Jobs at New York Life Insurance

Product Development Senior Associate (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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

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.

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

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.

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

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 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

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: 91460

GBS Voluntary Benefits Experienced Underwriter (Philadelphia, PA, US)

Job Requisition ID: 90836

Location Designation: Hybrid - 3 days per week

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.

Alternate locations: Chattanooga, TN (Tennessee); Bloomfield, CT (Connecticut); Kansas City, MO (Missouri); Phoenix, AZ (Arizona)

Role Overview:

This position represents a unique and exciting opportunity to join the Underwriting organization's Voluntary Benefits team that recently launched our new Accident Insurance, Critical Illness, and Hospital Indeminity Products.

What You’ll Do:

Evaluate and interpret data from numerous sources, including group demographics, industry research, and other actuarial tools, to develop a risk assessment of each employer group.
Consult with sales reps and brokers to explain your analysis and work together to balance risk and profit.
Have opportunities for projects outside of quoting, such as serving as a technical expert for our tools, identifying and implementing new processes for efficiency or acting as a trainer or mentor to other underwriters.

Underwrite new business opportunities for New York Life Group Benefits Solutions Accident Insurance, Critical Illness, and Hospital Indemnity products.
Perform case specific risk assessments to develop appropriate premium rates for presale business to support growth and profitability goals.
Recommend strategies and plan designs to win new business opportunities. Proactively engage and consult with Sales partners and Enrollment team to drive successful enrollment results.
Manage a growing book of business, focused on attaining profitable growth, persistency, and earnings.
Partner with sales department and brokers to deliver customer presentations and act as financial consultant on case-specific issues.
Develop strategic recommendations related to market competition, products, and pricing.
Influence underwriting best practices and provide input to matrix partners on product development and pricing.
Act as a trusted resource and technical expert to team and matrix partners.
Represent Underwriting on projects and initiatives.

What You’ll Bring:

Bachelor’s degree in a business subject area preferred, or equivalent experience required.
Minimum of 1 year of Group Underwriting or other relevant experience required.
Ability to establish priorities, confirm and communicate decisions, work on multiple assignments, and adhere to deadlines.
Innovative thinker who is self-motivated to learn and look for ways to improve our process.
Comfortable dealing with ambiguity and willingness to pivot quickly when needed.
Ability to make effective decisions based on independent risk analysis and strong financial acumen.
Thorough knowledge of risk levers that influence market and competitive conditions.
Strong interpersonal skills that foster collaborative working relationships. Demonstrated ability to balance stakeholder and matrix partner goals to achieve optimal outcome.
Strong written and oral communication skills. Ability to analyze and explain complex ideas; persuade and negotiate effectively with the ability to deliver both internal and external presentations.
Highly organized and detail oriented. Able to manage time effectively and prioritize workload to meet deadlines.
Ability to lead discussions and deliver external presentations and analysis to a diverse client base.

Locations: Hybrid Schedule: Philadelphia PA, Kansas City MO, Chattanooga TN, Farmington CT, Phoenix AZ, Fully Remote can be considered.

Pay Transparency

Salary range: $62,000-$116,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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: 90836

#GBS

Development Manager-Arkansas GO (Little Rock, AR, US)

Location Designation: Fully Onsite

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

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:

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, 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

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.

#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

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.

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

What You’ll Do:

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

Required Skills:

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

Preferred Skills:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91266

Corporate 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.

#LI-VL1
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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91769

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.

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.

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

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.

#LI-AM1

Pay Transparency

Salary Range: $140,000-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92130

Corporate Vice President, Nautilus Group Case Consultant (Addison, TX, US)

Location Designation: Hybrid - 3 days per week

Business Unit Overview

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

Role Overview:
The Nautilus Group is a service organization that supports over 200 of New York Life’s top producers. The ideal candidate will have, at a minimum, five to ten years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning, and income tax planning.

What You’ll Do:

Member Agent Support – Develop relationships with member agents. Work closely with member agents to develop estate and business strategies for high net worth and ultra-high net worth clients and integrate New York Life products, where applicable. Help member agents target specific markets, including high net worth, business, and cultural markets. Provide ongoing education to member agents. Some travel may be required to assist member agents with client meetings.

Estate and Business Planning Case Design – Create customized and sales focused estate planning cases that specifically address a client’s planning needs. Assist other members of the Case Development Team as they develop estate and business planning cases to ensure that all team members are providing the highest level of technical support. Utilize New York Life products to illustrate benefits of various non-qualified retirement planning strategies.

Meeting Presentations – Present on the technical aspects of estate and business planning during various company and/or industry meetings as well as member agent seminars. Create ongoing Webinars to highlight company initiatives and to keep member agents updated on tax law.

Special Projects –
- Assist with content development by creating new educational pieces for member agents (white papers, agent newsletters, website content, industry articles, etc.);
- Take a leadership role in implementing new initiatives (opportunities resulting from changing laws, integration of new company products, content development around core offerings, etc.); and
- Monthly training of Nautilus staff members.

What You’ll Bring:

Minimum of 5 - 10 years’ experience working in the advanced market. Possess a detailed understanding of estate and gift transfer tax planning, business planning, qualified and nonqualified
retirement planning, charitable planning, and income tax planning.
Juris Doctor required. CPA or LLM preferred.
Experience presenting complicated advanced planning techniques to other advisors and to clients and should have experience engaging parties to implement suggested strategies.
Detailed knowledge of life insurance products, life insurance taxation, life insurance funding (e.g., split dollar, premium financing) and how to utilize life insurance for a high-net-worth individual’s business and estate planning needs.
Requires detailed knowledge of annuity products, annuity taxation, and how to utilize annuities for a high-net-worth individual’s retirement and estate planning needs.
Experience integrating financial planning concepts and estate and business planning strategies to develop a comprehensive plan for high-net-worth clients and business owners.
Ability to utilize excel to create financial models to illustrate various planning strategies.
Ability to serve as a technical expert in the Case Development team and should be a high performer in terms of productivity and member agent relations.
Ability to work independently with little to no technical guidance from management or other members of the Case Development team.

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $107,500 - $182,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 90729

Senior 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

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 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***

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:

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

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

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.

#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: 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

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: 92155

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.

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.

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

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 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.

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.

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

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.

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

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 & 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

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

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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

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

Market Risk Sr. Associate (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Job Description:

We are seeking a highly skilled and motivated Senior Associate to join our Market Risk Management team. The ideal candidate will have a strong quantitative background and financial experience within the insurance industry, familiarity with liabilities and derivatives.

What You’ll Do:

Utilize, develop, enhance and implement quantitative models to assess market risks, including interest rate, equity, spread and other risks.
Create and maintain risk dashboards and reports for senior management and regulatory bodies
Perform stress testing and scenario analysis to evaluate portfolios resilience of defeasance of liabilities under adverse market conditions
Utilize AI tools (e.g. Copilot, Chat GBT) to develop models and analysis used for market risk measurement and management
Collaborate with various departments, including investments, actuarial, and finance, to ensure a holistic approach to risk management
Continuously improving the market risk management framework, including setting risk limits, thresholds, analysis and reporting
Assess model assumptions and results that are produced for assets and liabilities
Assess the impact of changes in inforce, actuarial model assumptions, and rates
Assess derivatives programs across risks (e.g. interest rate, equity, foreign exchange, etc.)
Analyze asset and liability component cash flows and assess component-level interest rate risk
Maintain and enhance market risk reporting that captures asset and liability risk attribution, performance attribution, risk profile, hedging, etc
Conduct risk assessments and quantitative analyses to identify, measure, and monitor market risks, including interest rate, equity, spread, and other risks.
Perform attribution, shock, and cash flow analysis for market risk metrics
Perform reporting for market risk rating agency requests
Continue streamlining processes and support continuing automation efforts for market risk analytics
Evaluate risk allocation utilizing metrics such as VaR, Economic Surplus, BU support, etc.
Perform research and provide insights into market risk metrics
Monitor risk exposures, assess risk mitigation strategies, and ensure compliance with regulatory requirements
Stay abreast of industry developments and continuously improve risk management methodologies and processes.

What You’ll Bring:

Education: Bachelor's degree in Finance, Economics, Mathematics, Actuarial Science, Statistics, or a related field. A Master's degree or professional certification (e.g., CFA or FRM) is preferred.
Experience: Minimum of 3-5 years of quantitative financial experience, preferably within the insurance industry with actuarial and derivatives knowledge.
Technical Skills: Proficiency in quantitative modeling, statistical analysis and related tools. Experience with AI tools, programming languages such as Python, R, or similar languages is a plus.
Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret complex data and make informed decisions.
Communication Skills: Excellent verbal and written communication skills, with the ability to effectively present complex information.
Team Player: Ability to work collaboratively

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: 92034

Private Equity Secondaries Associate (Chicago, IL, 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.

The Secondaries team is hiring an associate to support every aspect of our work including sourcing, due diligence, investment execution, and management of existing portfolios. This role will interact closely with and report directly to senior leaders of the team. This individual will play important roles on deal teams and have hands-on exposure to investment activities across multiple transaction types.

What You’ll Do:

Support the senior investment team in sourcing opportunities and the evaluation and execution of secondary private equity transactions
Conduct due diligence as part of the underwriting process for potential investments, including industry/sector research, operating analysis, sponsor track record analysis, ESG review, and other qualitative and quantitative analyses
Build detailed financial and operational models
Review and analyze marketing materials of potential investments
Manage investment opportunity pipeline and coordinate screening efforts
Prepare internal communications and presentations, including intake / screening memos, investment committee materials, and other deliverables
Partner with team members on the execution and maintenance of key operational initiatives and marketing efforts
Support portfolio management workstreams including monitoring investment performance, managing internal database systems, and other processes used for tracking KPIs, reporting, data management, etc.
Work directly with senior leadership team and other key personnel across the organization

What You’ll Bring:

Bachelor’s degree in finance, business, accounting, economics, or engineering with a competitive GPA
2-5 years of experience in private equity, investment banking, secondaries, corporate finance / restructuring, valuation, or transaction advisory services, preferably with M&A experience
Strong financial modeling, accounting, and analytical skills with direct work-related experience
High proficiency in Microsoft Excel, Word, and PowerPoint
Strong work ethic, problem-solving and organizational skills, and attention to detail
Demonstrated ability to work in a fast-paced environment; must be able to multi-task and manage multiple priorities
High personal integrity
Strong verbal and written communication skills
Commitment to continued professional development and “on-the-job” learning
Ability and willingness to work in a team-oriented culture

#LI-AM1

Pay Transparency

Salary range: 85,000 - 115,000

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: 91880

Life & Disability Group Insurance Underwriter (Philadelphia, PA, US)

Job Requisition ID: 91290

Location Designation: Hybrid - 3 days per week

The Group Benefit Solutions Underwriting Organization partners with Sales, Client Management, Pricing, Risk Management, and other business partners to evaluate and manage risk. We are responsible for analyzing employer group characteristics and plan designs to determine the appropriate rates for Life, Accident, Disability and Absence products. One of our key priorities is to manage the growth and profitability of our portfolio, through new business sales and persistency of our inforce book of business. Our team also includes the Medical Underwriting organization that evaluates the risk of individual applications for Life and Disability coverage, as well as our UW Operations organization that helps to drive efficiency and productivity in our process.

As an Underwriter, you will use your knowledge and expertise to determine plan designs and rates for our employer group clients minimizing risk and optimizing profit in the process. You will evaluate and interpret data from numerous sources, including group demographics, industry research, and other actuarial tools, to develop a risk analysis of each employer group. You will consult with sales reps and brokers to explain your analysis and work together with them to balance risk and profits.You will have opportunities for other projects outside the risk assessment portion of your job, such as processes for efficiency or acting as a trainer or mentor to other underwriters.

What You'll Do:

Perform case specific risk analysis to develop appropriate premium rates for a given risk to support the market’s growth and profitability goals
Responsible for account level rate development and conducting customer negotiations with Sales on a more complex book of business
Develop strategic recommendations related to market competition, products, and pricing
Manage an assigned book of business, focused on attaining profitable growth, persistency, and earnings
Partner with sales department and brokers to deliver customer presentations and acts as financial consultant on case-specific issues
Influence underwriting best practice and provides input to matrix partners on product development and pricing
Mentor and train less tenured underwriters. Help increase their understanding of risk management & underwriting, maintaining focus on technical knowledge and competency skill development
Act as a trusted resource and technical expert to team and matrix partners

What You'll Bring:

Bachelor's degree or equivalent work experience required
5+ years of Group Life, Accident, Long Term Disability, Short Term Disability, and Absence underwriting, or other relevant experience required
Demonstrated knowledge of large employer groups with multi-carrier product offerings and awareness of the drivers of a marketing outside of group insurance specific dynamics
Thorough knowledge of risk factors that influence market and competitive conditions
Ability to make effective decisions based on strong knowledge of all financial and risk levels, both internal and external
Strong time management skills, highly organized, detail oriented
Ability to foster strong working relationships
Strong interpersonal and communication skills
Ability to communicate complex ideas, persuade and negotiate effectively
Ability to lead discussions and deliver external presentations and analysis to a diverse client base

#LI - EM1

#LI - HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91290

#GBS

Senior Associate, Internal Wholesaler (White Plains, NY, US)

Job Requisition ID: 90114

Location Designation: Hybrid - 3 days per week

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 the 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:

In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships with agents and field managers within their territory. Internal Wholesalers must be adept at identifying and acquiring new business within their territory to meet sales goals for New York Life. These sales goals would involve one of the following: Life Insurance, Investments & Annuities, Long Term Care & Individual Disability Income, or Business Solutions. In this role, The Internal will make proactive phone calls to agents in their territories to share sales ideas, provide product information, gather marketing data and offer sales support as well as identify new sales opportunities. The Internal Wholesaler is also responsible for providing case design support and product knowledge via the Sales Desk channels.

What You’ll Do:

• Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities.

• Fielding of inbound calls from agents in regard to New York Life solutions and identifying selling opportunities.

• Work closely with the External Consultants to develop and execute an appropriate business plan to maximize territorial sales.

• Become a specialist in one of the New York Life Solution areas including:

Life Insurance
Annuities & Investments
Long Term Care & Individual Disability Income
Business Solutions/EWL

• Identify and convert dormant agents into producing representatives.

• Assist in training of new associate.

• All other duties, as required by management team.

What You’ll Bring:

• Must have active licenses (6 & 63) (Series 7 a plus but not required).

• Bachelor’s Degree preferred or equivalent work experience.

• Must currently be proactive and at least two Executive Councils preferred (New York Life Agents only).

• Prior insurance industry sales experience a plus.

• Must have the ability to work both independently and in a team environment.

• Possess excellent oral and written communication skills and interpersonal and customer service skills.

• Must have strong relationship building skills & sense of time management.

• Must be a detail-oriented and well-organized self-starter with high energy and creativity.

• Proficient with Word, Excel, and PowerPoint as well as various internet search techniques.

• Proven ability to pay attention to detail and multitask.

