Jobs at New York Life Insurance

Customer Care Advocate (Dallas, TX, US)

Job Requisition ID: 91930

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.

This position requires onsite training Monday through Friday beginning 8/4/2025 through 10/3/2025.

After successful completion of training, you will transition to a hybrid work schedule - working remotely:

Monday & Friday / on site: Tuesday, Wednesday and Thursday.

All hires must live within 50 miles of our Texas office located at 5005 Lyndon b Johnson FWY, Farmers Branch, TX 75244.

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Role Overview:

Do you enjoy helping people? Do you thrive in a fast paced, customer focused environment? Then start your rewarding career as a part of our growing Customer Service team!
As a Contact Center Customer Service Advocate, you will help and work with customers to improve their health, well-being and sense of security.

As a Customer Service Advocate, you are offered extensive, paid hands-on training, a supportive post-training environment to pave your success. New York Life encourages career development and offers continuing educational resources internally and externally to help you in your career advancement.

What You’ll Do:

In this pivotal role, the Customer Service Advocate receives inbound customer calls on general inquiries regarding Short Term and State Disability benefits, eligibility, coverage and payment status, as well as provide solutions for customers and clients via phone.

Creative problem solving, critical thinking and empathy skills are essential. Professional interaction, active and passive listening skills and the ability to utilize computer- based resources in a highly effective manner to educate and provide accurate responses to customer inquiries is crucial for success in the role, along with the innate ability to be compassionate and empathetic when appropriate when handling complex customer inquiries.

Customer Service Advocate respond to customer inquiries primarily regarding:

Eligibility associated with their disability
Understanding of claim status
Understanding of claim payments related to disability plans
Researching customer information and inputting data into designated system.

Customer Service Advocates are measured on:

Direct feedback from customer via post call surveys, which include:
- The ability of the customer service advocate to resolve their inquiry
- Their satisfaction with the overall experience while they spoke with the advocate
- The level of effort that the customer experienced in resolving their inquiry
- Internal quality assessments that measure how accurately and efficiently the customer service advocate responded to the inquiry

Core Competencies of this role:

Customer Focus- Consistently goes above and beyond to understand customer requirements and surpass their expectations.
Communicates Effectively- Proactively shares a great deal of information; considers what others want to know, not just what they need to know.
Manages Conflict- Shows a positive approach in times of conflict and helps to dispel tension when there are differences of opinion.
Situational Adaptability- Swiftly determines when flexibility is required and skillfully shifts own approach.
Nimble Learning- Consistently asks meaningful questions of others to learn from their experience and knowledge.
Optimizes Work Processes- Consistently adheres to defined and communicated standards, methods, and procedures.

What You’ll Bring:

High School Diploma or equivalent required, Associates or Bachelor’s degree preferred
Customer service experience preferred
Intermediate proficiency in Microsoft Office Suite; high level capacity to multitask independently and on a computer
Excellent written and oral communication skills
Ability to perform in a high volume, fast paced call center environment
Proven ability to work independently as well as a productive member of a team
Exceptional organizational and time-management focus

Shift Information:
Candidates must be available to work the following schedule:

Monday - Friday:
- Start time b/w 11:00am – 11:30am EST / 10:00am – 10:30am CST
- End time b/w 7:30pm – 8:00pm EST / 6:30pm-7:00pm CST

Technology Requirements:

Functioning broadband (cable/DSL) should meet the following minimum requirements 50mb download/20mb upload speed.
Must be able to hardwire internet connection.

This position requires onsite training Monday through Friday beginning 8/4/2025 through 10/3/2025.

After successful completion of training, you will transition to a hybrid work schedule - working remotely:

Monday & Friday / on site: Tuesday, Wednesday and Thursday.

#LI-KH1
#LI-HYBRID

Pay Transparency

Salary range: $38,000-$42,000

Overtime eligible: Nonexempt

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.

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

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

Our Diversity Promise

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

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID: 91930

#GBS

Senior Associate, Regional Commercial Real Estate Appraiser (Dallas, TX, US)

Location Designation: Hybrid - 4 days per week

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

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

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

New York Life Real Estate Investors (“NYLREI”), as part of New York Life Investment Management, is one of the country’s largest asset management firms, with nearly $70 billion in AUM. The platform invests in real estate private equity, commercial mortgages, and debt securities.

New York Life Real Estate Investors is seeking a Regional Appraiser for its Dallas office.

Responsibilities

Act as consultant to underwriters and Home Office professionals on new loan opportunities and equity investments.
Provide third-party oversight for all valuation decisions required in the Southwest region.
Manage the engagement, receipt, and review of third-party appraisal reports on large and complex commercial properties.
Serve as the primary contact between underwriters and real estate professionals in the marketplace.
Provide ongoing risk assessment for the existing portfolio of apartment, office, retail, and industrial assets.
Prepare appraisals and assist Acquisitions, Asset Management, and Servicing Groups with valuation issues.
Provide appraisal support for our loan monitoring system.
Work independently to identify and resolve complex appraisal issues.
Moderate travel is required.

Qualifications

Minimum of 5-10 years of valuation experience.
Bachelor's Degree.
TX State General Certification.
Advanced candidate or MAI designation.
Strong knowledge of all major property types and diverse markets in the Southwest Region.
Understanding of commercial real estate valuation theory and applications.
Strong knowledge of real estate economics.

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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.

Visit our LinkedIn to see how our employees and agents are leading the 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: 91794

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

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:

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

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

This position will support the 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, Agency Standards (Compliance) Manager (Glendale, CA, US)

Location Designation: Fully Onsite

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

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

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 trainingthey 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:

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)
Preferred Series 51 or 53
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

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 licenses and 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: 91855

Project Manager / Executive Assistant (San Francisco, CA, 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

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

Location Designation: Fully Onsite

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

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

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

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

What You’ll Do:

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

Required Skills:

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

Preferred Skills:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91727

Service Leader, Onsite Operations 91045 (Fresno, CA, US)

Location Designation: Fully Onsite

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

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

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

Role Overview:

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

What You’ll Do:

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

What You’ll Bring:

Required Skills:

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

Preferred Skills:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91045

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:

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

Service Leader, Onsite Operations 91266 (Bellevue, WA, US)

Location Designation: Fully Onsite

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

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

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

Role Overview:

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

What You’ll Do:

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

Required Skills:

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

Preferred Skills:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91266

External Wholesaler, Minnesota (Minneapolis, MN, 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.

New York Life Investments is seeking a dynamic and results-driven External Wholesaler to represent our investment solutions—including mutual funds, separately managed accounts (SMAs), and ETFs—to financial advisors across Minnesota, North Dakota, and South Dakota. This individual will work with both wire house and independent broker-dealer channels, serving as a trusted resource and strategic partner to financial professionals in the region.

What You’ll Do:

Develop and execute a strategic business plan to grow market share, drive asset growth, and enhance profitability across the assigned territory.
Effectively represent New York Life Investments’ products and services, clearly articulating their value and competitive advantages to financial advisors.
Deliver technical product information and market insights, leveraging strong knowledge of capital markets, competitor offerings, and industry trends.
Collaborate with Internal Advisor Consultants and the broader sales team to drive sales of mutual funds, SMAs, ETFs, and limited partnerships.
Manage a travel and entertainment budget responsibly and within assigned guidelines.
Travel frequently—50% or more—to build and maintain advisor relationships and drive business growth across Minnesota, North Dakota, and South Dakota.

What You’ll Bring:

Active FINRA Series 7 and 63 licenses (required).
Bachelor’s degree in Finance, Business, or a related field (preferred).
Minimum 3 years of asset management sales experience or financial advisor experience, ideally within the assigned territory.
Demonstrated success in meeting or exceeding sales targets and building long-term advisor relationships.
Deep knowledge of investment products, including mutual funds, ETFs, SMAs, and capital markets.
Excellent communication, presentation, and relationship-building skills.
Highly motivated, organized, and capable of working both independently and as part of a team.

What We’re Looking For:

A passion for financial markets and continuous learning.
Natural curiosity with the ability to ask thoughtful questions and uncover advisor needs.
A consultative sales approach focused on adding value rather than just selling.
A drive to become indispensable to advisors through insights, service, and strategic partnership.
Strong execution skills with the ability to monitor sales performance and pivot strategies in response to market dynamics.

#LI-AM1

Pay Transparency

Salary Range: Base Salary - $75,000 + Sales Incentives

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Job Requisition ID: 91757

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

Location Designation: Fully Onsite

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

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

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

Business / Role Overview:

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

This position will support the Arkansas GO.

What You'll Do:

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

What You'll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

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
#LI-HYBRID

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

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

Corporate Vice President (Tampa, FL, US)

Job Requisition ID: 92003

Location Designation: Fully Onsite

Location: 8641 Henderson Road, Tampa, Florida 33634

Offered Wage: $149,500.00/year

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

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

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

Eligible for Employee Referral Program.

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92003

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

Location Designation: Hybrid - 3 days per week

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

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

Role Overview:

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

What You’ll Do:

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

What you'll bring:

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

Bonus points for these:

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

Why Join Us?

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

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

#LI-KH1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91963

Senior Sales Representative (Alpharetta, 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:

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 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

Insurance Service Professional 91847 (Alpharetta, GA, US)

Location Designation: Hybrid - 4 days per week

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

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

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

Role Overview:

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.

What You’ll Do:

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: $40,000-$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: 91847

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

Job Requisition ID: 91973

Location Designation: Hybrid - 4 days per week

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

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

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

POSITION

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

REQUIRED SKILLS

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

QUALIFICATIONS

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91973

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

Location Designation: Fully Onsite

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

Business / Role Overview:

This position will support the Atlanta GO.

What You'll Do:

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

What You'll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Real Estate Investment Associate (Atlanta, GA, US)

Location Designation: Hybrid - 4 days per week

When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

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

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.

Qualifications

A business-related Bachelor’s or Master’s degree with a strong academic record and with a strong preference for a concentration in Finance or Real Estate. The candidate should have two or more years of real estate investment/underwriting experience preferably working for an institutional investment company, commercial lender, brokerage company, appraisal firm, or related commercial real estate firm. Proficiency in Argus and advanced modeling skills in Microsoft Excel is required.

Pay Transparency

Salary Range: $90,000-$125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91703

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

Location Designation: Hybrid - 3 days per week

Role Overview:

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

What You’ll Do:

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

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

Your key responsibilities

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

What You’ll Bring:

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

Ideally, you will also have

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

Preferable to have knowledge of:

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

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 91530

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

Location Designation: Hybrid - 1 day per month

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

A Unique Opportunity to Elevate Your Career

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

About the Role

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

What You’ll Do

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

What You’ll Bring

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

Why Join Us?

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

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

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

Competitive compensation package with performance-based incentives.

Take the Next Step in Your Career

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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

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

Job Requisition ID: 91962

Senior Associate, Regional Enrollment Consultant (Remote, TX, US)

Job Requisition ID: 91967

Location Designation: Fully Remote

Role Overview:

The Enrollment Consultant will serve as the enrollment subject matter expert on all aspects of enrollment to the field. This role is responsible for creating and training on education of enrollment tools, planning and execution of target enrollments, understanding enrollment market trends, and helping the field drive growth and make enrollment a core competency.

What You’ll Do:

Create and maintain strong relationships with Sales and Client Management. Establish role as go to resource for enrollment questions, support, and partner to enable growth.
Evaluate current training needs and/or knowledge gaps for given markets. Create and deliver training on enrollment planning, execution, marketing and tools.
Create enrollment case studies and guidelines on which enrollment strategies will be the most successful in driving enrollment results.
Immerse into local broker and client discussions and understand market needs; utilize data to project future needed capabilities, training, and support.
Participate in large case and broker calls to speak to enrollment capabilities.
Source out new enrollment tools that will complement our current and future enrollment suite. Identify solutions and pilot on identified cases to test value.
Collaboration with internal partners on client enrollment process including implementation of the enrollment strategy to post enrollment event wrap-up to drive increase of participation and premium.
Work with marketing to keep our enrollment marketing pieces relevant and with market and client’s needs.

What You'll Bring:

A bachelor’s degree is strongly preferred.
5+ years in enrollment and/or group insurance.
Have current market knowledge of a broad variety of enrollment practices, marketing and tools.
Superior knowledge of group employee benefits, including subject matter expertise in the areas of Voluntary products that include life, accident and disability policies, as well as accidental injury, hospital indemnity, and critical illness insurance.
Experience servicing voluntary or contributory lines, as well as conducting and leading enrollment events is preferred, with a solid understanding of sales, implementation, and enrollment processes.
Aptitude to effectively build and maintain partnerships with internal and external partners.
Solid analytical skills with the ability to drive execution, initiate action and follow-ups to successful completions.
Proven track record of managing administrative functions to ensure quality and consistency.
Exceptional verbal, written and communication skills
Strong organizational and time management skills
Ability to travel within assigned territory, including periodic overnight travel is required.

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.

Pay Transparency

Salary range: $85,000-$110,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91967

#GBS

U500 Account Executive (Remote, TX, US)

Location Designation: Fully Remote

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

Role Overview:

The Under 500 Account Executive role is a key part of our Group Benefit Solutions Life/Disability or Group Insurance Distribution organization that focuses on inforce growth on our small/mid-sized (50-500 lives) client base partnering closely with local brokers. The Account Executive is responsible for proactive growth (upselling and cross selling), as well as the profitability and retention on an assigned book of business. We are seeking a candidate that is a self-starter who likes building relationships and driving sales opportunities that will thrive in a fast paced environment.

