful candidate will reflect these values through collaboration, accountability, integrity, and a focus on long-term value creation. The firm offers a comprehensive benefits package including flexible health care, retirement plans with employer match, tuition reimbursement, and access to wellness programs and facilities.

#LI-AM1

Pay Transparency

Salary Range: $150,000-$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: 92046

CVP, Advanced Planning Consultant - West Central Zone (Remote, any state, US)

Location Designation: Fully Remote

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

Business Unit Overview

Role Overview
As an Advanced Planning Consultant, you will provide expert case consultation and strategic planning support to agents and management teams within the West Central Zone. You will specialize in advanced planning areas such as estate, business, charitable, and retirement strategies, helping agents design customized solutions that align with clients’ financial goals and lead to successful life insurance sales.
________________________________________

** The role covers the General Offices in the West Central Zone and could include offices in Dallas, Colorado and/or Chicago area and will require relocation to the territory. **

What You’ll Do:
• Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning.
• Provide responsive, professional support via in-person meetings, Zoom, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management.
• Serve as a technical expert on tax, legal, and financial aspects of advanced planning concepts, offering actionable insights that connect directly to product solutions.
• Collaborate with internal stakeholders across departments to develop and promote advanced markets initiatives that drive sales of life insurance products.
• Create clear, compelling marketing, training, and educational materials for agents, clients, and their professional advisors (e.g., attorneys, CPAs).
• Represent the Advanced Planning Group as a trusted resource within the General Offices and ensure high-quality field support across the assigned territory.
________________________________________

What You’ll Bring:
• Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred.
• Life insurance / industry sales support experience a plus.
• Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies.
• Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results.
• Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients.
• Demonstrated strength in relationship management and cross-functional collaboration.
• Willingness and ability to travel 50% within the West Central Zone.
________________________________________

#LI-SV1
#LI-REMOTE

Pay Transparency

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

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

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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: 92028

Director, Real Estate Accounting (Dallas, TX, US)

Location Designation: Hybrid - 4 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.

New York Life Real Estate Investors (“NYL REI”) is the real estate investment management division of New York Life Investments. NYL REI manages a portfolio in excess of $70 Billion which includes real estate debt, real estate equities and real estate securities. The equity portfolio includes assets held in New York Life’s general account, separate accounts, an open-end core fund, closed end value add funds, and co-investments with REIT vehicles.

The Real Estate Accountant is responsible for ensuring the financial integrity and timely reporting of equity real estate, including funds, property, asset, joint venture, debt compliance, GIPs, NCREIF and investor account financials. The role will work closely with Portfolio and Asset Management groups, as well as New York Life internal accounting and audit teams.

We are looking for a Director-level accounting professional to oversee financial accounting and reporting for our equity real estate portfolio.

What You’ll Do:

Ensures accurate and timely financial information is provided, as necessary, to internal management, external auditors, internal auditors, and external clients
Provides Investment oversight for our 3rd party property managers
Reconciliation between custodian banks and accounts, pricing, real estate reporting to the clients, appraisal adjustments and is the point person for their project’s audit
Addresses and responds to specific financial requests made by internal and external clients regarding investment performance and property financial statements
Maintain and enhance accounting procedures and internal control systems Leads a team of 5 accounting professionals
Other projects as requested by senior management

What You’ll Bring:

Undergraduate degree in Accounting or Finance preferred 8-15 years of accounting experience preferred
Experience with property level, fair market value, historical cost GAAP accounting, Statutory Accounting, and tax reporting a plus
Yardi experience
Experience with corporate accounting and SOX reporting
Ability to evaluate, document, and implement best in class policies and procedures An advanced degree or CPA designation preferred
Excellent verbal and written communication, and organizational skills
Must be detail oriented and be able to work under the pressure of deadlines
Must be able to effectively interact with all levels of Company personnel, as well as external professionals.
Willingness to learn and thrive in a team orientated environment

#LI-AM1

Pay Transparency

Salary Range: $117,500-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91591

Senior Internal Advisor Consultant - Ohio (Columbus, OH, US)

Job Requisition ID: 92129

Location Designation: Hybrid - 1 day per month

A Unique Opportunity to Elevate Your Career

About the Role

As an Ohio 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 Ohio and be able to travel as needed.
At least 2 years of experience in asset management sales or as a Financial Advisor (Ohio 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

#LI-AM1

Pay Transparency

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

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: 92129

CLO Product Analyst (New York, NY, US)

Job Requisition ID: 91986

Location Designation: Hybrid - 4 days per week

NYL Investors LLC, a wholly-owned subsidiary of New York Life Insurance Company, is seeking to add a CLO Product Analyst to its High Yield Credit Group. The High Yield Group currently manages approximately $30 billion. Portfolio strategies include institutional, total return, and CLO portfolios investing in high yield corporate debt and floating rate loans. The ideal candidate for this role is an associate or analyst with 3+ years of relevant product and market experience, who performs well independently within a dynamic team culture. This position is based in our midtown Manhattan home office.

What You'll Do:

Assist portfolio managers and CLO product manager with portfolio construction, surveillance, analytics, and optimization.
Review monthly and quarterly CLO trustee and payment date reports and prepare periodic investor communications.
Liaise with underwriters, attorneys, and rating agencies during the new CLO issuance process and during the life of the deal.
Prepare marketing and reporting materials for investors, rating agencies, and senior management.
Collaborate with internal legal, operations, finance, and compliance functions.
Manage warehouse counterparty approvals and borrowing requests.
Perform hypothetical trade analysis and internal compliance requirements.
Interpret deal governing documents such as Indentures, credit agreements and engagement letters for key terms and definition.

What You'll Bring:

3+ years of relevant industry experience with a strong background in quantitative analysis, financial modeling, and project management.
BA required; MBA or CFA is a plus.
Proficiency in MS Office applications including Excel, Word and Powerpoint.
Meaningful experience and familiarity with CLOs, structured finance, and/or floating rate loans is preferred.

#LI-AM1

Pay Transparency

Salary Range: $90,000-$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: 91986

Senior Associate, Senior Full Stack 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.