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $65,000 - $70,000 (Plus target sales incentive $35,000+)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

Our Diversity Promise

Job Req ID: 90114

#LI-SV1

#LI-HYBRID

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

Location Designation: Hybrid - 3 days per week

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

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

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

What You’ll Do:

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

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

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

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

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

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

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

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

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

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

• Provide strategic direction, technical leadership

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

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

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

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92059

Corporate Vice President, Foundational Business Communications (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Corporate Vice President, Foundational Business Communications (PF5)

Role Overview:

We are seeking a Corporate Vice President, Foundational Business (FB) Communications, to join our team. Reporting to the VP and head of FB Communications, this individual will be responsible for developing and advancing a number of strategic internal and external communications initiatives for the company’s Foundational Business, with a particular focus on supporting Value Stream senior executives and their leadership teams.

What You'll Do:

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

What You'll Bring:

10-12 years of corporate communications experience, preferably in a Fortune 500 company and/or communications agency.
Expert and proactive client relationship manager, with experience providing advice and counsel to senior stakeholders.
Demonstrated track record of leadership, achievement, and excellence in a world-class organization.
Collaborative team player with executive presence and successful experience participating in high-profile cross-functional projects.
Ability to navigate a complex organization and operate within ambiguity is a must.
Experience with change management and culture change initiatives.
Proven track record managing people and developing effective teams.
Excellent organizational skills with strong attention to detail.
Ability to work effectively in a fast-paced environment and manage multiple projects simultaneously.
Strategic thinker with excellent writing, listening, presentation and communications skills.
Bachelor’s degree in Communications, English, Journalism or related field.
Hybrid environment: Office Tuesday through Thursday, working from home Mondays and Fridays.

#LI-VL1
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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: 92067

Associate - Cloud Fullstack Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per quarter

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

New York Life is seeking an experienced and skilled Cloud Engineer that will be a member of the Cloud Services team and drive cross-functional technology for delivering projects on an IaaS platform to meet critical technology and business requirements. This opportunity provides the right individual an opportunity to get in on the ground floor of a growing cloud platform, with new emerging technologies that support New York Life’s cloud journey.

What You’ll Do:

Build best-in-industry Developer experiences that are truly omni-channel, agile and scalable leveraging leading-edge technology and reusable components and services.
Work closely with frontend engineers to build a self-service web platform that will improve developer experience and reduce SDLC turnaround time.
Bridge the gap between development and operations, ensuring collaboration and efficient tooling for engineering teams and developers.
Knowledge of frontend development like .Net or Java to write code for interacting with AWS APIs.
Design, build, deliver, maintain and improve infrastructure solutions. This includes automation strategies such as IaC, configuration-as-code, policy-as-code, release orchestration and continuous integration/continuous delivery (CI/CD) pipelines, and collaborative ways of working (e.g., DevOps).
Research and prototype new tools and technologies to enhance automation platform capabilities.
Work closely with security specialists to design, implement and test security controls, and ensure automation activities align with security configuration guidance.
Design, implement and manage scalable Kubernetes clusters on Amazon EKS to support cloud native applications
Establish logging, monitoring and observability solutions, including identification of requirements, nonfunctional requirements, design, implementation and operationalization
Aid with application implementations on AWS
Automate remediation of platform defects and security vulnerabilities
Participate in monthly production platform releases
Interpret and advise on usage to optimize and maximize utilization of deployed resources to reduce spend
Drive automation to replace manual operations and existing processes
Provide Production Support for Cloud Platform and Cloud Platform related incidents.
Collaborate with Cloud Architects and Solution Engineers to deliver solutions and projects.
Support resilience activities — e.g., disaster recovery (DR) testing, chaos and performance testing, and tabletop planning exercises.
Must be self-directed and willing to learn new tools and services to stay up to date with our evolving platforms
Ability to communicate to non-technical and technical resources

What You’ll Bring:

Bachelor’s degree in related field is a plus, but not required
2+ yrs of overall IT experience
2+ yrs with Cloud (IaaS, PaaS, SaaS) services and platforms, AWS
2+ yrs of experience with containerization technologies like Docker, Kubernetes
2+ yrs of automating solutions and implementation of highly scalable, highly available services using terraform
Working knowledge of DevOps and delivery tools (GitHub), Jenkins
Strong knowledge of Java based frameworks, microservices
Strong verbal and written communication skills
Solid understanding/experience with Software Development Lifecycle (SDLC) process
Ability to work directly with business stakeholders and technical/product teams.
Must have AWS Solution Architect or Sys Ops certification.

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: 92160

Reinsurance Accountant (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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.

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

Position Summary:

The mission of the Business Unit Accounting & Controls – Life and Disability (“BUAC Life & DI”) team of the Corporate Controllers Department is to partner with our stakeholders by understanding their needs to ultimately provide a service that is superb, timely and valuable, while simultaneously expanding and improving our service capabilities.

Life & Disability Controllers works closely with a variety of stakeholders in New York Life Insurance Company’s insurance lines of business (including our Mexican subsidiary Seguros Monterrey New York Life) and other corporate areas to ensure the integrity of New York Life general ledgers, deliver timely and accurate financial reporting and drive continuous improvement in our processes.

What You’ll Do:

This Senior Associate position will be located in our New York City office and will be responsible primarily for the following:

Monitor and analyze the Company’s reinsurance business, which includes the development of reports to aid in analysis to ensure completeness and accuracy.
Manage the accounting, reporting and analysis of certain co-insurance treaties, including managing the relationship with NYL counterparties in these treaties.
Own the end-to-end reporting and control framework for both assumed and ceded reinsurance arrangements, including validation of premiums, claims, and reserves.
Collaborate with policy systems and product management teams in the implementation of new insurance products, as well as changes to existing products. This entails understanding life insurance products and their related accounting flows.
Share financial insights with our stakeholders on product performance via analysis of monthly, quarterly, and annual results.
Support the completeness and accuracy of our key performance indicator with targeted reviews.
The production and coordination of certain reports within the Life and Disability Income Controllers book, the group’s quarterly financial results package.
Work with business unit finance, corporate actuarial and corporate reporting team to complete Statutory Blue Book schedules and exhibits and Statutory audited footnotes.
Support our external auditor, PwC, with their performance of the annual financial statement audits.
Ensure our adherence with MAR/SOX requirements including documenting, testing, and reviewing controls and procedures.
Apply a continuous improvement mindset to evaluate processes, which seek more efficient delivery of data and analytics, as well as more effective controller & business insights.
Partner with our Accounting Policy team to perform accounting research and develop recommendations related to technical issues.
Leverage AI tools and emerging technologies (e.g., GenAI, RPA, machine learning platforms) to optimize accounting workflows and enhance data quality to improve close cycles.

What You’ll Bring:

A successful candidate should have

A bachelor’s degree in Accounting or Finance preferred (a master’s degree is desirable but not required).
At least 5-7 years of accounting and financial reporting experience in insurance or reinsurance industries or public accounting. Prior experience in accounting and reporting at a reinsurance company is strongly preferred.
Possess an understanding of Statutory accounting rules, procedures and internal controls and keeps up to date with current trends.
Expert level knowledge of excel and other reporting, analytical or programming tools is crucial to facilitate continuous improvement.
A self-motivated individual with strong interpersonal skills who demonstrates a high level of self-awareness, professionalism and integrity in all interactions is required.
Knowledge of SAP, AFO, Wdesk, Tableau, SQL is a plus
Demonstrated ability to apply AI tools in financial reporting or reconciliation processes is strongly preferred.

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: 91902

Development Manager - El Paso GO (El Paso, TX, 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.

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 a General Office 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.

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 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 El Paso 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, networking, community events, and center of influence development.
Effective with technology to enable training and support 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 - Financial Modeling Technician (Remote, any state, US)

Location Designation: Fully Remote

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

Role Overview:

The Actuarial Operations Department at New York Life is seeking a motivated and detail-oriented Senior Associate to join our Prophet Staging & Production Team. This team plays a critical role in producing Asset-Liability Management (ALM), Valuation, and other financial modeling metrics using the Prophet Enterprise actuarial platform.

This is an excellent opportunity for a candidate with a strong technical background to gain exposure to modeling operations for a wide range of life insurance and annuity products. You’ll also work closely with our IT and actuarial teams on process standardization and automation initiatives to drive efficiency and innovation across the organization.

What You'll Do:

The results produced by the Prophet Staging & Production Team is in high demand, with requests for modeling support coming from several actuarial teams throughout the company. A drive for continuous improvement and identifying operational inefficiencies will be highly valued for this role. Examples of tasks the Financial Modeling Technician may be responsible for include:

Configure and execute Prophet jobs for testing, reporting, and runtime optimization
Maintain and update input data using Assumption Manager within Prophet Enterprise
Analyze model output, conduct reasonableness checks and ensure quality of results
Implement controlled changes in response to requests from stakeholders while adhering to model governance standards
Collaborate with actuaries to support updates to model inputs, model configurations, and data transformation processes
Partner with IT teams to support current and future automation efforts
Monitor and report on model runtime efficiency and cloud-based cost metrics

What You'll Bring:

2-5 years of experience in finance, actuarial, or other quantitative roles
Bachelor's degree in Finance, Mathematics, Engineering, or a related field
Strong technical skills with excellent attention to detail
Proficiency with Microsoft Excel, Word, and VBA (required)
Experience with the FIS Prophet Suite (Professional or Enterprise) preferred
Exposure to financial services, data operations, or actuarial modeling is a plus

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $72,500-$120,000

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: 92013

Sr. Accountant, Corporate Finance (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

The candidate will be part of the Accounting Operations Division responsible for managing the close process, on Statutory basis, in a high paced and challenging environment. The group works closely with all business areas throughout the company, senior management and technology. The role requires strong accounting & analytical skills, clear and concise communication, staff management, and a willingness to challenge the status quo. The candidate will be a key contributor in process improvement and automation initiatives that are currently underway, as well as identifying future improvement opportunities. The role will provide in depth institutional knowledge, exposure to all aspects of the Company’s financials and the opportunity to increase technical skills using new technology.

What You’ll Do:

• Talent cultivation
• Production of thorough variance analysis and management reports, coordinating with business areas to understand activity and explanations
• Partner with business areas to understand and advise on accounting transactions
• Review and approval of journal entries and account reconciliations prepared by junior level staff and co-sourced resources.
• Perform divisional SOX controls
• Managing intercompany transactions and addressing process discrepancies efficiently.
• Identify and drive process improvements
• Utilize RPA (Robotic Process Automation) technology
• Assist in achievement of departmental and internal division goals
• Support rotational associate and internship programs

What You’ll Bring

• B.S. in Accounting preferred
• 6+ years relevant experience
• Deep knowledge Statutory Accounting Principles
• Proficient in SAP General Ledger with hands-on experience
• Strong understanding of financial controls
• Willingness to seek innovative efficiencies
• Strong leadership and collaboration skills

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: 92044

Insurance Service Professional 92050 (Rego Park, NY, US)

Location Designation: Hybrid - 4 days per week

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

Insurance Service Professional – New Business Processing

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

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

What You’ll Bring:

Required Skills

The ideal candidate should have 2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills required

Preferred Skills

Associates, or Bachelor’s degree preferred, or equivalent years of related experience

Training & Development

Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

Shift Information

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.

Salary

Competitive full-time base salary, overtime eligibility plus target bonus

Benefits

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

Pay Transparency

Salary Range: $45,000-$50,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 92050

Senior Associate, Reliability Manager (Tampa, FL, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

As a Reliability Manager, your primary responsibility will be to ensure the stability and performance of critical IT systems that support key business operations and customer experiences. This role involves coordinating post-incident reviews, analyzing incident and performance trends, reporting on key operational metrics such as MTTR, and collaborating with engineering, support, and risk teams to improve system reliability. You will focus on driving operational analysis, cross-functional coordination, and strategic follow-through to strengthen our technology ecosystem and enhance resilience across platforms.

What You’ll Do:

• Facilitate post-incident review sessions focused on shared learning and follow-through.
• Ensure reliability-related actions are documented, prioritized, and tracked through delivery.
• Prepare monthly and annual reliability reports summarizing MTTR, incident trends, and performance against key metrics.
• Identify and represent recurring or high-impact reliability risks at risk management forums to ensure visibility and prioritization.
• Use strong data analysis and presentation skills—including Excel, PowerPoint, pivot tables, charts, and formula modeling—to highlight relevant insights for a range of audiences.
• Distill large data sets into meaningful reporting and dashboards appropriate for executive, operational, and cross-functional use.
• Own and maintain documentation of major incidents, communications, and response timelines using shared resources such as the team’s SharePoint site to support knowledge continuity and future automation.
• Collaborate with support, engineering, and risk teams to identify gaps in monitoring, incident readiness, and operational recovery.
• Contribute to the development and refinement of SLAs and SLOs.
• Coordinate with IT and business stakeholders to ensure reliability considerations are addressed throughout the operational lifecycle.
• Translate operational data into business-relevant reporting to inform decisions.
• Support efforts to improve observability, recovery capabilities, and response coordination.

What You’ll Bring:

• Bachelor’s degree (or equivalent experience) in Information Systems, Engineering, or a related field.
• 4–6 years of experience in IT operations, incident management, or reliability-focused roles.
• Strong data analysis and presentation skills, including proficiency with Excel, PowerPoint, pivot tables, charts, and formula modeling.
• Ability to identify meaningful data, synthesize it for reporting, and tailor presentation to fit the audience.
• Experience facilitating structured post-incident reviews and driving follow-up actions.
• Strong documentation practices, with the ability to maintain accurate, detailed records in shared systems.
• Ability to communicate clearly with technical and non-technical stakeholders.
• Familiarity with operational KPIs such as MTTR, availability, and incident volume.
• Ability to work independently and manage priorities across multiple teams.

Required Skills:
• Incident management
• IT operations
• Data analysis and reporting
• Proficiency with Excel and PowerPoint
• Post-incident review facilitation
• KPI and performance metric tracking
• Communication with technical and non-technical teams
• Documentation and knowledge management
• Cross-functional collaboration
• SLA/SLO contribution and tracking

Preferred Skills:
• Experience with automation pipelines and CI/CD tools (e.g., Jenkins, GitHub Actions)
• Familiarity with developing and maintaining SLAs and SLOs
• Exposure to observability tools, monitoring practices, and incident management processes
• Experience in agile or DevOps environments
• Knowledge of ITSM platforms such as ServiceNow or Jira Service Management

Pay Transparency

Salary Range: $95,000-$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: 92133

Sales Representative (Charlotte, NC, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

What You’ll Do:

· Obtain new accounts by leveraging Broker relationships

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

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

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

· Assist Account Executive with renewal process for existing business

· Ensure profitability of new and existing business

What you'll bring:

· 5+ years of relevant experience

· Highly motivated with excellent organizational skills

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

· Financial savvy and understanding of underwriting

· Excellent presentation skills

· Excellent verbal and written communication skills

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

· Ability to obtain Life & Health licenses within 60 days

· Acceptable driving record

#LI - EM1

#LI -HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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

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

Job Requisition ID: 92072

Senior Sales Representative (Remote, GA, US)

Location Designation: Hybrid - 3 days per week

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / onsite: Tuesday, Wednesday and Thursday - Atlanta Sales Territory.

