Jobs at New York Life Insurance

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

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

Our Benefits

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

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.

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

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

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

Job Requisition ID: 91794

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

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

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

Role Overview:

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

What You’ll Do:

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

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

Your key responsibilities

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

What You’ll Bring:

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

Ideally, you will also have

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

Preferable to have knowledge of:

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

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

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

Job Requisition ID: 91530

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

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

Role Overview:

The 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.

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

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

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

What You’ll Do:

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

What You’ll Bring:

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

Education

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91761

Data Exchange Senior Associate (Remote, UT, US)

Location Designation: Fully Remote

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

Role Overview:

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

What you'll do:

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

What you'll bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Our Diversity Promise

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

Job Requisition ID: 92040

#GBS

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

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

Location Designation: Hybrid - 3 days per week

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

Business Overview:

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91778

Senior Associate- Quantatitive Analyst (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

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

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

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

Business Overview:

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

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

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

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

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91718

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

Location Designation: Hybrid - 4 days per week

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

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

What You'll Do:

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

What You'll Bring:

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91795

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

Location Designation: Hybrid - 4 days per week

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

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

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

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

What You'll Do:

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

What You'll Bring:

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91466

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

Location Designation: Hybrid - 3 days per month

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

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

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

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

Job Overview:

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91532

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

Agile Facilitation:

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

Program Management

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

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

o Manage project risks and mitigation or contingency plans

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

Team Support & Delivery Enablement:

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

Stakeholder Coordination:

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

Service Scope may Include:

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

Portfolio Management:

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

o Represent projects in various project governance and inter department forums

Continuous Improvement:

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

Required Skills:

· 8+ yrs of overall IT experience

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

· Certified Scrum Master

· Developing complex multi-million-dollar business cases

· Strong verbal and written communication skills

· Executive presence with high business & technical acumen

· Strong facilitation skills for large-scale events and workshops

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

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

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

· Proficiency in Agile tools such as JIRA, Confluence

Desired Skills:

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

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

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

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

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

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

Education:

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91970

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, 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

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

Location Designation: Hybrid - 4 days per week

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

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

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

What You'll Do:

The key responsibilities for the role will be as follows:

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

What You'll Bring:

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

Other Requirements:

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

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92046

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. 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.

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

Position Summary

Are you 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

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

Role Overview:
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 - 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

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

Role Overview:

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

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

What You’ll Do:

Design Strategy Development:

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

Innovation & Emerging Technology:

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

Leadership & Collaboration:

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

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

What You’ll Bring:

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

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

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

#LI-SV1

#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91648

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91780

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

Job Requisition ID: 90114

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You’ll Do:

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

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

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

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

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

• Identify and convert dormant agents into producing representatives.

• Assist in training of new associate.

• All other duties, as required by management team.

What You’ll Bring:

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

• Bachelor’s Degree preferred or equivalent work experience.

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

• Prior insurance industry sales experience a plus.

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

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

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

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

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

• Proven ability to pay attention to detail and multitask.

#LI-SV1

#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

Our Diversity Promise

Job Req ID: 90114

#LI-SV1

#LI-HYBRID

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

#LI-KH1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92030

Senior 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

Insurance Service Professional 92025 (Pittsburgh, PA, US)

Location Designation: Hybrid - 4 days per week

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

Customer Service Professional – Contracting & Licensing Support

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

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

Role Overview:

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

What You’ll Do:

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

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

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

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

Answer incoming calls and greet guests

What You’ll Bring:

Required Skills

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

Excellent written and verbal communication skills

Strong computer skills with proficiency in the Microsoft Office Suite

Proven ability to multi-task effectively

Preferred Skills

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

Training & Development

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

Shift Information

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

Salary

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

Benefits

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

Career Opportunities

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

Pay Transparency

Salary Range: $43,000-$47,500

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 92025

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

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

Company name: Apogem Capital

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

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: 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

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

#LI-KH1
#LI-REMOTE

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91933

#GBS

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

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

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

Location Designation: Hybrid - 3 days per month

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

Position Summary:

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

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

What You’ll Do:

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

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

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

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

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

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

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

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

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

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

What You’ll Bring:

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

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

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

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

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

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

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

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

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

Strong analytical skills and analytical thinking is needed.

Desired Skills:

Insurance industry experience desired

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

Strong verbal and written communication skills

Detail oriented individual with strong analytical, problem-solving skills

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

ML, DBT, ETL experience

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

 Education:

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92086

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

Location Designation: Hybrid - 3 days per week

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

Solutions Lead – Quality Process

Role Overview:

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

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92035

Senior Associate, Sr DevSecOps and GenAI Developer (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

The Foundational Business at New York Life provides life insurance and investment products to our customers through a network of over 12,000 licensed agents. Technology and digital are central to our agent, customer and employee needs and as these evolve our Technology organization is transforming rapidly.

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.

Summary

We are seeking an energetic and passionate Senior DevSecOps engineer with GenAI expertise to design and execute our company’s modern digital transformation strategy. As a key member of our core system team, you will work with talented engineers, architects, data scientists and end users to reimagine, design and build the next generation of Insurance applications and solutions in the cloud leveraging ancient and modern technologies and platforms including AWS, APIs, and AI (Artificial Intelligence).

You will assist in the design, development, and deployment of scalable, highly available, and fault tolerant systems, 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 key attributes of existing application architectures, evolve and enhance the foundation, participate in product ideation and technology stack evaluation and recommendations.

In addition, this position will work with our various Centers for Enablement (C4Es) to provide two-way feedback on how we can improve the overall engagement and services between C4Es and Value Streams aligning and delivering to common goals that drive increased levels of business value, in an accelerated manner while meeting and exceeding Technology’s

What you’ll do:

Engage in collaborative relationships across architecture, product management, data, and product delivery teams to design, implement solutions based on defined business challenges and outcomes.
Build best-in-industry Digital experiences that are truly omni-channel, agile and scalable leveraging leading-edge technology and reusable components and services.
Apply software engineering principles to develop scalable, reliable and robust solutions, identify self-service opportunities and solutions to bring quantifiable value for Value streams.
Apply Generative AI experience to enhance Developer experience and Developer productivity.
Enable continuous integration and deployment automation solutions across various applications within Value streams as per technology stack.
Accountable for designing, building, and optimizing automation systems that help to execute business web and data infrastructure platforms.
Ensuring cross-platform optimization for automation of mobile application development
Troubleshoot issues and work with team to identify and address problems.
Active participant in relevant communities of practice to exchange ideas and knowledge

What you’ll bring:

8-10 years of firsthand engineering experience with DevSecOps in implementing CI/CD pipelines on Java, Dot Net, python, Databases and other technologies.
Excellent Experience in automation on AWS using Terraform.
Excellent experience on EKS/ECR and related containerization framework
Experience with scripting languages like Python, bash, YAML, Groovy, Jenkins templates.
Experience in building/deploying Generative AI RAG use cases.
Proficiency in developing common reusable templates and patterns for various technologies to enhance Developer experience
Significant knowledge of AWS systems, including EC2, IAM, CloudWatch, CloudTrail, Config, Lambda, Security Groups, VPCs, Inspector, EKS and containers etc.
Build and maintain an AWS cloud infrastructure architecture aligning security, compliance, performance and resilience.
Experience in RBAC, SSO integrations and designing/installing tools by considering performance & providing scale up solutions on AWS.
Experience with database technologies for structured and unstructured data
Experience with relevant code repository and project tools such as GitHub, JIRA, Confluence
Ability to integrate APIs, create automated test cases, perform Unit Testing (UT) and System Integration testing (SIT)
Experience with developing Cloud-native applications and incredibly good understanding of Cloud architecture and best practices
Solid understanding of Agile application delivery methodologies and release management activities

Desired Skills:

Solid understanding of the insurance, wealth management or financial services industry
Knowledge of scripting tools on multiple platforms preferred.
Strong hands-on experience on DevSecOps platforms like Harness.io a plus
Ability to incorporate vendor components in the application build-out.
Extensive hands-on development experience with AWS Cloud and Storage services are desirable.
Experience in developing solutions leveraging LLMs a plus.
Knowledge of emerging technologies like Agentic AI a plus

Education / Training

Bachelor’s degree in computer science or an Engineering discipline
Certification in DevSecOps, Generative AI a plus.
Certification in data management (structure and unstructured), and/or cloud architecture or engineering plus

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: 92042

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

Location Designation: Hybrid - 3 days per week

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

Position Summary

What You'll Do:

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

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

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

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

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

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

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

What You’ll Bring:

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

5+ years of experience in analytics or data science

Proficiency in Python

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

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

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

Solid understanding of model evaluation, interpretability, and operationalization

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

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

Preferred Qualifications

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

Experience working in cross-functional teams across a matrixed organization

Strong business acumen with a bias toward action and measurable outcomes

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92087

Proposal Writer (Remote, any state, US)

Location Designation: Fully Remote

Role Responsibilites:

The Proposal Writer is responsible for creating compelling, client-focused proposal content in response to Requests for Proposal (RFPs), Requests for Information (RFIs), and other customer questionnaires. This position supports strategic sales initiatives across the Group Benefit Solutions (GBS) suite—Life, AD&D, STD, LTD, FMLA/Leave, and Voluntary Benefits—by crafting high-quality, compliant, and persuasive documents that align with client specifications and showcase the company’s value proposition.

The ideal candidate brings a strong blend of strategic thinking, project management, exceptional writing skills, and cross-functional collaboration to effectively communicate solutions that win business.

What You'll Do:

Proposal Development & Writing

- Lead the creation of clear, concise, and customized proposal responses that effectively communicate GBS solutions and competitive advantages.
- Develop original content as well as tailor standard content to meet specific client needs and evaluation criteria.
- Align written content with strategic direction, incorporating input from sales, underwriting, product, legal, and subject matter experts (SMEs).
- Translate complex information into persuasive, reader-friendly language.

Project & Stakeholder Management

- Own and manage the end-to-end proposal process from RFP receipt through submission.
- Collaborate with internal stakeholders to collect relevant data, define response strategies, and coordinate content development.
- Conduct and lead strategy calls to define win themes, clarify buyer needs, and identify strategic differentiators.
- Set and manage proposal schedules, ensuring timely submission of all components.

Quality & Compliance

- Ensure accuracy, consistency, and compliance of proposal content with client requirements and internal brand guidelines.
- Review responses for grammatical and factual accuracy, proper tone, flow, and adherence to style guides.
- Drive continual improvements in proposal quality through feedback loops and process refinements.

Content & Knowledge Management

- Maintain knowledge of GBS products, administrative processes, regulatory changes, and market trends.
- Curate and update a library of reusable proposal content and templates.
- Leverage tools like Mimeo and Microsoft Office Suite to develop formatted, client-ready deliverables, including hard-copy proposal binders.

What You'll Bring:

- Bachelor’s degree in English, Communications, Marketing, Business, or a related field (or equivalent experience).
- 3+ years of experience writing proposals in insurance, healthcare, or financial services sectors.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with content management systems and online publishing tools is a plus.
- Proven ability to manage multiple deadlines and competing priorities in a fast-paced environment.
- Strong organizational, interpersonal, and project management skills.
- Excellent written and verbal communication, with attention to detail and quality.
- Ability to work cross-functionally with diverse teams and manage complex inputs.

- Experience supporting sales teams or working within an RFP response center.
- Familiarity with employee benefits, group insurance, and government/regulated market proposals.
- Strong research and analytical skills to derive strategic insights from client information and industry data.
- Demonstrated initiative in improving process efficiency and content effectiveness.

- Attention to Detail: Critical for interpreting RFPs and ensuring compliance with every requirement.
- Time Management: Balancing quality with tight deadlines.
- Adaptability: Navigating shifting priorities and client expectations.
- Team Collaboration: Working with SMEs, designers, security, IT, legal and other teams.
- Emotional Intelligence: Understanding team dynamics and client tone.
- Resilience: Managing feedback and high-pressure timelines.
- Clear and Persuasive Communication
- Interpersonal Awareness and Adaptability
- Collaboration and Stakeholder Engagement

#LI - EM1

#LI - REMOTE

Pay Transparency

Salary range: $65,500-$80,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92078

#GBS

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

Job Requisition ID: 91980

Location Designation: Hybrid - 4 days per week

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

Position Overview:

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

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

Key Responsibilities:

Research & Investment Development

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

Market & Regulatory Analysis

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

Cross-Functional Collaboration

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

Project & Process Management

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

Communication & Strategy Presentation

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

Qualifications

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

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

Skills & Attributes:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

Location Designation: Hybrid - 3 days per week

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

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

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

What You’ll Do:

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

Business & Technology Skills:

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

What You’ll Bring:

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91968

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

Location Designation: Hybrid - 3 days per week

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

Job Description:

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

What You’ll Do:

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92034

Private Capital Investors 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 Private Capital Investors (PCI) team at New York Life Investments is one of the top investors in the traditional debt private placement market. We provide medium to long-term capital to a wide variety of institutions including public and private companies, cooperatives, endowments, and not-for-profits. PCI offers structured financing solutions including senior debt, master note facilities, and credit tenant leases, with deep sector expertise across infrastructure, utilities, structured finance, REITs, energy, media, and sports.