Senior Developer Lead

Role Overview:

The Corporate Systems Development division of the New York Life Insurance Company is seeking an experienced senior level Enterprise Java developer to be responsible for detailed technical designs, hands-on development, successful implementation and on-going support of high quality scalable enterprise Java business applications using proven methodologies and technologies while at the same time keeping current with the latest advancements and trends in the Java Enterprise Edition (JEE) platform.

What You’ll Do:

Converts functional specifications of business requirements into programming specifications.
Designs, codes, documents and implements high quality scalable Enterprise Java solutions.
Creates and maintains JUnit tests and performs full regression testing.
Monitors operating efficiency of existing application systems & provides recommendations for improvement.
Maintains records to document program development and revisions.
Provides timely technical support and problem resolution for customer inquiries.
May manage development of small projects or play a key role on a larger project team.
Functions independently with limited work direction but is also a team player.
Researches and recommend tools and methodologies for projects.
Commits to deliverables with customers and management.
Collaborate with cross-functional teams to design, develop and deliver enterprise quality applications.
Conduct proofs-of-concept and develop prototypes.
Work in an Agile Work Environment.

What You’ll Bring:

Technical Expertise

Strong knowledge of JEE, Java Technology Stack, SOAP, Restful, SpringBoot, SQL.
Strong knowledge of Web Development using some of the following: TypeScript, Angular, VueJS or React frameworks.
Strong understanding of effective, pragmatic application security controls and related industry (e.g. OWASP) best practices. Find & remediate security bugs/flaws.
Good working knowledge with Team Foundation server, Git.
Extensive hands on development experience with Cloud development and Storage services will be a plus.
Understanding of existing and emerging web standards such as HTML5 and Mobile
Demonstrated ability to stay current with Application Architecture best practices, existing and emerging technology platforms, architectural and systems engineering industry trends.
Ability to integrate APIs, write unit test cases, perform System Integration testing (SIT)
Demonstrates expert understanding of the JEE application development processes.
Understands architectural issues, and factors them into decisions and recommendations.
Provides technical leadership in Enterprise Java (JEE) application development.

Experience and Education

8+ years of Java Enterprise Edition (JEE) work experience is required.
BS in Computer Science is preferred.
SUN/Oracle Java certified developers 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: 91604

Senior Associate - AI & Data Project Manager (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

The AI and Data Agile project manager is responsible for supporting AI & D project teams by effectively leading hem from ideation to production implementation and business success. Engages cross-functionally, applies Agile principles, and uses the agile scrum framework to organize, define, measure, and accelerate work. Aids the team in eliminating, reducing, or avoiding challenges that impede progress. AI Agile project manager is part of the AI & DPMO and works closely with the value stream technology teams, business stakeholders, product owners, Ai product team, data science team, governance team, machine learning operations team and other technology teams.

What You’ll Do:
Lead multiple strategic initiatives within the AI & D team to deliver high quality and exceptional business value to our customers.
Champion and drive the Agile mindset, helping the team embrace core values, principles, and agile processes/practices. Drive adoption of Agile delivery approaches.
Facilitate project activities; be a voice of reason and authority, while enabling the AI & D team to self-organize and innovate.
Bring visibility to the work, impediments, risks, and other areas of importance. Remove or mitigate team impediments to enable the team to deliver value. Escalates as needed to resolve and achieve commitments from all key stakeholders.
Collaborate with cross-functional teams to refine backlog items, plan for sprints and/or iterations, and ensure all deliverables are produced on time and with quality results.
Enforce project delivery governance processes. Act as gate keeper to ensure that all project and gating milestones / deliverables meet within the existing PMO framework.
As an Agile project manager, monitor Scrum Team execution against iteration plans. Tracks team burn-down throughout sprint execution and works with the team to maximize efficiency.
Develop and manage the high-level project plan including all interdependencies, project charter, status report, RAID (risk, actions, issue, and decision) log, and ensure timely communications to all key stakeholders.
Partner with various Tech teams to oversee implementations. Participate in Program Increment (PI) planning sessions with Tech teams. Coordinate and prioritize deliverables from Tech teams.
Track resource usage and budget/expenses as needed.
Support and/or champion process and tool improvement efforts to strengthen and build upon existing PMO capabilities by continuously improving project management functions and developing new capabilities as appropriate.

What You'll Bring:
Strong command of Scrum framework, Scaled Agile Framework, and Agile values and principles.
Analytical mindset, aptitude for working on a team with highly technical data scientists, engineering and/or IT experts.
Collaborative work style with ability to effectively interact with and earn the trust of stakeholders across the organization.
Must be highly organized and have excellent follow-up and problem-solving skills
Self-motivated, with strong self-learning ability
Strong Microsoft suite (including Word, Excel, PowerPoint, MS Teams, MS Project etc.) and advanced JIRA skills required
Demonstrated analytical skills, independent thinking and ability to exercise prudent judgment.
Ability to influence and lead cross-functional team in the realization of project goals and time-bound deliverables

Qualifications:
At least 2+ years of experience in working in an Agile environment.
At least 3-5 years of data related project/program management experience, preferably in the Life, Health or P&C insurance industry
Experience effectively motivating and coordinating cross-functional teams in a matrixed environment to achieve well-defined timelines and goals. CSM, SSM or PSM certification required
CSP, SASM, SPS or other advanced certification preferred
Project Management Professional (PMP) preferred
BS in technical and/or quantitative discipline

#LI-TL2

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: 91780

Corporate Vice President - Data Scientist (Lebanon, NJ, 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 data scientist will partner with business and operational leaders to provide an impact by leveraging data and analytical tools, strategic thinking, and hypothesis-based analysis on machine learning (ML)-based projects. The data scientist is responsible for modeling complex business problems through statistical, algorithmic, mining, and visualization techniques. Further, they will support senior leadership by creating business insights, reports, and analyses to aid in the decision-making process.

