Senior Associate, Agency Communities Planning and Execution

New York Life Insurance Co.; New York (NY); Hybrid; USD 100,000 - 143,000; Full time

Benefits offered by this job

Full benefits package

Annual discretionary bonus

Incentive program

Job summary

New York Life Insurance Co. is seeking a highly organized Senior Associate to support Agency Communities programs and experiences across approximately 12,000 agents and advisors in more than 100 General Offices.

This role requires regular travel to General Offices and other field locations. Reporting to the Head of Agency Communities, you will translate priorities into practical plans, manage programs, and build strong relationships with field leaders and Home Office stakeholders while

Qualifications

• Experience in program management, field engagement, community programming, events, culture, or a related function within a large or distributed organization.
• Demonstrated ability to manage initiatives from planning through execution, including timelines, stakeholders, logistics, and follow-through.
• Strong project-management, organization, prioritization, and problem-solving skills.
• Ability to build trusted relationships and influence stakeholders across a distributed organization.
• Strong written, verbal, and facilitation skills, with the ability to translate priorities into clear plans and resources.

Responsibilities

• Translate Agency Communities priorities into practical implementation plans, resources, and field activation support.
• Manage assigned community programs, affinity-group initiatives, and field experiences from planning through evaluation.
• Build relationships with community leaders, General Office partners, and Home Office stakeholders to support successful delivery.
• Develop playbooks, toolkits, templates, and other resources that enable consistent local activation.
• Coordinate program logistics, communications, stakeholder needs, and on-site support as required.
• Support the intake and tracking of programming requests, resources, and available funding.
• Gather field feedback, monitor participation and engagement, and identify opportunities to improve programs and experiences.
• Maintain accurate program data and contribute to portfolio reporting and measurement.
• Manage multiple priorities independently, resolve execution issues, and elevate decisions when appropriate.
• Represent Agency Culture & Communities professionally with field and Home Office partners.

Skills

Program management

Field engagement

Community programming

Events

Communication

Job description

Location

Location Designation: Hybrid - 3 days per week

Agency Culture & Communities

New York Life is seeking a highly organized and collaborative Senior Associate to support Agency Communities programs and experiences across approximately 12,000 agents and advisors in more than 100 General Offices.

Agency Culture & Communities strengthens the culture, connections, and communities that help agents and advisors thrive while supporting New York Life's goal of being the home of the best financial advisors. Through affinity groups, networks, and community experiences, the function creates opportunities for agents and advisors to build relationships, learn from one another, and connect through shared interests and experiences.

Reporting to the Head of Agency Communities, this role will help deliver national and field-facing programs while enabling General Offices to activate community initiatives locally. The Senior Associate will serve as a key connection between Home Office and the field, supporting program execution, stakeholder engagement, and continuous improvement. Regular travel to General Offices and other field locations is required.

What You’ll Do

• Translate Agency Communities priorities into practical implementation plans, resources, and field activation support.
• Manage assigned community programs, affinity-group initiatives, and field experiences from planning through evaluation.
• Build relationships with community leaders, General Office partners, and Home Office stakeholders to support successful delivery.
• Develop playbooks, toolkits, templates, and other resources that enable consistent local activation.
• Coordinate program logistics, communications, stakeholder needs, and on-site support as required.
• Support the intake and tracking of programming requests, resources, and available funding.
• Gather field feedback, monitor participation and engagement, and identify opportunities to improve programs and experiences.
• Maintain accurate program data and contribute to portfolio reporting and measurement.
• Manage multiple priorities independently, resolve execution issues, and elevate decisions when appropriate.
• Represent Agency Culture & Communities professionally with field and Home Office partners.

What You’ll Bring

• Experience in program management, field engagement, community programming, events, culture, or a related function within a large or distributed organization.
• Demonstrated ability to manage initiatives from planning through execution, including timelines, stakeholders, logistics, and follow-through.
• Strong project-management, organization, prioritization, and problem-solving skills.
• Ability to build trusted relationships and influence stakeholders across a distributed organization.
• Strong written, verbal, and facilitation skills, with the ability to translate priorities into clear plans and resources.
• Experience using feedback and data to evaluate results and improve programs.
• Ability to work independently, exercise sound judgment, and manage multiple priorities in an evolving environment.
• Experience with affinity groups, professional communities, field networks, or employee engagement programs preferred.
• Knowledge of the General Office environment or experience in financial services or a distributed sales organization preferred.
• Ability and willingness to travel regularly to General Offices and other field locations.

Pay Transparency

• Salary Range: $100,000-$143,000
• Overtime eligible: Exempt
• Discretionary bonus eligible: Yes
• Sales bonus eligible: No

Job Level: LEVELPF4

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.

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

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.
• Employees are eligible for an annual discretionary bonus.
• Additionally, employees may also be eligible to participate in an incentive program.

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.