About the Role:

The PCI Associate will play a meaningful role on smaller deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. The is role will also combine elements of coordination with internal operations and legal teams to ensure successful closings, payment reconciliations and post-closing support.

This is a unique opportunity for a motivated individual with a growth mindset, capable of juggling numerous tasks without sacrificing attention to detail. This Associate will gain experience across the full lifecycle of private placement investing—from deal screening to closing to ongoing management.

What You’ll Do:

New Transactions & Underwriting

Support investment professionals with researching, underwriting and evaluating new private placement opportunities
Conduct company and industry research, financial modeling, and credit analysis to support investment recommendations
Contribute to the drafting of internal credit materials for Investment Committee discussions, including financial statement analysis
Assist in coordinating closing documentation, trade entry, and post-closing logistics

Portfolio & Operational Management

Monitor and track portfolio company deliverables including financial reporting and covenant compliance
Contribute to annual portfolio review and ongoing credit surveillance
Oversee key operational items such as PCI inbox management, payment tracking, pricing reviews, and wire coordination

Reporting & Data Management

Enter and maintain accurate deal data in DealCloud; generate custom reports and dashboards as needed
Support the production of weekly pipeline reports and ad hoc client reporting needs
Assist with materials preparation for team meetings, presentations, and internal reporting

What You’ll Bring:

Bachelor's degree required; preferred concentration in finance, accounting, economics, or business
1-3 years of experience in fixed income, investment banking, finance or related field
Strong organizational and multitasking abilities, with a keen attention to detail
Proficiency in Microsoft Office
Experience with Bloomberg, CapIQ and/or DealCloud is a plus
Strong communication and collaboration skills; ability to thrive in a fast-paced, team-oriented environment

Nice to Have:

Experience preparing credit or investment memos
Exposure to private markets, investment compliance, or structured finance
Working knowledge of data visualization tools or report builders (e.g., Tableau, DealCloud dashboards)

#LI-AM1

Pay Transparency

Salary Range: $85,000-$105,000

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: 92051

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

Location Designation: Hybrid - 3 days per week

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

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

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

What You'll Do:

Copilot Enablement & Integration

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

Microsoft 365 Engineering & Platform Ownership

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

Governance, Security & Compliance

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

End-User Adoption & Enablement

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

Monitoring, Optimization & Reporting

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

Strategic Planning & Roadmap Contribution

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

What You’ll Bring

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

Preferred Qualifications

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91776

Correspondence Analyst (Remote, any state, US)

Job Requisition ID: 91835

Location Designation: Fully Remote

Role Overview:

The Correspondence Analyst is a pivotal role that creates consistent and compelling user experiences across all communication channels, including email, SMS, and print. This role’s assigned value stream will have a specific focus on business activities relating to customer and client correspondence. This role is responsible for prioritizing, organizing, and delivering outcomes in partnership with stakeholders such as Service, Claims, Distribution, Strategy, Solutions & Marketing, IT, Legal and Vendors.

What You’ll Do:

Requirements Gathering

Collaborate with cross-functional teams to gather correspondence requirements that meets regulatory standards, are accurate, and are clear and simple to understand.
Coordinate with Product Owners and IT teams to translate complex requirements that meets the needs of our stakeholders within our IT systems.
Design and develop solutions using document automation platforms such as SmartCOMM.

Portfolio Initiatives

Gather and organize business needs for key portfolio initiatives, detailing the required experience and skills for managing customer and client communications. Incorporate operational insights to ensure alignment with business goals and stakeholder feedback.
Coordinate the acceptance of portfolio initiatives, ensuring all correspondence requirements are met and clearly defining the "definition of done" for successful project completion.

Continuous Improvement

Understand the voice of the market and stakeholders to create effective communication strategies and set priorities.
Identify and implement process improvements across correspondence channels and Group Benefit products.
Train and support teams on correspondence tools and best practices.
Track and analyze portfolio initiatives' performance using metrics and feedback for continuous improvement.

What You'll Bring:

Bachelor’s degree in business, health management, or a related field, with at least 5 years in insurance.
2+ years of experience with document management systems and forms automation tools like SmartCOMM.
Proven experience as an Experience Owner (or Product Owner) in Agile projects, building new tools and capabilities.
Preferred knowledge of Group Benefits (Leave Management, Disability, Life, and Supplemental Health).
Strong understanding of document management principles, best practices, and industry standards.
Skills and Competencies
High level of business acumen, problem-solving, project management, and creative resourcefulness.
Ability to develop strong relationships across all levels of the organization and with external partners.
Strong team player with the ability to work effectively with diverse teams and stakeholders.
Enjoys working hard and looks for challenges; able to act and react as necessary, even with limited information.
Ability to make informed decisions through analysis, wisdom, experience, and judgment.
Meticulous attention to detail to ensure accuracy and consistency in all communications.
Open-minded and creative, seeking 'out of the box' solutions.
Agile mindset with the ability to adapt quickly and take the next best action.

#LI-KH1
#LI-REMOTE

Pay Transparency

Salary range: $75,300-$120,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91835

#GBS

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

Location Designation: Hybrid - 4 days per week

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

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

What You’ll Do:

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

What you’ll Bring:

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91960

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

Location Designation: Hybrid - 4 days per week

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

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

What You’ll Do:

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

What you’ll Bring:

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

#LI-AM1

Pay Transparency

Salary Range: $80,000-$135,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91959

CVP - Product Manager - Advisor Collaboration and Succession Programs (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

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

Role Overview:

An area of focus of our team in the Home Office is helping our financial professionals effectively and efficiently collaborate in teams to better serve clients, as well as supporting them plan and execute succeeding their business and efficiently execute their succession plan. We’re looking for a Product Manager to lead the enhancement of our advisor collaboration and succession programs. This role will drive the design, development, and implementation of strategic initiatives that help financial professionals collaborate more effectively in teams and successfully plan for business succession.

This is a high-impact role ideal for someone passionate about building exceptional user experiences, translating complex needs into scalable solutions, and leading cross-functional teams to deliver business value.