Role Overview:

What You’ll Do:

Obtain new accounts by leveraging Broker relationships within the Atlanta-metro market
Meet or exceed annual business plan as measured by new business premium and case count
Maintain prescribed monthly activity levels including broker calls and quote activity
Manage the sales process for Life, Accident, Disability, Absence Management, Accidental Injury, Critical Illness
Manage renewal process for existing business
Ensure profitability of new and existing business

What you'll bring:

4+ years of relevant experience
Highly motivated with excellent organizational skills
Self-starter with ability to work independently or as a team to achieve goals and objectives
Financial savvy and understanding of underwriting
Excellent presentation skills
Excellent verbal and written communication skills
50% travel required (predominantly around the “metro” area)
Ability to obtain necessary licenses within 60 days
Acceptable driving record

#LI - EM1

#LI- HYBRID

Pay Transparency

Salary range: $200,000 + (base + sales incentive)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

Our Diversity Promise

Job Requisition ID: 92073

#GBS

Senior Associate, Business Analyst - Field Operations Performance (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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:

We are seeking a detail-oriented, results-driven Business Analyst to join the Field Operations Performance team. In this role, you will analyze and report on performance metrics across our distribution hierarchy—including Agents, Field Management, and Field Offices. You will support strategic initiatives, deliver critical insights, and enhance analytics platforms and tools. The ideal candidate combines strong analytical acumen with hands-on experience in business intelligence platforms, particularly Tableau.

What You’ll Do:

Design, produce, and maintain recurring performance reports with accuracy and timeliness.
Partner with business stakeholders to support ad hoc analyses and create tailored dashboards.
Ensure data integrity and consistency across performance reporting systems.
Analyze large, complex data sets to uncover trends and performance drivers.
Segment performance insights across regions, roles, and demographics to identify opportunities.
Contribute to annual strategic planning by forecasting performance trends.
Utilize SQL and other tools to query data for ad hoc requests and reporting.
Develop enhanced visualizations and dashboards using Tableau or equivalent BI tools.
Collaborate with data engineering and business teams to refine data sources and performance metrics.
Build planning frameworks that align performance trends with recruitment and retention goals.

What You’ll Bring:

Education & Experience:

Bachelor’s degree in Business, Analytics, Finance, Economics, or related field preferred and/or equivalent experience.
2–4 years of experience in performance analytics, business intelligence, or financial reporting.

Technical Skills:

Proficiency in MS Access, Tableau, and other BI tools (SQL strongly preferred).
Advanced Excel skills, including modeling and scenario analysis techniques.
Experience in designing, developing, and managing operational or performance reporting systems.

Soft Skills:

Strong analytical mindset with the ability to translate data into actionable business insights.
Excellent organizational and time management skills; ability to manage multiple priorities.
Effective communicator with strong interpersonal and presentation capabilities.
Self-starter with the ability to work independently and across teams.
Keen attention to detail and commitment to data accuracy.
Intellectual curiosity, particularly around how emerging technologies like AI can enhance reporting.

Preferred Qualifications

Working knowledge of SQL and familiarity with Python or R for advanced analytics.
Proven ability to distill complex data into compelling performance narratives.
Comfort operating in a dynamic, fast-paced environment.
Passion for automation, process improvement, and continuous reporting optimization.
Understanding of key performance indicators related to recruitment, retention, and field productivity within a sales-oriented organization.

#LI-SV1
#LI-HYBRID

Pay Transparency

Salary Range: $70,000 - $90,500

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: 92189

Implementation Director (Remote, TN, US)

Location Designation: Fully Remote

Role Overview:

The Manager is responsible for managing a team of 10-15 direct reports in the implementation function. Implementation for NYL Life, Accident, Disability and Voluntary products, in an assigned market(s). This role will be responsible for supporting the Implementation Managers in setting up new business policies. The Manager ensures organization goals are being met by the team, delivering on moments that matter, contributing to service excellence at the highest level and running at peak efficiency. Along with monitoring of key leading indicators, identifying strategic insights through data, and understanding the ever-changing market needs to drive results and service excellence. Ultimately, fulfills the promises we make to the client in the sales process: to build their employee benefits program through transparency, communication, trusted consultation, product expertise, and service excellence.

What You'll Do:

Supports the Implementation Manager to ensure client and broker support/satisfaction in the areas of new business implementation.
Serves as a functional leader providing guidance and expertise to direct reports.
Drive adherence to our Service Excellence within the team and in all interactions with business partners throughout the operation.
Build and support a high-performance culture within the team, focusing on employee training, development, recognition, motivating and regular and open communication.
Support persistency and profitability of the book of business.

Manage to budget, including adherence to an appropriate staffing model.

Develop and maintain effective business partnerships to ensure effective implementation are managed accordingly.
Ensure internal process/procedures are client focused and efficient.
Maximize operational effectiveness by driving consistency in process/procedures, by driving rapid enhancement to the implementation process improvements and changes in market expectations.
Work closely with business partners to drive continuous process improvement.
Participate in projects and initiatives in support of service and operational excellence and providing consistent, positive client experiences.
Drives actions from their teams that impact service excellence, communication, and education to support our clients.
Drives PG/VOC actions to ensure we are consistently identifying opportunities for improvements and development.

What You'll Bring:

Undergraduate degree preferred.
5+ years of steadily increasing responsibility in leadership positions preferred.
Experience leading, recruiting and developing talent, team building, planning, change management and profitability growth.
Excellent communication and interpersonal skills
Strong negotiation and influencing skills.
Proven record of exceeding sales and service objectives.
Proven record of driving operational excellence within an organization, including workflow, staffing, and process improvements.
Experience developing client and broker relationships, preferably within the insurance industry.
Industry experience that allows for broad perspective of clientneeds and marketplace challenges.
Problem solving skills.
Ability to work in a fast-paced environment.
Ability to work under pressure, manager multiple workstreams and overall time management.
Ability to manage complex issues and escalation.

#LI -EM1

#LI - REMOTE

Pay Transparency

Salary range: $105,000 - $125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92209

#GBS

Senior Associate, Field Management Systems Specialist - Performance Innovation & Enablement (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 Field Management Systems (FMS) team’s mission to empower field managers through intelligent tools, actionable insights, and scalable coaching systems. The position will focus on advancing performance analytics, enabling field-ready innovations, and supporting a coaching-centered culture across the organization.

This is a highly collaborative, execution-focused role for someone excited by performance storytelling, digital systems, and practical innovation. You will contribute directly to AI initiatives, reporting automation, and field-facing resource development that together enable stronger coaching habits, greater accountability, and improved agent outcomes.

What You'll Do:

Partner with FMS and Zone teams to support adoption of key FMS tools
Develop and maintain performance dashboards and contribute to reporting that connects tool usage to Agency outcomes
Support pilot testing and rollout of Gen AI-enabled coaching simulations and reporting enhancements
Assist in analyzing usage trends and surfacing coaching behavior insights to improve field manager impact

Ability to partner with other business areas in the organization.

Participate in webinars, team events, and training sessions to gather feedback and support execution

What You'll Bring:

Bachelor’s Degree required
3–5 years of experience in business operations, performance enablement, or training support
Familiarity with data visualization tools for reporting and insight development

Familiarity with AI-powered productivity or learning tools (e.g., ChatGPT, coaching simulations)

Excellent organizational and project coordination skills

Highly Proficient in Microsoft Office (Word, PowerPoint, Excel)

Strong written and verbal communication
Understanding of NYL’s Career Agency System and field roles preferred
Exposure to Field Development Systems coaching frameworks and field manager development a plus

#LI-KH1
#LI-HYBRID

Pay Transparency

Salary Range: $80,000-$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: 92030

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

This Senior Associate role is responsible for the coordination, logistics and operational support of the Field Management Systems team. The position is central to building alignment across the Zone teams, enhancing coaching culture, and equipping field managers with the frameworks and confidence to drive agent productivity and retention. This individual will partner closely with Home Office business partners, Zone leaders, and other enterprise teams to strengthen field adoption of the Field Development System.

This role requires strategic thinking, relationship-building, strong facilitation and communication skills, project management capability, and the ability to drive initiatives across the enterprise.

What You'll Do:

• Leads rollout and continuous improvement of the Field Development System field manager workshops
• Partners with Home Office and Zone teams to drive adoption of FMS resources and coaching frameworks
• Supports enterprise alignment through clear communication, presentations, and engagement forums
• Synthesizes field feedback into program enhancements and strategy evolution
• Facilitates national webinars and participates in field-facing events and meetings
• Ability to partner with other business areas in the organization.

What You'll Bring:

• Bachelor’s Degree required
• Coaching experience and background
• Advanced degree or professional designation (ChFC or MBA) strongly preferred
• Field Development System certification strongly preferred
• 7+ years of experience in leadership development, stakeholder engagement, or field support roles
• Familiarity with AI-powered productivity or learning tools (e.g., ChatGPT, coaching simulations)
• Strong understanding of NYL’s Career Agency System and FDS coaching tools
• Highly Proficient in Microsoft Office (Word, PowerPoint, Excel)
• Operations management – Training support, communications and logistics
• Project management expertise
• Proven public speaking and facilitation skills
• Strong written communication and interpersonal influence
• Ability to travel for various training or meetings
• Ability to execute at a high, fast-paced level

Pay Transparency

Salary Range: $95,000 - $130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 91987

Senior Associate, External Wholesaler - Annuities (IL and WI) (Remote, any state, US)

Location Designation: Hybrid - 1 day per quarter

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

Role Overview:

Our External wholesaler is responsible for representing New York Life annuity products through Wire House, Independent and Bank advisors in specific territories.

Preferred location for this role is Chicago area but must live in IL or WI to apply.

What You'll Do:

• Work to develop sales of Immediate, Fixed Deferred, Indexed and Variable annuities in an existing territory

• Generate sales

• Develop a business plan to maximize market share, assets and profitability for assigned territory

• Present New York Life products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to its competitors

• Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics

• Work closely and communicate effectively with Sales Management

• Drive a full schedule of appointments

• Utilization of our contact management system (Salesforce) for activity

• Manage travel and expense budget to assigned amount

• This role will cover the following territories: Illnois and Wisconsin

What You'll Bring

• 5+ years of related sales and industry experience

• College Degree Preferred

• FINRA 7, 63 and State Life Insurance license

• Requires in-depth knowledge and experience

• Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures

• Experience with Salesforce and Concur strongly preferred

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

Pay Transparency

Salary Range: 80,000-100,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

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

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

Job Requisition ID: 91999

Benefits Technology Consultant - Workday (Remote, any state, US)

Job Requisition ID: 91397

Location Designation: Fully Remote

Role Overview:

Reporting to the Benefits Technology Lead, this position will support the build out and definition of the benefits technology roadmap, lead key initiatives in support of the roadmap, and focus on the development andstrengthening 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.
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.
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 as a whole.
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.
Identification and facilitation of enrollment and administrative process efficiencies for benefits technology relationships.
Responsible for key initiatives and 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 of 8 years of experience in the insurance industry; benefits technology experience preferred.
Proven track record of developing strong relationships with distribution partners and vendor technology.
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.
Goal oriented and personally accountable; resourceful and self-directed.
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.

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 3 days from the Posting Date listed above.

#LI-KH1
#LI-REMOTE

Pay Transparency

Salary range: $85,000-$125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91397

#GBS

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

Location Designation: Fully Remote

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

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

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

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

Business Overview:

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

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

Preferred Qualifications:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91762

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

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

What You'll Do:

Core Responsibilities

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

Role Responsibilities:

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

What You'll Bring:

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

Role Qualifications:

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

Cross-Domain Expertise:

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

Desired Skills:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92038

Policy Forms/Filing Associate (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

Under certain circumstances, will consider a remote option.

Role Overview:

The Associate role will be primarily responsible for the preparation, drafting, review and issuance of contract forms. Also, this individual may be responsible for the submission of these forms to applicable insurance departments, when necessary, and responding to departmental objections/questions to negotiate and secure form approval. While the main objective will be preparation and drafting of policy forms in a timely manner, the Associate will also be actively involved in assisting with other related general contractual issues within the Division, including related filing and compliance projects.

What You’ll Do:

• Develop and draft various contract forms, specific to group life and health insurance and blanket accident/accident medical insurance, and related documents for the issuance to group policyholders and certificate holders via third party administrators.
• Research and review laws and regulations and analyze the impact on the Division’s contract forms.
• Determine contractual modifications needed because of legislative requirements and/or changes.
• Review, prepare and submit SERFF filings; negotiate approval of product filings from State Insurance Departments.
• Collaborate and communicate with individuals from various areas within the Company (particularly with Contract unit members) in addressing drafting, filing and compliance issues and questions.
• Assist with the implementation of other general filing and/or compliance initiatives.

What you'll bring:

• Bachelor’s degree with a 3-5 years’ relevant experience in the insurance industry.
• Strong knowledge of insurance products and insurance laws (preferably group life and health insurance and blanket accident/accident medical insurance).
• Experience filing insurance products via SERFF a plus.
• Working knowledge of online insurance research resources such as Wolters Kluwer/Westlaw a plus.
• Legal/compliance background a plus.
• Strong research, analytical and reasoning abilities.
• Detail oriented with exceptional organizational skills.
• Excellent oral and written communication skills.
• Proficient with Microsoft Office suite of products.

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

Under certain circumstances, will consider a remote option.

#LI-KH1
#LI-HYBRID
#LI-REMOTE

Pay Transparency

Salary Range: $62,400-$80,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91876

Corporate Vice President, Life Sales Officer - Pacific Zone (Remote, any state, US)

Location Designation: Fully Remote

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

Business Unit Overview

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 cover the Pacific Zone.

What You’ll Do:

Directs sales service and support provided to agents.

Collaborate with Head of Wholesale Support and other leaders to develop and execute on sales strategy.

Collaborate with staff to develop and implement sales implementation action plans, including all messaging and specific sales and marketing activities.

Direct the identification and analysis of key performance metrics for zones, identification of market trends, and development of targeted sales efforts for specific customers.

Direct the collaboration between staff and agents in the event of complex cases and competitive situations.

Oversee the training of and support provided to agents on products, policyholder materials, and marketing initiatives.

Direct the education of agents in product knowledge and sales techniques, including presentation skills and customized presentations.

Oversee and direct staff’s coordination and participation in sales and marketing events to promote increases in sales and motivate agents.

Collaborate with head of Wholesale Support, Life Products, and Service Organization leaders to provide feedback from agents about products, services, processes, and procedures.

Influence the development of new products and marketing initiatives.

Provide a high level of technical guidance to staff with regard to new products and marketing initiatives and how best to execute on them in their zones.
Direct, develop, and manage staff, including providing coaching and training, setting goals, evaluating performance, planning staff assignments and development, and making and approving people management decisions (e.g., recruitment, promotions, terminations, and salary changes).

What You’ll Bring

Bachelor’s degree required or higher preferred
10 years+ of field experience, individual life, and/or related products
Experience as an agent
Comprehensive knowledge of regulations pertaining to life products
Strong management, written and oral communication, and presentation skills
Series 6, 63 and 26 required
CLU, CHFC certifications
Extensive travel required (50-70%)

#LI-SV1

#LI-REMOTE

Pay Transparency

Salary Range: $135,000 - $150,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

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

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

Job Requisition ID: 91900

Investor Relations (New York, NY, US)

This position could be based in the following alternate locations: Richmond, VA (Virginia); New York, NY (New York)

The Investor Relations (IR) team is responsible for serving the needs of the existing and prospective client base of Apogem Capital. The IR team member is responsible for the creation, update, and distribution of marketing and investment reporting materials relating to the firm and the firm’s investment capabilities. The IR team member will act as a product specialist with an initial focus on one or two private equity capabilities and then may rotate coverage responsibility. The IR team member is also responsible for responding to inbound custom requests from clients, as well as sales and investment professionals. This individual will be responsible for executing on an increasing number of tasks with a high level of responsiveness, timeliness, and accuracy. The IR employee will learn through shadowing other team members, taking initiative, and proactively taking on more challenging work.