What You’ll Do:

Translates business needs into analytics/reporting requirements to promote high quality code, highly available systems, and autonomous operations.
Performs large-scale experimentation and builds data-driven models provide insights from system logs, cloud platforms, CI/CD pipelines, databases, etc.
Researches and implements cutting-edge techniques and tools in machine learning/deep learning/artificial intelligence to make data analysis more efficient
Apples statistical analysis and visualization techniques to various data, such as hierarchical clustering, principal components analysis (PCA) machine learning
Designs and conducts data analyses with the highest standard of rigor and scientific accuracy; this includes study design, methodology, algorithms, and statistical modeling

What You’ll Bring:

At least six years of relevant project experience in successfully launching, planning, and executing data science projects, including statistical analysis, data engineering, and data visualization
Proven experience in conducting statistical analysis and building models with advanced scripting languages
Experience leading projects that apply ML and data science to business functions
Specialization in text analytics, image recognition, graph analysis, or other specialized ML techniques, such as deep learning, is preferred
Fluency in multiple programming languages and statistical analysis tools such as Python, C++, JavaScript, R, SAS, Excel, SQL, MATLAB, SPSS
Knowledge of distributed data/computing tools such as MapReduce, Hadoop, Hive, or Kafka
Strong understanding of AI, its potential roles in solving business problems, and the future trajectory of generative AI models
Willingness and ability to learn new technologies on the job
Ability to communicate complex projects, models, and results to a diverse audience with a wide range of understanding
Ability to work in diverse, cross-functional teams in a dynamic business environment
Superior presentation skills, including storytelling and other techniques to guide and inspire

Education

A bachelor’s or master’s degree in computer science, data science, statistics, or a related field

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91761

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

Location Designation: Hybrid - 3 days per week

We are seeking a highly skilled Platform Solution Architect to join our Artificial Intelligence and Data (AI&D) group. The platform architect will lead design and implementation of integration platform and solutions, with good knowledge on various deployment options and development using MuleSoft and microservices architecture hosted on the AWS ecosystem. The ideal candidate will have a deep understanding of integration patterns, cloud-native architecture and API management, with a strong focus on creating scalable, reliable, and secure solutions. The role will include a key focus on incorporating AI/ML capabilities into the platform to support advanced analytics and intelligent automation. 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.

Responsibilities

Solution Design and Architecture

Design and architect integration solutions using MuleSoft, ensuring they align with enterprise standards and best practices.

Develop and implement microservices architecture on AWS, focusing on scalability, reliability, and security.

Define and maintain architectural guidelines, patterns, and frameworks for API development and integration.

Design and architect cloud-native platforms that leverage AI/ML capabilities for enhanced performance and decision-making

Administration of Integration platform

Development

Lead the design and development of RESTful APIs using MuleSoft, ensuring they are robust, scalable, and secure.

Establish API governance policies and standards, including versioning, security, and lifecycle management.

Collaborate with development teams to ensure APIs are implemented according to design and meet business requirements.

Integrate AI/ML models into microservices architectures, enabling real-time data processing, predictive analytics, and automation.

Cloud Integration

Architect and deploy cloud-native solutions using a range of AWS services, including but not limited to Amazon Managed Streaming for Apache Kafka (MSK), Amazon S3, Amazon Elastic Kubernetes Service (EKS), and Amazon RDS.

Ensure seamless integration between on-premises systems and cloud environments, leveraging MuleSoft’s hybrid integration capabilities.

Optimize AWS infrastructure for performance, cost, and scalability in the context of microservices and APIs.

Technical Leadership

Provide technical leadership and guidance to development teams, ensuring best practices in MuleSoft, AWS, and microservices are followed.

Conduct architectural reviews and code reviews to ensure solutions meet architectural and quality standards.

Mentor and coach team members on integration architecture, cloud technologies, and API development.

Stakeholder Engagement

Work closely with business stakeholders to understand integration needs, gather requirements, and translate them into technical solutions.

Engage with cross-functional teams, including developers, DevOps, security, and operations, to ensure successful delivery of integration projects.

Continuous Improvement

Stay current with emerging technologies, trends, and best practices in API management, cloud computing, and microservices architecture.

Identify opportunities for process improvements, automation, and innovation within the integration platform and API landscape.

Required Skills

7+ years of experience in solution architecture, with a focus on integration platforms and API development.

Extensive experience with MuleSoft or equivalent integration platform, API Gateway, ESB.

Strong experience in designing and implementing microservices architecture in AWS, leveraging various AWS services.

Proven track record in leading the design and development of large-scale, mission-critical integration solutions.

Technical Skills:

Deep understanding of integration patterns, SOA, and RESTful API design principles.

Proficiency in MuleSoft Anypoint Platform, including API Manager, Runtime Manager.

Strong knowledge of AWS services and cloud-native architecture, including networking, security, and serverless computing.

Experience with DevOps practices and tools, including CI/CD pipelines, infrastructure as code (IaC), and automated testing.

Familiarity with containerization (Docker, Kubernetes) and microservices orchestration.

Solid understanding of security practices for API development and cloud architecture, including OAuth, JWT, and AWS IAM.

Soft Skills:

Excellent communication and interpersonal skills, with the ability to work effectively with both technical and non-technical stakeholders.

Strong problem-solving skills and the ability to think strategically about architecture and design.

Ability to lead and mentor development teams, fostering a culture of innovation and excellence.

Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.

Desired Skills

Experience or exposure to Life Insurance industry

Strong leadership abilities and the ability to foster teamwork

Experience with cloud-based AI/ML tools and platforms (e.g., AWS SageMaker, Google AI Platform, Azure Machine Learning).

Education

Bachelor’s degree in Computer Science, Information Technology, or a related field. Master’s degree is a plus.

Certifications

MuleSoft Certified Integration Architect (Preferred) or Developer (Optional)

AWS Certified Solutions Architect – Associate (Preferred)

#LI-TL2

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: 91485

System Testing Sr. Associate (New York, NY, US)

Job Requisition ID: 91461

Location Designation: Hybrid - 3 days per week

A core element of the transformation for New York Life’s business will be the design and development of end-to-end digital solutions to drive revenue growth, achieve efficiencies, increase client satisfaction, and maintain relevancy as the pace of digitization accelerates. The Solutions Testing team sits at the heart of that endeavor and will work across the business and with key functional partners including Service, Technology and Agency to create and deliver smart, client-centric, and best-in-class digital solutions to market.