What You'll Do:

High energy and self-motivated who will work with a "sense of urgency" and a "take charge" attitude to partnering internally with sales reps and externally with brokers looking for growth opportunities ~~and~~ driving quote activity from inforce book
Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary
Ability to navigate and develop relationships within a matrix organization (underwriting, sales, service partners)
Demonstrates active listening, written and verbal skills
Proactively identify and present client growth opportunities; work with matrix partners to guide successful implementation
Team player, but able to work independently to reach common goals
Well organized and able to handle multiple tasks at once while prioritizing as needed
Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes
Be accountable to deliver an exceptional client and broker service experience

Drive proactive new business pipeline from assigned book of business. This includes sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals & product presentations to client/brokers.
Develop book management activities to ensure optimum upsell penetration
Foster and expands deep client and producer relationships
Drive profitability/retention in order to hit annual goals
Deliver and participating in all aspects of renewal process including census attainment, underwriting negotiations, creating/delivering renewal letters, follow up renewal acceptances
Facilitate and negotiate policy changes with underwriting on behalf of clients/brokers
Attend and participate in industry events to further expand knowledge and relationships
Maintaining compliance tracking in all appropriate systems as needed(pipeline, calls, renewals)

Participate in new hire trainings and ongoing upskill training
Be a resource, mentor, subject matter expert (internally/externally)
Participate in special projects and bring forward process improvements with enthusiasm and strong work ethic

Operates in a manner that promotes team success in conjunction with individual success
Be honest and respectful in all dealings with clients/brokers and internal team
Communicate effectively in ways that enhance productivity and builds respectful relationships

What You' Bring:

Customer Focus
Organizational Agility
Problem Solving
Informing
Perseverance
Interpersonal Savvy
Priority Setting

Excellent communication (verbal and written), presentation, and interpersonal skills
BA/BS Degree preferred
Life/Accident/Disability/Leave experience preferred
Licenses
Excellent MS Office skills
Ability to use and present technology/online tools effectively
Negotiation and influencing skills

Working Conditions

Ability to travel domestically/overnight up to 30% may be required
Base Pay + Incentive Comp
Location: SW Region

#LI -EM1

#LI - REMOTE

Pay Transparency

Salary Range: $90,000 - $100,000 ( Base + Sales Incentives)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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

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

Job Requisition ID: 92053

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

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

Location Designation: Hybrid - 3 days per month

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

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

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

What you’ll do:

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

What you’ll bring:

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

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

Experience:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92001

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

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

What you’ll do:

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

What you’ll bring:

• 8+ years as a Cloud Data Engineer, Data Engineer, Data Architect, AWS Engineer, etc.
• 3+ years with Amazon Relational Database Service (RDS), AWS Database Migration Service (AWS DMS), Amazon Simple Storage Service (S3) Data Lake, AWS Lambda, etc. in shared service, hybrid environments.
• Highly scalable Data stores, Data Lake, Data Warehouse, Lakehouse, and unstructured datasets.
• Strong expertise in databricks (spark on databricks) delta lake architecture.
• Proficient in Python, Scala, or SQL for building data pipelines and processing data.
• Data integration, data processing, data streaming, message queuing, and/or ETL/ELT.
• Deep knowledge of cloud platforms (Azure, AWS, or GCP) and experience in managing cloud-based data storage and compute resources.
• Experience with GIT.
• Ability to lead a team of developers.
• Bachelor’s degree in Data Science, Computer Engineering, or related field preferred.

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91586

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

Location Designation: Hybrid - 3 days per month

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

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

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

Senior Developer Lead

Role Overview:

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

What You’ll Do:

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

What You’ll Bring:

Technical Expertise

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

Experience and Education

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91604

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.

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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, 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

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.

The Team:
This role is part of New York Life’s Foundational Business Marketing and Practice Management Team. The Marketing and Practice Management team provides strategic and operational support to advisors and their teams, helping them streamline their business operations, improve client service, and drive business growth. We are seeking a skilled and motivated Strategic Marketing Consultant to contribute to various initiatives, ensuring they are seamlessly executed and aligned with organizational goals.

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

What You’ll Do:

1. Strategic Marketing Support & Advisory:

Provide coaching and consulting to agents/advisors on business development, client relationship management, and overall marketing strategy to boost practice efficiency and growth.
Identify opportunities to optimize marketing workflows, enhance client engagement, and elevate productivity through innovative marketing solutions.
Help agents/advisors develop and execute business and marketing plans tailored to their specific goals, including strategies for client acquisition, retention, and brand positioning.
Offer insights on leveraging digital marketing strategies, such as social media, email campaigns, and content marketing, to reach and engage with target clients effectively.

2. Training and Development:

Develop and deliver training programs focusing on marketing best practices, operational efficiency, and technology tools to enhance practice management.
Foster a culture of continuous learning by keeping agents/advisors informed about emerging marketing trends, digital tools, and new technologies that can enhance their marketing efforts and business operations.
Provide ongoing support to ensure that advisors and their teams are effectively using marketing systems, tools, and strategies to maximize their impact.

3. Collaboration with Internal Teams:

Collaborate with New York Life internal departments such as marketing, compliance, operations, and technology to ensure that agents/advisors are equipped with the necessary tools and resources for success.
Contribute to the development and execution of strategic initiatives that align internal resources with advisors’ business objectives, ensuring sustainable growth and operational efficiency.
Coordinate efforts between agents/advisors and senior leadership to align strategic goals, enhance service delivery, and drive business outcomes.

What You’ll Bring:

Bachelor’s degree in Business, Marketing, or a related field; and/or equivalent experience.
7+ years of experience in financial services, wealth management, or practice management.
Experience in Financial Services Marketing: Prior experience working with agents/advisors or within the financial services industry is preferred.
Marketing Expertise: Deep knowledge of strategic marketing principles, including digital marketing, branding, content creation, and campaign management.
Training & Development: Experience in designing and delivering training programs, especially in practice management, marketing, and technology adoption.
Communication Skills: Strong written and verbal communication skills, with the ability to engage and motivate advisors through strategic marketing initiatives.
Analytical Skills: Ability to track and measure the effectiveness of marketing programs and adjust strategies based on data-driven insights.

#LI-SV1

#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, 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

Data Exchange Senior Associate (Remote, UT, US)

Location Designation: Fully Remote

Role Overview:

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

What you'll do:

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

What you'll bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92040

#GBS

Senior Associate, VUL Product Consultant - External Wholesaler (Remote, NY, 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 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

In a highly competitive and energetic sales environment, you will make proactive phone calls to New York Life (NYL) agents to share sales ideas, provide product information and identify book of business sales opportunities. While partnering with the External Life Product Consultant, the Variable Internal Life Product Consultant is responsible for increasing life sales within the territory. The Variable Internal Life Product Consultant is responsible for providing insight and product knowledge via the agency sales desk channel.

** This position primarily covers the Pacific Northwest and Bay Area and will support the following General Offices (GO's):

- Greater Seattle / Bellevue, WA

- Santa Clara

- Nevada

- Utah

Candidate location in one of these areas is a plus. **

What You'll Do:

• Make proactive sales calls to NYL agents in an effort to increase life sales by uncovering opportunities and developing relationships

• Work closely with the Variable Life Product Consultants to develop and execute a business plan to maximize territorial sales

• Analyze agent and office sales performance and create a strategic plan to generate growth

• Become an expert in New York Life Insurance products

• Field inbound calls from agents in regard to life products, case design and identify selling opportunities

What You'll Bring:

• Bachelor’s Degree preferred and/or equivalent work experience

• 5+ years of prior insurance or investment sales experience

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

• Excellent oral and written communication skills

• Must have strong relationship building and sales skills

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

• Must have Series 6 and 63 licenses

• Proficient with Word, Excel, and PowerPoint

• Proven ability to pay attention to detail and multitask

• Frequent travel is required; typically, one week per month

#LI-REMOTE

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: 91925

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

Location Designation: Hybrid - 3 days per month

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

Role Summary:

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

What you’ll do:

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

What you’ll bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91732

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

#LI-KH1

#LI-REMOTE

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 91814

Senior Associate - 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.

This role will be a hybrid position, Tuesday - Thursday in the NY Office, Monday & Friday work from home.

Senior Associate, Foundational Business Communications (PF3)

Role Overview:

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

What You'll Do:

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

What You'll Bring:

5-7 years of corporate communications experience, preferably in a Fortune 500 company and/or communications agency.
Collaborative team player with executive presence and experience participating in cross-functional projects.
Demonstrated track record of achievement, and excellence in a world-class organization.
Ability to navigate a complex organization and operate within ambiguity is a must.
Experience with change management and culture change initiatives.
Excellent organizational skills with strong attention to detail.
Ability to work effectively in a fast-paced environment and manage multiple projects simultaneously.
Excellent writing, listening, presentation and communications skills.
Bachelor’s degree in Communications, English, Journalism or related field.
Hybrid environment: Office Tuesday through Thursday, working from home Mondays and Fridays.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $77,500-$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: 91788

Corporate Vice President, Head of Practice Model Strategy & Operations (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Business Unit Overview

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

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

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

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

#LI-SV1

#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 91841

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

Location Designation: Hybrid - 3 days per week

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

Business Overview:

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

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91778

Senior Associate- 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:

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.

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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

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.

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91795

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

Location Designation: Hybrid - 3 days per week

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

Sr. Associate, Foundational Business Communications (PF4)

Role Overview:

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

What You'll Bring:

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

What You'll Bring:

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

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91023

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

Job Requisition ID: 91461

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.

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

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

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91461

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.

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

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

What You'll Do:

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

What You'll Bring:

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

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91466

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

Location Designation: Hybrid - 3 days per month

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

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

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

Job Overview:

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91532

Head of Analytics & Insights (Data & AI Corporate Vice President) (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

Corporate Vice President, Head of Analytics, Strategy & Experience Insights

Role Overview:

Are you a strategic and execution-oriented leader passionate about advancing analytics capabilities and fostering enterprise collaboration? The Strategic Insights team is seeking an experienced executive to lead as the Head of Analytics, Strategy & Experience Insights, a pivotal leadership role within the Analytics Center of Excellence. This role is critical in driving collaboration to champion analytics as a strategic enabler and deliver measurable business impact.

As a senior leader, you will guide top strategies and decisions, oversee customer and agent journey analytics, and establish best practices for data-driven decision-making. You will act as a key enabler for enterprise-wide analytics maturity, working closely with executives and cross-functional teams to create transformative solutions that enhance satisfaction, performance, and strategic alignment.

Your thought leadership and strong communication skills will position you as a trusted advisor to top leaders, steering the organization toward becoming a fully insights-driven, AI-enabled enterprise.

What you’ll do:

Strategic Leadership: Act as a key leader within the Analytics Center of Excellence, driving the integration of advanced analytics and AI into enterprise decision-making and long-term strategy development.
Insights Leadership: Drive insights that shape enterprise strategies, with a strong emphasis on customer and agent experiences. Lead initiatives that generate sustainable, long-term value grounded in analytics.
Collaboration with Stakeholders: Partner with enterprise leadership teams, to deliver data-driven recommendations that inform strategic decisions by executing on analytics opportunities.
Advanced Analytics Execution: Design, manage, and oversee quantitative and qualitative analyses to solve complex business challenges. Translate findings into actionable recommendations communicated in an easy-to-digest manner.
Analytics Enablement: Foster a culture of insights collaboration across business units, sharing best practices and enabling teams to effectively use data, analytics, and AI to create enterprise value.
AI Integration: Champion AI-driven capabilities into analytics workflows, ensuring the organization stays at the forefront of innovation.
Executive Communication and Presence: Provide clear, actionable recommendations to senior executives, ensuring alignment with enterprise priorities and demonstrating strong executive presence.
Team Leadership and Development: Mentor a high-performing analytics team, fostering collaboration with adjacent teams to deliver enterprise-wide impact.
Insights-Driven Culture Building: Advocate for and lead the organization toward becoming fully data-driven by ensuring the right tools, processes, and mindsets are in place across teams and functions.
Cross-Functional Collaboration: Partner with data, data product, and AI teams to align on goals, enhance analytics capabilities, and deliver scalable solutions that empower stakeholders.
Strong Technical Acumen: Proficiency with SQL, Knowledge of Python for data analysis, Understanding of GenAI and its application for analytics workflows, Experience working with cloud-based analytics platforms

What you’ll bring:

Bachelor’s degree in Analytics, Computer Science, Data Science, Business Administration, or a related field; advanced degree preferred.
10+ years of experience in analytics, business intelligence, or data strategy leadership roles, with a demonstrated ability to deliver measurable business impact.
5+ years of experience managing teams, with a focus on scaling analytics capabilities and driving enterprise-wide initiatives.
Familiarity with modern analytics platforms (e.g., Snowflake, Databricks, Tableau, Python/SQL-based ecosystems) and how to lead teams using themFamiliarity with modern analytics platforms (e.g., Snowflake, Databricks, Tableau, Python/SQL-based ecosystems) and how to lead teams using them
Strong expertise analytics frameworks, techniques and advanced analytics platforms.
Proven ability to translate data into compelling insights that drive action and decision-making.
Exceptional communication and executive presentation skills, with the ability to influence and align stakeholders.
Familiarity with AI/ML applications in analytics and experience integrating these capabilities into business workflows.
Demonstrated success in cross-functional collaboration and building enterprise-wide analytics capabilities.
Strong problem-solving skills with a balance of strategic vision and hands-on execution.

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91292

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

Location Designation: Hybrid - 3 days per week

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

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

Role Summary:

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

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

Key Responsibilities:

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

Education:

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

Experience & Required Skills:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91457

CVP, Integrated Solutions Delivery Lead (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Summary:

The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions. This role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions.

This position will partner with business and technology leaders to develop and execute a multi-year strategy that maximizes value from technology investments. The leader will drive the design, development, and continuous improvement of integrated solutions that support business needs, ensuring alignment across various product lines while maintaining a seamless end-user experience.

The Integrated Solutions Delivery Lead will collaborate with and support other delivery leads within the Product Solutions Technology value stream to enable capabilities across their respective domains. This role requires a strong blend of technical expertise, strategic vision, stakeholder management, and leadership skills to navigate complex technology landscapes and drive the successful delivery of innovative solutions.