What You’ll Do:

Strategy & Vision

Develop and maintain a multi-year product vision and roadmap, aligned with business objectives, market trends, and user needs
Shape new initiatives by framing problems, assessing current state, and recommending target-state solutions
Prioritize product features and enhancements based on impact, customer feedback, and strategic alignment
Define and track objectives and key results (OKRs) for continuous measurement and improvement

Product Development & Delivery

Lead the product management lifecycle from concept to launch using Scaled Agile Framework (SAFe)
Partner with stakeholders, product owners, and UX/UI teams to define detailed product requirements
Build and maintain a well-prioritized backlog and collaborate on user stories, acceptance criteria, and testing
Champion user-centric design, ensuring new capabilities are intuitive, impactful, and aligned with agent and client needs

Collaboration & Communication

Engage internal teams and external vendors to ensure alignment and timely delivery
Present product strategy, roadmaps, and key updates to senior leadership and cross-functional partners
Collaborate with market insights teams to identify user pain points, competitive benchmarks, and innovation opportunities

Analytics & Optimization

Define product KPIs in partnership with analytics teams and track performance over time
Use data to identify opportunities for improvement and support optimization efforts through testing and feedback loops
Lead efforts to evaluate product health, usage, and impact, adjusting strategy as needed

Key Competencies:

· Thought leadership and advisory

o Frame and analyze complex problems.

o Assess areas of opportunity and develop pragmatic solutions.

o Present recommendations to senior leadership.

· Strategic planning and executive communication

o Support strategic planning activities.

o Participate in structured reviews of initiatives & implications (e.g., budget, resource allocation).

o Work with the Product Owner to coordinate agenda and materials for executive leadership updates.

· Project support

o Support the end-to-end delivery of solutions.

o Establish partnerships with stakeholders across business areas to support implementation of initiative.

o Assist in managing governance and communication processes to ensure transparency and accountability.

What You’ll Bring:

Bachelor’s degree and/or equivalent experience
10+ years of relevant experience
Experience in financial services and/or insurance preferred
Strong familiarity with SAFe or Agile methodologies
Excellent communication and executive presentation skills
Proven ability to lead cross-functional teams and influence stakeholders at all levels
Strong analytical, problem-solving, and strategic thinking capabilities
Comfortable working in a fast-paced, collaborative environment with high accountability

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $117,500 - $190,000

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: 91965

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

Location Designation: Fully Onsite

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

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

Role Overview:

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

What You’ll Do:

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

What You’ll Bring:

Required Skills

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

Preferred Skills:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 91932

CLO Product Analyst (New York, NY, US)

Job Requisition ID: 91986

Location Designation: Hybrid - 4 days per week

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

What You'll Do:

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

What You'll Bring:

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

#LI-AM1

Pay Transparency

Salary Range: $90,000-$130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91986

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

Location Designation: Hybrid - 3 days per week

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

Business Overview:

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

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91006

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

Job Requisition ID: 91984

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.

Role Overview:

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

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

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

What You’ll Do:

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

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

What You’ll Bring:

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

Required Skills:

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

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

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

Preferred Skills:

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91984

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

Location Designation: Hybrid - 3 days per month

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

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

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

Deployment and Configuration Management:
- Deploy and manage MuleSoft Runtime Fabric environments, ensuring they are optimized for performance, scalability, and security.
- Automate the deployment and configuration of microservices in AWS using tools like Terraform, Ansible, and AWS CloudFormation.
- Manage the configuration and deployment of various AWS various services to support integration and microservices architectures.
Monitoring and Logging:
- Set up and manage monitoring, logging, and alerting solutions using ELK Stack (Elasticsearch, Logstash, Kibana) or Sumo Logic or NewRelic and AWS CloudWatch.
- Implement log aggregation and analysis using Logstash and integrate with other systems for real-time monitoring and incident response.
- Monitor and manage Kafka clusters, ensuring high availability, fault tolerance, and performance optimization.
CI/CD Pipeline Development:
- Design, implement, and maintain CI/CD pipelines for MuleSoft and microservices deployments using tools like Jenkins, uDeploy and GitHub
- Ensure smooth and automated deployments across development, testing, and production environments, minimizing downtime and manual intervention.
- Integrate automated testing, security scanning, and compliance checks into the CI/CD pipeline.
- Design, implement, and maintain infrastructure as code (IaC) pipelines that use Terraform.
Data Streaming and Integration:
- Configure and manage data streaming and integration using change data capture (CDC) and Kafka for real-time data processing.
- Ensure seamless integration between on-premises systems, cloud environments, and third-party services.
Security and Compliance:
- Implement and manage security best practices for MuleSoft Runtime Fabric and AWS infrastructure, including IAM roles, security groups, encryption, and secrets management.
- Ensure compliance with organizational policies and industry standards for data protection, auditing, and logging.
Collaboration and Support:
- Work closely with development, operations, and architecture teams to design and implement robust, scalable solutions.
- Provide support for troubleshooting and resolving issues in runtime environments, including performance bottlenecks, service outages, and configuration errors.
- Document processes, configurations, and workflows to ensure knowledge sharing and operational efficiency.
- Identify opportunities for integrating AI/ML models in automation of IaC and Application build/deploy pipelines

What You’ll Bring:

Experience:
- 8+ years of experience in DevOps engineering, with a focus on cloud infrastructure, automation, and configuration management.
- Hands-on experience with MuleSoft Runtime Fabric or equivalent integration platform, including deployment, configuration, and management.
- Extensive experience with various AWS services and related tools.
- Strong background in deploying and managing microservices architectures in AWS using Kubernetes (EKS) and Docker.
- Experience with CI/CD tools and practices, including pipeline development, automated testing, and infrastructure as code (IaC).
Technical Skills:
- Proficiency in scripting and automation languages such as Python, Bash, or PowerShell.
- Strong knowledge of infrastructure as code (IaC) tools like Terraform, CloudFormation, or Ansible.
- Experience with logging and monitoring tools like ELK Stack, Logstash, Kibana, and AWS CloudWatch.
- Familiarity with data streaming tools like Kafka and change data capture for real-time data integration.
- Understanding of security best practices in cloud environments, including IAM, VPC, and encryption techniques.
Soft Skills:
- Strong problem-solving skills and the ability to troubleshoot complex issues in distributed environments.
- Excellent communication and collaboration skills, with the ability to work effectively in cross-functional teams.
- Ability to work independently, prioritize tasks, and manage time effectively in a fast-paced environment.

Education:

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92085

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

Location Designation: Hybrid - 3 days per week

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

Senior Associate, HR Business Partner

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

Role Overview:

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

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

What You’ll Do:

Strategic HR Partnership

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

Data & Insights

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

AI & Innovation in HR

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

Core HR Program Delivery

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

What You’ll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92036

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

Location Designation: Hybrid - 4 days per week

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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.

A $300bn + asset manager is looking to add a Director to its research and origination team focused on the non- traditional asset backed securitization market. The team is focused on originating and executing private placement and 144A securitized transactions.