The System Testing Sr. Associate within Solutions Testing team will perform system and end to end testing for new products, system enhancements and system fixes ensuring that all release requirements are met and processed correctly prior to release. If errors are found through testing, this individual will work with the appropriate teams across product, technology and the business to remediate.

The individual will have strong analytical and communication capabilities, creative problem-solving skills, project management discipline, and a passion for process improvement. A strong understanding of technology and distribution needs/practices is a plus.

What You’ll Do:

Lead and influence testing initiatives
Make timely and critical decisions regarding system test plans
Review system testing for development projects impacting the primary administrative systems
Communicate and document any issues found in system testing
Collaborate with reconciliation teams to support new accounting functionality

What You’ll Bring:

Bachelor’s degree in Accounting or Data Analytic preferred
2-4 years related experience
Knowledge of Life Insurance & Annuities products a plus
Experience working with mainframe and web-based applications and administrative systems a plus
Familiarity with SAFE Agile methodology and JIRA a plus

Pay Transparency

Salary Range: $62,500-$105,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91461

Senior Associate, Application Support Analyst (Tampa, FL, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

You’ll be responsible for ensuring the stability, reliability, and performance of key applications that support our business operations. This role involves incident triage, root cause analysis, proactive monitoring, and continuous improvement of support processes. You’ll work closely with business users, infrastructure teams, and vendors to resolve issues quickly and maintain high system availability.

In addition to core support responsibilities, you will also collaborate with Agile development teams to represent Application Support needs throughout the software development lifecycle. This includes contributing to support readiness during planning and helping ensure new features and systems are designed with operational support in mind.

What You’ll Do:

Core Responsibilities

Serve as a subject matter expert (SME) for key business-critical applications, providing leadership and mentoring to junior analysts across teams.
Triage, troubleshoot, and resolve application support issues to minimize downtime and disruption for users.
Make key support decisions during critical incidents, including escalation paths, recovery actions, and communication strategies. Document improvements for future response scenarios.
Proactively monitor application performance and health using modern observability tools; identify and escalate gaps in visibility to leadership.
Maintain accurate and up-to-date documentation of issues, resolutions, and system configurations.
Coordinate the full support ticket lifecycle — including technical teams, vendors, and business users — ensuring timely resolution and stakeholder communication.
Analyze trends from recurring issues and propose process, tooling, or monitoring improvements.
Provide regular status updates to management on open issues, risks, and blockers.
Support cross-training and coverage to build team resiliency and operational depth.

Agile Collaboration

Collaborate with Agile product and development teams to represent Application Support throughout the software development lifecycle.
Review upcoming features for operational readiness, including logs, alerts, runbooks, and support documentation.
Participate in sprint ceremonies and release planning to advocate for scalable and supportable designs.
Track support deliverables using Agile tools (e.g., Jira, Kanban boards).

Team Engagement

Facilitate internal knowledge-sharing sessions, retrospectives, and training workshops to scale support capabilities and cross-functional knowledge.
Adhere to team standards for ticketing, documentation, and knowledge management.
Foster a culture of continuous learning, collaboration, and high accountability within the support team.

What You’ll Bring

Bachelor’s degree (or equivalent experience) with 3–5 years of technical support experience in a hybrid application environment.
Proven experience supporting distributed and mainframe-based applications.
Strong technical troubleshooting, incident response, and problem-solving skills.
Familiarity with database querying, log analysis, and end-to-end application workflows.
Ability to communicate effectively with both technical and non-technical stakeholders.
Demonstrated leadership during incident management and mentoring within support teams.
Familiarity with Agile development frameworks (e.g., Scrum, Kanban) and tools such as Jira, Kanban boards, or equivalent.
Experience using monitoring and observability tools (e.g., New Relic, Sumo Logic, AppDynamics).
Experience conducting or contributing to retrospectives and post-incident reviews.

Desirable Skills

Proficiency with databases and SQL for querying, troubleshooting, and supporting data-driven applications.
Knowledge of cloud platforms (e.g., AWS, Azure) and hybrid/cloud-native system support best practices.
Scripting or automation experience (e.g., PowerShell, Python) to improve operational workflows.
Familiarity with DevOps or SRE practices such as CI/CD, resilience engineering, and postmortem processes.
Experience with ITSM platforms (e.g., ServiceNow, Jira Service Management).
Interest in continuous improvement and building a forward-looking support culture.

Pay Transparency

Salary Range: $85,000-$115,000

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: 92101

Corporate Vice President - Product Management Lead (New York, NY, US)

Job Requisition ID: 91984

Location Designation: Hybrid - 3 days per week

New York Life’s AI and Data (AI&D) team within Strategic Capabilities delivers innovative data through the enterprise data platform, developing 360 data products, analytical insights, and AI solutions for the organization.

Role Overview:

This role serves as a Product Management Lead in AI&D product management organization and has accountability for creating the vision & strategy, managing the roadmap and executing on the product backlog working closely with cross functional teams across data engineering, data governance, data science and data analytics within AI & Data.

In addition to working with AI&D functional teams, the role will work closely with business counterparts across New York Life in Recruiting & Development, Sales, Service, Eagle Investment Advisory, NYLIFE Securities, Life and other products, Technology and others.

The candidate should have prior product management experience working on data, AI and data products ideally in consumer facing financial services industry as well as a comfortable familiarity with technology & AI trends and industry-leading enterprise platforms.

What You’ll Do:

As a member of the AI&D product management team; your primary focus will be to define the strategy, manage the roadmap & requirements and execute on the backlog across AI&D products portfolio and foundational initiatives.

Strategy: Work with AI&D teams to develop vision and strategy for the enterprise data platform, 360 data products, AI and data analytics solutions to drive effective outcomes across the enterprise
Ownership: Align with strategy for various business teams and create and drive a portfolio of AI & Data cross-functional initiatives to deliver on core elements of the business strategy
Definition: Articulate business problems, gather evidence from users and outside sources, clarify the potential solutions with assumptions, guiding principles, strategic connections
Roadmap: Define the roadmap and prioritization across the portfolio and create functional & non-functional requirements and user stories to manage product backlog and execution through scrum teams
Delivery: Partner with AI&D cross functional teams and Business Unit product managers and technology partners to ensure high-quality, efficient execution of key initiatives in a scaled agile delivery framework
Communication: Serve as primary evangelist of AI&D strategy and product capabilities with internal, business, and executive stakeholders
Outcomes: Drive outcomes aligned with business teams and AI&D OKRs and report key metrics driving product effectiveness, utilization and satisfaction

What You’ll Bring:

You will bring relevant product management industry experience having worked on enterprise data platforms, data governance, data integration technologies, 360 data products, AI models and services and analytics & reporting for the enterprise (ideally in the financial services industry).