Key Responsibilities:

Lead and manage a team of 60-80 technology professionals (employees and consultants), including architects, engineers, and analysts, ensuring high-quality execution of integrated solutions.
Develop and maintain a delivery roadmap aligned with strategic business objectives, ensuring seamless integration with core administration, record-keeping, and complex calculation engines.
Oversee the development of integrated solutions across Insurance, Annuities, and Wealth Management Solutions, ensuring robust functionality in areas such as Illustrations, Tax, Operational Data Management, and Policy Generation.
Ensure a seamless and consistent integration strategy across platforms to enhance connectivity between internal systems and external third-party providers.
Align business goals, strategies, and capabilities across teams to drive cohesive execution and maximize business outcomes.
Drive digital modernization by adopting cloud-based, API-driven architectures, automation, and agile methodologies.
Establish a structured approach to reduce technical debt, improve system performance, and optimize data access for improved efficiency and decision-making.
Manage risks, blockers, and interdependencies across technology teams, ensuring timely delivery and transparency with stakeholders.
Develop talent by coaching and mentoring team members, fostering a culture of innovation and collaboration.
Focus on customer experience by ensuring the smooth operation of solutions that enhance productivity and usability across different product lines.

Education:

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

Required Experience & Skills:

10+ years of experience in enterprise-level delivery of financial solutions, including managing stakeholder relationships.
5+ years of leadership experience managing technology teams within financial services, insurance, or annuities.
Deep knowledge of business ecosystems, including modern and legacy platforms (e.g., SaaS, PaaS, APIs, microservices, cloud-based solutions, and predictive analytics).
Proven expertise in managing complex record-keeping or calculation integrations for Insurance, Annuities, and Wealth Management products.
Strong experience implementing Agile frameworks, financial planning, and IT governance best practices.
Ability to drive technology transformations, consolidations, and modernizations of legacy systems.
Excellent consulting, communication, and stakeholder management skills, with a track record of influencing at senior leadership levels.
Exceptional problem-solving, analytical, and strategic planning skills.

Pay Transparency

Salary Range: $157,500-$250,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91460

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

Senior Actuarial Associate (New York, NY, US)

Job Requisition ID: 91766

Location Designation: Fully Onsite

Location: 51 Madison Avenue, New York, New York 10010 (fully on-site)

Offered Wage: $160,306.00/year

Duties: Perform risk reporting and calculate key asset and liability management (ALM) risk metrics. Work closely with Investors, Controllers, and ALM teams for each product to assimilate the required data and perform actuarial calculations for key ALM risk metrics. Monitor real-time asset and liability positions leveraging Aladdin and Prophet. Create and enhance replicating portfolios (RPs) to capture critical characteristics of the liability profile. Support the development of an economic capital-based framework to evaluate enterprise market risk and its allocation to business units. Provide support for the delivery of interest rate risk results to rating agencies.

Education & Experience Requirements: Bachelor's degree in Risk Management, Insurance, Actuarial Science, or related field (willing to accept foreign education equivalent) plus three (3) years of experience as an Actuarial Professional

related occupation performing actuarial services for life insurance products. Must possess: Associate of the Society of Actuaries (ASA) certification or have passed at least six (6) ASA exams. Experience must include 3 years with the following: Performing actuarial modeling for life insurance products and cashflows, manipulating large datasets, and performing actuarial analysis and visualizations utilizing Prophet actuarial software, Tableau, SQL, Excel, and VBA programming; Analyzing data, developing actuarial assumptions, performing actuarial calculations and sensitivity testing, and performing back-testing related to life insurance utilizing Excel, Tableau, and Prophet according to established actuarial principles and practices; Performing actuarial modeling for key financial metrics related to life insurance and maintaining underwriting, pricing, valuation, and regulatory testing models leveraging Prophet and Tableau; and Interfacing with Valuation Actuaries, Pricing Actuaries, and Actuarial Modeling teams to clarify technical actuarial topics to both technical and non-technical audiences.

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: 91766

Corporate Vice President, Sr Data Architect (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

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

Role Overview:

We are seeking an energetic and passionate Senior Data Architect to design and execute our company’s modern data management strategy. As a key member of Enterprise Data team, you will collaborate with Data Product Owners, Data Scientists, Data Engineers, and end-users to reimagine, design, and build the next generation of cloud-based insurance solutions using cutting-edge technologies like AWS, APIs, and AI.

In this role, you will proactively engage with cross-functional teams, including the Product Managers, key business leaders, Data/Technology leaders, and Value Stream Architects. You will design and support strategic data architecture decisions that shape our enterprise data products, enabling the organization to achieve its future-state business capabilities and target architecture.

Additionally, you will be responsible for evaluating existing data pipeline architectures, enhancing foundational elements, participating in product ideation, and providing recommendations for technology stack improvements.

What You’ll Do:

Design scalable and efficient data architectures that enables enterprise data products, including Logical and Physical data models, storage solutions, and data integration processes.
Develop data management frameworks and standards to ensure data integrity, quality, and security.
Works closely with Data Product Managers, Value Stream architects, Data engineers to understand the business problems, desired outcomes using data strategy and translate these requirements into data product solutions.
Create and maintain inventory and designs of current state “data capabilities “supporting the FB and SIB teams.
Create an integrated view of end state data architecture and align on target-state data product capabilities and corresponding architectural designs that ensures the strategic alignment of the 6 VS architecture roadmaps.
Identify and frame opportunities for consolidation / simplification of legacy technologies, data stores, and applications.
Act as a liaison between IT and business units to ensure alignment of data initiatives with business objectives.
Monitor and maintain data systems to ensure optimal performance and reliability.
Develop and enforce data governance policies and procedures.
Stay up to date with the latest industry trends and technologies in data architecture and management.
Identify opportunities for improvement and innovation within the existing data infrastructure.
Promote best practices in data architecture and data management across the organization.
Ensure data solutions comply with relevant data privacy and security regulations.
Implement data security measures to protect sensitive information.

What You’ll Bring:

8+ years of hands-on experience as a Data Architect for large-scale enterprise solutions, with a strong focus on agile practices.
Extensive experience in Data Architecture, Cloud Solutions, emerging technologies, Big Data, Data Modeling, Data Warehousing, and Business Intelligence.
Proven ability to design and implement data architectures that define and deliver data as a product.
Deep understanding of modern data architecture, including experience with data lakes, data warehouses, data marts, relational and dimensional modeling, data quality, and master data management.
Strong background in Operational Data Stores, Dimensional Modeling, and supporting application data architecture. Experience with Oracle, Postgres, MySQL, and understanding of best practice architectural concepts for relational data models.
Experience in designing, deploying, and evaluating tools, frameworks, and patterns for scalable data platforms.
Extensive experience with industry-leading data platform technologies such as Data Lake, Databricks, Snowflake
Experience with database technologies for both structured and unstructured data, ensuring optimal storage and retrieval.
Proficient in cloud architecture and best practices, particularly with AWS Cloud tools such as Amazon RDS, Redshift, AWS DMS, AWS Glue, Amazon S3, AWSLambda, and more.
Proficient in managing large datasets, cloud computing, open-source tools, and optimization techniques.
Expertise in overall solution architecture for data platforms built on the cloud.
Strong experience in data integration, data processing, data streaming, and message queuing techniques
Familiarity with relevant code repository and project tools like GitHub, JIRA, Confluence.
Experience with Continuous Integration and Continuous Deployment (CI/CD) processes.
Detail-oriented with strong analytical, problem-solving, and organizational skills.
Excellent communication skills, capable of effectively conveying complex concepts both technical and business teams.
Bachelor’s degree in Computer Science or an Engineering discipline
Certification in data management and/or cloud architecture or engineering a plus
Certification in delivery methodologies such as Scaled Agile a plus

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91572

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

Location Designation: Hybrid - 3 days per week

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

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

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

Role Overview:

We are seeking energetic and passionate Senior Data Engineer to design and execute our company’s modern data management strategy. As a key member of Enterprise Data Platform team, you will work with talented engineers, architects, data scientists and end users to reimagine, design and build the next generation of Insurance solutions in the cloud leveraging nascent and modern technologies and platforms including AWS and Azure cloud, APIs, and AI. You will be responsible for the design, development and deployment of optimal data pipelines taking advantage of leading-edge technologies through experimentation and iterative refinement. You will assist other team members in building and executing automation that effectively and repeatably ensures quality, security, integrity and maintainability of our solutions. You will also be responsible for the evaluation of existing data pipeline architecture, evolve and enhance the foundation, participate in product ideation and technology stack evaluation and recommendations

What You’ll Do:

Engages in collaborative relationships across architecture, product management, data and product delivery teams to design, implement solutions based on defined business challenges and outcomes
Participate on scrum teams working in short sprints and ensure on time delivery with high quality
Build and maintain Data engineering solutions on cloud platforms using AWS or Azure services.
Design, develop, and implement scalable data transformations and ETL/ELT processes using Python, PySpark, and or Data Integration tools IDMC, DBT
Collaborate with Data Architects and Data analysts to understand data requirements and translate them into scalable, high performant data integration and pipeline solutions.
Develop and maintain data models and schemas to support data integration and analysis
Monitor and troubleshoot data pipeline performance, identifying and resolving bottlenecks and issues
Optimize and tune data integration pipelines for performance, reliability, and scalability
Implement data quality and validation checks to ensure accuracy and integrity of data through testing
Build the infrastructure required for optimal ETL/ELT of data from a wide variety of data sources using SQL and AWS big data technologies
Develop and debug code in PySpark/Spark/Python. Strong SQL and query optimization techniques
Maintaining high degree of knowledge and expertise in cloud-based technologies contributing to go forward best practices, standards and patterns
Active participant in relevant communities of practice to exchange ideas and knowledge

What You’ll Bring:

Eight or more years of experience in enterprise-level delivery of Data Engineering solutions.
Deep understanding of modern data architecture, including experience with data lakes, data warehouses, data marts, relational and dimensional modeling, data quality, and master data management.
Strong background in Operational Data Stores, Dimensional Modeling, and supporting application data architecture. Experience with Redshift, Snowflake, Databricks SQL, Oracle, Postgres, MySQL, and understanding of best practice architectural concepts for relational data models.
8 + Years of design and implementation of ETL/ELT framework for complex warehouses/data marts.
Proven experience in ETL/ELT tools IDMC, DBT, AWS Glue.
Proficiency with languages such as Python, PySpark
Strong knowledge on AWS Cloud technologies.
Strong, demonstratable hands-on experience with data engineering and data pipelines
Proficient in cloud architecture and best practices, particularly with AWS Cloud tools such as Amazon RDS, Redshift, AWS DMS, AWS Glue, Amazon S3, AWS Lambda, and more.
Hands-on development mentality, with a willingness to troubleshoot and solve complex problems.
Identify, recommend, and implement ELT processes and architecture improvements.
Assist and verify design of solution and production of all design phase deliverables.
Bachelor’s degree in computer science or an Engineering discipline
Certification in data management (structure and unstructured), and/or cloud architecture or engineering a plus
Certification in delivery methodologies such as Scaled Agile a plus

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91574

Senior Associate, Sr DevOps Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

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

Role Overview:

We are looking for a skilled Sr. DevOps Engineer to join our Artificial Intelligence and Data (AI&D) group, focusing on deploying and managing configurations for our integration platform using cloud-native infrastructure. The role involves managing and optimizing microservices hosted in the AWS ecosystem, leveraging AWS various services. The ideal candidate will have a strong background in DevOps practices, cloud infrastructure, and integration technologies, with a passion for automation using AI/ML frameworks, scalability, and reliability.

This role requires ability to consistently communicate across multiple channels (Teams, emails, meetings, conversations), proactively identifying blockers and escalating as needed, organizational skills to support the team in maximizing its performance and ensuring successful delivery of projects

What You’ll Do:

Infrastructure Provisioning and Management

Provision and manage AWS resources such as EC2, EKS, Redshift, RDS, DMS, SFTP, Lambda, Glue, and Step Functions and much more
Ensure consistent and scalable infrastructure setup using tools like Terraform for infrastructure as code (IaC) management

CI/CD Pipeline Development and Implementation

Develop, implement, and maintain comprehensive CI/CD pipelines for Data Lake and Data Warehouse deployments, leveraging tools such as Jenkins, Harness, Ansible, and GitHub to ensure seamless integration and automation.
Design and deploy CI/CD pipelines for database scripts (DDL, DML) using Liquibase. Establish Liquibase instances and enforce quality checks through rigorous policy implementation.
Utilize bash and Python scripting to automate a variety of tasks, enhancing efficiency and reducing manual intervention.
Manage build artifacts and versioning of builds using repositories like JFrog or Nexus, ensuring organized and traceable build histories.
Integrate automated testing, security scanning (CheckMarx), and compliance checks into the CI/CD pipeline to ensure robust security, quality, and regulatory adherence throughout the development lifecycle.

Data Streaming and Integration:

Configure and manage data streaming and integration using change data capture (CDC) and AWS Manage Streaming(Msk) for real-time data processing.
Ensure seamless integration between on-premises systems, cloud environments, and third-party services.

Monitoring and Observability

Set up and manage monitoring and alerting solutions NewRelic and AWS CloudWatch.
Route all system logs to Sumo Logic for centralized logging.
Ensure observability into deployment processes.
Monitor and manage EKS clusters, ensuring high availability, fault tolerance, and performance optimization.

Deployment and Configuration Management:

Ensure smooth and automated deployments across development, testing, and production environments, minimizing downtime and manual intervention.
Deploy and manage Data & Analytics environments, ensuring they are optimized for performance, scalability, and security.
Automate the deployment and configuration of services in AWS using tools like Jenkins, Harness, Terraform, Ansible, and AWS CloudFormation.
Manage the configuration and deployment of various AWS various services to support integration and microservices architectures.

Cost Optimization

Cloud Cost Management: Set up CloudWatch alarms and alerts to optimize cloud costs.

Security and Compliance:

Implement and manage security best practices for AWS infrastructure, including IAM roles, security groups, encryption, system manager and secrets management.
Ensure compliance with organizational policies and industry standards for data protection, auditing, and logging.

