Senior Associate, Field Management Systems Project Manager and Operations Lead

New York Life Insurance Company; City of White Plains (NY); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Join a leading company in the insurance industry as a Senior Associate, focusing on Field Management Systems project management and operations. This role demands strategic thinking and strong communication skills, as you will align and support field teams while enhancing productivity and retention for agents. Enjoy a hybrid work model and a competitive salary range in a culture committed to inclusion and growth.

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Qualifications

• 7+ years of experience in leadership development or field support roles.
• Coaching experience and background required.
• Highly proficient in Microsoft Office.

Responsibilities

• Coordinate logistics and operational support for the Field Management Systems team.
• Drive adoption of FMS resources and coaching frameworks.
• Facilitate national webinars and participate in field-facing events.

Skills

Project management

Communication

Facilitation

Strategic thinking

Relationship-building

Education

Bachelor’s Degree

Advanced degree or professional designation (ChFC or MBA)

Field Development System certification

Tools

Microsoft Office

AI-powered productivity tools

Job description

Senior Associate, Field Management Systems Project Manager and Operations Lead

Join to apply for the Senior Associate, Field Management Systems Project Manager and Operations Lead role at New York Life Insurance Company

Senior Associate, Field Management Systems Project Manager and Operations Lead

1 week ago Be among the first 25 applicants

Join to apply for the Senior Associate, Field Management Systems Project Manager and Operations Lead role at New York Life Insurance Company

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.

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.

Role Overview

This Senior Associate role is responsible for the coordination, logistics and operational support of the Field Management Systems team. The position is central to building alignment across the Zone teams, enhancing coaching culture, and equipping field managers with the frameworks and confidence to drive agent productivity and retention. This individual will partner closely with Home Office business partners, Zone leaders, and other enterprise teams to strengthen field adoption of the Field Development System.

This role requires strategic thinking, relationship-building, strong facilitation and communication skills, project management capability, and the ability to drive initiatives across the enterprise.

What You'll Bring

• Leads rollout and continuous improvement of the Field Development System field manager workshops
• Partners with Home Office and Zone teams to drive adoption of FMS resources and coaching frameworks
• Supports enterprise alignment through clear communication, presentations, and engagement forums
• Synthesizes field feedback into program enhancements and strategy evolution
• Facilitates national webinars and participates in field-facing events and meetings
• Ability to partner with other business areas in the organization.
  
  

What You'll Do

• Bachelor’s Degree required
• Coaching experience and background
• Advanced degree or professional designation (ChFC or MBA) strongly preferred
• Field Development System certification strongly preferred
• 7+ years of experience in leadership development, stakeholder engagement, or field support roles
• Familiarity with AI-powered productivity or learning tools (e.g., ChatGPT, coaching simulations)
• Strong understanding of NYL’s Career Agency System and FDS coaching tools
• Highly Proficient in Microsoft Office (Word, PowerPoint, Excel)
• Operations management – Training support, communications and logistics
• Project management expertise
• Proven public speaking and facilitation skills
• Strong written communication and interpersonal influence
• Ability to travel for various training or meetings
• Ability to execute at a high, fast-paced level
  
  

Pay Transparency

Salary Range: $95,000 - $130,000

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.

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. 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: 91987

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management and Information Technology

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