What You’ll Do:

Quickly and accurately respond to requests from external constituents including clients, consultants, placement agents, and prospective clients requiring data-related information and written material on the firm and its investment products with a focus on private credit capabilities
Update and maintain repository of presentations, data, charts, graphics, and written responses to be used for various marketing needs
Update all quarterly marketing materials and investor presentations
Prepare custom presentations for client update meetings, annual general meeting, advisory committee meetings, etc.
Ensure the firm’s data room for prospective investors is populated and remains up to date
Complete RFPs and RFIs for clients and prospects, using existing materials, synthesizing knowledge of the firm, its strategies, and competitive positioning with information about private markets trends to create a compelling submission
Work within CRM system to maintain and improve client data and information.
Track client deliverables and other projects through workflow monitoring system
Update online consultant and third-party databases and Apogem data room for prospective investors with firm and investment information
Provide support for various special projects
Work effectively with other teams including sales team, investment team, business intelligence and data team, operations, compliance, and legal

What You’ll Bring:

Four-year college degree in related field
One to four years’ experience preferably within the investment industry

Required Skills:

Robust analytical, problem-solving, and organizational skills
Excellent written and verbal communication skills
Ability to multi-task and proactively manage time and workload efficiently
Strong work ethic and attention to detail
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)

Preferred Skills:

Solid understanding of investment management and private markets
Strong marketing intelligence

#LI-AM1

Pay Transparency

Salary range: $75,000 - $110,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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Job Requisition ID: 92191

Senior Associate - Venture Technologist (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

Role Overview:

As Senior Associate - Venture Technologist, you will play a key role in supporting and scaling technical partnerships between early-stage startups and New York Life. This role will support and provide technical expertise across all aspects of the Ventures partnership process, from startup evaluation, pilot design and execution, feedback and co-development, and implementation. In each step, you will play a central role in the collaboration between the startups and stakeholder groups within New York Life. If you're passionate about emerging technology, enjoy problem-solving, and thrive in fast-paced environments, we’d love to hear from you.

What You'll Do:

Act as a technical liaison between startups and internal business and technical stakeholders, facilitating successful integrations and partnerships.

Assist in defining technical requirements, validating solutions, and supporting pilot programs through to production.

Collaborate cross-functionally to ensure alignment between business needs and technical feasibility.

Help startups troubleshoot challenges, optimize performance, and scale their solutions effectively in partnership with New York Life.

Stay up to date with emerging technologies and industry trends to provide insights and recommendations.

Build and maintain strong relationships with our ecosystem of startup teams, investors, and internal partners.

Act as a translator between startup tech and enterprise IT or engineering to ensure success.

Help identify internal champions to navigate procurement, IT and risk processes.

Manage a portfolio of existing tech solutions under NYLV’s “BlueField” co-development portfolio, with responsibility for day-to-day support and technical ownership.

Contribute to broader New York Life innovation goals to evolve how we operate via partnership and shared learning

What You'll Bring:

Entrepreneurial Mindset: You’re proactive, resourceful, and excited to collaborate with startups to deliver innovative technology to NYL teams.

Technical Acumen: Background in system and software implementations, with hands-on experience either on the startup or corporate side of enterprise technology (ideally both)

Problem-Solving Skills: Ability to assess complex challenges and collaborate on innovative solutions.

Relationship Management: Comfortable working with both technical and business stakeholders to drive partnerships forward via a white-glove support model.

Curiosity & Passion for Innovation: You love learning about emerging technologies and working with startups.

Experience Level: Mid-level (5 years in a technical role, startup and enterprise experiences are pluses, ideally both).

Familiarity with New York Life’s tech platforms and processes is preferred

Clear interest in contributing to the evolution of a modern, scalable technology operating model

Why Join Us?

Work at the intersection of venture capital, startup innovation, and enterprise transformation.

Gain hands-on exposure to cutting-edge startups and technologies shaping the future of the insurance and financial services industry.

See the full lifecycle of startup integrations—from initial vetting to lasting business impact— while helping to enable new solutions within NYL’s technology landscape.

Join a collaborative, high-energy team that values initiative, creativity, and continuous learning.

Play a direct role in modernizing the way New York Life adopts and supports new technology.

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92156

Client Reporting and Performance Associate (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

The Client Reporting and Performance Associate will be responsible for the preparation of all third-party and New York Life General account reports (ad-hoc, daily, monthly, quarterly and year to date client reports), portfolio performance analysis and management fee billing for NYL Investors.

What You'll Do:

Prepare, review, and distribute comprehensive client and management reports for NYL Investors and its clients, ensuring accuracy, timeliness, and adherence to reporting standards.
Review portfolio returns and attribution, applying industry best practices to validate accuracy and identify any discrepancies.
Provide direct support to management and portfolio managers by addressing portfolio reporting and performance-related inquiries.
Assist in the completion of Request for Information (RFI) and Request for Proposal (RFP) documents by compiling relevant investment data and reports.
Generate, review, and distribute investment management fee invoices, ensuring accuracy and compliance with contractual agreements.
Collaborate with technology teams to drive process improvements, streamline reporting workflows, and enhance automation capabilities.
Actively participate in regression testing of client reports to ensure continued accuracy and functionality following system updates or enhancements.
Collaborate with Operations, IT, Systems Support, and Client Services/Portfolio Management teams.
Foster a customer-focused approach, ensuring strong communication and collaboration with business partners and clients to enhance overall service delivery.

What You'll Bring:

Undergraduate degree in Accounting/Finance, MBA a plus.
2-6 years Fixed Income performance and client reporting experience with an Asset Management/Investment Advisory Firm.
Knowledge of performance measurement methodologies (e.g., True-Time Weighted, Modified Dietz) and GIPS standards.
Comprehensive understanding of fixed income investments, asset classes and investment measures including Duration, Yield and WAL.
Ability to develop, maintain, and optimize Tableau dashboards to support data visualizations and reporting needs.
Experience with Generative AI, Tableau, Crystal/Business Objects, CORIC, Data Warehouses, Qvidian, and Blackrock Aladdin a plus.
Strong analytical background specifically with respect to Fixed Income performance measurement and attribution methodologies.
Strong oral and written communication skills.
Proven experience with establishing and maintaining strong customer relations both internally and externally.
Ability to operate efficiently in a deadline driven environment through effective prioritization.
Ability to create business specifications, test plans and implement changes to processes using technology.
Proficient with Microsoft Office Suite applications.

#LI-AM1

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: 91795

Senior Associate, Office of the Chief Executive Officer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Join New York Life Investment Management and become part of a dynamic team empowering investors to achieve their financial goals. We offer clients unparalleled access to a diverse collection of specialized, independent investment teams — each with its own distinct philosophy and expertise. By collaborating with our world-class investment teams, you'll shape investment strategies that unlock opportunities, navigate market complexities, and ultimately build strong financial legacies for our clients.

The Senior Associate reports to New York Life Investments’ (NYLIM) Chief of Staff and will be part of a small team supporting the CEO of NYLIM across areas spanning internal and external communications, business management, and administration. The role offers a unique opportunity to work in the Executive Office at a top global asset manager and gain valuable industry experience and exposure.

Key Responsibilities:

Assist the Chief of Staff in executing on the CEO’s internal and external communications and engagement plan. This includes:
- Drafting high-quality PowerPoint presentations, memorandums, and email communications for a variety of internal and external audiences which deliver key messages.
- Coordinating special events, including all colleague Town Halls and senior leadership forums
- Preparing the CEO for engagements, including briefing memorandums and talking points, supported by analysis and desk-based research as needed
- Gathering insights and supporting data from a wide range of internal teams, ensuring information is current and accurate.

Develop and implement processes to ensure smooth operations and ongoing organization of the CEO’s office.

Serve as the lead and/or CEO’s Office representative for projects supporting the asset management business, including employee engagement programming.

Work in close partnership with colleagues in Human Resources, Communications, Distribution, Strategy, Events, and Finance in fulfilling the above

Provide ad-hoc support to other asset management Executives on special projects, as needed.

Qualifications

Bachelor’s degree; ~5 years’ experience in the asset management or financial services industry
Keen interest in learning about asset management and gaining a better understanding of how a CEO’s office operates.
Strong attention to detail and organizational skills; strives to consistently deliver high-quality work in a timely manner.
Enjoys working in a fast-paced environment that requires skilled multi-tasking.
Ability to think through all the required steps – large and small – to see a deliverable through to successful execution.
Practiced in simplifying complex concepts and messages down to the essential components so that they can be delivered effectively to a wide range of audiences.
Highly flexible and proactive with a “can-do” attitude and the ability to adjust priorities as circumstances dictate.
Exhibits professionalism and sound judgment with strong relationship management skills.

Pay Transparency

Salary Range: $85,500-$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: 91669

Benefits Technology Consultant (Remote, any state, US)

Job Requisition ID: 91695

Location Designation: Fully Remote

Role Overview:

Reporting to the Benefits Technology Lead, this position will support the build out and definition of the benefits technology 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.
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.
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 as a whole.
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.
Identification and facilitation of enrollment and administrative process efficiencies for benefits technology relationships.
Responsible for key initiatives and 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:

Experience with integrations and API capabilities in ADP Workforce Now or Employee Navigator.
Bachelor’s degree in business, health management or related field; with a minimum of 8 years of experience in the insurance industry; benefits technology experience preferred.
Proven track record of developing strong relationships with distribution partners and managing benefit technology relationships.
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.
Goal oriented and personally accountable; resourceful and self-directed.
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.

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.

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

#LI-KH1
#LI-REMOTE

Pay Transparency

Salary range: $82,500-$122,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91695

#GBS

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

Location Designation: Fully Onsite

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

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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

This position will support the Santa Clara GO.

What You'll Do:

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

What You'll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

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

Location Designation: Fully Onsite

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

Business / Role Overview:

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 Atlanta GO.

What You'll Do:

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

What You'll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Head of Insurance Solutions (New York, NY, US)

Location Designation: Fully Remote

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

Position Overview: We are seeking a dynamic and experienced professional to join our team as the Head of Insurance Solutions. This senior leadership role is responsible for developing and growing New York Life Investment’s third party insurance business. Drawing upon capabilities across both public and private markets, this position involves delivering customized solutions that align with clients' return objectives, risk tolerance, regulatory requirements, capital considerations, and accounting standards.

Key Responsibilities:

Strategic Partnership Development: Define and implement a comprehensive business development and partnership strategy to drive impactful results. Identify and prioritize key existing and new partnership opportunities that align with our investment strategies.
Client Engagement and Advisory: Serve as the primary liaison for insurance clients, providing insights into industry trends and regulatory changes. Develop and present tailored investment strategies that meet clients' specific needs.

Collaboration: Work closely with internal teams, including portfolio managers, asset sector specialists, and the client groups to ensure cohesive strategy implementation and client satisfaction.

Thought Leadership: Stay abreast of global insurance regulatory frameworks and industry developments. Represent the firm at industry conferences, work across the enterprise to raise the firm’s profile externally by generating opportunities to contribute to industry publications engage with media outlets to enhance the firm's reputation as an innovative insurance solutions provider.

Industry Networking: Build and maintain an extensive network of contacts across the third party insurance market and relevant consultant communities to grow the New York Life Investment’s brand and a robust pipeline of new business opportunities. . Maintain meaningful relationships to stay informed about key trends and industry developments.

Qualifications:

Extensive experience (typically 15+ years) in the insurance industry and asset management.
In-depth understanding of insurance company balance sheets, financial analysis, and regulatory environments, including U.S. and international frameworks.
Proficiency in fixed income and equity investments, both public and private, particularly regarding their roles within insurance portfolios under various regulatory regimes.
Proven ability to guide and work with portfolio teams in the development of customized investment portfolios tailored for insurance clients.
Strong leadership and organizational abilities. Excellent communication skills, both written and verbal, with the ability to convey complex concepts to a range of stakeholders.

This role is pivotal in positioning the firm as a leader in providing innovative investment solutions to the insurance sector, ensuring that clients' unique requirements are met with expertise and strategic insight.

Pay Transparency

Salary Range: $200,000 - $300,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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

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

Job Requisition ID: 91805

Associate, Real Estate Investments (San Francisco, CA, US)

Location Designation: Hybrid - 4 days per week

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

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.

The Investment Associate will primarily support commercial real estate debt and equity originators and equity asset managers and will be involved in all aspects of the mortgage origination and equity acquisition process including underwriting, research, due diligence, negotiations, deal structuring, and closing. Financial modeling, investment analysis and preparation of internal investment memoranda are the core aspects of the job. The candidate will also participate in internal and external client meetings, presentations to senior management, and property/market tours.

This position offers an outstanding opportunity to develop a solid career in commercial real estate, work on large and complex transactions, and interact with many of the premier players in the industry. The right candidate has useful experience/training, is interested in institutional quality commercial real estate and finance as a career, has strong analytical abilities, communicates clearly, can multi-task, works hard, is a self-starter, is outgoing and works cooperatively in a team environment.

Skills And Qualities

Strong analytical, quantitative and technical skills
Effective written and verbal communications skills
Clear thinker, creative yet thorough problem-solver, strong research skills
Positive demeanor, outgoing personality who will work cooperatively with other team members
The ability to work under time pressure, multi-task, and negotiate competing priorities
Self-motivated, pro-active, sense of urgency, conscientious, takes pride in providing high quality work product
Working knowledge of various commercial real estate asset classes including office buildings, shopping centers, multifamily properties, industrial buildings, and other specialty asset types.
Understanding of various debt product including senior mortgages, mezzanine and subordinated loans, and preferred equity.

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: 92222

Benefits Communications, Sr. Associate (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

We are seeking a detail-oriented, strategic communicator and strong project manager to support and enhance the company's benefits communications. This individual will create clear, engaging content that promotes benefits, builds understanding, and supports employees, agents, retirees, and new hires. The role involves managing communications across multiple channels, and coordinating across teams and vendors to deliver timely, compliant, and effective messaging that improves the overall employee experience and understanding of benefits programs.

What You’ll Do:

Develop and maintain benefits communication materials, including newsletters, guides, and presentations.
Create and update orientation and onboarding materials to reflect current benefits offerings and practices.
Manage cross-functional projects related to benefits communication and change management, ensuring all milestones and deliverables are met.
Collaborate with vendors and internal stakeholders to ensure timely and accurate distribution of benefits content.
Gather and analyze employee feedback to improve communication strategies and address information gaps.
Partner with cross-functional teams to streamline communications and enhance employee engagement.
Lead key projects related to benefits communication and change management.
Support the development and implementation of benefits-related initiatives and programs.
Ensure all communications are compliant with company policies and regulatory requirements.