Collaboration and Support:

Work closely with development, operations, and architecture teams to design and implement robust, scalable solutions.
Provide support for troubleshooting and resolving issues in runtime environments, including performance bottlenecks, service outages, and configuration errors.
Document processes, configurations, and workflows to ensure knowledge sharing and operational efficiency.
Identify opportunities for integrating AI/ML models in automation of IaC and Application build/deploy pipelines

What You’ll Bring:

Experience:

7+ years of experience in DevOps engineering, with a focus on cloud infrastructure, automation, and configuration management.
Extensive experience with various AWS services and related tools.
Strong background in deploying and managing microservices architectures in AWS using Kubernetes (EKS) and Docker.
Experience with CI/CD tools and practices, including pipeline development, automated testing, and infrastructure as code (IaC).
Eight or more years of experience in enterprise-level delivery of Data Engineering solutions.

Technical Skills:

Proficiency in scripting and automation languages such as Python, Bash, or PowerShell.
Strong knowledge of infrastructure as code (IaC) tools like Terraform, CloudFormation, or Ansible.
Experience with logging and monitoring tools likeNewrelic, Sumologic and AWS CloudWatch.
Familiarity with data streaming tools like Kafka and change data capture for real-time data integration.
Understanding of security best practices in cloud environments, including IAM, VPC, and encryption techniques.

Soft Skills:

Strong problem-solving skills and the ability to troubleshoot complex issues in distributed environments.
Excellent communication and collaboration skills, with the ability to work effectively in cross-functional teams.
Ability to work independently, prioritize tasks, and manage time effectively in a fast-paced environment
Bachelor’s degree in Computer Science, Information Technology, or a related field. A master’s degree is a plus.
Certifications (Preferred but not required):
AWS Certified DevOps Engineer or equivalent
Certified Kubernetes Application Developer (CKAD)

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91575

VP, Head of Artificial Intelligence (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Do you have a passion for driving business transformation and leveraging cutting-edge AI and data technologies to solve complex challenges? Would you like to take on a leadership role that empowers teams to shape and execute advanced data and AI strategies? Do you thrive in a collaborative environment, working across business functions to create solutions that drive measurable impact?

New York Life is in the midst of a multi-faceted transformation that spans its entire enterprise, becoming a technology, data, and AI-powered company, enabling our mission of providing financial security and peace of mind to families and businesses across the country. As part of this effort we are looking for a VP, Head of Artificial Intelligence for our AI & Data organization.

Reporting to the SVP, Chief Data & Analytics Officer, you will be a key business partner and transformation catalyst. As the leader of a dynamic, cross-functional team, you will partner with business stakeholders to help bring innovative AI solutions to life.

In this critical role, you will lead a team of 50+ spanning multiple disciplines including Generative AI, data science, machine learning, and analytics engineering. These teams not only create innovative solutions but also partner with colleagues across all disciplines of the company to activate AI and data capabilities that drive business impact. We expect this leader to possess high business acumen, and act as a strong business collaborator across multiple business verticals. This role will require deep understanding of the nose-to-tail requirements of delivering and continuously improving AI, analytics and data solutions.

You will be at the forefront of accelerating AI and data modernization within a 180-year-old Fortune 100 company, transforming the way business decisions are made. This role will play a critical part in the evolution of AI & Data’s engagement with NYL enterprise in focusing on data delivery and enablement. This is required to act as a domain expert for both Gen AI and applied AI platforms with strong experience with Machine Learning Operations (MLOps). The successful candidate will be proactive with a “get things done” attitude and have demonstrated prior enterprise impact.

Responsibilities

Collaborate with the AI & Data leadership team to deliver on the group’s goals and OKRs.
Oversee the implementation of end-to-end advanced analytics and data science solutions, improve operational efficiency, and enable data-driven decision-making.
Lead the development and execution of a AI strategy that drives business growth and enhances decision-making.
Spearhead AI transformation initiatives, including Gen-AI implementation, to unlock the full potential of our data assets.
Frequently present analysis, insights, results, and recommendations to senior executives; periodically present out to data science community.
Anticipate potential objections and influence senior executives to adopt a different point of view.
Take broad ownership of the entire portfolio of department projects that cross multiple domains, making recommendations and decisions that influence business outcomes.
Drive teams and leaders operating across multiple domains to ensure the successful execution of data science strategies.
Identify opportunities and build consensus across the organization.
Broadly and frequently influence outcomes across the business and/or data science community.
Partner with other business segments and teams to put solutions into production at scale.
Lead the sharing of knowledge and best practices across the Enterprise.
Perform other duties as assigned.

Qualifications

Bachelor's degree in a related field; an MBA or advanced degree is a plus.
A proven track record of leadership in digital transformation and data transformation, ideally in a large-scale organization (12+ years).
Deep understanding of digital technologies and trends, including IoT, cloud computing digital thread, and behavioral experience models.
Expertise in Advanced Analytics including data visualization, artificial intelligence, machine learning, and business intelligence tools (12+ years).
Experience establishing and running a digital P&L.
Excellent communication and influencing skills, with the ability to evangelize digital, data, and innovation concepts throughout the organization.
Strong leadership, collaboration, and change management skills, with the ability to inspire and motivate cross-functional teams.
Proficiency in fostering innovation and building high-performance digital teams.
Strong strategic thinking and problem-solving abilities.
Experience working in a global business environment, managing virtual teams, and collaborating across geographies is a plus.

Pay Transparency

Salary Range: $275,000 to $350,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

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

Location Designation: Hybrid - 3 days per week

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

Do you enjoy problem solving and thrive in an environment where you have freedom and autonomy to develop solutions? Are you an innovative, outside-the-box thinker who is eager to be part of transformational initiatives that raise an organization’s profile as an analytic competitor? If you answered yes to these questions, you might be a great fit for our team.

Role Overview:
This position reports to the Marketing and Sales Lead Data Scientist in New York Life’s Retail Annuities business. As a member of the Product Solutions Analytics team, you have the unique opportunity to leverage your data mining and analytics skills to uncover business opportunities and help shape the strategic direction of the Retail Annuities business. We have a wealth of data available at our fingertips, and we are looking for your help to unlock its full potential.

What You'll Do:
• Solve complex questions that may require innovative framing, rigorous deep-dives and/or statistical analysis
• Utilize your data mining and segmentation skills to identify new strategic opportunities for the Product Solutions value stream, with a focus on Retail Annuities Marketing and Sales
• Partner with members of Marketing and Sales to identify their analytical needs, then develop and deliver data-driven solutions
• Promote a test & learn strategy by assisting with audience segmentation, experimental design, campaign tests, measuring results and effectiveness, and recommending improvements based on your findings to optimize campaigns/strategies
• Collaborate with other analysts and data scientists within the Product Solutions Analytics team as well as in other analytics departments to share best practices, leverage analytical techniques, and champion an organizational culture where data is central to decision making

What You'll Bring:
• Passion for data, with a curious mindset and a knack for problem solving
• Highly autonomous, independent and innovative thinker
• 4+ years of experience in an analytical role, where data analysis is a significant part of job function
• Experience executing multiple end-to-end analytics projects, with demonstrated ability in each of the following areas:
• Framing the analysis
• Sourcing data from the appropriate databases
• Analyzing data through segmentation, visualizations, and statistical analysis
• Acquiring insights and developing recommendations
• Communicating results via presentations and PowerPoint decks
• Proven experience preparing and building an analysis from large datasets
• Proficiency with at least one statistical software packages (e.g., R, Python)
• Proficiency with data querying languages (e.g., SQL)
• Proficiency with data visualization and self-service tools (e.g., Tableau)
• Excellent communication skills
• Preferred: Experience with web analytics and CRM data
• Preferred: Experience with analytic techniques including:
• Predictive modeling & supervised learning techniques
• Statistical analysis (e.g., t-tests, confidence intervals)
• Experimental design (control groups, sample size calculations)

Pay Transparency

Salary Range: $100,000-$150,000

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: 91775

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

Location Designation: Hybrid - 3 days per month

This role is a hybrid position in the NY Office.

Business Overview:

Role Overview:

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

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

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

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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

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

Corporate Vice President - Technical Data Engineering Lead (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.

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.

We are seeking energetic and passionate Technical Data Engineering Lead to design and execute our company’s modern data management strategy. As a key member of Enterprise Data Platform team, you will work with talented engineers, architects, data scientists and end users to reimagine, design and build the next generation of Insurance solutions in the cloud leveraging nascent and modern technologies and platforms including AWS and Azure cloud, APIs, and AI.

In this role, you will be responsible for the design, development and deployment of optimal data integration pipelines taking advantage of leading-edge technologies through experimentation and iterative refinement. You will assist other team members in building and executing automation that effectively and repeatably ensures quality, security, integrity and maintainability of our solutions. You will also be responsible for the evaluation of existing data Integration architecture, evolve and enhance the foundation, participate in product ideation and technology stack evaluation and recommendations.

What You’ll Do:
• Lead Data Solution Design: Architect, design, and implement modern data solutions in AWS Cloud, leveraging ETL/ELT processes and data integration tools like IDMC, DBT.
• Manage the integration of data from various internal and external sources using modern data platforms, ensuring clean, reliable, and scalable data pipelines.
• Work closely with the Business Stakeholders, Business Analyst, Data Architects to review business requirements, understand business processes, data entities, data producers, consumers, and the data dependencies between various departments.
• Work closely with business stakeholders, data scientists, and analysts to gather requirements, understand business processes, and deliver data solutions that meet strategic objectives.
• Ensure that the data architecture supports the organization’s data governance framework, promoting data quality, integrity, and regulatory compliance
• Provide technical leadership and mentoring to the data engineering team, setting best practices for development, testing, and documentation of data workflows.
• Review Data models and ETL/ELT mappings/designs/workflows.
• Provide solutions to ETL team, deliver efficient and scalable DW solutions in high data growth environment.
• Oversee team activities related to coding, unit testing, system testing, resolve defect originating during system test and deploy the fixes for the defects when needed.
• Help in investigating production data issues and provide workaround/fixes for the issues in an SME role.
• Function as a bridge between technical and business audiences during solution planning, development, and deployment.
• Understand Onsite & Offshore models and lead the teams (BA, DM, ETL, QA). Own end-to-end technical delivery of all the efforts & projects.
• Create reliable solution plans that include cost estimates and optimized delivery approaches by working with the business and multi-disciplinary teams.

What You’ll Bring:
• Five or more years of experience in enterprise-level delivery of IT solutions, including stakeholder management.
• Five or more years of experience in managing multiple work streams of IT technical delivery through close coordination/cooperation with Business Leads / Product Managers
• Five or more years of experience in SAFe Agile framework and processes, including estimation, scheduling, financial planning, and budgeting.
• Strong experience managing staffing, identifying resource gaps, and contention issues, including internal employees and vendor resources/consultants.
• Proven experience in relationship building.

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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: 91640

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

Location Designation: Hybrid - 3 days per week

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. We have delivered on that promise for over 179 years by investing wisely, growing a portfolio of strategic businesses, and remaining true to our mission as a mutual company, accountable only to our customers, not to outside investors. For our customers, that means having the confidence that comes with knowing they can build a better future for themselves and those they love.

People come to work at New York Life to contribute to the financial goals of millions of families and businesses each day. We have a diverse, nationwide workforce that allows us to support the communities where we work. Our purpose-driven mind-set has attracted people who want to do good and has resulted in great success for our company and our customers.

New York Life is embarking on a significant digital evolution which demands robust digital capabilities, exceptional user experience and connected data. To execute on our strategic plans, we have launched Blueprint. At the heart of this program sits our Operational Model consisting of Value Streams (VS) and Centers for Enablement (C4E) powered by our Scaled-Agile delivery execution model.

Role Summary

Key Responsibilities

What You’ll Do:

Design scalable and efficient data architectures that enables enterprise data products, including Logical and Physical data models, storage solutions, and data integration processes.
Develop data management frameworks and standards to ensure data integrity, quality, and security.
Works closely with Data Product Managers, Value Stream architects, Data engineers to understand the business problems, desired outcomes using data strategy and translate these requirements into data product solutions.
Create and maintain inventory and designs of current state “data capabilities “supporting the FB and SIB teams.
Create an integrated view of end state data architecture and align on target-state data product capabilities and corresponding architectural designs that ensures the strategic alignment of the 6 VS architecture roadmaps.
Identify and frame opportunities for consolidation / simplification of legacy technologies, data stores, and applications.
Act as a liaison between IT and business units to ensure alignment of data initiatives with business objectives.
Monitor and maintain data systems to ensure optimal performance and reliability.
Develop and enforce data governance policies and procedures.
Stay up to date with the latest industry trends and technologies in data architecture and management.
Identify opportunities for improvement and innovation within the existing data infrastructure.
Promote best practices in data architecture and data management across the organization.
Ensure data solutions comply with relevant data privacy and security regulations.
Implement data security measures to protect sensitive information.

What You’ll Bring:

8+ years of hands-on experience as a Data Architect for large-scale enterprise solutions, with a strong focus on agile practices.
Extensive experience in Data Architecture, Cloud Solutions, emerging technologies, Big Data, Data Modeling, Data Warehousing, and Business Intelligence.
Proven ability to design and implement data architectures that define and deliver data as a product.
Deep understanding of modern data architecture, including experience with data lakes, data warehouses, data marts, relational and dimensional modeling, data quality, and master data management.
Strong background in Operational Data Stores, Dimensional Modeling, and supporting application data architecture. Experience with Oracle, Postgres, MySQL, and understanding of best practice architectural concepts for relational data models.
Experience in designing, deploying, and evaluating tools, frameworks, and patterns for scalable data platforms.
Extensive experience with industry-leading data platform technologies such as Data Lake, Databricks, Snowflake
Experience with database technologies for both structured and unstructured data, ensuring optimal storage and retrieval.
Proficient in cloud architecture and best practices, particularly with AWS Cloud tools such as Amazon RDS, Redshift, AWS DMS, AWS Glue, Amazon S3, AWS Lambda, and more.
Proficient in managing large datasets, cloud computing, open-source tools, and optimization techniques.
Expertise in overall solution architecture for data platforms built on the cloud.
Strong experience in data integration, data processing, data streaming, and message queuing techniques
Familiarity with relevant code repository and project tools like GitHub, JIRA, Confluence.
Experience with Continuous Integration and Continuous Deployment (CI/CD) processes.
Detail-oriented with strong analytical, problem-solving, and organizational skills.
Excellent communication skills, capable of effectively conveying complex concepts both technical and business teams.