Required Skills:

Bachelor’s OR master’s degree in a technical field (Engineering/Computer Science or related) or business-related discipline
15+ years of industry experience with related product management, design, or business-facing product development experience
10+ years of product management experience, including developing and managing roadmaps, writing product specifications and managing agile processes
5+ years of experience working on data analytics including data warehouse architecture, business data marts, enterprise metrics, self-service analytics, data storytelling, and Gen AI for data analytics

Thought leader with knowledge of market and technology trends driving the data analytics, Gen AI for data analysis and vendor landscape

5+ years of direct people management experience, including growing and mentoring a product team and recruiting (and retaining) talent
Strong written and oral communication skills, including experience in developing influential presentations. Ability and executive presence to communicate persuasively with stakeholders at all levels in the organization as well as external partners
Demonstrated success in creating measurable business benefit from products and analytics while interacting with cross functional stakeholders in a complex organization

Preferred Skills:

Proven track record of successfully managing end-to-end product lifecycles, from ideation to launch and ability to think strategically and translate insights into actionable product strategies
Experience in insurance products, asset management or wealth management a plus
Fluency in technical delivery, including scaled agile processes and product management tools like Confluence, Jira, Monday, a plus
Knowledge of data platform and analytics tools including Databricks, dbt, data notebooks, Tableau, AWS Quicksight, ThoughtSpot etc.
Strong organization skills with the ability to collaborate across cross functional groups such as Technology, Data, Compliance, Legal, etc. as well as third-party data and technology partners

This position offers a hybrid work schedule with remote working Mondays/Fridays and on-site collaboration in our New York office Tuesdays/Wednesdays/Thursdays.

Pay Transparency

Salary Range: $155,000-$240,000

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: 91984

Investments Recruiter (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Our Talent Acquisition team is looking for an Investments Recruiter with experience in hiring for financial services, from early career 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. A Recruiter at New York Life requires skills in direct sourcing, screening, and assessing candidates, as well as with developing and negotiating offers.

What You'll Do:

Independently managing your own requisition load and full life-cycle recruiting process across a functional group which can range from 20-30 openings at a given time
Providing overall direction of the Recruiting Strategy for assigned clients, establishing guidelines and procedures concerning staffing best practices and process improvements
Advising hiring managers and executives on all staffing, sourcing, and recruiting initiatives and keeping them apprised of recruitment trends impacting the business
Crafting job descriptions and assessing candidates against competencies
Coaching hiring managers and others involved in the recruitment process
Designing and delivering customized recruitment strategies to include candidate pipelining, diversity, resource allocation, and search agency review
Collaborating closely with HR Business Partner teams in delivering specific recruiting campaigns and reporting progress on a regular basis
Staying up to date on recruiting challenges and trends, labor laws, and legislative initiatives that have implications on the profitability of the business
Participating in talent review and workforce planning discussions with HR Business Partner and Recruiting Managers as appropriate
Partnering with vendors to leverage outsourcing opportunities, monitoring agency performance
Determining recruiting effectiveness through reporting and data analysis

What You'll Bring:

5+ years of experience recruiting for financial services – recruitment for sales, strategy, Investment professionals, and core corporate functions (such as finance and compliance) is highly preferred
Bachelor's degree is required
Demonstrated success in a competitive talent market with 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

Pay Transparency

Salary Range: $77,500-$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: 92049

Investment Analyst - High Yield & Leveraged Loans, Senior Associate (New York, NY, US)

Location Designation: Hybrid - 4 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.

When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and 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 a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations.

New York Life Investments, part of a $600+ billion investment management organization is seeking to add an Investment Analyst to its High Yield Corporate Credit Group. Current assets under management in the Group’s portfolios exceed $25 billion and are growing. Portfolio strategies include institutional, total return, and CLO portfolios investing in high yield corporate debt, CLO tranches and leveraged loans.

What You'll Do:

Perform credit research, investment analysis, and portfolio surveillance for specific industry sectors in the high yield and leveraged loans credit markets.
Present investment recommendations to the high yield credit committee for approval.
Work with the portfolio managers to execute purchase and sale transactions.
Develop and enhance relationships with broker-dealers.
Meet with issuer management teams to source opportunities and conduct due diligence.
Develop and enhance relationships with analysts at broker-dealers and the major rating agencies.
Prepare portfolio review reports for management.
Monitor existing portfolio holdings for performance and offer timely recommendations with regard to portfolio positioning in covered industries.

What You'll Bring:

4-8 years of relevant industry experience with a strong background in credit research with a thorough understanding of leveraged finance.
BA required; MBA or CFA is a plus.
Meaningful investment experience with leveraged loans and/or high yield bonds, in CLOs and total return portfolios is preferred.
Well-developed quantitative, analytical, and problem-solving skills.
Strong team player with the ability to manage and prioritize numerous tasks.
Excellent written & oral communication skills.

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Pay Transparency

Salary Range: $125,000-$170,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91466

High Yield & Leveraged Loans, Director (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

New York Life Investments, part of a $700+ billion investment management organization is seeking to add an Investment Analyst to its High Yield Corporate Credit Group. Current assets under management in the Group’s portfolios exceed $25 billion and are growing. Portfolio strategies include institutional, total return, and CLO portfolios investing in high yield corporate debt, CLO tranches and leveraged loans.

What You'll Do:

Perform credit research, investment analysis, and portfolio surveillance for specific industry sectors in the high yield and leveraged loans credit markets.
Present investment recommendations to the high yield credit committee for approval.
Work with the portfolio managers to execute purchase and sale transactions.
Develop and enhance relationships with broker-dealers.
Meet with issuer management teams to source opportunities and conduct due diligence.
Develop and enhance relationships with analysts at broker-dealers and the major rating agencies.
Prepare portfolio review reports for management.
Monitor existing portfolio holdings for performance and offer timely recommendations with regard to portfolio positioning in covered industries.