Responsibilities:

The ideal candidate will help Source, underwrite and execute Private and 144A securitizations by interacting with Commercial and Investment Banks, Finance Companies, Asset originators, Asset Managers and Private Equity funds. Coverage sectors include, Solar, Student Loans, Home Improvement, Unsecured Consumer, Residential Mortgages, Digital Infrastructure, aviation, rail, equipment finance, whole business, other specialty finance sectors.

The candidate must be able to support their origination efforts and other team members by performing and/or supervising credit, collateral, legal, cashflow and structural analysis as well as review legal documentation. The individual will be expected to work closely with rating agencies, in house and external legal counsel as well as work closely with accounting and regulatory personnel to ensure proper accounting and regulatory capital treatment.

Qualifications:

The candidate will have 10+ years of Structured Finance origination and analysis experience specifically with Private ABS.

Bachelor's Degree required, MBA or CFA preferred A strong background in credit research

Excellent written and presentation skills.

Experience with cashflow modeling, scenario and sensitivity analysis for asset-backed transactions is a strong plus.

An assertive self-starter with self-confidence and a positive attitude

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91678

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

Location Designation: Hybrid - 3 days per week

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

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

Role Overview:

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

What You’ll Do:

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

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

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

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

Internal Responsibilities (Tech, Data, AI team)

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

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

Oversee Tech AI&D Early Career Programming and internships.

Evaluate departmental funding of independent learning programming aligned to overall strategy

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

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

Enterprise Responsibilities

Partner to lead AI Learning efforts across three strategic workstreams:

Ignite AI – Drive community enablement and foster knowledge sharing

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

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

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

What You’ll Bring:

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

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

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

Ability to curate and align learning experiences with business needs.

Strong collaboration skills with HR and other enterprise functions.

Vendor management and partnership optimization.

Excellent leadership and communication skills.

Familiarity with learning management systems and digital learning platforms.

Preferred Skills:

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

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

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

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

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91971

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

What You'll Bring:

Bachelor’s degree required or consummate experience

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

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

#LI -EM1

#LI - HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91850

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91789

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

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

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

What You'll Do:

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

What You'll Bring:

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

#LI - EM1

#LI - HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91812

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

Location Designation: Fully Onsite

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

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

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

This position will support the Southern California GO.

Role Overview

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

Qualifications

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

Experience

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

Pay Transparency

Salary Range: 110,000-$135,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Administrative Assistant (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

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

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

What You’ll Do:

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

What You’ll Bring:

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91816

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

Location Designation: Hybrid - 3 days per week

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

Design Program Manager

Role Overview:

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

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

What You’ll Do:

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

What You’ll Bring:

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

Nice to Have:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92021

Instructional Design Partner (New York, NY, US)

Location Designation: Hybrid - 3 days per week

Role Overview

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

What You’ll Do:

Learning Experience Design & Development

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

Content & Program Design

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

Project Management & Implementation

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

Evaluation & Continuous Improvement

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

Mentorship & Collaboration

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

What You’ll Bring:

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

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91542

Acquisition Officer Real Estate Equity (Dallas, TX, US)

Location Designation: Hybrid - 4 days per week

The Company

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 and is one of the most active real estate investors, including commercial first mortgage lending for its general account, various real estate equity strategies, and a capital markets group acquiring real estate equity and debt securities.

New York Life’s real estate group is headquartered in their New York City office with regional offices in San Francisco, Dallas, Chicago and Atlanta. The real estate equities team manages and acquires assets on behalf of a number of different investors including domestic and foreign, single/independent and co-mingled accounts. The largest investor for which the equities team manages and acquires assets is the New York Life General Account. From this range of investment mandates, acquisition activity for the transactions team includes core, value add, and opportunistic investments on both a direct and/or join venture basis. These strategies invest across both the traditional major real estate asset classes (multifamily, industrial, retail and office properties) as well as sub-classes such as self-storage, medical office properties and industrial outdoor storage. Investments are primarily through direct property acquisition as well as joint ventures and completing “distressed” transactions. NY Life Real Estate Investors benefits from these multiple investment strategies, always being in the market, the synergies of its team and its different lines of real estate activity, and a strong commitment to its culture.

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 its Foundation. For more information on NY Life, visit its LinkedIn, or the Newsroom and the Careers page of www.NewYorkLife.com and for more information on New York Life’s real estate investment business, visit https://www.newyorklife.com/realestateinvestors.

The Position

The Director, Transactions position will be based in the Dallas office. He/she will be primarily responsible for sourcing and closing real estate investment opportunities in Texas and Arizona. T

Responsibilities

The key responsibilities of the Director - Transactions will be as follows:

Solicit, develop, and maintain relationships with brokers, owners, developers, operators, and professional service providers to “be in the market” to generate investment opportunities.
Source new property acquisition opportunities and develop a “hit list” of prospective new acquisitions and new investment partners.
Know the target markets within assigned geography, understand market drivers, supply/demand, employment and other factors to support overall strategy and specific opportunities to the company.
This person will have responsibility for coordinating all aspects of the acquisition process as it relates to their investments, which includes:
- Preparation of a market analysis.
- Development of a financial assessment and acquisition pro forma.
- Prepare and present investment packages to the NYLREI Investment Committee.
- Negotiate with seller or seller’s representatives on all aspects of letters of intent and purchase and sale agreements.
- Initiate and manage due diligence efforts associated with new acquisitions including the coordination of all internal and external consultants.
- Work with Asset Management Group on developing a business plan for each new acquisition.
- Negotiate and secure project-level debt for new acquisitions.
- Coordinate the preparation of closing/settlement process.
Will have some involvement tracking the performance of the asset through an investment hold period; will not have direct responsibility but will continue to “care” as the owner through the asset’s lifecycle.
Work with Head of Transactions and Asset Management to help coordinate and assist in property dispositions.
Participate in the overall NYLREI business and to grow the business and footprint in the market. Meet with investors and lenders as appropriate to demonstrate NYLREI’s investment credibility and strategy. Represent the company within the real estate industry and in institutional investment circles. Participate in national and regional trade associations that further NYLREI’s business.
Provide general direction to the real estate department relative to local trends in real estate investment, underwriting, new product ideas etc.
Ongoing interaction with the Head of Transactions, Portfolio Management and Asset Management departments to ensure that fund strategy is consistently maintained.

Candidate Qualifications and Experience

Experience: The candidate should have a minimum of five years in a lead acquisition role in commercial real estate and have a minimum of 10 years institutional real estate experience.

Education: Undergraduate degree is required. An MBA, or other relevant graduate degree is an added benefit, but not required.