Desired Skills:

Solid understanding of the insurance, wealth management or financial services industry
Extensive hands-on development experience with Cloud (AWS, Azure) and Storage services are desirable.
Knowledge of machine learning pipelines and frameworks is a plus.
Experience supporting AI solutions with data product strategy and enabling solutions.
Bachelor’s degree in computer science or an Engineering discipline
Certification in data management (structure and unstructured), and/or cloud architecture or engineering a plus
Certification in delivery methodologies such as Scaled Agile a plus.
10+ years of experience in data architecture, data engineering, and cloud tech developing production grade software components and solutions.

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Additional Information if Available / Known

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: 91639

Senior Associate, Marketing Process Analyst (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Business Unit Overview

In Marketing, you’ll dive into a world of diverse opportunities, crafting innovative campaigns, managing impactful content and fostering meaningful connections with key audiences. Collaborate with experts across disciplines, leveraging data and insights to drive decision-making, unlock new growth potential and optimize our differentiating capabilities.

Role Overview:

The Marketing Process Analyst will play a critical role in shaping the future of our marketing organization. This position will focus on designing cross functional marketing processes to create efficiency and reduce risk. This involves designing, documenting, and enhancing workflows, maintaining a library of procedural documents, supporting change management efforts, and providing training to support successful implementation.

This position will also partner with subject matter experts across various marketing functions to oversee and maintain a marketing innovation and efficiency roadmap. The roadmap will concentrate on reimagining ways of working and investigating technology, data, and AI capabilities necessary to fulfill the Marketing department's vision, objectives, and strategies.

What great looks like in this role:

• Passionate, team-oriented problem solver; Excellent listener and facilitator

• Ability to articulate how platform and process investments support business strategy, outcomes, and Marketing’s vision

• Strong communicator with the ability to lead projects in partnership with planning teams and subject matter experts to drive relevant business decisions

• Collaborative, adept, and credible team member that is comfortable with navigating through ambiguity and being a change agent.

• Partnering with the team of Digital Product Managers, Product Owners and Channel Managers who are responsible for maximizing the company’s investment in MarTech and data, to define what capabilities and processes are needed to support the continuous evolution of Marketing capabilities.

What You’ll Do:

Business Process Analysis and Design: Responsible for collaborating with subject matter experts and marketing leaders to analyze, document and optimize business processes to improve efficiency. Support the implementation of improved processes with clearly defined protocols and workflows. Create and maintain core process documentation, including process maps, standard operating procedures, and training materials.
Stakeholder Needs Assessment: Collaborate with cross-functional teams to gather requirements and align process design with organizational goals and stakeholder needs. Assist marketing teams by interviewing experts, documenting current processes, identifying inefficiencies, and developing improvement plans.
Sequenced roadmap development: Partner and collaborate with diverse marketing teams and subject matter experts to identify ways of working and technology process changes needed to mature marketing operations. Develop and maintain a sequenced roadmap of process improvements, ranging from simple to complex initiatives, to drive meaningful impact on marketing operations. Roadmap will define stakeholders impacted, value generation per phase, implementation dates of key milestones and alignment to core marketing strategies.
Business process management subject matter expert: acts as a subject matter expert that represents business process re-engineering as part of the overall marketing digital capability infrastructure for strategic planning. Leveraging expertise related to marketing process management and a deep understanding of automating workflows and improving the efficiency of marketing teams to influence the marketing technology eco-system.
Process and Training Documentation: collaborating with subject matter experts and managers to create clear and concise training materials and procedures with the appropriate amount of detail, and process-maps, to train users and define quality and governance standards.
Change Management: Secure backing from marketing leadership and process stakeholders to ensure compliance with new protocols and foster continuous improvement to address evolving business requirements. Develop comprehensive change management plans and socialization strategies to promote adoption and ensure preparedness for new and enhanced tools, processes, and functions. Continuously monitor the effectiveness of implemented changes.
Monitoring and quality: Responsible for implementing and analyzing process performance reporting and analytics, review and conduct post-process deployment validation, process audits and ongoing process monitoring activities. Leverage performance insights to support continuous improvement efforts.

What You’ll Bring:

Skills & Competencies

Effective collaborator that is comfortable facilitating vs. leading. Ability to build strong relationships with key stakeholders to gain buy in for process improvement efforts.
Strong verbal and written communications, combined with technical and marketing acumen, understanding of leading marketing tools and platforms, (campaign management, project management technologies, digital asset management, website content management, marketing automation).
Understanding of core marketing processes and capabilities, i.e., creative services, lead management, brand management, content operations, channel distribution, integrated campaign management.
Experience in process improvement methodologies i.e., Business Process Management, Value Stream Mapping.
Self-starter, comfortable with navigating ambiguity, and passionate about driving change.
Internal influencer, culture carrier, negotiating, and consulting skills.
High attention to detail and proven ability to manage multiple, competing priorities simultaneously.
Excited to work in an organization that values and empowers an entrepreneurial spirit and specialized expertise.
System/process oriented, problem solver, ability to manage multiple initiatives and balance the need to work strategically and hands-on.

Experience

Bachelor’s Degree and/or equivalent experience.
Minimum of 5 years of marketing process management and/or process re-engineering efforts.
3+ years’ experience managing large scale initiatives.
Must have experience authoring procedures and training materials to support complex process re-engineering efforts.
Business Process Management, Value Stream Mapping, or Product operating model orientation is a plus.

Experience working with business subject matter experts and product owners to integrate and connect digital marketing technologies to improve marketing efficiency and effectiveness.

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $105,000 - $140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91526

Senior Administrative Assistant (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

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

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

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

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

What You'll Bring:

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

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Pay Transparency

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

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91543

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

Location Designation: Hybrid - 4 days per week

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

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

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

What You'll Do:

The key responsibilities for the role will be as follows:

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

What You'll Bring:

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

Other Requirements:

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

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

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Pay Transparency

Salary Range: $150,000-$200,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92046

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

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

Sr. Associate, Sr Analytics Full-Stack Builder Front End Core (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Position Summary

Are you excited by the idea of building dynamic front-end experiences that bring data-driven insights to life? Do you love solving technical challenges with modern tools and scalable infrastructure? Join the Strategic Analytics team at New York Life as a Senior Full-Stack Developer and help us create powerful, interactive analytics applets that drive strategic business decisions.

In this role, you’ll be responsible for building intuitive, high-impact user interfaces with React and Streamlit, while also architecting robust, cloud-native backends using Kubernetes, DynamoDB, Jenkins, and modern DevOps tools. You’ll collaborate with analytics engineers, business stakeholders, and data scientists to deliver enterprise-grade products that power decisions across sales, marketing, finance, and more.

You’ll be joining a highly collaborative, agile team of technologists and analytics experts with a passion for building the future of data-driven decision-making at New York Life.

What You'll Do:

Design, build, and maintain front-end applications using React and Streamlit to visualize key insights and analytics
Collaborate with data teams to integrate front-end components with cloud-based backends, ensuring scalability, reliability, and security
Build and manage APIs, workflows, and services leveraging tools such as Kubernetes, DynamoDB, Jenkins, and containerized environments
Work with cross-functional partners to define product requirements, structure dashboards, and deliver intuitive, insight-rich applications
Champion UI/UX best practices, ensuring that end-user experiences are simple, elegant, and highly functional
Lead code reviews and contribute to the overall improvement of software development practices within the team
Identify opportunities to optimize existing platforms and recommend innovative solutions to meet emerging business needs
Act as a thought partner and technical advisor to business and analytics stakeholders

What You’ll Bring:

Bachelor’s degree in Computer Science, Engineering, or a related technical field (or equivalent practical experience)
5+ years of experience as a full-stack developer with a strong portfolio of interactive applications or tools
Expert-level experience in React.js, JavaScript/TypeScript, and web development fundamentals
Proficient in Streamlit or other Python-based UI frameworks for data visualization
Solid experience with back-end technologies, including Kubernetes (EKS), DynamoDB, containerization, and CI/CD pipelines (e.g., Jenkins)
Experience building and deploying applications in cloud environments (AWS preferred)
Familiarity with API design, microservices architecture, and DevOps workflows
Strong communication and collaboration skills
Proven ability to work independently and manage multiple priorities in a fast-paced environment

Preferred Qualifications

Master’s degree in Computer Science or a related field
Experience integrating with analytics tools or working in data-focused product environments
Understanding of cloud-native architecture and infrastructure-as-code (e.g., Terraform)
Exposure to GenAI tools and interest in integrating AI-enhanced workflows into applications
Passion for data visualization, analytics, and building tools that empower business users

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: 92060

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

Senior Associate, Program Oversight & Operations Support Specialist (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Business Unit Overview

Role Overview:
We are seeking a Program Oversight & Operations Support Specialist to help drive the execution and ongoing management of NYL’s agent collaboration initiatives. This role will provide critical support in program planning, execution, tracking, and communications, helping to ensure that our teaming models and collaboration programs deliver consistent, scalable value to our agents and clients.
This is an excellent opportunity for someone who is highly organized, detail-oriented, and passionate about enabling programs that make a real business impact. The ideal candidate brings strong coordination skills, comfort working across teams, and a solutions-oriented mindset.

What You’ll Do:
Program Oversight & Execution
• Support day-to-day management of advisor collaboration initiatives (e.g., Collaboration program), including project tracking, scheduling, and documentation
• Assist in defining program timelines, milestones, and deliverables in collaboration with key stakeholders
• Coordinate cross-functional activities and ensure alignment among business, product, and field teams
• Prepare and maintain dashboards, trackers, and status reports to monitor progress and flag issues

Operations Support
• Maintain program documentation, guides, playbooks, and operational materials
• Respond to field-facing inquiries and support escalation tracking/resolution
• Assist in setting up and managing governance processes for program oversight
• Coordinate logistics for working sessions, field engagement calls, and leadership updates

Reporting & Insights
• Partner with analytics and product teams to track adoption, usage, and key program metrics
• Compile and summarize data-driven insights to inform program enhancements
• Support the development of presentations and communications for leadership and field audiences

Stakeholder Engagement
• Collaborate with marketing, training, and technology teams to support communication and rollout activities
• Help manage stakeholder input and feedback loops, ensuring their voice is incorporated into program decisions
• Participate in planning and execution of field-facing webinars, workshops, and engagement campaigns

What You’ll Bring:
• Bachelor’s degree and/or equivalent experience

• 5–7 years of overall professional experience, including 3+ years in program oversight, operations, or project coordination
• Experience in financial services or insurance industry is a plus
• Strong organizational and project management skills with attention to detail
• Excellent written and verbal communication skills
• Highly Skilled in Microsoft Office Tools, with Specialization in Excel, PowerPoint, and OneNote
• Comfortable managing multiple tasks and priorities in a fast-paced, team-oriented environment
• Self-starter with a proactive, solutions-oriented approach and strong sense of ownership

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $77,500 - $112,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92037

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

Location Designation: Hybrid - 3 days per quarter

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

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

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

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

What You’ll Do:

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

What You’ll Bring:

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

Soft Skills & Qualities:

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92033

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

Location Designation: Hybrid - 3 days per week

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

Job Overview:

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91632

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

Role Overview:

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

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

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91646

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

Location Designation: Hybrid - 3 days per week

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91680

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

Location Designation: Hybrid - 3 days per week

Business Unit Overview

Role Overview:

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

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

What You’ll Do:

Design Strategy Development:

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

Innovation & Emerging Technology:

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

Leadership & Collaboration:

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

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

What You’ll Bring:

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

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

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

#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

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

Senior Associate, Investments - New York Life Ventures (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.

At New York Life Ventures, we partner with leading technology companies and venture funds to help shape innovation across the financial services industry, starting with New York Life. We were founded in 2012 and have since grown to over $1B in AUM.

NYLV is made up of three interconnected teams—Investments, Business Development, and Innovation Services. We're looking to add a Senior Associate reporting to the Head of Investments as a critical part of a small but mighty team.

If you're driven by curiosity, passionate about technology, and ready to leverage data to uncover the next big innovation, you're who we're looking for.

What You'll Do:

Investment Analysis & Execution: Source and evaluate early and growth-stage investment opportunities, supporting rigorous due diligence and financial modeling from initial screen to executed deal.
Market Intelligence: Conduct industry deep-dives, market analyses, and competitive landscape assessments to inform investment decisions and strategic initiatives.
Impactful Communication: Develop executive-level investment proposals and compelling presentations, translating complex analyses into clear, actionable insights.
Execute & Operate: Help us with the day-to-day execution required to support a large and growing portfolio of venture investments—no ego, no task too small.
Cross-Team Collaboration: Work closely with Business Development and Innovation Services colleagues to develop internal insights and support strategic opportunities.

What You'll Bring:

3-4 years in VC, PE, investment banking, corporate finance/strategy, or a similarly rigorous environment—you've worked in high intensity, analytical environments.
A natural analyst—Excel and PowerPoint are your tools of choice, and AI has quickly become your superpower.
Driven by learning—you stay ahead of technology trends, especially those transforming financial services.
Confident, humble, and collaborative—you balance independent thinking with team-oriented execution.
A strategic thinker who’s equally adept at understanding market dynamics and the strategic nuances that drive meaningful outcomes.

This is a hybrid (3 days in-person) role based in NYC—because we believe great ideas and learnings flow when we're face-to-face.

Ready to make your mark? Reach out and let's talk about how you can help shape the future.

#LI-VL1
#LI-HYBRID

Pay Transparency

Salary Range: $100,000-$135,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91689

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

Location Designation: Hybrid - 3 days per week

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

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

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

Business Overview:

Institutional Life (IL) projection team is in charge of earnings/capital analysis and projection for institutional BOLI and COLI products. The role will drive close cross-functional collaborations within IL/Corporate Finance and business teams to deliver accurate financial reporting and analytical insights for IL management. This position is located in the NYC Home Office.