What You'll Bring:

6-10 years of relevant industry experience with a strong background in credit research with a thorough understanding of leveraged finance.
BA required; MBA or CFA is a plus.
Meaningful investment experience with leveraged loans and/or high yield bonds, in CLOs and total return portfolios is preferred.
Well-developed quantitative, analytical, and problem-solving skills.
Strong team player with the ability to manage and prioritize numerous tasks.
Excellent written & oral communication skills.

#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: 91894

Corporate Vice President - Senior M365 Copilot Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

We’re seeking a skilled Senior M365 Copilot Engineer to lead, design and build Copilot & Power Platform solutions to be deployed across SharePoint, Teams, internal NYL channels, Websites, and SaaS applications. This role will also support M365 integrated experiences. The ideal candidate will be instrumental in supporting and enabling users and business areas to build impactful, scalable M365 and Copilot solutions while ensuring environments remain secure, healthy, governed and optimized for future growth.

What You’ll Do:

M365 AI Platform & Support

Provide expert-level Copilot, Copilot Studio and generalized AI consulting support for NYL business users, including in-depth reviews of current use cases.
Demonstrate expert knowledge of M365 Copilot, Copilot Studio, SharePoint, Teams, and related M365 tools and technologies.
Guide and mentor teams on Copilot architecture, best practices, and integration patterns for Agents and related requirements for scalability.
Review solution designs, provide technical recommendations, and conduct code reviews prior to deployment.
Support the use of Copilot experiences embedded in SharePoint, Teams, and potentially standalone Copilot Studio agents.
Support the environments in Power Platform admin center as well as maintaining an overall inventory of Copilot Agents as well as their usage.

Environment Management

Assist users in building and managing secure, scalable M365 Copilot solutions across NYL’s lower environments and production zones.
Ensure adherence to governance, policies, and compliance standards across all user-developed solutions.

Community Engagement

Monitor the internal Copilot Teams channel, providing timely technical guidance and sharing knowledge with peers and users across the Enterprise
Lead weekly developer syncs to showcase new features, share platform updates, and promote the adoption of best practices.

Dashboards & Monitoring

Develop and maintain dashboard metrics to monitor usage, adoption, and the health of M365 administrative and platform solutions.
Support the creation and maintenance of dashboards tracking Copilot and Azure usage to assist with reporting and cost optimization.

Strategic Analysis & Innovation

Leverage M365 data, web APIs, and third-party connectors to support application logic and evolving business needs.
Evaluate use cases for potential escalation to OpenAI developers for advanced enhancements or custom Copilot solutions.

What You’ll Bring:

5+ years of hands-on experience in Microsoft 365 (M365) administration, including Microsoft Teams and SharePoint Online and Power Platform, etc.
1 years of Copilot Studio experience
Practical experience with AI-assisted development governance tools such as GitHub Copilot, ChatGPT, or similar, particularly in supporting our processes for DevOps compliance.
In-depth knowledge of SharePoint Online, Teams integration, and M365 AI capabilities within enterprise environments.
Knowledge of SharePoint Advanced Management and Purview helpful but not required
Strong understanding of Azure services, API integration, and custom connector development.
Proficiency in creating and publishing dashboards with tools like Power BI, Azure Monitor, or similar.
Excellent communication skills and a collaborative approach to working with both technical and non-technical stakeholders.
Demonstrated ability to lead peer code/design reviews and facilitate knowledge-sharing or training sessions.

Preferred Qualifications:

Relevant Microsoft or cloud certifications (e.g., MS-300, AI-100, PL-600).
Experience in large enterprise environments supporting both professional developers and low-code/no-code solutions.
Familiarity with OpenAI, Azure OpenAI, or other large language model (LLM) platforms and frameworks.

#LI-TL2

Pay Transparency

Salary Range: $155,000-$240,000

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: 91773

Corporate Vice President - Technical Lead (White Plains, NY, US)

Location Designation: Hybrid - 1 day per week

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

This position involves a hybrid work schedule - working on site one day per week,

New York Life Insurance (NYL) is seeking a highly talented and experienced Technical Lead to support the modernization of our Group Membership (GMAD) business. This role is instrumental in executing technical solutions, integrating platforms, and collaborating with business and technology teams to support scalable, efficient, and modern systems.

NYL is uniquely positioned for success thanks to our significant strategic advantage in insurance expertise and deep financial resources attributed to our 180-year history and AAA rating. We are looking for a self-motivated technologist with a result focused mindset to join our team that will modernize, transform, and set the foundational ecosystem of the future. This candidate should possess the combination of technical savvy and drive to join the team with vision, experience and commitment to modernizing and transforming the Group Membership Insurance ecosystem.

Role Overview:

The Technical Lead role is critical to delivering our innovation roadmap. It requires a highly organized technologist with a track record of working collaboratively as part of a cross-functional team to deliver on projects and actively assist development teams in building end-to-end technology solutions. The individual must dive deep into resolving technology challenges with the teams while also possessing the capability to provide updates to Group Membership’s Senior Management. The ideal candidate has a minimum of 10 years of experience in architecture, design, development, and delivery on complex, multi-cloud, multi-provider, new platform introductions.

What You’ll Do:

Understand stakeholder needs and strategy to help develop on business roadmap: partner with product owners and organization stakeholders within Group Membership to understand goals, strategy, scope, and use cases to that drive the technology roadmap. Partner with business stakeholders to create application architecture and technology roadmaps for GMAD.

Serve as senior subject matter expert for platform and integration: leverage use cases and a deep understanding of our platforms to develop solution architecture and design and collaborate with enterprise teams as applicable. Partner with business resources and platform vendor resources to expand and share knowledge of the platform and its capabilities. Responsible for defining how platforms integrate to power an efficient technology ecosystem for our business. Lead and support initiatives including CRM implementation, data management platforms, and cloud technology.