What You’ll Bring:

Bachelor’s degree in communications, Human Resources or a related field preferred.
Minimum of 1-3 years of experience in benefits communication or a related role.
Excellent written and verbal communication skills.
Strong understanding of employee benefits and HR practices.
Proven ability to manage multiple projects and meet deadlines.
Experience with vendor coordination and management.
Ability to work collaboratively, independently and with cross-functional teams.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Skills:

Strategic thinking and problem-solving skills.
Strong organizational and project management skills.
Ability to analyze and interpret data to improve communication strategies.
Attention to detail and accuracy.
Ability to adapt to changing priorities and work effectively under pressure.
Strong interpersonal skills and ability to build relationships with internal partners and vendors.

Pay Transparency

Salary Range: $77,500-$101,00

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: 92149

Director, Research & Origination (New York, NY, US)

Location Designation: Hybrid - 4 days per week

A $300bn + asset manager is looking to add a Director to its Structured Finance research and origination team focused on the non-traditional commercial and consumer asset backed securitizations (“ABS”).The team is focused on originating and executing 4(a)2 private placement and 144A securitized transactions including private debt deals, asset spot purchases, and forward flow programs. Coverage sectors include digital infrastructure (data centers, fiber networks), transportation (aviation, rail, container), equipment finance, whole business, solar loans and leases, student Loans, home improvement, unsecured consumer, single family rental (“SFR”) and residential mortgages (“RMBS”).

Responsibilities:

The candidate must be able to support their origination efforts and other team members by performing and/or supervising credit, collateral, legal, cashflow and structural analysis as well as review legal documentation. The individual will be expected to work closely with commercial and investment banks, finance companies, asset originators, asset managers and private equity fund, rating agencies, internal and external legal counsels, accounting and regulatory personnel to ensure proper accounting and regulatory capital treatment.

• Underwriting new issue and secondary investment opportunities within the consumer, esoteric
and/or commercial ABS markets
• Negotiating document terms with issuers, sponsors and other transaction parties
• Analyzing collateral to develop modelling assumptions and providing credit quality assessment
• Presenting results from transaction-specific and sector-wide analyses to wider internal and
external audiences, including portfolio managers and clients
• Maintaining views on industry-wide issues that impact originators, broker/dealers & investors.
Responsibilities may include monitoring U.S. and global regulatory changes, accounting and
capital requirement changes, federal, state, and global lending laws, and any legal precedents.
• Undertaking the ongoing monitoring and analysis of portfolio positions to assess credit risk,
credit ratings stability, cash flow volatility, portfolio positioning and trading opportunities

Qualifications:

• Minimum 10 years’ experience in consumer, esoteric and/or commercial ABS in a buy side or sell side research role
• Demonstrated ability to source, underwrite, document and monitor transactions
• Prior experience in credit research, risk evaluation, collateral performance assumptions with scenario and sensitivity analysis, cashflow modeling, and negotiation of deal terms
• Robust knowledge of the ABS issuers, intermediaries, and investors
• Strong understanding of U.S. securitization structures, legal foundations, and legal transaction documents
• Excellent attention to detail and the ability to work independently while contributing to the
overall team culture

• Strong verbal and written communication skills

Pay Transparency

Salary Range: $165,000-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91678

Corporate Vice President - Senior M365 AI Platform 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 are seeking a Senior M365 AI Platform Engineer to lead the enablement, integration, and operationalization of Microsoft Copilot and AI-powered productivity tools across the Microsoft 365 ecosystem. This role is ideal for a hands-on technologist with deep expertise in M365 services and a passion for driving AI adoption at scale.

You will work closely with enterprise architects, business stakeholders, and IT teams to ensure that Microsoft Copilot and related AI tools are deployed securely, efficiently, and in alignment with enterprise governance. Your focus will be on platform engineering, configuration, enablement, and user adoption—not on custom AI model development.

What You'll Do:

Copilot Enablement & Integration

Lead the enterprise-wide deployment, configuration, and lifecycle management of Microsoft Copilot across Teams, Outlook, Word, Excel, and other M365 applications.
Partner with business units to identify high impact use cases and develop tailored Copilot adoption strategies.
Ensure seamless integration of Copilot with existing workflows, including SharePoint Online, Power Platform, and Viva.
Collaborate with AI developers, architects, and security teams to align Copilot implementations with enterprise architecture, compliance, and performance standards.

Microsoft 365 Engineering & Platform Ownership

Act as a senior engineer and technical authority for Microsoft 365 services, including Exchange Online, SharePoint Online, Teams, Viva, and Power Platform.
Manage tenant-level configurations, feature rollouts, and service health for M365 and AI-integrated features.
Design, implement, and maintain secure, scalable, and high-performing environments for both development and production use.
Lead troubleshooting and root cause analysis for complex M365 and Copilot-related issues, ensuring minimal disruption to business operations.

Governance, Security & Compliance

Define and enforce governance policies for Copilot and M365 usage, including data access, retention, and user permissions.
Ensure compliance with enterprise security frameworks, regulatory requirements, and Microsoft best practices.
Support DevOps and lifecycle governance for both professional developers and citizen developers using Power Platform.

End-User Adoption & Enablement

Develop and deliver comprehensive enablement programs, including training sessions, onboarding materials, and self-service resources to accelerate Copilot and M365 adoption.
Lead internal campaigns, workshops, and community forums to promote awareness, share best practices, and drive user engagement.
Act as a trusted advisor to business units, helping them unlock productivity through AI-powered tools and M365 capabilities.
Monitor user feedback, adoption metrics, and satisfaction scores to continuously refine enablement strategies.

Monitoring, Optimization & Reporting

Build and maintain dashboards and reports to monitor Copilot and M365 adoption, usage patterns, performance, and health.
Analyze telemetry and usage data to identify optimization opportunities, cost efficiencies, and areas for proactive support.
Provide actionable insights to leadership on adoption trends, business impact, and platform ROI.

Strategic Planning & Roadmap Contribution

Stay current with Microsoft’s Copilot and M365 product roadmaps, preview features, and AI innovations.
Evaluate new releases and pilot features to assess enterprise readiness, value, and alignment with business goals.
Contribute to the development of the enterprise M365 and AI productivity roadmap, including capability planning, investment prioritization, and cross-functional alignment.
Provide feedback to Microsoft and internal product teams on feature gaps, integration needs, and enterprise use cases.

What You’ll Bring

5+ years of experience in Microsoft 365 engineering, with deep expertise in platform configuration, administration, and user enablement.
Proven experience deploying and managing Microsoft Copilot or similar AI tools in enterprise environments.
Strong understanding of M365 architecture, governance, security, and compliance best practices.
Proficiency with Entra ID (Azure Active Directory), Power Platform, and Microsoft Graph.
Excellent communication, stakeholder engagement, and cross-functional leadership skills.
Ability to lead enterprise-scale initiatives and drive adoption across diverse business units.

Preferred Qualifications

Microsoft certifications (e.g., MS-600, MS-700, AZ-104, or equivalent).
Experience with enterprise AI tools such as ChatGPT, Azure OpenAI
Familiarity with ITIL or other service management frameworks.
Experience supporting executive-level users and managing complex, enterprise-scale M365 environments.

#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: 91776

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

Location Designation: Hybrid - 3 days per quarter

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

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

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

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

What You’ll Do:

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

What You’ll Bring:

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

Soft Skills & Qualities:

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92033

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

Job Requisition ID: 91973

Location Designation: Hybrid - 4 days per week

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

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

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

POSITION

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

REQUIRED SKILLS

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

QUALIFICATIONS

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91973

Senior Associate, GBS Strategy (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Role overview :

The GBS Strategy team plays a pivotal role in shaping the long-term direction and success of the business. Working closely with senior leadership and key partners, the team is responsible for developing, refining, and facilitating the execution of GBS’s strategic plans. Additionally, the team orchestrates strategic planning cycles, monitors key initiatives for business impact, and embeds best-in-class planning, agile, and continuous improvement practices across the organization. The strategy team acts as a connective thread across departments, enabling cohesive execution and driving forward momentum on GBS’s highest-priority goals.

We are seeking a strategic, execution-focused individual contributor to join the GBS Strategy team as a Senior Associate.

What you’ll do:

Strategic planning

Support the development and ongoing management of GBS’s multi-year strategy
Assist in the annual planning process by coordinating the intake of new requests, validating key details, providing and tracking status updates, and communicating progress to stakeholders

Performance measurement

Oversee ongoing tracking and reporting of key performance indicators that measure business performance across the value chain
Measure project outcomes to assess value realization and inform the potential for further strategic prioritization and investment

Practice models

Drive the practices for key operational models and methodologies (e.g., agile, continuous improvement), including aligning roles and functions to these processes, establishing best practices, and enabling ongoing development of personnel operating within the models; make updates to operating models as business needs evolve.

Research and strategy support

Monitor industry trends and perform research, leveraging both public and non-public sources
Gather, analyze, and synthesize quantitative and qualitative findings to inform strategic planning and executive-level communications
Engage in ad-hoc strategy and research projects identified by the team or senior leadership

What you’ll bring:

5+ years of experience in roles consisting of strategy development and execution, project management, product ownership, agile delivery, and/or market research and benchmarking
Project and process management skills, including a proven ability to manage multiple projects simultaneously
Collaborative work style with an ability to work cross functionally and effectively interact with and earn the trust of peers and leaders
Strong communication skills, including experience in developing C-suite presentations and communicating with senior leadership
The ability to be a self-starter, with a keen sense of ownership, commitment to the work, and passion to deliver outcomes that advance the business of GBS
Structured, hypothesis-driven problem-solving that addresses roadblocks or increases efficiency, with an eye and openness for innovative or unconventional solutions
Critical thinking and analytical skills for analyzing business problems and developing strategic recommendations
An innate curiosity and desire to learn

Experience in financial services, insurance experience preferred
Bachelor’s degree required, MBA or advanced degree a plus
Proficiency in using Office 365, specifically in working with SharePoint, analyzing and manipulating data in Excel, and creating executive-ready presentations and memos; familiarity with collaboration and agile tools such as Power BI, Tableau, Jira, Figma, and Canva a plus

# LI -EM1

#LI - HYBRID

Pay Transparency

Salary range: $110,000-$130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92204

#GBS

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

Location Designation: Hybrid - 3 days per week

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

Senior Associate, HR Business Partner

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

Role Overview:

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

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

What You’ll Do:

Strategic HR Partnership

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

Data & Insights

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

AI & Innovation in HR

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

Core HR Program Delivery

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92036

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.

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

Senior Associate- Quantatitive Analyst (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.

This position is a hybrid position in the NY Office, Tuesday - Thursday in office, Monday & 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.

Role Overview:
This role will have broad responsibilities over the company’s quantitative modeling and projection capabilities. Responsibilities will include modeling of traditional and exotic fixed income and equity assets, proxy modeling and optimization techniques, designing and implementing both model and platform improvements, and ongoing production responsibilities. The role requires strong financial engineering and statistic, as well as coding skills. Also important is effective communication and close coordination with other members within the Asset Liability Management team, Enterprise Technology, and business stakeholders.

This person will interact closely with other areas such as Finance, Actuarial, Risk management and Investments, as well as the Business Unit areas regarding quantitative modeling efforts.

This role offers interested candidates the opportunity to learn both traditional and innovative methods for ALM & investment strategy development and to work on challenges and solutions that dominate leading-edge ALM discussion today.

What You'll Do:
• Serve as the quantitative developer to build new capabilities and maintain existing code infrastructure of our Asset Liability Modeling platform
• Partner with sector specialists, investment accounting, asset data & research teams to expand the company’s modeling capabilities, that includes a broad spectrum of the investment universe ranging from corporate bonds and structured products to alternative investment and derivatives.
• Research of new quantitative modeling methods for stochastic modeling of assets and liabilities with embedded optionality
• Help build asset projection models to be used for production analytics as well as monitoring investment results
• Calibration and valuation of Stochastic at Risk measures related to Surplus and Free Surplus
• Maintenance and enhanced automation of production processes, including generation of economic scenarios

What You'll Bring:
• Excellent programming skills in object oriented and procedural languages such as Python / MATLAB / R / C++ / VB.Net / C#. Familiarity with both relational and object databases
• Strong quantitative skills, with a degree in a technical field like Mathematics, Computer Science, or Financial Engineering. Advanced degree is a strong plus.
• 2+ years of experience building models, preferably targeted at financial instruments, insurance products or capital markets.
• Excellent communication and technical writing skills.
• Effective time management and project coordination skills to handle multiple projects.
• Familiarity with Beacon, Intex, Andrew Davidson, Aladdin, Moody’s Scenario Generator is a plus.
• Familiarity with insurance company finance and liabilities

OTHER DESIRED SKILLS & CHARACTERISTICS:
• Ability to think outside the box
• Ability to work independently as well as be a thought leader for others
• Ability to work with tight deadlines and changing priorities and requirements
• Ability to create effective partnerships with diverse roles and positions throughout the organization.

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91718

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

Agile Facilitation:

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

Program Management

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

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

o Manage project risks and mitigation or contingency plans

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

Team Support & Delivery Enablement:

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

Stakeholder Coordination:

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

Service Scope may Include:

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

Portfolio Management:

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

o Represent projects in various project governance and inter department forums

Continuous Improvement:

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

Required Skills:

· 8+ yrs of overall IT experience

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

· Certified Scrum Master

· Developing complex multi-million-dollar business cases

· Strong verbal and written communication skills

· Executive presence with high business & technical acumen

· Strong facilitation skills for large-scale events and workshops

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

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

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

· Proficiency in Agile tools such as JIRA, Confluence

Desired Skills:

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

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

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

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

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

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

Education:

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91970

Corporate Vice President - Head of Crisis and Incident Management (New York, NY, US)

Job Requisition ID: 92237

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.

Role Overview:

New York Life is seeking a strategic, operationally focused Head of Crisis and Incident Management to lead the enterprise-wide response program. This leader is responsible for building, sustaining, and enhancing crisis capabilities through an all-hazards approach.

The successful candidate will be responsible for overseeing the daily operations and strategic direction of the centralized Crisis and Incident Management team and lead the enterprise through high-impact events—cyber, physical, environmental, fraud, and third-party-related. The role ensures organizational readiness, drives preparedness, and monitors emerging risks.

This position partners with local business unit incident leads and maintains strong executive relationships to champion crisis strategy, conduct simulations, and build enterprise-wide risk awareness, including at the Executive Management Committee (EMC / c-suite) level.

What You’ll Do:

• Lead the enterprise crisis and incident management program, advancing organizational readiness and coordinated response across all hazard types, including natural disasters, cyber incidents, manmade threats, public health emergencies, and third-party events.
• Maintain the crisis management plan, aligning with best practices and evolving risks.
• Provide leadership during major incidents; act as the senior escalation point for complex crises.
• Oversee daily team operations and embedded response leads across business functions.
• Harmonize enterprise and local response plans and escalation procedures.
• Design and deliver enterprise crisis simulations and tabletop exercises involving senior leadership.
• Enhance crisis response strategies across business units and support teams.
• Oversee the Resilience Operations Center (ROC) and maintain situational awareness via threat intelligence and internal monitoring tools.
• Collaborate with Security, Risk, Technology, Facilities, Legal, Compliance, and Communications.
• Ensure coordinated incident messaging and response strategies.
• Maintain external crisis management partnerships and share cross-sector intelligence.
• Manage vendors and platforms such as Everbridge for crisis communication and coordination.
• Represent the program in governance forums and enterprise-level committees.
• Lead post-incident reviews and integrate lessons into future plans.
• Support reporting requirements for regulators, audits, and the Board.

