Senior Associate, Capability Strategic Lead

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

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life Insurance Co. is seeking a Capability Strategy Lead to define and evolve essential business and digital capabilities for an optimized advisor experience.

This role spans people, process, technology, and data, with a holistic enterprise view to ensure integrated, strategic capability development across FX. Responsibilities include designing capability models, aligning with product/tech/ops, and sequencing capability builds on the FX roadmap.

Qualifications

• Bachelor's degree required; MBA or advanced degree a plus.
• 3-5+ years in strategy, consulting, operating model design, or transformation.
• Experience working across business and technology teams.
• Strong structured thinking and problem solving skills.
• Comfort operating in complex, matrixed environments.
• Excellent executive-level presentation skills.
• Collaborative work style with leadership presence and trust-building.

Responsibilities

• Define core FX capabilities aligned to strategic priorities and advisor needs.
• Assess current-state maturity and identify capability gaps.
• Establish clear capability definitions and success criteria.
• Design future-state capability models and target operating concepts.
• Partner with product, technology, and operations teams to translate capabilities into solutions.
• Support sequencing of capability build across the FX roadmap.
• Coordinate capability development across initiatives and teams; manage dependencies.

Skills

Structured thinking

Problem solving

Executive communication

Cross-functional collaboration

Leadership presence

Self-starter

Education

Bachelor's degree

MBA or advanced degree

Job description

Business Overview

At New York Life, the Field Experience (FX) Value Stream is an organization which was established to empower advisors with the tools, training, and support they need to thrive. By aligning training, compensation, onboarding, productivity, and field strategy, the Field Experience value stream provides the capabilities needed to attract, retain, and empower the best agents and advisors in the industry.

Location Designation: Hybrid - 3 days per week

Job Level: LEVELPF4

Role Overview

The Capability Strategy Lead defines and evolves the foundational business and digital capabilities required to deliver a best-in-class advisor experience – today and in the future. This role takes a holistic, enterprise view across people, process, technology, and data to ensure FX is intentionally building the capabilities needed to execute strategy, rather than delivering disconnected solutions.

What You'll Do

Capability Framework & Assessment

• Define core FX capabilities aligned to strategic priorities and advisor needs.
• Assess current-state maturity and identify structural capability gaps.
• Establish clear capability definitions and success criteria.

Future-State Design

• Design future-state capability models and target operating concepts.
• Partner with product, technology, and operations teams to translate capabilities into solutions.
• Support sequencing of capability build across the FX roadmap.

Alignment & Integration

• Ensure capability development is coordinated across initiatives and teams.
• Identify dependencies and integration risks early.
• Support consistent execution through alignment with program and product leaders.

What You'll Bring

• Bachelor's degree required; MBA or advanced degree a plus
• 3-5+ years of experience in strategy, consulting, operating model design, or transformation roles
• Experience working across business and technology teams
• Strong structured thinking and problem-solving skills
• Comfort operating in complex, matrixed environments
• Strong communication skills including experience in developing executive level presentations
• Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
• Self-starter with a passion to deliver results

Pay Transparency

Salary Range: $100,000-$143,000

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.