Project execution and leadership: Collaborate with and motivate a cross-functional team of business analysts, developers, and testers to build, execute and release features in alignment with our roadmap. In partnership with the product owners, drive, negotiate, and prioritize project activities and problem solve to mitigate risks to meet business commitments by staying on-schedule and within budget. Escalate options to the GMAD CTO when important decisions are needed and accountable for managing stakeholder expectations and validating work effort and project plans.

Partner with the Business User Acceptance Testing leader to ensure quality work is deployed: Partner with test leads to ensure testing plans ensure quality deliverables are delivered to users. In some instances, help support business user acceptance testing responsibilities (test plans and use cases creation to reflect requirements which demonstrate that deliverable meets quality standards and is ready for field and customer use)

Monitoring, quality, and transition to steady state: review and conduct post-deployment validation and ongoing monitoring, as needed by the initiative. Work with QA and delivery teams, ensure consistent high-quality releases through measurement tracking, lesson learned cadence and continuous improvement.

What you'll bring:

Proven track record designing systems/applications with complexity (e.g. multiple interfaces, multiple packages, platforms) while maintaining focus on ecosystem simplification.
Experience supporting large scale initiatives and leading platform operations including ecosystems with one or more common enterprise software solutions (e.g. CRM, BPM, ERP)
Experience indirect management of cross-functional teams to effectively deliver on commitments, easily pivoting as needed to meet shifts in business priorities.
Ability to build strong partnerships to work both independently and as a collaborative team player who is highly proficient in working across organizations and cross-functional teams.
Ability to manage multiple initiatives with a high attention to detail and balance the need to work strategically versus hands-on problem solving.
Ability to effectively communicate and influence complex technical decisions to varying audiences, including non-technical business executives, effectively articulating pros and cons, impacts and risks.
Adaptive to changing priorities and managing multiple simultaneous commitments on time, on budget and with quality.
Strong verbal and written communications combined with technical acumen.
Self-starter, comfortable with navigating ambiguity, and passionate about driving change.
Strong knowledge of modern Infrastructure and Application Development practices and tools
Strong knowledge of Cloud-Enabled/Optimized practices and implications for Application Development teams
Strong SOA concepts and tools experience
Strong XML schema experience, ACORD experience preferred.
Strong Java / .NET / Web App experience
Strong experience with source control management
Strong Relational Database development experience, design experience preferred.
Experience with continuous integration tools (e.g. Jenkins)

Additional Requirements:

Bachelor’s degree in IT, Computer Science, Information Systems, or equivalent experience
10+ years of experience working in IT, with experience in design and delivery.
5-10 years application development or Microservice development experience
3-5 years platform experience in AWS Cloud environment
3-5 years platform experience in Salesforce
3-5 years platform experience in MuleSoft AnyPoint.
3-5 years solution and system integration
5+ years Life Insurance or Financial Services industry experience
3-5 years Architecture experience in Data Management, Data Quality, Data Governance, and Data Warehousing
Experience in designing and building integrations between multiple on premises applications and/or cloud hosted systems.
Strong understanding of data Integration java design patterns & best practices
Experience working in waterfall and a scaled agile delivery framework (SAFe) using agile software (Jira) or equivalent.

#LI-KH1
#LI-HYBRID

This position involves a hybrid work schedule - working on site one day per week,

Pay Transparency

Salary Range: $165,000-$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: 91886

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:
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 the Life Valuation and Asset Liability Modeling (ALM) team’s model oversight function. This role plays a critical part in ensuring the integrity of actuarial models used in various life insurance valuation and projection processes. The oversight function serves as a liaison between valuation and ALM production teams, actuarial model developers, risk management, and finance, ensuring models are fit for use and aligned with internal standards and regulatory requirements.

What You'll Do:
• Oversee model lifecycle management from Life Valuation and ALM’s perspective, including prioritizing enhancement requests, implementation testing, and ensuring timely execution of model changes for annual assumption updates and regulatory compliance.
• Coordinate and perform model validation and review processes to support valuation and ALM reporting functions as well as in collaboration with internal and external auditors.
• Develop and maintain comprehensive model documentation including model methodology, assumptions, and limitations.
• Collaborate with various internal actuarial functions including valuation, pricing, experience studies, and model development teams to ensure consistent assumption usage and model methodology.
• 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.
• ASA designation required; FSA preferred.
• Familiarity with relevant US life insurance statutory financial reporting, asset adequacy testing, and other similar regulatory standards.
• Demonstrated success in managing audits, model governance, documentation, and stakeholder communication.
• Excellent communication skills, including the ability to translate technical concepts to non-technical stakeholders.
• Strong analytical mindset and attention to detail.

Preferred Qualifications:
• Familiarity with FIS Prophet actuarial software.

Pay Transparency

Salary Range: $110,000-$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: 92138

Senior Associate - Senior DevOps Engineer (Lebanon, NJ, US)

Location Designation: Hybrid - 3 days per week

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

We are looking for a skilled 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.

Deployment and Configuration Management:
- Deploy and manage MuleSoft Runtime Fabric environments, ensuring they are optimized for performance, scalability, and security.
- Automate the deployment and configuration of microservices in AWS using tools like Terraform, Ansible, and AWS CloudFormation.
- Manage the configuration and deployment of various AWS various services to support integration and microservices architectures.
Monitoring and Logging:
- Set up and manage monitoring, logging, and alerting solutions using ELK Stack (Elasticsearch, Logstash, Kibana) or Sumo Logic or NewRelic and AWS CloudWatch.
- Implement log aggregation and analysis using Logstash and integrate with other systems for real-time monitoring and incident response.
- Monitor and manage Kafka clusters, ensuring high availability, fault tolerance, and performance optimization.
CI/CD Pipeline Development:
- Design, implement, and maintain CI/CD pipelines for MuleSoft and microservices deployments using tools like Jenkins, uDeploy and GitHub
- Ensure smooth and automated deployments across development, testing, and production environments, minimizing downtime and manual intervention.
- Integrate automated testing, security scanning, and compliance checks into the CI/CD pipeline.
- Design, implement, and maintain infrastructure as code (IaC) pipelines that use Terraform.
Data Streaming and Integration:
- Configure and manage data streaming and integration using change data capture (CDC) and Kafka for real-time data processing.
- Ensure seamless integration between on-premises systems, cloud environments, and third-party services.
Security and Compliance:
- Implement and manage security best practices for MuleSoft Runtime Fabric and AWS infrastructure, including IAM roles, security groups, encryption, 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:
- 8+ years of experience in DevOps engineering, with a focus on cloud infrastructure, automation, and configuration management.
- Hands-on experience with MuleSoft Runtime Fabric or equivalent integration platform, including deployment, configuration, and 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).
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 like ELK Stack, Logstash, Kibana, 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.