What You’ll Bring:

• Bachelor’s degree required; advanced degree in emergency management, business continuity, or related field preferred.
• 10+ years in crisis management, continuity, incident response, or enterprise risk within large organizations.
• Demonstrated experience leading real-time responses and engaging senior executives.
• Expertise in designing crisis simulations, training, and executive engagement.
• Deep understanding of all-hazards crisis planning and operational resilience.
• Strong leadership, coaching, and decision-making under pressure.
• Excellent communicator with influence across levels, including executive teams.
• Experience collaborating across Security, Facilities, Technology, and Risk functions.
• Ability to synthesize open-source intelligence and threat feeds to inform decisions.
• Regulated industry background (e.g., insurance or financial services) preferred.
• Flexibility to respond to crisis events at short notice.

Preferred Certifications:
• Certified Business Continuity Professional (CBCP), Certified Emergency Manager (CEM), or similar.
• ICS/NIMS training and FEMA EMI certifications (e.g., ICS-100, ICS-200, IS-700, continuity planning, disaster recovery), reflecting proficiency in emergency coordination and response frameworks.

Pay Transparency

Salary Range: $175,500-$260,000

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: 92237

Service Leader, Onsite Relationship Management 92150 (Cincinnati, OH, 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 consequential impact on our success in fostering customer trust and loyalty.

________________________________________

Role Overview:

Join our dynamic management team at our Cincinnati General Office (GO) as a Service Leader, where you’ll play a critical role in strengthening connections across our organization and supporting the success of your local office. In this role, you'll serve as a relationship manager and the primary liaison between the Service team and our local Managing Partner, recruiters and their agents, ensuring seamless communication, collaboration, and alignment of service support with the needs of the General Office.

As a trusted advisor and problem-solver, you'll help match local Agency needs with solutions offered by the Service team, and identify and implement service improvements to make it easier to meet their needs. Through education and advocacy, you’ll ensure that our local Agency partners understand the easiest way (whether through technology or personalized support) to accomplish their desired tasks. Your work will be critical to driving a culture of partnership, engagement, and high performance. If you’re passionate about creating meaningful relationships and delivering tailored solutions in a collaborative, dynamic environment, this is a great opportunity for you to put your skills to work.

What You’ll Do:

Champion Service Relationships: Serve as the trusted point of contact for GO Agency Managers, recruiters, and agents, understanding their unique needs and ensuring that they receive the service support they need to succeed.
Resolve Service Escalations: Address concerns with empathy, urgency, and accountability to maintain agent satisfaction and build long-term loyalty; follow through on complex service challenges to ensure resolution.
Support Strategic Sales Engagements: Collaborate with our Agency sales team to align service initiatives with business development goals, including incentive programs and agent enablement.
Provide AI & Digital Support: Deliver training, support, and guidance on the use of AI-driven tools and digital platforms, helping agents and staff leverage innovative solutions for enhanced productivity and service excellence.
Coordinate Local Engagement Events: Plan and execute local events that reinforce partnership, drive engagement, and create opportunities for connection between Service and our sales partners.
Enable Change and Adoption: Lead training and onboarding for new service tools and capabilities, fostering adoption and continuous improvement.
Oversee Office Operations: Manage local facilities and technology support; in partnership our Service team, ensure an environment that supports relationship-building and productivity.
Support Financial Accuracy: Oversee local financial processes with precision, ensuring transparency and accountability in service-related expenditures.

What You’ll Bring:

Required Skills

Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire
Bachelor’s degree
Strong interpersonal and communication skills, with a proven ability to build trusted relationships at all levels
Ability to effectively advocate for the utilization of new service capabilities among our local Agency partners, and influence strong adoption of digital solutions
Customer-centric mindset with a passion for understanding and exceeding expectations
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
Ability to learn quickly while managing in-office responsibilities
Proactive mindset in identifying and resolving service challenges
Preferred Skills
Experience in a client relationship, account management, or internal business partner-facing role
Ability to influence across functions and levels without direct authority
Strong problem-solving and analytical skills
Background in training or coaching preferred

________________________________________

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: 92150

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

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.
________________________________________

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

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: 92028

Senior Associate, Agency Standards (Compliance) Manager (San Dimas, CA, US)

Location Designation: Fully Onsite

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

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 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

Pay Transparency

Salary Range: $77,500-$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

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: 92205

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

#LI-KH1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 91814

CVP, Director of Digital Design Strategy and Innovation (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:

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

#LI-SV1

#LI-HYBRID

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 - Structured Finance (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

Role Overview:

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

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

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91646

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

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

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91680

Financial Controls Unit Lead (New York, NY, US)

Location Designation: Hybrid - 3 days per month

This role is a hybrid position in the NY Office.

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:

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

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

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

#LI-VL1
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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91650

Project Manager / Executive Assistant (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), a premier investment division of NYL Investors LLC, seeks an experienced and highly motivated Project Manager / Executive Assistant to provide strategic and administrative support to the Head of the Department in the New York Home Office.

This role will work closely with the Head of the Department and leadership team on a broad range of initiatives. In addition to core administrative responsibilities, the role will be engaged in event planning, including large conferences, and project work such as research, presentation development, and cross-functional coordination. This individual will be instrumental in ensuring operational efficiency through high-level support, proactive communication, organizational excellence, and event execution.

In addition, this role will be exposed to Commercial Real Estate (CRE) lending and investments. As such, over time, this person will develop an acumen and key understanding of institutional asset management related to CRE.

What You’ll Do:

Operational & Administrative Oversight

Assist with special projects including board reporting, rating agency presentation coordination, preparation of presentation materials, and department-wide initiatives.
Liaise with internal teams and external stakeholders with professionalism and confidentiality.
Coordinate onboarding/offboarding processes including technology setup, access rights, and equipment orders.
Maintain key department files and databases, ensuring accuracy and easy retrieval.

Event Planning & Coordination

Lead and support end-to-end planning and execution of departmental and company-wide events including:
REI Town Halls and internal staff events
REI National Conference
Investor conferences and client-facing events
Coordinate all logistical elements including venue booking, catering, AV support, guest management, and materials preparation.
Collaborate cross-functionally with marketing, facilities, IT, and leadership to ensure successful event delivery.

Data & Documentation

Conduct ad hoc research and prepare summaries or dashboards using tools like Excel, PowerPoint, and Qlik Sense.
Oversee and ensure the proper execution of real estate documentation via platforms like DocuSign and Intralinks.
Act as Notary Public or secure certification within 90 days of hire.

Executive Support

Provide high-level calendar management including scheduling meetings, calls, and events across time zones.
Coordinate internal and external meetings, including logistics, AV setup, catering, and follow-ups.
Track key action items and deliverables, ensuring timely completion.
Prepare, edit, and distribute professional presentations, reports, correspondence, and memos.

Travel & Expense Management

Arrange complex domestic and international travel itineraries.
Manage expense reporting, reconciliation, and timely submission using Concur or similar systems.

What You’ll Bring:

Bachelor’s degree in business administration, Finance, Real Estate, or related field preferred.
Minimum of 5+ years of experience in executive-level administrative or operational support, preferably in real estate, finance, or investment sectors.
Demonstrated experience supporting C-suite or departmental leadership.
Proven event planning and coordination experience, from internal meetings to large-scale conferences.
Excellent verbal and written communication skills.
Highly organized with proven ability to handle multiple priorities and confidential matters with discretion.
Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), DocuSign, and virtual conferencing tools (Zoom, MS Teams).
Experience with CRM platforms, data visualization tools (e.g., Qlik Sense), and familiarity with real estate systems (CoStar, VTS) is a plus.
Notary Public (active) or willingness to obtain certification within 90 days.

#LI-AM1

Pay Transparency

Salary Range: $90,000-$115,000

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: 92058

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

Location Designation: Hybrid - 1 day per quarter

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

Role Overview

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

What You’ll Do:

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

What You’ll Bring:

Required Skills

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

Preferred Skills

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

Pay Transparency

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

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 92056

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***

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: 92093

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

Claim Review Manager (Pittsburgh, PA, US)

Location Designation: Hybrid - 1 day per month

Locations: Hybrid/Remote – United States

Role Overview:

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

What You'll Do:

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

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

Other duties as assigned.

What You'll Bring:

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

Skills and Abilities

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

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92057

#GBS

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

Outbound File - Senior Associate (Philadelphia, PA, US)

Location Designation: Hybrid - 3 days per week

* This position is primarily hybrid. However, we may consider remote candidates based in the U.S. depending on experience and alignment with team needs. *

Role Overview

The Data Exchange Team within NYL GBS IT is seeking a Outbound File Senior Specialist to manage the client and Third-Party Administrator (TPA) solution services requests for GBS clients.

What You'll Do:

Works directly with our external clients and the client’s internal Account Manager to finalize requirements, develop the file solution through the SDLC, and collaboratively move the solution into production.
Build strong relationships with business partners (operations, account management, sales) to foster collaboration and understanding and prioritization of client requests.  Escalates to senior sales and account management leaders when needed to establish priorities and trade-offs among competing requests.
Works with key members of the Sales and Operations organization and Intake leads to understand custom request pipeline to support planning, capacity analysis, and resource decisions.
Works with the Portfolio Dependency Management team to ensure the availability of testing environments and understand changes in the capabilities that may impact client data services.
Works with both IT resources and business partners to establish and secure resource and timeline commitments to ensure successful delivery of client requests.
Works closely with our key business partners to support business processes required to deliver client requests.  Escalates to team management as needed to resolve outstanding items that are preventing timely completion of requests.
Strictly follows and meets designated governance gates, artifact standards and delivery timelines.
Works closely with Intake Manager and Client Data Service Manager to escalate and resolve IT issues in a timely and effective manner in order to not jeopardize client commitments.
Engages in proactive & effective issue/risk management. Issues/risks are clearly documented and escalated appropriately. Issues/risks are tracked & managed until closure or corrective action has taken place.  Risk mitigation plans are created and effectively utilized.
Ability to think and act strategically with a larger view of the end-to-end solution requirements.  Proposes changes to IT and business processes to improve efficiency and scalability of client data solutions.
Knowledgeable about how organizations work; know how to get things done both through formal channels and the informal network; understand the origin and reasoning behind key policies, practices, and procedures; understand the cultures of organizations.

Scope and Dimensions:

Works directly with external clients and leads conversations with all impacted parties.
Interacts with Business partners including Sales, Account Management, Product and Operations management, Portfolio Dependency Manager, Intake Group Client & TPA Solutions Senior Specialist, and IT development teams.
Must be highly effective in a matrix organization.

What You'll Bring:

5+ years of successful management of planning and executing on client facing requests critical to business success. 
Working knowledge of Data Stage, SSIS, and web services in order to have effective discussions with IT delivery partners on client needs is a plus.
Working knowledge of Short-Term Disability, Long Term Disability and Family Medical Leave is a plus.
Demonstrated history of strong communication and collaboration abilities in a highly matrixed environment.
Strong Planning abilities - demonstrated history of setting milestone dates for a group of client request tasks and ensuring their completion.
Degree in Information Science and Technology, Management Information Systems, Business Management, Computer Science or related discipline a plus.
Understand team dynamics and strives to improve team effectiveness.
Influential, focused and versatile team player that is comfortable under pressure.
Other skills/attributes:

Innovative thinker
Creative problem solver
Energetic and self-starter
Customer focused
Excellent Oral and Written communication skills
High level presentation skills

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#LI -REMOTE

Pay Transparency

Salary range: $90,000 - $115,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92207

#GBS

CVP, Senior Director - Operations and Customer Experience - Financial Education & Wellness (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:

New York Life is hiring a Senior Director, Operations and Customer Experience for its Financial Education & Wellness team. This team is responsible for driving the strategic direction and development of our proprietary financial wellness offering, accessible through workplace distribution channels and our financial advisors within their local communities. Our objective is to provide meaningful, actionable knowledge and resources for clients, advisors, and the customers we serve, enhancing New York Life’s brand while helping customers and their families have more secure financial futures.

The ideal candidate will have a proven track record of leadership in operations and customer experience, and be a strong connector of ideas, needs, and people who can help operationalize New York Life's Financial Education & Wellness strategy, and enhance our operational efficiency along with speed to market.

What You’ll Do:

Functional responsibilities:

Lead, develop, and manage operational and technical plans in support of Product and Distribution/ Go-To-Market strategies, including but not limited to:

Monitor and create new opportunities in Customer Experience systems and platform
Establish, document, and maintain standard operating procedures (SOPs) and ensure alignment with regulatory and client requirements
Coordinate new client set-up for workplace distribution channels including technology and vendor integration
Provide oversight and strategic recommendations to streamline onboarding and integration for financial professionals participating in the program
Work closely with marketing and distribution colleagues to coordinate and manage sales enablement campaigns

Operational Risk – Work in partnership with vendors, Legal, Compliance, Risk, and other corporate functions to enhance our processes, procedures, data quality, compliance with guidelines and best practices, and documentation adherence to regulations and requirements. Conduct excellence reviews and provide client feedback to functions and vendors in support of strategic priorities and client excellence.
Technology – Collaborate closely with Technology and Digital Product Management Teams to help define business requirements for refining and enhancing digital products and user experience (UX).
Customer Service – Manage program customer service and internal correspondence function for all program offerings. Collaborate with other departments to resolve customer issues and improve the overall customer experience.
Develop and support the delivery of sales enablement processes.
Act as a liaison between Financial Education & Wellness, Agency, Foundational Business, Strategic Businesses, Operations, and Technology teams to support system enhancements and issue resolutions.

What You’ll Bring:

You are a strong fit for this role if you have:

10+ years of experience in Operations or Customer Service roles (financial services, insurance, workplace and B2B2C market experience a strong plus)
Experience in developing operational and process infrastructure for new products and new business ventures. Adept at working in a matrixed environment
Experience managing or building customer service processes focused on efficiency and automation, commitment to ensuring excellent customer experience and accurate record-keeping to capture analytics and trends
Strong analytics and problem-solving skills; experience with process mapping and root cause analysis
Experience utilizing Artificial Intelligence (AI) to enhance processes and efficiency
Continuous improvement and growth mindset, with flexibility to evolve and learn new programs and processes to support the evolution of the team’s needs and market expectations; Exposure to Lean, Six Sigma, or similar methodologies a plus
Agile, self-starter with strong work ethic and the ability to work on multiple projects in a dynamic work environment
Demonstrated systems thinker; able to quickly think through implications and adapt positioning for a wide array of users and audiences
Strong people leadership skills – proven ability to attract, develop, and retain high performing teams
Collaborative work style with ability to effectively interact with colleagues across the organization
Communication, negotiation and influencing skills
Comfortable working with data and basic analytical models

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $175,000 - $205,000

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: 92226

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

Location Designation: Fully Remote

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

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

Qualifications

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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: 92148

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

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: 91889

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

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

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.