Professional Experience

Demonstrated experience investing in multiple property types (not just experience in one asset type) and strong relationships in the market, most notably Texas and Arizona.
Should have a demonstrated track record in the real estate transaction process from sourcing opportunities through closing. This person will likely have been on the principal side of the business but will consider candidates from other transactional disciplines.
Should have some understanding of various real estate sectors nationally as well as have a depth of knowledge in Texas and Arizona. Will bring a strong existing network and presence among target market property owners, brokers, and consultants in one or both of these markets.
Must have experience sourcing acquisitions as well as executing transactions. Should be able to articulate a specific approach to building a business plan to acquire properties. Should have a track record of finding “off-market” transactions under the radar screen (not just finding brokered “auction” deals).
Strong real estate valuation and underwriting skills with a strong attention to detail.
Experienced in the application of leverage.
- Capital markets experience with the ability to structure transactions at different points in the capital stack, in addition to straight acquisitions would be a positive, although not essential attribute.
- This could include experience structuring mezzanine debt, whole loans, equity joint ventures, etc.
- Experience with structuring and modeling joint ventures a plus.
Must have desire, energy and willingness to spend a significant amount of time out of the office reviewing markets and properties and meeting face-to-face with property owners, brokers, and others. Must be highly organized, motivated, and able to source and manage a full pipeline of potential transactions.
Must bring a deep understanding of the economics, market fundamentals, operations and marketing/positioning of real estate; preferably in office, industrial, retail, and multifamily properties. The candidate should bring a strong analytical orientation to the position. Will know how to value properties, run numbers (although he/she will have access to analytical support), and evaluate markets and opportunities. Should be able to effectively present and defend opportunities internally.
- The candidate should have experience with core-plus, value-add, and development transactions, not just acquiring core, stabilized assets. Must demonstrate ability to see value in underperforming assets.
- Will ideally have had prior experience working within the dynamics of a Taft Hartley transactions and the associated requirements of working with union labor.
The candidate should be a strong negotiator who can balance achieving the best transaction terms for the company with building long-term relationships in the marketplace.

Personal Attributes

Highly motivated with a strong record of academic and professional achievement.
The successful candidate will bring a current, state-of-the-art institutional quality industry perspective and experience to this position.
This person will be willing to “roll up his/her sleeves” to get the job done. This person will ultimately work with analysts/associates but will have to handle much of his/her work directly.
The candidate should have the attitude of a principal, insightful, creative and entrepreneurial. While this is a transactional person, this person should value the long-term performance of the assets they acquire.
Strong relationship builder, both externally within the marketplace and internally within the firm.
Will be able to hold their own in a fast- paced, intellectually challenging environment and defend their recommendations.
Motivated, self starter. Very highly developed organizational skills.
Strong communications skills, both written and verbal.
Excellent presentation skills. Thoughtful listener. Direct and open communication style.
Adheres to the NYLREI values and culture of commitment, collaboration, drive towards excellence, honesty, integrity, respect for others and trust.

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: 91819

Senior Actuarial Associate (Remote, NY, US)

Location Designation: Fully Remote

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

New York Life is on a journey to transform its Finance organization into a modern, insight-driven, and AI-enabled strategic partner. As part of this evolution, we are seeking a Senior Associate, Data Visualization & Analytics to join our FP&A Transformation & Finance Data Strategy team. This individual will play a key role in shaping the way Finance visualizes and interacts with data, builds analytical tools, and delivers insights that drive smarter business decisions.

This is a highly visible role with significant opportunities to work across Finance alongside NYL’s Strategic Capabilities teams, as well as to engage with advanced analytical tooling

What You’ll Do:

Design and develop advanced interactive dashboards and visual analytics to support FP&A, Actuarial, and broader Finance teams.
Translate complex data and analytical outputs into clear, intuitive, and actionable visual stories for business and Finance stakeholders.
Collaborate with cross-functional teams to gather requirements and iterate on high-impact use cases (e.g., reserve sensitivity, lapse analytics, expense drivers).
Act as a subject matter expert in modern BI tools (Tableau, Power BI, QuickSight) and visualization best practices.
Support the integration of AI-enabled insights and natural language querying tools into visual dashboards and reporting solutions.
Build and deploy Python-based Streamlit apps to augment traditional BI dashboards where needed.
Write and optimize SQL queries for data extraction, transformation, and exploration.
Proactively recommend new tools and techniques to enhance Finance’s data storytelling capabilities.
Mentor peers across Finance on best practices in data visualization and self-service analytics.

What You’ll Bring:

4–7 years of experience in Finance, Analytics, Data Visualization, or a related field, preferably in insurance or financial services.
Proficiency in SQL for querying large and complex data sets.
Experience in at least one major BI tool: Tableau (strongly preferred), Power BI, or Amazon QuickSight.
Familiarity with Python, especially in the context of data visualization (e.g., Plotly, Streamlit, Seaborn) or scripting for automation.
Exposure to AI/ML concepts or experience working alongside data science teams is a strong plus.
Demonstrated ability to work in fast-paced, cross-functional environments with minimal oversight.
Strong communication and soft skills – able to explain data insights clearly to non-technical audiences.
Highly motivated, curious, and a self-starter who enjoys learning and innovating in evolving technical environments.
Bachelor’s degree in Finance, Data Science, Computer Science, Statistics, or a related field preferred; advanced degree a plus.

What You'll Gain

Hands-on experience with cutting-edge tools like AWS Bedrock, Python-based web apps, and enterprise-scale BI platforms.
A role at the intersection of Finance, AI, and Technology during a foundational period of enterprise transformation.
High-impact work that drives strategic decisions, with visibility to senior leadership and cross-functional teams.
A chance to shape the future of data literacy and visualization excellence across New York Life’s Finance organization.

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: 92079

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

Location Designation: Hybrid - 3 days per week

We are seeking a highly skilled Platform Solution Architect to join our Artificial Intelligence and Data (AI&D) group. The platform architect will lead design and implementation of integration platform and solutions, with good knowledge on various deployment options and development using MuleSoft and microservices architecture hosted on the AWS ecosystem. The ideal candidate will have a deep understanding of integration patterns, cloud-native architecture and API management, with a strong focus on creating scalable, reliable, and secure solutions. The role will include a key focus on incorporating AI/ML capabilities into the platform to support advanced analytics and intelligent automation. This role requires ability to consistently communicate across multiple channels (Teams, emails, meetings, conversations), proactively identifying blockers and escalating as needed, organizational skills to support the team in maximizing its performance and ensuring successful delivery of projects.

