Field Experience Strategy Lead – Learning & Practice

New York Life Insurance Co.; New York (NY); Hybrid; USD 119,000 - 170,000; Full time

Job summary

New York Life Insurance Co. is seeking a Field Learning & Practice Management Strategy Lead to shape and activate initiatives that strengthen advisor capability and long-term practice success across the FX value stream.

You will align field learning, development, and practice management with field leaders and cross-functional teams to deliver scalable solutions. The role focuses on translating strategic priorities into measurable programs, partnering with Field Operations, Productivity,

Qualifications

• Bachelor’s degree required; MBA or advanced degree is a plus.
• 3–5+ years in strategy, field enablement, learning, practice management, or financial services roles
• Experience designing or supporting advisor learning, development, or practice management initiatives
• Strong organizational, communication, and stakeholder management skills
• Ability to translate complex concepts into practical, scalable solutions

Responsibilities

• Define strategic priorities for field learning and development aligned to FX and enterprise growth objectives.
• Shape learning strategies that support onboarding, development, productivity, and leadership effectiveness.
• Partner with enablement teams to ensure learning experiences are practical, role-based, and embedded in advisor workflows.
• Lead strategy development for practice management focused on advisor productivity, scalability, and sustainability.
• Translate strategy into clear initiative charters, success metrics, and execution roadmaps.
• Define KPIs and monitor adoption of learning initiatives.
• Collaborate across FX, Technology, Product, Data, and Distribution for aligned delivery.

Skills

Strategic thinking

Stakeholder management

Communication

Organizational skills

Execution

Education

Bachelor’s degree

MBA or advanced degree

Job description

New York Life Insurance Co. is seeking a Field Learning & Practice Management Strategy Lead to shape and activate initiatives that strengthen advisor capability and long-term practice success across the FX value stream.

You will align field learning, development, and practice management with field leaders and cross-functional teams to deliver scalable solutions. The role focuses on translating strategic priorities into measurable programs, partnering with Field Operations, Productivity,