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

Technical Business Analyst (Remote, any state, US)

Job Requisition ID: 91864

Location Designation: Fully Remote

Role Overview:

New York Life Group Benefit Solutions (GBS) is seeking a detail-oriented and collaborative Technical Business Analyst to serve as a strategic liaison between business stakeholders and technology teams. This role ensures that technology initiatives align with operational goals and user needs through the clear definition of requirements, effective communication, and proactive project support.

What You’ll Do:

Gather, document, and validate business and system requirements across multiple initiatives.
Ensure clarity and consistency in specifications that support efficient system implementation.
Evaluate system defects and coordinate temporary workarounds and long-term solutions.

Business-IT Collaboration

Act as a translator between business leadership and IT teams to ensure mutual understanding and alignment.
Participate in Agile ceremonies (PI Planning, Demos, Backlog Refinement, etc.) to represent business priorities.

Project Execution & Testing

Support product managers in writing epics and user stories based on business feedback.
Define test strategies, scenarios, and data requirements.
Lead system readiness efforts, including solution demos and training support.

Capability & Strategy Alignment

Work closely with capability leads and steering committees to translate directives into actionable business increments.
Drive prioritization, sequencing, and backlog refinement aligned with strategic goals.

Process Optimization

Identify and implement improvements in process-technology integration.
Support creation of SOPs, training materials, and business readiness documentation.
Utilize data-driven insights to recommend process enhancements, driving efficiency and sustainable improvement in reporting and analytics.

Project and Operational Oversight:

Oversee major projects and process changes within the Service organization, ensuring alignment with business needs and timelines.
Monitor operational metrics and implement controls to ensure accuracy and consistency in data reporting.

What you'll bring:

5+ years of experience as a technical business analyst or in a systems-oriented role.
Proven ability to define requirements, write user stories, and support agile delivery cycles.
Experience working in cross-functional teams with business and technical stakeholders.

Technical Skills:

Familiarity with SDLC, Agile frameworks, and tools such as Jira and Confluence.
Strong understanding of user experience principles and process mapping techniques.
Ability to identify test scenarios, manage data requirements, and support implementation planning.

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91864

#GBS

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

Job Requisition ID: 91599

Location Designation: Hybrid - 3 days per week

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:
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

Senior Product Manager AI (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), a premier investment division of NYL Investors LLC, seeks a visionary Senior Product Manager to lead our AI initiatives, catalyze product innovation, and deliver high-impact business value across real estate investment workflows.

Role Overview:

In this high-impact role, you’ll report directly to Head of Operations and Head of Real Estate Intelligence while working cross-functionally with investment professionals, REI technology and corporate partners. You’ll spearhead the development of AI-driven tools that transform how we source, analyze, and manage investment opportunities, with a particular focus on integrating cutting-edge technologies such as LLMs, Agentic RAG systems, and human-in-the-loop frameworks. You will also work closely with the Head of Real Estate Intelligence to ensure alignment across strategic data initiatives and analytics-driven AI development.

What You'll Do:

Define a forward-thinking AI product strategy that aligns with the broader product roadmap and investment goals.
Translate business problems into innovative AI-powered solutions that enhance decision-making and process efficiency.
Own the AI product roadmap and deliver end-to-end execution—from model development to market launch.
Collaborate with AI/ML engineers, designers, and front-end developers to ensure technical feasibility and user alignment.
Conduct hands-on QA of AI models, analyze performance outputs, and implement refinements.
Leverage LLMs, orchestration frameworks, and retrieval pipelines with embedded memory to deliver scalable tools that support investment decision-making.
Serve as a bridge between technical teams and real estate practitioners to gather insights and validate solutions.
Present AI product strategy and roadmap to stakeholders and leadership across the firm.

What You'll Bring:

Master’s degree in a relevant field (e.g., Computer Science, Data Science, MBA) preferred.
8+ years of product management experience, with 2+ years focused on AI/ML-driven initiatives.
Proven success partnering with engineers to build, test, and improve AI models.
Technical fluency in modern AI/ML systems, including LLM orchestration, context management protocols, and data integration pipelines.
Experience incorporating structured human feedback and expert review into model evaluation, iteration, and refinement in high-context environments
Exceptional communication and stakeholder management skills.
Ability to thrive in a fast-paced, growth-stage environment.
Ability to work on-site in our New York office 4 days a week

Preferred Experience:

Proficiency with AWS services (e.g., S3, Lambda, SageMaker), Python for application and data development, and SQL for working with structured datasets in support of AI-driven solutions.
Experience integrating systems via REST APIs, webhooks, and event-driven architectures using Kafka, particularly to connect AI models with enterprise data and workflows
Familiarity with enterprise SaaS platforms, collaboration tools, and data visualization ecosystems, especially in contexts where AI products intersect with end-user decision-making.
Experience designing or integrating model context protocols, including retrieval pipelines, session memory, and semantic search across vector databases, to enable context-aware AI applications that scale in high-complexity environments.
Familiarity with SharePoint-based document workflows, including content structuring and metadata design for use in AI-driven retrieval or process automation.
Familiarity with commercial real estate, private equity, or investment workflows.

#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: 92171

Field Service Onsite Relationship Specialist 92223 (Harrisburg, PA, US)

Location Designation: Fully Onsite

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

Business Unit Overview

Role Overview

Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

What You'll Do

Provide administrative and operational support to the Managing Partner and management team
Collaborates with the onsite Service Leader to ensure efficient operations
Act as a point of contact for agents, addressing their inquiries promptly and professionally
Greet and welcome visitors
Answer and direct phone inquiries
Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.)
Manage resource assignments for new agents, ensuring their onboarding experience is smooth
Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

What You’ll Bring

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Required Skills:

Ideal candidate should have experience in a customer service and/or office administration
Excellent written and verbal communication skills
Strong computer skills with proficiency in the Microsoft Office Suite
Associates, or bachelor’s degree preferred, but not required

Training & Development

Shift Information

This is a full-time onsite 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: $42,500-$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: 92223

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91789

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

Associate-Loan Management (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

NYL REI is a leading capital provider in the real estate industry and is recognized as a top-tier commercial mortgage lender staffed by a team of highly experienced real estate professionals. The primary focus of the Loan Management team is to manage commercial real estate debt products, including core, bridge and construction loans secured by industrial, multi-family, retail, office, and hotel properties across the continental United States and Mexico.

What You'll Do:

The Associate-Asset Manager will be responsible for the active, front-line management of a portfolio of commercial mortgage loans, overseeing all aspects of loan management from funding to disposition.

Key responsibilities include:

Proactively manage a portfolio of commercial mortgage loans by analyzing financial statements and rent rolls to identify potential credit or market risks and assess compliance with loan covenants,
Respond to borrower requests including lease approvals, reserve disbursements, ownership transfers, insurance claims, easements, guaranty releases, or collateral substitutions,
Identify and track watchlist loans, preparing updates and analysis for regular portfolio review meetings,
Foster and maintain positive borrower relationships,
Support initiatives aimed at enhancing process and operational efficiency, and
Maintain accurate and up-to-date loan data across internal systems to support timely and reliable reporting.

What You'll Bring:

Bachelor’s degree required, preferably in real estate, finance, economics, accounting, or a related business discipline with an investment concentration,
Demonstrated interest in commercial real estate and capital markets,
Excellent analytical and organizational abilities, with the capacity to manage multiple priorities in a fast-paced environment,
Demonstrated proficiency in Microsoft Excel and PowerPoint, experience with SQL or data visualization tools is a plus,
Strong written and verbal communication skills

Pay Transparency

Salary Range: $70,000-$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: 92218

Sr. Director, ALM Production Analytics Lead (New York, NY, US)

Job Requisition ID: 91717

Location Designation: Hybrid - 3 days per week

We are seeking an experienced and forward-thinking Senior Quantitative Analyst to lead the development and advancement of sophisticated models supporting asset-liability management (ALM) and investment analytics. This role offers the opportunity to drive quantitative innovation at the intersection of insurance liabilities and complex fixed-income investments, with high visibility across investment, actuarial, and finance teams.

What You’ll Do:

Lead the design, development, and refinement of advanced models for projecting and analyzing insurance asset and liability portfolios.
Drive ALM model strategy and technical architecture, ensuring frameworks are both analytically robust and aligned with evolving business and regulatory needs.
Develop and calibrate interest rate, credit, and prepayment models to support valuation, risk analysis, and strategic asset allocation.
Collaborate with senior stakeholders across actuarial, risk, and investment functions to ensure models support enterprise-wide decision-making and capital optimization.
Conduct original research on emerging methodologies in ALM, financial engineering, and capital markets, with an eye toward innovation and best practices.
Mentor junior quants and contribute to a culture of quantitative excellence, model governance, and cross-functional collaboration.
Support platform migration efforts by ensuring models are scalable and performant in next-generation analytic environments.

What You’ll Bring:

Advanced degree (Master’s or PhD) in a quantitative discipline such as Financial Engineering, Applied Mathematics, Statistics, or Physics.
7+ years of experience in quantitative modeling within ALM, fixed income, or insurance-related fields.
Deep expertise in fixed-income analytics, including structured products, credit risk, and interest rate modeling.
Strong understanding of insurance general account liabilities (e.g., life, annuity, institutional), including product behavior and risk drivers.
Proficiency in Python and SQL required; familiarity with modern analytic platforms (e.g., Beacon, QuantLib, cloud environments) is preferred.
Demonstrated leadership in cross-functional model development and implementation projects.
Excellent communication skills and proven ability to influence both technical and non-technical stakeholders.

Recognized as one of Fortune’s World’s Most Admired Co

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

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

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-Loan Management (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

With over 100 years in business, New York Life Real Estate Investors (“NYL REI”) is the real estate debt and equity investment arm of NYL Investors LLC, a wholly owned subsidiary of New York Life Insurance Company (“New York Life”), with over $70 billion of real estate assets under management.

NYL REI is a leading capital provider in the real estate industry and is recognized as a top-tier commercial mortgage lender staffed by a team of highly experienced real estate professionals. The primary focus of the Loan Management team is to manage commercial real estate debt products, including core, bridge and construction loans secured by industrial, multi-family, retail, office, and hotel properties across the continental United States and Mexico.

What You'll Do:

The Senior Associate-Asset Manager will be responsible for the active, front-line management of a portfolio of commercial mortgage loans, overseeing all aspects of loan management from funding to disposition.

Key responsibilities include:

Proactively manage a portfolio of commercial mortgage loans by analyzing financial statements and rent rolls to identify potential credit or market risks and assess compliance with loan covenants,
Respond to borrower requests including lease approvals, reserve disbursements, ownership transfers, insurance claims, easements, guaranty releases, or collateral substitutions,
Process construction and bridge loan draws in accordance with project budgets and contractual terms,
Identify and track watchlist loans, preparing updates and analysis for regular portfolio review meetings,
Partner with origination, legal, and senior leadership teams on loan modifications and document changes,
Foster and maintain positive borrower relationships,
Support initiatives aimed at enhancing process and operational efficiency, and
Maintain accurate and up-to-date loan data across internal systems to support timely and reliable reporting.

What You'll Bring:

Bachelor’s degree required, preferably in real estate, finance, economics, accounting, or a related business discipline with an investment concentration,
3-5 years of hands-on experience in commercial real estate lending, with a deep understanding of complex debt structures including revolvers, senior loans, mezzanine financing, and securitized products,
Extensive expertise in interpreting complex loan documents and overseeing construction loan budgets; familiarity with Built is a strong advantage,
Experience with Argus or Excel-based financial modeling,
Excellent analytical and organizational abilities, with the capacity to manage multiple priorities in a fast-paced environment, and
Superior written and verbal communication skills.

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: 92221

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.

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

Senior Actuarial Associate (White Plains, NY, US)

Job Requisition ID: 92276

Location Designation: Fully Onsite

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

Offered Wage: $160,899.96/year

Duties: Partner with leaders within the group insurance claims organization to understand current processes and procedures. Provide feedback on proposed process changes and develop tools to measure and monitor impacts. Facilitate communication of changes to finance team and other affected business partners. Recommend process controls to most effectively monitor and manage potential operational risks. Determine key performance indicators (KPIs) that measure the claims organization’s effectiveness. Ensure leaders within the claims organization have appropriate visibility into performance and outcomes such that they can hold themselves and their teams accountable. Continue to enhance a Tableau dashboard for the claims organization to be shared with the GBS senior leadership team. Develop and/or maintain tools, such as reports and dashboards, which help claim managers and supervisors manage their workload and measure their outcomes and productivity. Reduce reliance on claim managers manually tracking information so that they can maximize their time spent managing claims and connecting with customers. Provide supervisors with appropriate metrics and tools to eliminate the need for manual consolidation of disparate reports, increasing the time available for supervisors to coach and develop their teams, and ensuring a management process is being applied and performance is being measured consistently across teams. Provide assistance in interpreting claim metrics and identifying next steps. Draw conclusions and actionable insights from available metrics. Suggest potential action items, risks and opportunities. Partner with reserving and FP&A teams to develop operational assumptions for financial projections. Work with controller’s area to enhance capacity planning tools.

Education & Experience Requirements: wMaster's degree in Economics, Finance, Statistics, Mathematics, or Actuarial Science (willing to accept foreign education equivalent) plus one (1) year of experience as an Actuarial Associate, Actuarial Analyst, or related occupation performing actuarial services for insurance or group insurance products, including Long Term Disability (LTD), Term Life, and Short-Term Disability (STD). Alternatively, a Bachelor’s degree in Economics, Finance, Statistics, Mathematics, or Actuarial Science (willing to accept foreign education equivalent) plus three (3) years of experience as an Actuarial Associate, Actuarial Analyst, or related occupation performing actuarial services for insurance or group insurance products, including Long Term Disability (LTD), Term Life, and Short-Term Disability (STD). Specific skills/other requirements - Must also possess the following (quantitative experience requirements not applicable to this section): Applying core actuarial methodologies as they relate to claim outcomes (life contingencies, probability, credibility); Turning large data sets into actionable information and insights (modeling in Excel, SQL, Cognos, Tableau); Presenting (both written and verbally) operational results to various audiences with differing levels of technical knowledge, predominantly within finance, claims and senior leadership; and reviewing key claim metrics across various parameters to identify drivers and trends. Must possess or be working toward a Fellow of the Society of Actuaries (FSA) designation.

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: 92276

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

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.

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.