Education:

Bachelor’s degree in Computer Science, Information Technology, or a related field. A master’s degree is a plus.
Certifications (Preferred):
- AWS Certified DevOps Engineer or equivalent
- Certified Kubernetes Application Developer (CKAD)

#LI-TL2

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: 92085

Real Estate Fund Accountant (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

This opportunity requires developing an in-depth knowledge of the real estate industry and excellent technical ability. The position is responsible for ensuring the ﬁnancial integrity and timely reporting of equity real estate, including funds, property, asset, joint venture, debt compliance, GIPs, NCREIF and investor account ﬁnancials.

What You’ll Do:

Ensures accurate and timely ﬁnancial information is provided, as necessary, to internal management, external auditors, internal auditors, and external clients
Reviews and maintains quarterly valuation changes; calculates asset management fee and net asset value, as necessary
Reconciliation between custodian banks and accounts, pricing, real estate reporting to the clients, appraisal adjustments and is the point person for their project’s audit
Addresses and responds to speciﬁc ﬁnancial requests made by Real Estate Oﬃcers regarding investment performance and fund ﬁnancial statements
Review capital call and distribution calculations, sources and uses, allocations, and investor notices Maintain and enhance accounting procedures and internal control systems
Other projects and analysis as requested by senior management
Contribute to process improvement initiatives to streamline the cash management function and enhance eﬃciency and accuracy
Stay updated on industry best practices, regulations, and changes in accounting standards related to cash management processes.
Collaborate with the accounting team to ensure proper coding and classiﬁcation of expenses.
Maintain accurate and up-to-date cash team records, including vendor information, invoice details and payment status in the cash system.

What You’ll Bring:

Undergraduate degree in Accounting or related ﬁeld 0-3 years of accounting experience
Experience with fund level, historical cost GAAP accounting, Statutory Accounting, and tax reporting a plus Yardi experience preferred
Experience with corporate accounting, consolidation and SOX reporting
Ability to evaluate, document, and implement best in class policies and procedures
Cash Managements/Accounts Payable

#LI-AM1

Pay Transparency

Salary Range: $75,000 - $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: 92140

Associate, Treasury Operations (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:

This role sits within the Treasury Operations team of Treasury and FP&A in Corporate Finance. You will be part of a fast-paced and dynamic team primarily responsible for cash management and payment responsibilities for the Company and subsidiaries, while interacting with a variety of internal business units and external banking partners.

What'll You'll Do:
• Collaborate with our offshore team on daily cash management and payment activities.
• Assist in the review and release of wire transfers to ensure timely and accurate completion.
• Assist senior associate with the ongoing implementation of payment request and treasury management systems.
• Manage payment inquiries and investigations from internal and external partners.
• Liaise with our banking partners as needed to facilitate a well-functioning cash management and payment operation.
• Provide support to other Treasury Operations teams as needed.

What You'll Bring:
• Bachelor’s Degree in Finance or Accounting preferred
• Minimum 2 years’ experience in a Corporate Treasury environment
• Previous experience with cash management and payment concepts preferred
• Experience with Treasury Workstations preferred (Kyriba)
• Knowledge of insurance company line of business structure desirable
• Proficient in Excel, Outlook
• Strong interpersonal, written and oral communication skills, attention to detail

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $62,400-$85,000

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: 91903

Corporate Vice President, DIS Product Director (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 DIS Product Director will be responsible for developing and implementing innovative new disability insurance products and building a comprehensive suite of wellness programs designed to improve the health and independence of policyowners. As one of the few carriers still writing new business, this position will provide thought leadership to make New York Life the preeminent name in Disability insurance and they will take leadership roles in industry groups, partnering with our Office of Government Affairs and Office of General Counsel to positively influence the direction of the insurance marketplace.

What You’ll Do:

Lead product development and implementation of innovative new stand-alone DIS and linked benefits products and riders
Manage the in-force block
Be an active participant in government affairs as they relate to DIS
Manage the filing process for new products and any outstanding premium increases
Closely manage the implementation of new products on the IT systems, ensuring effective communication of requirements up front and monitoring progress along the way
Partner with Agency to grow DIS sales and educate agents on our product portfolio
Build and develop relationships with distribution partners
Ensure training and development needs of the team are being met at all points in their career journey

What You’ll Bring:

The successful candidate will possess a minimum of 10+ years of experience in the insurance and financial services industry, with a strong preference for candidates with experience with disability insurance products. Candidates should be able to demonstrate a track record for enhancing and executing on a sophisticated strategy to drive new sales growth and achieve targeted returns.

Candidates should be able to demonstrate the ability to act as thought-leader and should be comfortable with building new products and distribution strategies within the company. In addition, strong communication and relationship building skills, with the ability to establish trust, navigate organizational complexity and influence both direct and indirect teams to achieve excellent results are required.

A Bachelor’s degree in business, economics, or related curriculum is required. An MBA, JD, and/or other advanced degree is preferred, but not required.

Reporting Relationship

This position will report to the Head of Disability Income Solutions.

*This role eligible for incentive compensation.

Pay Transparency

Salary Range: $175,000 - $237,500

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: 91990

Senior Internal Advisor Consultant - Texas (Austin, TX, US)

Job Requisition ID: 92127

Location Designation: Hybrid - 1 day per month

A Unique Opportunity to Elevate Your Career

About the Role

As a Texas 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 Austin, Dallas or Ft. Worth Texas and be able to travel as needed.
At least 2 years of experience in asset management sales or as a Financial Advisor (Texas 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

#LI-AM1

Pay Transparency

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

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: 92127