What You’ll Do:
• Manage accounting/valuation policies, controls on valuation/reporting processes and financial audit requests in collaboration with Controllership and Actuarial Services teams
• Lead the quarterly variance analysis and reforecast on key financial metrics across accounting bases, such as management earnings, statutory surplus and required capital, as well as the development and analysis on the multi-year financial plan
• Communicate financial results and drivers to Finance and business management teams
• Manage and enhance actuarial modelling software to project Institutional Life Earnings
• Develop analytical tools and reports that provide management with insight into the risks and financial performance of the business
• Stay abreast of changes in the regulatory environment and product development that would affect product valuation and financial reporting

What You'll Bring:
• FSA with 5+ years of experience
• Prior experience with life insurance product financial reporting strongly desired
• Ability to adapt to fast changing work demands, with a high degree of urgency under tight deadlines
• Strong analytical skills and attention to detail, with the ability to apply financial/accounting concepts in various business situations
• Strong written and oral communication skills, including the ability to communicate with a wide range of stakeholders with technical/business backgrounds
• High professional integrity and work ethic

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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

Job Requisition ID: 91702

Corporate Development & Strategy, CVP (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

Business Overview:

The Corporate Development and Strategy team works closely with the CEO and the Executive Leadership Team to help define & articulate business strategy and support oversight and execution of key enterprise strategic initiatives and other large / complex programs. This team works closely with Finance, Technology and other key stakeholders to drive the annual planning process. The team also supports key decision-making forums and senior executive/Board meetings.

The team partners with Senior Leaders in the various business and functional areas to support development and execution of strategic initiatives within those areas.

Role Overview:

The team’s role typically includes framing and assessing complex business problems, developing recommendations, partnering with line managers to drive execution, facilitating governance and communication processes, and playing a key role in informing and influencing decision making.

The Corporate Development and Strategy team comprises high performing individuals with strong academic credentials and professional experiences with backgrounds in management consulting & industry.

What You'll Do:

Thought Leadership & Advisory

Frame and assess complex problems
Assess areas of opportunity, in line with overall vision and strategy
Develop pragmatic solutions to key strategic and operational issues
Develop & present recommendations to senior leadership
Play a key role in informing and influencing senior management decision making

Strategic Planning Office & Executive Communication

Support strategic planning processes, including interdependencies between key business, technology and financial planning processes
Facilitate structured reviews of the enterprise portfolio of strategic initiatives & implications (e.g., budget considerations, resource allocation, etc.)
Support agenda and materials development for senior executive audiences & meetings e.g., Board Meetings, Executive Offsites, etc.

Project Leadership

Approach projects holistically, owning and driving end-to-end delivery of solutions
Lead execution of key enterprise initiatives by forming collaborative partnerships with colleagues across businesses and functional areas
Provide thought leadership and subject matter expertise in relevant areas (e.g., Digital Transformation, Robotics, Risk and Compliance, etc.)
Manage enterprise governance and communication processes

What You'll Bring:

Bachelor’s degree required, MBA or advanced degree strongly preferred
5+ years in a top-tier management consulting firm
Outstanding critical thinking, analytical and quantitative abilities
Strong communication skills including experience in developing C-suite presentations
Experience in financial services preferred, insurance expertise is a plus
Experience in structuring & delivering technology strategy projects and a broad understanding of current technology practices (Agile, Cloud Computing/SaaS, Enterprise Data Management, etc.) & emerging trends (Robotics/AI, InsurTech, etc.) is desired
Collaborative work style / leadership presence with ability to effectively interact with & earn trust of peers and senior management across the organization
Project and process management skills, including proven ability to manage multiple projects simultaneously
Executive presence; self-starter with a keen sense of ownership and commitment to the work, and a passion to deliver results

We are looking for outstanding individuals with excellent intellectual & analytical capabilities, pragmatic problem solving skills, strong communications & influencing capabilities, a robust strategy & change management toolkit and a passion to effect change across the organization at the most senior levels.

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

Job Requisition ID: 91769

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

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

Job Requisition ID: 91780

Director, Asset Liability Management (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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Business Overview:

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

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Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91716

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

Location Designation: Hybrid - 3 days per week

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

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

The Leader of Production Analytics will be responsible for the design, streamlining, implementation, and ongoing operations of all of the production processes to generate investments and ALM analytics. This member of the ALM team will work closely with all the stakeholders across the company to identify and align the data and analytics processes that feed into regular financial and risk reporting.

What You’ll Do:
• Working with key stakeholders across actuarial, finance, and investment functions to meet their specific needs to asset and liability portfolio projections and analytics. This will support both internal management and external financial reporting needs
• Identification of both input and output needed to conduct robust ALM activities and create transparency for stakeholders in finance, investments, risk management, and the businesses
• Design and build integration between data and models, with focus on automation, efficiency, and controls of recurring activities. This will also include a focus on continuous improvement of the current processes and models
• Work on transitioning and automation of all regular processes from the current system into the new ALM Analytics platform (Beacon)
• Engage in ALM Research and Development, and other Modeling activities in support of the ALM and all related reporting activities

What You Bring:
•Bachelor’s Degree in a technical field preferred
• Actuarial, Investments or Quantitative certifications highly desirable
• 5+ years of experience dealing with multi step reporting processes that integrate insurance assets and liabilities
• Strong programming and database skills, including Python
• Strong business communication skills and ability to build consensus among technical and non-technical professionals
• Thought Leadership
• Understanding of the insurance ALM and Investment activities and industry best practices
• Strong background in financial engineering and asset modeling
• Strong knowledge of industry standard models used for analyzing and valuing various structured and non-structured fixed income asset classes
• Familiarity with general account (life, annuity and institutional) liabilities and product characteristics
• Understanding of financial markets

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91717

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.

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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

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

Job Requisition ID: 91839

Location Designation: Fully Onsite

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

Offered Wage: $175,000.02/year

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

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

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

Eligible for Employee Referral Program.

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

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91839

Senior 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

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Pay Transparency

Salary Range: $80,000-$115,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

Job Requisition ID: 92030

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

This role supports the Group Membership Association Department’s (GMAD) product portfolio, with a focus on enhancing product capabilities and advancing strategic initiatives. Reporting directly to the Corporate Vice President of Product Development, the position requires strong analytical, organizational, and communication skills to manage cross-functional projects and contribute to new and existing product development.

What you'll do:
• Identify opportunities within target markets to support new product development and portfolio growth.
• Lead and support cross-functional initiatives involving actuarial, account management, compliance, legal (OGC), finance, underwriting, marketing, and service teams.
• Serve as a subject matter expert on all GMAD products, supporting both internal and external stakeholder inquiries.
• Develop executive-level presentations and materials to aid in decision-making by project sponsors and senior leadership.
• Manage product lifecycle activities from ideation through implementation, ensuring milestones are met.
• Proactively identify project risks and provide practical solutions to maintain timelines.
• Conduct competitive intelligence research and track trends across relevant markets.
• Foster a culture of continuous improvement by recommending enhancements to department processes and outputs.

What you'll bring:
• 6–8 years of relevant experience, preferably in group life, disability, or supplemental health insurance.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with project management tools is a plus.
• Strong written and verbal communication skills, including experience presenting to senior leadership.
• Exceptional attention to detail and commitment to producing high-quality work.
• Demonstrated problem-solving ability and innovative thinking.
• Strong organizational and time management skills; able to manage multiple priorities.
• Ability to influence decisions and build consensus across levels and functions.
• Bachelor’s degree required; technical or quantitative major preferred. A master’s degree or FSA designation is a plus

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

Pay Transparency

Salary Range: $100,000-$130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92004

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

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

What You'll Bring:

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

What You'll Do:

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

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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

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

Job Requisition ID: 91987

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

Location Designation: Hybrid - 1 day per week

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

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

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

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

Role Overview:

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

What You’ll Do:

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

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

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

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

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

What you'll bring:

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

Additional Requirements:

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

#LI-KH1
#LI-HYBRID

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

Pay Transparency

Salary Range: $165,000-$210,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91886

Corporate Vice President - Disability Claims Team Manager (White Plains, NY, US)

Location Designation: Hybrid - 1 day per week

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

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

Role Overview:

The Team Manager is responsible for the management and professional development of the team members reporting to him/her. They are expected to ensure that production and quality standards are met for the team. They are responsible for identifying and maximizing any efficiencies and opportunities for process improvements. The Manager will provide input and guidance on claims handling through the handling of recommendation reviews as well as day to day claim discussions. They are expected to provide oversight regarding the timeliness and accuracy of decision-making on initial claims and active claims. They will ensure claim investigations are completed in a timely and accurate manner in accordance with regulatory guidelines and fair claims practices. They are expected to ensure vendors that provide claim management services are meeting New York Life expectations from a timeliness and quality standpoint. The Team Manager will also provide oversight of any Third-Party Administrators that manage claims on behalf of New York Life. This person will be expected to work effectively with individuals from the other departments of GMAD (underwriting, actuarial, accounting and account management).

The Manager must have an expert knowledge of disability policies and demonstrate the appropriate interpretation of policy provisions. They must be viewed as a sought-out resource on the team and in the division. They are expected to have excellent communication and relationship management skills.

They will be required to monitor production standards, service standards, and quality standards. They will have extensive interactions with clients and coworkers at various levels and executive management. They are recognized as an expert in the field of disability claims and are expected to have a breadth of knowledge of GMAD priorities. They may be called upon to represent GMAD in legal matters.

What You’ll Do:

Monitor workloads and ensure case assignments are distributed across the team, taking into account specific requirements and expertise to maximize efficiency.
Measure and provide feedback to team members on quality of claims handling, decision making and customer interaction.
Conduct hiring, performance management and performance evaluations
Hold 1x1 meetings and team meetings regularly to share information, best practices and develop teamwork
Perform second eye review and sign-off of decisions as needed.
Oversee DI Settlement Program.
Maintain a strong working knowledge of our administrative systems.
Ensure accurate guidelines, procedures, and group specific requirements are documented and held in a central shared team location.
Ability to oversee and/or provide thorough training and develop new and existing team members.
Ensure completion of appropriate number of Quality Reviews of disability claims and recorded calls.
Support the development of new products and workflow and be involved in discussion meetings and testing of new innovations and technologies.
Pursue efficiencies in claims handling while working to improve current workflows and procedures.
Anticipate internal and external business challenges and/or regulatory issues and recommend process, product or service improvements.
Play a key role in projects, processes and vendor management.
Provide management and ad hoc reports as needed.
Oversee annual MCAS reporting and SOX testing.
Responsible for budgeting and appropriate expense management.
Uphold the level of work ethic and standards expected of a Corporate Vice President in the department.
Participate in on-going training.
Attend select company and industry meetings as needed.

What you'll bring:

Bachelor’s degree
Minimum of 7 years of disability claims or related claim experience.
Prior Management experience preferred.
Knowledge of Disability, Office Overhead and Hospital Indemnity products.
Superior oral and written communication (phone, e-mail, mail, memo), customer service, and interpersonal skills, excellent teamwork and work ethic.
Proficiency in Microsoft Office products.

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

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#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91887

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

Location Designation: Hybrid - 3 days per week

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

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

Under certain circumstances, will consider a remote option.

Role Overview:

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

What You’ll Do:

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

What you'll bring:

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

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

Under certain circumstances, will consider a remote option.

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91876

Senior Administrative Assistant (White Plains, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

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

Role Overview:

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

What You’ll Do:

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

• Manage emails and files for recordkeeping

• Manage calendars

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

• Reconciles travel expenses as well as process other expenses

What You’ll Bring:

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

• Excellent recordkeeping

• Excellent file management - creation, maintenance, and disposition

• Coordinates all travel and expenses

• Timely and accurate expense management

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

Required Skills:

• Bachelor’s Degree preferred or work experience

• Previous experience in Financial Services is required

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

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

• Demonstrates a strong sense of urgency

• Possesses a clear understanding of priorities

• Good oral and written communication skills

• Must be discreet in handling confidential information

• Must be a team player

Pay Transparency

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

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92082

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

Job Requisition ID: 92002

Location Designation: Fully Onsite

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

Offered Wage: $150,280.00/year

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

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

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

Eligible for Employee Referral Program.

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92002

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

Insurance Service Professional 92025 (Pittsburgh, PA, US)

Location Designation: Hybrid - 4 days per week

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

Customer Service Professional – Contracting & Licensing Support

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

Role Overview:

What You’ll Do:

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

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

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

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

Answer incoming calls and greet guests

What You’ll Bring:

Required Skills

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

Excellent written and verbal communication skills

Strong computer skills with proficiency in the Microsoft Office Suite

Proven ability to multi-task effectively

Preferred Skills

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

Training & Development

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

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

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

Job Requisition ID: 90836

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You’ll Do:

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

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

What You’ll Bring:

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 90836

#GBS

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

Location Designation: Fully Onsite

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

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

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

Business / Role Overview:

This position will support the Long Island GO.

What You'll Do:

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

What You'll Bring:

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Associate, Treasury Operations (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

Business Overview:

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91903

Corporate Vice President - 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

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

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

Reinsurance Senior 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

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

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

Location Designation: Hybrid - 4 days per week

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

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

What You’ll Do:

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

What You’ll Bring:

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

#LI-AM1

Pay Transparency

Salary Range: $90,000-$140,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91893

Valuations Business Intelligence (New York, NY, US)

Company name: Apogem Capital

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

What You’ll Do:

Valuation analysis and governance

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

Third Party valuation provider oversight

Assist in executing on oversight of third-party valuation providers

Enhance existing valuation process

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

Performance Reporting and Portfolio Monitoring

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

Analysis

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

Organization

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

What You’ll Bring:

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

All Candidates Please Click Here

Job Requisition ID: 91874

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:

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

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

Senior Associate, Sr DevOps Engineer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

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

Role Overview:

What You’ll Do:

Infrastructure Provisioning and Management

Provision and manage AWS resources such as EC2, EKS, Redshift, RDS, DMS, SFTP, Lambda, Glue, and Step Functions and much more
Ensure consistent and scalable infrastructure setup using tools like Terraform for infrastructure as code (IaC) management

CI/CD Pipeline Development and Implementation

Develop, implement, and maintain comprehensive CI/CD pipelines for Data Lake and Data Warehouse deployments, leveraging tools such as Jenkins, Harness, Ansible, and GitHub to ensure seamless integration and automation.
Design and deploy CI/CD pipelines for database scripts (DDL, DML) using Liquibase. Establish Liquibase instances and enforce quality checks through rigorous policy implementation.
Utilize bash and Python scripting to automate a variety of tasks, enhancing efficiency and reducing manual intervention.
Manage build artifacts and versioning of builds using repositories like JFrog or Nexus, ensuring organized and traceable build histories.
Integrate automated testing, security scanning (CheckMarx), and compliance checks into the CI/CD pipeline to ensure robust security, quality, and regulatory adherence throughout the development lifecycle.