#LI-AM1

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

Contract Associate - Stable Value Investments (Jersey City, NJ, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

The Stable Value Investments (SVI) Contract team is looking for a motivated and intellectually curious Contract Associate to support our business operations. This role focuses on drafting and filing group annuity contracts for stable value, retirement income, and guaranteed products. As part of an established leader in the stable value and guaranteed products industry, you will have significant growth potential based on your performance. In addition to contract drafting and state regulatory filing, you will gain insights into underwriting, legal and regulatory issues, and the investments and risk management aspects of our products

What You'll Do:

Prepare state insurance department filings of contracts and amendments
Manage filing progress through System for Electronic Rates and Forms Filing (SERFF) and directly via Insurance Department website; interact with state insurance department personnel as needed, as well as monitor and track all regulator correspondence
Coordinate signature and delivery process of relevant documents
Support the team’s efforts to develop new products, adapt existing products for new markets, and keep in-force business current through periodic reviews and amendments
Manage project plans as business needs dictate
Coordinate activity with other members of the SVI team as well as internal support groups (Sales, Actuarial, Guaranteed Products, and Legal) on product, contract, compliance and business issues
Underwriting reviews for prospective clients
Review on-going transactional (deposit/withdrawal) activity requests from clients to ensure contractual compliance
Assist in preparation of presentation materials
Assist in planning client conference calls, meetings and entertainment
Lead or participate in group projects
Ad-hoc administrative tasks including audit preparation, document archiving, and file maintenance

What You'll Bring:

Bachelor’s Degree preferred
1+ years work/intern experience in financial or insurance industry; fixed-income / stable value literacy a plus
Professional communication skills with emphasis on strong, clear, and concise writing abilities
Ability to adapt to changing priorities, manage deliverables and multi-task under pressure
Strong organizational and interpersonal skills
Ability to work independently and collaboratively in a team environment, with the tenacity to follow projects through to completion
Proficiency in Microsoft Word, Outlook, PowerPoint, and Excel. Familiarity with SERFF, SalesForce or Tableau a plus

#LI - EM1

#LI - HYBRID

Pay Transparency

Salary Range: $55,000-$75,000

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: 92246

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

CVP, Digital Marketing Platform Product Manager (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Role Overview:

When you join New York Life, you are joining a company that values career development, collaboration, innovation, and inclusiveness. You will have the opportunity to grow your career while developing personally and professionally through various resources and programs.

We are seeking a Platform Product Manager to lead the business-side ecosystem strategy and end-to-end delivery of New York Life’s Marketing Intelligence Platform—a foundational layer that combines data, technology, and marketing expertise to power next-generation experiences for consumers and agents.

This platform will be a critical enabler of New York Life’s Marketing Ecosystem. It sits at the intersection of marketing, data, and technology—fueling personalized journeys, agentic decisioning, and omni-channel activation through segmentation, recommendation engines, identity resolution, clean rooms, and privacy-aware orchestration. This is a high-impact, high-visibility role for a system strategic thinker who thrives being a member of cross-functional teams and shaping enterprise-scale outcomes.

What great looks like in this role:

Passionate, team-oriented strategic problem solver with people management experience
Spots emerging trends (e.g., agentic capabilities, composable CDPs, journey analytics/orchestration, privacy-safe clean rooms) and turns them into actionable features partnering with our technology and data teams
Demonstrate a hybrid of business, design, technical, and data acumen
Groom and manage the backlog, as well as drive and facilitate an efficient Agile Delivery process to deliver against a well-defined plan – ensure all partners (Business Leads, Product Managers, Product Designers, Product Owners, Data, and Technology) are represented and engaged
Identify problems, opportunities, and trade-off decisions, and articulate a perspective/recommendation to resolve

What You’ll Do:

Marketing Platform Capabilities Strategy & Roadmap: Ability to understand business strategy to identify new and modern marketing platform capabilities that should be explored to advance our intelligence platform. Then, build strong recommendations with business input to shape what we prioritize and invest in over time.

Feature Planning & Management: Work with business and product teams to understand goals and proactively manage feature backlog and prioritization that drive data driven experiences.

Delivery Management: Lead end-to-end delivery processes. Partner with our technology and data teams to create detailed delivery plans, and execution. Responsible for identifying and raising delivery risks, mitigation options, and trade-off recommendations for alignment and decisioning with key stakeholders while balancing expectations and technical feasibility.

User Acceptance Testing (UAT): Partner with the User Acceptance Testing team to ensure platform capabilities enabled meet required standards and expectations. Lead test case creation – ensuring test scripts prioritize important functionality and journeys. Prioritize defects and provide clear communication and resolution strategies to ensure timely and effective fixes. In some instances, execute test scripts and support reporting.

Platform Activation & Operationalization: Collaborate with Business Leads and Product Managers to determine appropriate migration and adoption plans for modern data segmentation and activation platforms that minimize risks to on-going activations. Provide input into training, communication plans, and documentation to aid smooth adoption and maximum impact.

Ecosystem Maturity: Based on a deep understanding of the business strategy and digital product roadmap, proactively assess the ecosystem's capabilities and external vendor landscape to recommend strategic improvement opportunities.

Platform/Tool Selection and Vendor Management: Partner with Business Leads, Product Designers, Product Managers, Data, and Technology to facilitate execution of prioritized RFPs, ensuring a comprehensive evaluation of platform capabilities, cost-effectiveness, scalability, and vendor reliability. Collaborate with platform vendors to influence base product roadmaps to meet needs and goals.

People Management: Lead a team of product owners, fostering a collaborative and innovative environment. Provide coaching, guidance, and skill development opportunities to ensure the team meets strategic goals.

What You’ll Bring:

Skills & Competencies

Foundational understanding of Artificial Intelligence (AI)
Experience in enabling modern MarTech and AdTech platforms and capabilities (e.g., Adobe, Salesforce, equivalent modern platforms)
Proven ability to document platform and data strategies to enable delivery of innovative marketing solutions
Direct experience in delivering data-driven Marketing capabilities using modern marketing platforms
Experience with enabling Marketing platforms that can deliver effective content and data driven next-best action recommendations
Proven ability to partner with multiple stakeholders to document and socialize Marketing Ecosystem strategy – specializing in data-driven capabilities
Background in migrating from traditional Marketing Automation platforms to modern segmentation & omni-channel platforms
Understanding of key consumer privacy regulations that impact Marketing activations
Detailed oriented leader, strategic problem solver
Facilitate cross-functional teams and drive consensus
Manage, mentor, and guide team members through professional and personal growth
Manage multiple initiatives and balance the need to work strategically and hands-on
Strong verbal and written communications combined with business, technical, design, and data acumen
Self-starter, comfortable with navigating ambiguity
Strong negotiating and consulting skills

Education & Background

Bachelor’s degree and/or equivalent experience
Minimum of 10+ years of relevant experience, with 5+ years specializing in digital marketing and agile product delivery

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $122,500 - $180,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91135

Director, Investment Modeling & Strategy Analytics (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Business Overview:
The ALM & Investment Strategy Team at New York Life partners closely with Finance, Investments, and Business Units to develop and implement investment strategies that enhance the company’s earnings, manage risk, and support long-term financial goals. Robust modeling, strong analytics, and forward-looking tools are critical to our success.

Role Overview:
We are seeking a technically skilled and strategically minded Director to lead the design, development, and implementation of investment and ALM models used to guide key decisions on asset allocation, hedging, and portfolio strategy. This role will also play a key part in our ongoing migration of modeling capabilities to the Beacon platform, helping build a modernized analytics infrastructure for ALM and investment projections.
The ideal candidate is a self-starter with strong programming and data skills, experience in asset modeling and investment strategy, and the ability to clearly communicate complex concepts to a range of stakeholders.

What You’ll Do:
• Lead end-to-end development of investment and ALM projection models using Python and SQL, from data sourcing through results visualization
• Support the transition of asset projection capabilities into the Beacon platform, partnering with team members across actuarial, investments, and finance
• Develop and maintain models and analytics to support hedging decisions, asset allocation, pricing and reinvestment strategies, and risk-return optimization
• Automate and streamline model processes to enable repeatable, efficient insights generation
• Build dashboards and visualizations using tools like Tableau to communicate findings and support decision-making
• Collaborate with business partners across teams to align model outputs with enterprise needs
• Present findings and technical insights in a clear, concise way to senior leadership and non-technical audiences
• Serve as a project lead in a matrixed environment, with potential to manage a small team of junior developers or analysts
• Drive innovation and continuous improvement in analytical toolsets and modeling practices

What You’ll Bring:
• Bachelor’s degree in a quantitative, financial, or technical discipline; advanced degree (e.g., Master’s in Financial Engineering) preferred
• 6+ years of experience in asset modeling, investment analytics, or financial engineering
• Advanced programming skills in Python and SQL; experience building data pipelines and scalable model infrastructure
• Experience with Tableau or similar visualization/reporting tools
• Understanding of fixed income investments, strategic asset allocation, and hedging principles
• Experience owning model development lifecycle from design to deployment
• Strong communication skills and ability to engage with cross-functional partners and senior leaders
• Experience leading junior team members or projects in a matrixed setting
• Highly adaptable, intellectually curious, and motivated by solving real-world financial and business problems
• Experience with Beacon modeling platform a plus
• CFA designation or progress toward a CFA a plus

Why This Role?
This is a high-impact opportunity for a builder — someone who wants to shape the next generation of ALM and investment strategy capabilities at New York Life. You’ll work on mission-critical tools, collaborate directly with senior decision-makers, and contribute to improving the company’s financial performance, risk profile, and competitive position.

Pay Transparency

Salary Range: $117,500-$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: 92236

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

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

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

Location Designation: Fully Onsite

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

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, 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.
Participate in a rotating on-call schedule, providing 24x7 application support coverage for one week at a time to ensure system availability and rapid incident response.

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, Strategic Marketing Consultant (Addison, TX, US)

Location Designation: Hybrid - 3 days per week

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

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

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

Business Unit Overview

This role reports into New York Life’s Foundational Business Practice Management team. The Practice Management team provides strategic and operational support to agents/ advisors and their teams, helping them streamline their business operations, improve client service, and grow their practices.

Role Overview:
As a Strategic Marketing Consultant, you will play a pivotal role in providing expert marketing guidance to New York Life’s agents and advisors. You will work closely with these advisors and their teams to craft tailored marketing strategies, enhance client engagement, and optimize business operations. This role serves as a liaison between advisors and New York Life, ensuring they have the resources, insights, and tools needed to build strong client relationships, drive growth, and improve practice efficiency. The consultant also supports the execution of agent training and development programs and collaborates with internal teams to ensure advisors receive optimal service and guidance.

What You’ll Do:

Advisory and Consulting Support:
• Provide coaching and consulting to agents/advisors on business development, client relationship management, and practice efficiency.
• Identify opportunities to optimize workflow, improve client engagement, and enhance overall productivity within the advisory practice.
• Offer guidance on developing and executing business plans and marketing strategies tailored to the producer’s unique goals.
• Identify opportunities to help advisors navigate team structures (e.g., multi-advisor practices, hybrid teams), fostering productive partnerships that maximize client service and business growth.

Strategic Marketing Support:
• Identify opportunities to optimize marketing workflows, enhance client engagement, and elevate productivity through innovative marketing solutions.
• Help agents/advisors develop and execute business and marketing plans tailored to their specific goals, including strategies for client acquisition, retention, and brand positioning.
• Offer insights on leveraging digital marketing strategies, such as social media, email campaigns, and content marketing, to reach and engage with target clients effectively.

Training and Development:
• Develop and deliver training programs to agents/advisors and support staff, focusing on practice management, technology, and operational best practices.
• Foster a culture of continuous improvement by keeping stakeholders informed about new tools, technologies, and strategies that could enhance their practice.
• Provide ongoing support to ensure agents/advisors and support staff are using systems and tools efficiently.

Collaboration with Internal Teams:
• Contribute to the development and execution of strategic initiatives that align internal resources and business objectives, ensuring sustainable growth and operational efficiency.
• Work closely with other internal departments (marketing, technology, compliance, operations) to ensure that agents/advisors are equipped with the necessary resources and tools.
• Coordinate efforts between agents/advisors and senior leadership to enhance service delivery, align strategic goals, and drive business outcomes.

What You’ll Bring:

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• 7+ years of experience in financial services, wealth management, or practice management.
• Proven experience in advising and managing the dynamics of advisor teams, including role delineation, collaboration strategies, and conflict resolution.
• Strong communication and interpersonal skills to effectively advise and engage with agents/advisors.
• Exceptional problem-solving skills, attention to detail, and ability to adapt to changing business needs.
• Experience with financial advisor coaching, business consulting, or strategic planning (preferred).
• Industry experience (preferred)

#LI-KH1
#LI-HYBRID

Pay Transparency

Salary Range: $115,000 - $150,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91729

Corporate Vice President (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

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

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

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

What You'll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91977

CVP - Life, Investments, & Annuities Suitability and Sales Standards (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

New York Life’s Purchase Experience (PX) value stream has embarked on an exciting journey to transform the end-to-end purchase experience for New York Life’s agents, clients, and business operations, encompassing all products, including life insurance, annuities, long-term care insurance, disability insurance, business solutions and wealth management.

Role Overview:

The Corporate Vice President (CVP) Life, Investments, & Annuities Suitability and Sales Standards role is responsible for leading New York Life’s Suitability function comprised of approximately 40 employees with strong influence over many cross-functional stakeholder groups who are associated with the Suitability function. The team is responsible for ensuring life, annuity and investment product sales (and certain inforce transactions) are in the client’s best interest and in accordance with our regulatory environment. New York Life is searching for a dynamic leader with demonstrated success working in a continuously evolving environment, able to collaborate with senior leaders from diverse stakeholder groups including legal, compliance, product, agency, and technology while able to foster a strong team culture and sustain high levels of employee engagement.

** Location – Primary location for this role is New York, NY. Also open to Dallas, TX or Cleveland, OH. **

What You’ll Do:

Ensure Suitability function provides expert advice and guidance to New York Life’s sales stakeholder groups through timely service delivery, engaging in informative discussions while also upholding our standards in accordance with defined Suitability guidelines.
Works with sales and compliance to identify points of friction within our processes, then develops plans to resolve focusing on evolving protocols and/or providing education to inform groups into the rationale of suitability philosophies while also providing clear insight into best practice navigation.
Continuously assesses the training needs of both sales and suitability team members, then works with training support groups to update and evolve knowledge management strategies, as necessary.
Focus on continuously evolving functional workflows and technology as agent and consumer needs change
Provide inspirational leadership to team members and foster a strong sense of employee satisfaction.
Strong ability to create written deliverables via Microsoft PowerPoint, Word, and Excel.
Expert written and oral communication skills.
Demonstrated ability to develop key performance indicators reflecting operational health while effectively managing to these indicators to socialize performance and forecast future needs.
Strong ability to develop annual plans with execution-oriented focus and able to artfully communicate the results of plans and attributable execution.
Stay abreast of industry best practices that influence the suitability function and develop action plans in response to evolving trends.
Continuously assess the Suitability team’s operating model and evolve model as needs and expectations evolve.

What You’ll Bring:

Bachelor's degree preferred and/or equivalent experience
FINRA Series 7 and 24 required; Series 53 or 54, 63 or 65, and 27 preferred
10+ years of leadership experience with demonstrated proficiency with risk assessment and service delivery
Experience managing large, complex, multi-site operations teams with an influential customer segment required
Expert relationship building skills and cross-functional collaboration experience required

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: New York: $133,000 - $225,000 // Dallas & Cleveland: $120,000 - $210,000

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: 91844

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

Job Requisition ID: 91988

Location Designation: Hybrid - 4 days per week

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

What You'll Do:

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

What You'll Bring:

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91988

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

Job Requisition ID: 92115

Location Designation: Hybrid - 1 day per month

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

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92115

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

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

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

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

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

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

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

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

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

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

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

· Travel 10% - 15% domestic and international.

What You'll Bring:

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

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

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

· Familiarity with IIA Standards and internal audit methodology.

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

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

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

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

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

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

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92070

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

Location Designation: Fully Remote

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

Role responsibilities

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

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

Role description

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

Key responsibilities

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

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

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

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

Qualifications

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

Skills and abilities

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

Leadership capabilities critical for success in this role

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92104

#GBS

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 - 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