Responsibilities

Solution Design and Architecture

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

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

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

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

Administration of Integration platform

Development

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

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

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

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

Cloud Integration

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

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

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

Technical Leadership

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

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

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

Stakeholder Engagement

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

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

Continuous Improvement

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

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

Required Skills

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

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

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

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

Technical Skills:

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

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

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

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

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

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

Soft Skills:

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

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

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

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

Desired Skills

Experience or exposure to Life Insurance industry

Strong leadership abilities and the ability to foster teamwork

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

Education

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

Certifications

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

AWS Certified Solutions Architect – Associate (Preferred)

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91485

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

Job Requisition ID: 91599

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91599

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

Job Requisition ID: 91842

Location Designation: Fully Onsite

Location: 8641 Henderson Road, Tampa, Florida 33634

Offered Wage: $139,194/year

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

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

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

Eligible for Employee Referral Program.

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

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91842

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

Location Designation: Hybrid - 3 days per week

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

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

What You’ll Do:

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

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

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92098

Corporate Security Manager (Bethlehem, PA, US)

Location Designation: Fully Onsite

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

The Security Manager will oversee all Security/Fire Life Safety Operations in our Bethlehem, PA office location.

What You’ll Do:

Oversee all New York Life (NYL) building fire and life safety personnel and systems.
Act as Incident Manager during emergency situations, including but not limited to:

Fires
Medical emergencies
Floods
Explosions
Power outages
Bomb threats
Suspicious packages
Other emergency events

Evaluate security needs and recommend upgrades in technology, systems, and training.
Serve as the primary liaison with state, county, and local emergency response agencies.
Manage NYL security systems, including:

Card access systems
CCTV
Alarm systems

Prepare and maintain all required reports, including monthly, quarterly, and ad hoc security assessment reports.
Report to the Director of Corporate Security or another member of the Corporate Security management team.
Travel occasionally for domestic and international assignments to NYL offices and events.
Maintain and update all relevant security policies and procedures.

What You’ll Bring:

Minimum of 10 years of recent law enforcement experience in a supervisory capacity.
Proficiency in Microsoft Office Suite and general computer applications.
Valid driver's license.
Eligibility to obtain and maintain a valid Retired Police Officer (RPO) concealed pistol permit.
Familiarity with Software House C•CURE access control system - or similar systems - is also valuable.
Prior corporate security experience in a large organization is preferred.
Demonstrated ability to think independently, make critical decisions, and operate with minimal supervision.
Strong report-writing skills, with the ability to produce clear and concise documentation.
Effective collaboration skills; able to work cross-functionally with internal departments, contractors, and external agencies.

Pay Transparency

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

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: 92045

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

Job Requisition ID: 91988

Location Designation: Hybrid - 4 days per week

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

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

What You'll Do:

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

What You'll Bring:

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91988

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

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

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

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

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

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

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

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

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

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

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

· Travel 10% - 15% domestic and international.

What You'll Bring:

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

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

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

· Familiarity with IIA Standards and internal audit methodology.

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

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

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

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

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

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

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92070

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

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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

What You'll Do:

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

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

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

What You'll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91977

Bank Loans CLO Operations, Sr. Associate (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 LLC was formed in October 2013 as a wholly owned subsidiary of New York Life Insurance Company with the primary responsibility for managing the fixed income and real estate assets of New York Life and other strategic partners. With over 300 professionals, the organization manages over $300 billion of assets under management, through three investment groups.

Overview of Role:

NYL Investors is seeking a high-performing Senior Associate (PF3) to join the Bank Loan & CLO Operations team. This role is designed for a subject-matter expert (SME) in CLO operations, who brings hands-on experience across the servicing lifecycle and is ready to take on leadership responsibilities. The ideal candidate is a proactive problem solver with deep operational expertise, excellent communication skills, and the ambition to grow within Investment Services.

The role requires close interaction with Traders, High Yield Analysts, Trustees, Agent Banks, Fund Accounting, Technology partners, and various internal stakeholders. The PF3 will also help mentor junior team members and drive automation and efficiency across systems such as Wall Street Office (WSO), BlackRock Aladdin, and other downstream systems.

What You'll Do:

CLO Operations subject matter expert overseeing the full servicing of syndicated bank loans—trade capture, lifecycle events and rollovers, security master maintenance, corporate actions, and monthly reporting—across Wall Street Office (WSO) and Aladdin.
Oversee daily control processes for leveraged loans and CLOs, ensuring accurate cash, position, and trade reconciliations with Trustees and Agent Banks.
Review and validate monthly trustee CLO Investor reports and compliance data before final approval by the Trading Desk.
Lead CLO warehouse activities: manage borrowings, pre-close checks, post-close reconciliations, and trustee/system tie-outs.
Drive process improvements via automation and AI initiatives; define business requirements and collaborate with IT teams.
Mentor junior staff on CLO mechanics, reconciliations, and operational controls; promote team development and accountability.
Represent CLO Operations in department-wide initiatives including system upgrades and new product implementations.

What You'll Bring:

BA/BS in Business Administration / Finance concentration preferred
Minimum of 5 years of hands-on experience in CLO or leveraged loan operations within an investment management firm.
Proven expertise with CLO reconciliations and Compliance tests /reporting, understanding CLO Indentures, and trustee coordination.
High competence level with Microsoft Office tools required
Strong Technical, Analytical and Organizational skills required
Proficient at documenting procedures, as well as systems specifications and test plans
Experience with BlackRock’s Aladdin, Wall Street Office, and ClearPar is a plus
Strong leadership qualities with experience leading process initiatives.

#LI-AM1

Pay Transparency

Salary Range: $105,000-$135,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92113

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

Location Designation: Fully Remote

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

Role responsibilities

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

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

Role description

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

Key responsibilities

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

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

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

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

Qualifications

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

Skills and abilities

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

Leadership capabilities critical for success in this role

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 92104

#GBS

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 92112

CVP - Life, Investments, & Annuities Suitability and Sales Standards (New York, NY, US)

Location Designation: Hybrid - 3 days per week

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

Business Unit Overview

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

Role Overview:

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

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

What You’ll Do:

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

What You’ll Bring:

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

#LI-SV1

#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 91844

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

Location Designation: Fully Onsite

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

Offered Wage: $152,734.92/year

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

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

Eligible for Employee Referral Program.