Data Streaming and Integration:

Configure and manage data streaming and integration using change data capture (CDC) and AWS Manage Streaming(Msk) for real-time data processing.
Ensure seamless integration between on-premises systems, cloud environments, and third-party services.

Monitoring and Observability

Set up and manage monitoring and alerting solutions NewRelic and AWS CloudWatch.
Route all system logs to Sumo Logic for centralized logging.
Ensure observability into deployment processes.
Monitor and manage EKS clusters, ensuring high availability, fault tolerance, and performance optimization.

Deployment and Configuration Management:

Ensure smooth and automated deployments across development, testing, and production environments, minimizing downtime and manual intervention.
Deploy and manage Data & Analytics environments, ensuring they are optimized for performance, scalability, and security.
Automate the deployment and configuration of services in AWS using tools like Jenkins, Harness, Terraform, Ansible, and AWS CloudFormation.
Manage the configuration and deployment of various AWS various services to support integration and microservices architectures.

Cost Optimization

Cloud Cost Management: Set up CloudWatch alarms and alerts to optimize cloud costs.

Security and Compliance:

Implement and manage security best practices for AWS infrastructure, including IAM roles, security groups, encryption, system manager and secrets management.
Ensure compliance with organizational policies and industry standards for data protection, auditing, and logging.

Collaboration and Support:

Work closely with development, operations, and architecture teams to design and implement robust, scalable solutions.
Provide support for troubleshooting and resolving issues in runtime environments, including performance bottlenecks, service outages, and configuration errors.
Document processes, configurations, and workflows to ensure knowledge sharing and operational efficiency.
Identify opportunities for integrating AI/ML models in automation of IaC and Application build/deploy pipelines

What You’ll Bring:

Experience:

7+ years of experience in DevOps engineering, with a focus on cloud infrastructure, automation, and configuration management.
Extensive experience with various AWS services and related tools.
Strong background in deploying and managing microservices architectures in AWS using Kubernetes (EKS) and Docker.
Experience with CI/CD tools and practices, including pipeline development, automated testing, and infrastructure as code (IaC).
Eight or more years of experience in enterprise-level delivery of Data Engineering solutions.

Technical Skills:

Proficiency in scripting and automation languages such as Python, Bash, or PowerShell.
Strong knowledge of infrastructure as code (IaC) tools like Terraform, CloudFormation, or Ansible.
Experience with logging and monitoring tools likeNewrelic, Sumologic and AWS CloudWatch.
Familiarity with data streaming tools like Kafka and change data capture for real-time data integration.
Understanding of security best practices in cloud environments, including IAM, VPC, and encryption techniques.

Soft Skills:

Strong problem-solving skills and the ability to troubleshoot complex issues in distributed environments.
Excellent communication and collaboration skills, with the ability to work effectively in cross-functional teams.
Ability to work independently, prioritize tasks, and manage time effectively in a fast-paced environment
Bachelor’s degree in Computer Science, Information Technology, or a related field. A master’s degree is a plus.
Certifications (Preferred but not required):
AWS Certified DevOps Engineer or equivalent
Certified Kubernetes Application Developer (CKAD)

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91576

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

The Associate New Business Concierge plays a critical role in supporting our Retail Life Third Party Distribution (also known publicly as Advanced Markets Network or AMN). This unit offers New York Life’s life insurance products—such as whole life, universal life, term, and linked-benefit policies—primarily through independent brokerage general agencies (BGAs) and high-net-worth-focused producers.

This role is responsible for delivering best-in-class service and operational coordination throughout the full life cycle of new business, from case submission through policy delivery and commission payment. Success in this role requires a strong sense of ownership, attention to detail, and the ability to navigate complex, fast-moving processes while maintaining proactive communication across internal teams and external partners.

You’ll act as a key liaison across our operational areas, internal stakeholders, and distribution partners—managing expectations, resolving issues, and helping drive the placement of new business. The ideal candidate is someone who thrives in a service-driven, deadline-sensitive environment and brings experience working across functions to ensure client satisfaction.

What You’ll Do:

Provide best in class service to Brokerage General Agencies (BGAs) and their case managers who serve the ultra-high net worth and niche business market.
Serve as the liaison between external partners (BGAs, brokers) and internal partners (including the New Business and Operations teams, Underwriting, Sales Support, Licensing & Contracting, Disbursements, and Field Directors).
Provide proactive case management from submission through commission payment, including pipeline monitoring and workflow management to anticipate delays, prioritize time-sensitive cases, and uphold service level agreements.
Take ownership of complex and high-priority cases, serving as the primary point of contact and coordinating resolution across multiple stakeholders.
Identify and resolve escalated issues independently; exercise sound judgment in determining when to escalate to leadership.
Provide mentorship, guidance, and training to other team members to support shared knowledge and consistent service delivery.
Conduct training and onboarding sessions for new firms or brokers as needed, tailored to nuanced process and case-level requirements.
Contribute to team-level process improvement initiatives, assist with quality control or good order reviews, and support deeper case analysis or exploration when assigned.
Maintain a thorough understanding of all product lines, new business protocols, age and amount requirements, new business and service systems, and related procedures.
Assist with special projects as assigned and provide backup support for other team members as needed to achieve workload balance. Support may include assisting with processing of applications, policy preparation, quality control, and other duties necessary to maintain service level standards.

What You’ll Bring:

Bachelor's degree or equivalent experience required.
3–5 years of relevant experience preferred, particularly in brokerage operations or new business processing.
Highly proficient in the Microsoft 365 product suite, including Word, Excel, Outlook, and PowerPoint.
Must demonstrate strong decision-making, ownership mentality, and time management skills.
Excellent interpersonal and communication skills, including the ability to convey technical and complex information clearly.
Ability to independently manage a high-volume workload, prioritize tasks effectively, and adapt to shifting priorities in a fast-paced environment.

Pay Transparency

Salary Range: $47,500-$72,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Visit our LinkedIn to see how our employees and agents are leading the 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: 92020

Vice President, Fund Finance (Chicago, IL, US)

Company name: Apogem Capital

Location Designation: Hybrid - 3 days per week

Role Overview: As a Fund Financing professional, you will play an important role in Apogem Capital’s Fund Financing team and report into the Senior Director of Private Credit Operations & Fund Finance. In this role, you will be bridging the gap between the private credit team and the credit operations team and will be responsible for management of financing facilities supporting various investment vehicles, including a new evergreen commingled fund.

What You’ll Do:

You will be responsible for managing financing solutions for Apogem Capital's investment structures and funds, including subscription-backed credit facilities, bespoke investment specific financing solutions, credit facilities for evergreen investment structures, interval funds, BDCs, and implementation of letters of credit. Your responsibilities will include the following:

Assist senior team members with deal structuring and negotiating financings across different products and asset classes
Day-to-day management of leverage facilities, including borrowing base calculations, preparation of borrowing notices, reportable events, and assigned values for underlying assets
Utilize financing facilities and capital calls to manage liquidity for new asset purchases and draws on unfunded commitments
Work on supporting the asset allocation team by way of liquidity and strategy
Work with the portfolio managers to develop bespoke financing solutions
Work with the credit operations team and finance team on reporting/compliance
Work with various teams internally regarding capital availability
Portfolio analytics
Assist with weekly management reports and analyze investment finance
Formal and informal training of internal stakeholders
Lead team initiatives and proactively identify areas for improvement

What You’ll Bring:

Bachelor’s degree required; an advanced certification or degree a plus (e.g., CPA, CFA, CAIA, MBA/JD)
7+ yrs of fund financing and/or capital markets experience in a leading bank, medium sized to large Private Credit Investment Management firm or BDC
Exceptional understanding of the fund financing markets including understanding of various products (e.g. subscription lines, NAV facilities) and execution processes
Strong analytical and negotiation skills
Self-driven team player with a strong desire to make meaningful contributions and a positive impact
Strong project management skills and ability to work under pressure
Intellectual curiosity with strong analytical and problem-solving skills

Preferred Skills:

Network in the private market community, among lenders, GPs and law firms
Understanding and negotiating experience of facility documentation across multiple asset classes and markets (Americas, Europe, Asia)

#LI-AM1

Pay Transparency

Salary range: $160,000 - $175,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

All Candidates Please Click Here

Job Requisition ID: 91608

Senior Director - Commercial Mortgage Originations (Chicago, IL, US)

Location Designation: Hybrid - 4 days per week

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

COMPANY

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, which is a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). NYL Investors currently has more than $317 billion in assets under management of which NYL REI currently has $70 billion of real estate assets under management.

New York Life is one of the largest mutual life insurance companies in the United States. Founded in 1845, New York Life is headquartered in New York City and is one of the most financially strong and highly capitalized insurers in the business. New York Life has over $740 billion in assets under management and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies.

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 Midwest Regional Office is responsible for core, bridge, and construction mortgage origination and portfolio management efforts for major markets in the midwestern U.S. including, but not limited to Chicago, Minneapolis, Indianapolis, Columbus, Cincinnati, Cleveland, Detroit, and Milwaukee. Over the past five years, the Midwestern Regional Office has originated more than $3 billion of fixed and floating rate mortgages on a variety of properties, working with top tier owners, developers, investment advisors, pension funds, private equity firms, and mortgage brokers. With increased allocations, 2025 expectations for the Midwest will exceed $1.5 billion of volume.

POSITION

The Senior Director of Commercial Mortgage Originations responsibilities include proactive solicitation of commercial mortgage loan opportunities (core, bridge, and construction) 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 midwestern 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 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: 91824

Edward Jones Regional Advisor Consultant (NE & Ohio) (Remote, OH, US)

Location Designation: Fully Remote

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

The Regional Advisor Consultant (RAC) is an integral part of the team and the sales distribution efforts of New York Life Investments. The RAC will be responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. The individual should showcase a passion for sales strategy, process, and investments. Demonstrate attention to detail and strong follow up process. Most critically, the Regional Advisor Consultant must be poise, professional, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. The Regional Advisor Consultant must be resilient and willing to go above and beyond supporting Ohio and Northeast territory.

What You’ll Do:

Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Edward Jones territory.
Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement.
Present New York Life Investment products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
Readily available to attend industry conferences, seminars and events when needed.
Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets, and industry related topics.
Travel in the territory as required by sales management to maintain business plan focus
Serves as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.

What You’ll Bring:

Bachelor’s degree in Finance, Business, or a related field (preferred)
Required to reside in assigned territory and travel extensively(relocation not offered)
Excellent organizational and presentation capabilities
Series 7 and 63 licensing exams are required
Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau
Experience covering Edward Jones advisors in a client facing capacity is highly preferred
Strong sales process and client service management (required)
Highly motivated, organized, and capable of working both independently and as part of a team

#LI-AM1

Pay Transparency

Salary Range: $75,000 + Sales Incentives

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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

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

Job Requisition ID: 92022

RFP Team Manager (Remote, any state, US)

Location Designation: Fully Remote

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

#LI - EM1

#LI - REMOTE

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92076

#GBS

Annuity New Business Representative 92048 (Remote, any state, US)

Location Designation: Hybrid - 1 day per quarter

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

Annuity New Business Representative – New Business Processing

Location: Hybrid – onsite one day a quarter in either of our Service Centers in Dallas, TX or Cleveland, OH

Schedule: Full-time | Monday–Friday | 9:30 – 6:00 cst.

Be a Voice of Confidence for Our Agents and Clients

Are you personable, customer-service oriented, and driven to help people protect their financial futures? At New York Life, we’re seeking Annuity New Business Representatives who are passionate about delivering best-in-class service.

This is an opportunity to join a mission-driven company that values service excellence, professionalism, and long-term impact. As part of our Annuity New Business team, you will play a vital role in supporting agents and ensuring smooth processing of annuity applications—from handling submissions and payments to responding to inquiries.

What You’ll Do:

Execute routine administrative tasks including reviewing correspondence, processing initial fund requests, and conducting follow-up via calls and emails.
Validate completeness and accuracy of submissions, analyze and correct errors, request missing documentation, and route materials as needed.
Process initial premium payments and related accounting adjustments to new annuity policies.
Establish high-quality customer relationships by providing accurate, timely, and helpful responses to inquiries.
Respond to calls and conduct research on agent inquiries requiring further follow-up.
Maintain working knowledge of administrative systems, annuity products, and onboarding procedures.
Provide backup phone support for the Annuity New Business Call Center.
Handle special assignments as directed by management.

What You’ll Bring:

We’re looking for efficient, accountable professionals who thrive in a fast-paced environment and deliver with precision and care.

Required Skills

Detail-oriented, well-organized, with computer proficiency expectations
Excellent data entry, communication, and customer service skills
Excellent time management while focusing on time sensitive task

Preferred Skills

Bachelor’s degree or equivalent work experience
2–5 years of experience in customer service
Knowledge of insurance/investment industry preferred
Experience managing high-volume task under strict deadlines

Training & Development:

You’ll receive comprehensive training and ongoing coaching that covers:

NYL annuity products and administrative systems
Onboarding procedures and submission standards
Customer service etiquette and phone skills

Compensation & Schedule:

Competitive base salary
Eligible for overtime and performance-based bonuses
Full-time hours, Monday–Friday

Benefits:

Paid vacation & holidays
Medical, dental, and vision coverage
401(k) match + pension plan
Tuition assistance & flexible spending accounts

Career Path & Growth:

Your role opens doors to future opportunities in:

Operations Management
Quality Assurance
Training & Onboarding
Business Process Improvement

Start a meaningful career where your attention to detail supports peace of mind for our clients and agents.

