CVP, Client Management Strategy & Performance

New York Life; New York (NY); Remote; USD 135,000 - 165,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

New York Life Insurance Co. is seeking a Corporate Vice President, Head of Client Management Strategy & Performance to steer strategic alignment, performance standards, and enterprise coordination for the in-force book.

The role drives disciplined planning and execution across markets, ensuring accountability and excellence without direct reporting lines. You will lead development of strategic direction, influence across functions, and elevate client and broker outcomes, mentoring leadership and

Qualifications

• 12–15+ years of progressive experience in group insurance or employee benefits, with a proven track record in client management, sales, or distribution.
• Experience influencing senior leaders and driving enterprise-wide initiatives in a matrix environment.
• Strong executive presence and credibility with internal and external C‑suite stakeholders.
• Demonstrated ability to set strategy, measure and drive performance, and lead alignment across distributed teams without direct reporting authority.

Responsibilities

• Define and drive strategic direction and alignment for client management across regions and national levels.
• Partner with distribution, product, underwriting, claims and service leaders to align client management with enterprise goals.
• Establish and track KPIs across persistency, in-force growth, renewals, and leading indicators; enable improved forecasting.
• Act as executive sponsor for key client relationships and market initiatives; elevate client and broker feedback to inform strategy.
• Provide mentorship and leadership coaching to Client Management leadership; foster accountability and continuous improvement.

Skills

Group insurance experience

Executive stakeholder influence

Strategic leadership

Strategy & performance measurement

Education

Bachelor's degree

MBA or advanced degree

Job description

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:

The Corporate Vice President, Head of Client Management Strategy & Performance serves as the leader driving strategic alignment, performance standards, and measurements, in addition to providing enterprise coordination on any initiatives, processes, or changes connected to the in-force book. While this role does not carry direct reporting lines, it provides dotted-line leadership and oversight of all in force book leaders and team to ensure consistency, accountability, and excellence across all markets/segments. This leader is responsible for executing on the strategic direction for inforce client management, ensuring disciplined strategic planning and execution, ensuring performance management, and elevating client and broker outcomes across New York Life Group Benefit Solutions. This leader is also responsible for aligning the proper project buy-in and support for our matrix partners as it relates to the in-force book.

What You’ll Do:

• Strategic Direction & Alignment
  • Execute the vision and strategic priorities for client management across the regional and national segments in partnership with the Head of National Accounts Inforce Growth & Client Relationship lead, and Regional and National Sales Leadership
  • Ensure consistency of strategy, processes, roles, and performance expectations across all regions/segments.
• Enterprise Influence & Leadership
  • Partner with Distribution, Product, Underwriting, Claims and Service leaders to align client management execution with enterprise goals.
  • Influence market strategies by building standards and best practices ensuring shared accountability for growth and retention.
• Performance Management
  • Establish and track KPIs across persistency, in force growth, renewals, and strengthen leading indicator metrics to enable improved forecasting
  • Drive adoption of common frameworks, tools, and reporting to ensure visibility of performance across markets.
• Client & Market Impact
  • Act as executive sponsor for key client relationships and market initiatives.
  • Track, trend and elevate client and broker feedback to inform enterprise strategy and product development.
• Leadership Development & Coaching
  • Provide mentorship, guidance, and leadership coaching to Client Management leadership, building future-ready talent pipelines.
  • Promote a culture of accountability, inclusivity, and continuous improvement without direct line management.

What You’ll Bring:

• 12–15+ years of progressive experience in group insurance or employee benefits, with a proven track record in client management, sales, or distribution
• Experience influencing senior leaders and driving enterprise-wide initiatives in a matrix environment.
• Strong executive presence and credibility with internal and external C‑suite stakeholders.
• Demonstrated ability to set strategy, measure and drive performance, and lead alignment across distributed teams without direct reporting authority.
• Bachelor’s degree required; MBA or advanced degree preferred.

Competencies

• Matrix leadership & influence: Ability to lead through dotted-line structures, aligning multiple leaders behind shared goals.
• Strategic mindset with strong business and financial acumen.
• Customer‑centric orientation with ability to translate client insights into actionable strategies.
• Change leadership to accelerate execution and overcome inertia.
• Talent influence & coaching to develop senior leaders without direct reporting lines.

Pay Transparency

• Salary range: $150,000 base + sales incentive
• Overtime eligible: Exempt
• Discretionary bonus eligible: No
• Sales bonus eligible: Yes
• Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
• Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

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

Our Diversity Promise

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

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