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Pay Transparency

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 92121

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

Location Designation: Hybrid - 3 days per week

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

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

What You’ll Do:

M365 AI Platform & Support

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

Environment Management

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

Community Engagement

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

Dashboards & Monitoring

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

Strategic Analysis & Innovation

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

What You’ll Bring:

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

Preferred Qualifications:

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91773

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

Location Designation: Hybrid - 3 days per week

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

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

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

Business Overview:

What You'll Do:

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

What You'll Bring:

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91939

Product Manager, Paid Statutory (Remote, any state, US)

Job Requisition ID: 91992

Location Designation: Fully Remote

Role Overview:

Reporting to the Paid Statutory Product Manager, this position will support our paid statutory leave products. In this role, you will partner with the paid statutory product manager to understand program requirements, understand the impacts to New York Life Group Benefit Solutions and work with internal partners overseeing implementation of these products. You will work collaboratively with cross matrix partners to gather intelligence about the product, opportunities to inform product development and improve implementation. Working with the paid statutory product manager, you will leverage competitive insights, market knowledge and business acumen to support the vision for paid statutory products and services to maximize value of the product. You will work with marketing and distribution partners to assist in developing materials to support education and sales of the paid statutory products.

What You’ll Do:

Build and maintain a level of technical and business knowledge about the assigned products and services supported; act as the SME resource and point of contact for internal partners.
Oversight of contract negotiations and management of ongoing performance of agreement; ongoing evaluation to the division and our clients based on established expectations and goals. Identification and facilitation of issue resolution for aligned relationships.
Work collaboratively with cross matrix partners to gather market intelligence about products, pricing, positioning, value propositions, channel conflicts/opportunities to inform development / implementation of winning strategies and tactics.
Leverage competitive insights, market knowledge, and business acumen to create a vision for their supported products and services as well as a multi-year plan (or roadmap) to achieve it, with the goal of maximizing the value created over the short and long-term.
Create, distribute, and educate sales teams (internal and external) with effective training, tools and materials that articulate the value proposition of assigned products and services; ongoing consultation as needed.
Develop B2B strategies in partnership with Marketing and internal partners to provide critical product information and consultation to clients and brokers.
Responsible for key initiatives and critical functions in support of the roadmap in support of profitable growth (including new sales, inforce growth, persistency, and participation results); lead cross-functional team(s) to deliver on the roadmap as they drive the work across the company end-to-end throughout the product lifecycle.
Ability to leverage internal data and metrics to build their knowledge and drive effective business decisions.

What you'll bring:

Bachelor’s degree in business, health management or related field; with a minimum of 5+ years of experience in the group insurance industry.
Proven track record of developing strong relationships with matrix partners, distribution and vendors.
Ability to deliver results with little or no direction, resource key projects, and drive sound business decisions.
Open minded and creative – seeks ‘out of box’ solutions.
Ability to provide leadership and direction to cross-functional teams to ensure successful Outcomes.
Goal oriented and personally accountable; resourceful and self-directed.
Ability to work effectively in dynamic, rapidly changing, team-based environment.
Knowledge of Group Employee Benefits required, absence management knowledge preferred.

#LI-KH1
#LI-REMOTE

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91992

#GBS

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

Location Designation: Fully Onsite

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

Business / Role Overview:

This position will support the Birmingham GO.

What You'll Do:

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

What You'll Bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

Bank Loans Operations, Associate (New York, NY, US)

Location Designation: Hybrid - 4 days per week

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

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

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

Role Overview:

The Bank Loans Operations Associate is responsible for administration of leverage loan assets in multiple systems as well as the reconciliation of records between the Trustee, agent and internal systems. The associate also does the reporting of CLO ( collateralized loan obligation ) compliance, data and cash reconciliation. This role requires frequent interaction with the trading desk, high yield analyst, agents and Trustees

What You'll Do:

Process and maintain leverage loan assets security master/transactions in Wall Street Office
Analyze and solve discrepancies between agent/trustee/internal system records
Daily cash/positions/trades reconciliation between internal systems and Trustees
Monthly CLO Investors report reconciliation including data, ratings and compliance reports
CLO warehouse closing process including borrowings, pre/post closing reconciliations and tie outs.
Liaising with the Traders, analysts, and Trustees on all bank loan operations matters
Actively participate in group and departmental projects and upgrades. Stay apprised of industry regulations and initiatives.
Assist with testing plans and document results.

What You'll Bring:

BA/BS in Business Administration with Finance concentration preferred
2 - 3 years of Middle Office/Operations Trust Services experience is required
Leverage loans/CLO experience preferred
Excellent oral and written communication skills
High competence level with Microsoft Office tools required
Strong Technical and Analytical skills required
Proficient at systems specification, testing, and implementation
Experience with BlackRock’s Aladdin and Wall Street Office is a plus

#LI-AM1

#hybrid

Pay Transparency

Salary Range: $80,000-$95,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91352

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

Location Designation: Hybrid - 3 days per week

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

Software Engineer - Investment Technology

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

What you’ll do:

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

What you’ll bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91831

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91938

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

Location Designation: Hybrid - 3 days per month

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

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

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

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

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91846

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

Location Designation: Hybrid - 3 days per month

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

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

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

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

What you’ll do:

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

What you’ll bring:

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91687

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

Location Designation: Hybrid - 3 days per week

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

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

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

Business Unit Overview:

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

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

Training & Development

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

Hours

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

Pay Transparency

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

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

Job Requisition ID: 91413

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

Location Designation: Hybrid - 3 days per week

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

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

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

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

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

#LI-TL2

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

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

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

Job Requisition ID: 91830

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

Location Designation: Fully Onsite

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

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

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

Business / Role Overview:

This position will support the Long Island GO.

What You'll Do:

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

What You'll Bring:

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

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

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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

Our Benefits

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

Location Designation: Hybrid - 3 days per week

Business Unit Overview

Role Overview:

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

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

What great looks like in this role:

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

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

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

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

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

What You’ll Do:

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

What You’ll Bring:

Skills & Competencies

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

Experience

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

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

#LI-SV1

#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Our Diversity Promise

Job Requisition ID: 91526

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

Location Designation: Fully Onsite

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

Business Unit Overview

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

Role Overview:

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

What You’ll Do:

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

What You’ll Bring:

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

Preferred Skills:

Preferred Series 51 or 53

#LI-SV1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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

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

Job Requisition ID: 92107

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

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

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

Location Designation: Hybrid - 3 days per week

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

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

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

Business Overview:

Role Overview:

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

What You'll Do:

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

What You'll Bring:

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

#LI-VL1
#LI-HYBRID

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Our Benefits

Job Requisition ID: 91716

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

Location Designation: Hybrid - 1 day per month

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

A Unique Opportunity to Elevate Your Career

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

About the Role

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

What You’ll Do

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

What You’ll Bring

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

Why Join Us?

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

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

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

Competitive compensation package with performance-based incentives.

Take the Next Step in Your Career

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

#LI-AM1

Pay Transparency

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

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Our Benefits

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

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

Job Requisition ID: 91962

Sales Representative (Charlotte, NC, US)

Location Designation: Hybrid - 3 days per week

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

Role Overview:

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