Apply today and join a company that’s been keeping good going for over 180 years.

Pay Transparency

Salary Range: $30,000-$42,000

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: 92048

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

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

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

Corporate Vice President, Affluent and Advanced Markets - Latino Market (Remote, any state, US)

Location Designation: Fully Remote

Business Unit Overview

Role Overview

The Corporate Vice President of Affluent and Advanced Markets for the Latino Market Initiative is responsible for implementing internal and external educational and sales programs and activities geared to Agents and various external audiences in the Latino affluent, business, and advanced markets. Specifically, the CVP will focus on non-US Citizen estate & gift tax planning, business succession, charitable planning, income taxation, wealth preservation, and retirement planning.

As part of the Company's ongoing expansion in the Latino community, the CVP of Affluent and Advanced Markets will play a key role in the implementation of business development, client acquisition (education, prospecting, case development and design), as well as Top Agent support and high potential Agent identification and development.

The CVP will also act like as a liaison with other groups in the Company such as the Advanced Planning Group, Nautilus, and Eagle Strategies to 1) assist agents with case presentations and design, and 2) increase Latino Market agent participation in key Advanced Planning sessions and groups such as Coaching Series and other membership-based groups.

** This role will support General Offices (GOs) in Orlando, FL; Miami, FL; Long Island, NY; and Boston, MA. The ideal candidate location is the Southeast U.S. **

What You’ll Do:

Support Agents with complex financial planning solutions in the areas of non-US Citizen and dual domiciled estate planning, estate and gift tax planning, executive benefits, business succession, charitable planning, income taxation, and retirement planning

Conduct ongoing Agent development sessions and study groups in key assigned areas to increase Agent knowledge and case flow in the Affluent and Advanced markets
Conduct ongoing prospecting and sales activities such as client educational seminars, prospecting workshops and events, Center of Influence, and advisor meetings, as well as present at national and regional sponsored events with business leaders in the Latino Community
Conduct individual client and prospect meetings with Agents and other advisors as requested and as scheduled in assigned territory visits
Work with Agents and with other Advanced and Investment areas to assist agents in preparing for client presentations and with case development and preparation
Work with marketing and communications functions to develop sales materials and presentations specific to the Latino market as well as sales campaigns and agent meetings and incentives

What You’ll Bring:

JD degree preferred. Life Insurance experience preferred.
Minimum of 5-10 years relevant experience
Life Insurance License, Series 6 & 63, Series 7 highly desired
Fully bilingual in English / Spanish required
Additional Advanced Planning & investments training
Non-US Citizen and dual domiciled estate planning, estate and gift tax planning, executive benefits, business succession, charitable planning, income taxation, and retirement planning experience
Solid knowledge and experience in the Affluent and Advanced markets industry and competitive knowledge
Understanding of consultative approach in working with Affluent clients and of Advisor relationship building process
Ability to work with multiple advisors and internal areas, conduct research as needed, and act as a consultant to the agent
Strong analytical, critical thinking, and observation skills
Excellent written, verbal, and presentation skills: will make frequent presentations to internal and external stakeholders
Strong selling and influencing skills

#LI-SV1

#LI-REMOTE

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Our Diversity Promise

Job Requisition ID: 91683

Senior Associate, African American Market Field Director - Northeast, Western, & Midwest U.S. (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.

Business Unit Overview
Our Agency distribution system is the lifeblood and key differentiator of New York Life, where devoted 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. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

Role Overview:
African American Market Field Directors are responsible for the execution of programs aimed at growing the Company's market share within the African American market segments. Field Directors will work collaboratively with their counterparts to facilitate the company's expansion in the African American community, working within a team of devoted professionals (remote resources), to execute programs/processes that target and grow our position within key market segments.

** This role will primarily support the Northeast, Pacific, and West Central Zone offices, and the ideal candidate location is within the Northeast, Pacific, or West Central Zone. **

What You’ll Do:
•   Center of Influence (CI) development: Identify and engage local/regional CIs
•   Help develop strategic Points of Access (POAs) with regional and national organizations
•   General Office (GO) Training: with a focus on NYL’s Protection First Holistic Advice and Guidance (PFHA&G) processes, MBS Macro Balance Strategy framework, and tools
•   Assist in facilitating strategic connectivity with other Field Resource Teams.
•   Webinars: Organize and host regular webinars focused on driving productivity
•   Sourcing Mentors: Aid the Agent Mentor Program (AMP) by identifying potential mentors and encouraging engagement by Field Managers
•   Financial Education: Assist the Financial Education Workshop strategies by acting as an instructor in Financial Education seminars
•   Work with Field management teams and agents in key General Offices to identify and develop strong relationships within their communities and cultivate growth opportunities.

What You’ll Bring:
•   Bachelor’s degree and/or equivalent experience
•   Minimum of 2-4 years of relevant experience
•   Required licenses: Life, Health, Series 6, and 63
•   Requires thorough knowledge of Life Insurance sales and recruiting/sales management systems, specifically of the career agency model.
•   Individual must have a thorough understanding of the marketing, prospecting, and recruiting techniques necessary to penetrate/grow market segments.
•   Must also know the sales cycle, core processes, program, and tools within the Agency environment.
•   Travel is required.

Pay Transparency

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

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: 91736

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

Job Requisition ID: 91933

Location Designation: Fully Remote

Role Overview:

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

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

What You’ll Do:

Provide consultative support for assigned book of business:

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

Lead the development of new reporting and analytics capabilities:

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

Partner with key stakeholders:

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

What you'll bring:

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

Capabilities:

Customer Focus:

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

Analytical/Synthesizing:

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

Communicative:

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

Technical:

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

Ability to Collaborate:

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

Organization Influencing:

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

#LI-KH1
#LI-REMOTE

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91933

#GBS

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

Location Designation: Fully Remote

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

Business Unit Overview

This role will cover the Pacific Zone.

What You’ll Do:

Directs sales service and support provided to agents.

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

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

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

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

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

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

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

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

Influence the development of new products and marketing initiatives.

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

What You’ll Bring

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

#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

Corporate Vice President & Actuary (Remote, any state, US)

Location Designation: Fully Remote

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

Business Overview:

The Actuarial Model Architecture and Development (AMAD) team is responsible for supporting the business areas enterprise wide with their Asset-Liability Modeling (ALM) and other modeling needs. AMAD develops and maintains models covering Valuation, Cash Flow Testing, Embedded Value, Stress Testing, RBC, Duration analysis, Economic Capital, Pricing, and Financial Planning. In addition to supporting the Prophet models, the team engages heavily with the business units to understand prospective needs and advise on modeling approaches. This role offers interested candidates the opportunity to learn products and methods across every business within New York Life.

What You'll Do:

Responsibilities for this position place focus on the drive for continuous improvement from an operational perspective. A sample of the projects the role encompasses, but is not limited to, is as follows:

• The successful candidate will be a key member of a modeling team within the finance department, which is collectively responsible for modeling, reporting, and business analytics.
• Execute on Prophet model conversions and development based on centralized governance policy.
• Utilize advanced modeling techniques, including dynamic asset liability methods, to appropriately reflect characteristics of complex product designs.
• Build business and corporate functionality into consolidated ALM models enabling enterprise-wide risk assessment.
• Work with the business units to understand requested model changes, prioritization, execute test plans, and assist in model acceptance.
• Implement Prophet Enterprise modules to support governance and process automation.
• Implement the Single Platform functionality for Valuation, ALM and Pricing.
• Document all changes and testing to the models.

What You'll Bring:

The AMAD team tests and implements many leading-edge techniques as a team. We are looking for people with the following skill set:

• FSA designation or equivalent
• Understanding of FIS Prophet software for modeling, valuation, and financial reporting.
• Experience in customizing Prophet models to meet specific business needs and regulatory requirements, with a focus on the US 360 Life and Annuity library.
• Knowledge and/or experience with ALS is a plus.
• Experience with technical execution/support of complex projects to successful completion.
• Understanding of actuarial enterprise technology environments.
• Understanding of insurance products, regulations, and related risks.
• Excellent relationship building and collaboration skills, both within-team as well as internal and/or external clients.
• A self-starter with strong communication skills.
• Excellent verbal and written communication skills to convey complex actuarial concepts to non-technical stakeholders.
• Understanding of prioritizing workstreams appropriately.
• Familiarity with Agile and Lean processes.
• Flexibility and adaptability to handle multiple tasks, and deal with shifting priorities, all within demanding time schedules.
• Ability to “think outside of the box” and work with leading edge non-traditional actuarial practices.
• An energetic team player.

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91954

Senior 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

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

Location Designation: Fully Remote

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

Business Unit Overview

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

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

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

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

#LI-SV1
#LI-REMOTE

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Visit our LinkedIn to see how our employees and agents are leading the 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

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

Corporate Vice President, Business Unit Risk Officer and Risk Insights/Assessments Lead (New York, NY, US)

Job Requisition ID: 92043

Location Designation: Hybrid - 3 days per week

Position Summary:

We are seeking an experienced and strategic Business Unit Risk Officer and Risk Insights/Assessments Lead to manage risk oversight and assurance for two dynamic and evolving business units and co-lead a risk assessments team. This senior-level leader will serve as the primary point of contact for risk matters impacting both business units, ensuring risk is effectively identified, assessed, mitigated, and reported. They will proactively identify risk insights and recommend control improvements during risk assessments and reviews.

The ideal candidate brings at least 10 years of experience in risk management and/or program management and demonstrates a proven ability to navigate complex organizational structures while leading high-performing risk teams.

This position offers the opportunity to work cross-functionally with executive leadership, compliance, legal, internal audit, and business partners to foster a strong risk culture and deliver value-added insights.

What You’ll Do:

Serve as the primary risk officer for two business units, developing a deep understanding of their operations, objectives, and risk landscape.
Lead a team responsible for conducting risk reviews and assessments across insurance business unit operations, initiatives, and programs.
Maintain effective risk management frameworks, tools, and processes in alignment with enterprise risk standards.
Partner with business leaders to identify, monitor, and address key risk exposures and emerging risks.
Proactively identify risks and solutions to safeguard business operations and recommend control improvement opportunities.
Share cross-business risk insights to empower business teams with actionable information and enhance overall risk management and awareness.
Present risk findings, trends, and recommendations to senior leadership and governance committees.
Lead the talent development, coaching, and performance management of a small team of risk professionals.
Drive continuous improvement initiatives to enhance risk oversight efficiency, data quality, and reporting.

What You’ll Bring:

Bachelor’s degree in business, Risk Management, Finance, or related field; Master’s degree or relevant certifications (e.g., CRMP, PMP, CRCM, CIA) preferred.
Minimum of 10 years of experience in risk management, program management, internal audit, or related functions.
Proven leadership experience managing teams and cross-functional projects in a matrixed organization.
Deep understanding of risk frameworks, governance, regulatory expectations, and industry best practices.
Exceptional analytical, communication, and interpersonal skills.
Experience building partnerships with senior business leaders and influencing decision-making.

Preferred Attributes:

Experience in Financial Services.
Demonstrated ability to thrive in a fast-paced and evolving risk environment.

Join Us: If you are a strategic risk leader passionate about building resilient business operations and enabling informed decision-making, we encourage you to apply. Help us shape a proactive and forward-looking risk culture.

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: 92043

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

Location Designation: Hybrid - 1 day per month

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

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

Role Overview:

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

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92019

Private Equity Primaries Analyst (Richmond, VA, US)

Company name: Apogem Capital

Location Designation: Hybrid - 4 days per week

The Analyst will work in the alternative investment management industry at a high-quality, growing firm and will gain exposure to the private equity asset class. The Analyst will support the private equity team in the sourcing, evaluation, and monitoring of fund commitments. The Analyst will have the opportunity to interact with all levels of equity and credit investment professionals and members of Apogem Capital’s Senior Leadership Team. Apogem is a diverse, inclusive, and collaborative environment with people who are committed to helping develop the Analyst’s skills and experience in private equity.

What You’ll Do:

Sourcing and investment screening

Review industry news daily and enter new funds into proprietary database
Own database management, including generation of primary team’s pipeline and forward calendar
Perform industry and strategy market mapping
Attend prospective manager meetings and calls and generate meeting notes and quick screen evaluations
Present manager evaluation findings in weekly team meetings

Diligence support

Support deal team in assessment of investment opportunities
Support senior investment professionals in diligence documentation
Attend investment committee meetings and own documentation of commitments and approvals

Performance reporting and portfolio monitoring

Complete post-closing documentation for new investments
Review underlying fund managers’ portfolio companies on a quarterly basis, capturing relevant portfolio data
Track capital call and distribution activity at the underlying manager on a weekly basis
Monitor investment performance and track AGM and LPAC participation

Marketing and client service support

Support marketing and other various requests from existing and prospective investors
Support client service in development of existing and prospective investor communications

Organization

Support special project work as needed

What You’ll Bring:

Four-year college degree; preference for majors in finance, economics, or accounting
Demonstrated interest in and intellectual curiosity about the investment management industry
Strong work ethic
Mastery of Excel and PowerPoint
Ability to gather, organize, and analyze data effectively
Attention to detail
Strong written and oral communication skills
Demonstrated resourcefulness and ability to take initiative
Strong problem-solving and organizational skills; must be able to prioritize, but also multi-task
Ability to work in a team-oriented culture and maintain open communication with team members

#LI-AM1

Pay Transparency

Salary range: $80,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: No

Our Benefits

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Job Requisition ID: 92084

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

Location Designation: Hybrid - 3 days per week

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

Position Summary

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

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

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

What You'll Do:

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

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

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

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

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

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

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

What You’ll Bring:

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

5+ years of experience in analytics or data science

Proficiency in Python

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

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

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

Solid understanding of model evaluation, interpretability, and operationalization

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

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

Preferred Qualifications

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

Experience working in cross-functional teams across a matrixed organization

Strong business acumen with a bias toward action and measurable outcomes

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92088