SENIOR ASSOCIATE, Planning & Implementation Manager

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

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

New York Life Insurance Co. in New York City is seeking a Planning & Implementation Manager to translate approved consumer segment strategies into scalable operating models and actionable roadmaps. You will partner with market strategy leaders to drive execution across enterprise programs.

The role emphasizes balancing strategic thinking with operational excellence, developing SOPs, governance, and repeatable processes, while ensuring initiatives are aligned with broader priorities.

Qualifications

• Exceptional project and program management skills.
• Strong business process design and operational planning capabilities.
• Highly organized with outstanding attention to detail.
• Process-oriented with a passion for building scalable, repeatable operating models.
• Demonstrated ability to manage multiple complex initiatives simultaneously.
• Strong analytical and critical thinking skills.
• Excellent written and verbal communication.
• Strong collaboration and relationship-building skills across cross-functional teams.
• Ability to proactively identify operational risks and develop practical solutions.
• Comfortable navigating ambiguity while creating structure and clarity.
• Bias toward measurable business outcomes and continuous improvement.
• Strong business acumen with an understanding of organizational operations.
• Bachelor's degree or an equivalent combination of education and relevant professional experience.

Responsibilities

• Translate approved consumer segment strategies into comprehensive implementation plans and execution roadmaps.
• Develop and maintain scalable operating models that support consistent execution across multiple consumer segments.
• Design, document, and continuously improve Standard Operating Procedures (SOPs) and implementation playbooks.
• Coordinate implementation activities across Client Growth & Retention, Agency, Field Experience, Experience & Digital Marketing, and other enterprise partners.
• Identify implementation dependencies, resource needs, timelines, risks, and mitigation strategies.
• Ensure initiatives are operationally ready before field activation.
• Develop governance processes that promote consistency, accountability, and execution excellence.
• Continuously evaluate existing business processes and proactively identify opportunities for optimization and increased efficiency.
• Support implementation of new consumer segment initiatives while ensuring alignment with broader organizational priorities.
• Establish reporting processes that provide visibility into implementation progress, operational effectiveness, and execution readiness.
• Capture lessons learned and incorporate continuous improvements into future operating models.
• Partner closely with Prospecting Activation and Content & Enablement resources to ensure operational plans can be successfully executed.

Skills

Project management

Program management

Process design

Operational planning

Cross-functional collaboration

Analytical thinking

Written communication

Verbal communication

Risk management

Attention to detail

Strategic thinking

Business acumen

Team leadership

Education

Bachelor's degree or equivalent

Job description

Location Designation: Hybrid - 3 days per week

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. To foster that innovation, New York Life is looking for a talented individual to join a new business unit focused on accelerating enterprise growth through new and differentiated offerings.

New York Life has formed a new Client Growth and Retention business team to accelerate enterprise growth by developing and operating programs that help access new pools of customers, as well as programs that deepen customer relationships/ retention.

Role Overview

The Planning & Implementation Manager is responsible for translating approved strategies for key consumer segments into scalable operating models, implementation plans, and repeatable business processes that enable successful execution across the enterprise.

Working closely with the Senior Director - Market Strategy, this role serves as the operational architect of Client Growth & Retention by developing implementation roadmaps, establishing governance, codifying Standard Operating Procedures, and coordinating cross-functional activities necessary to bring key consumer segment strategies to life.

Success in this role requires balancing strategic thinking with operational excellence—transforming business objectives into executable plans while ensuring initiatives are implemented consistently, efficiently, and in alignment with New York Life's broader business priorities.

What You'll Do

Primary Responsibilities

• Translate approved consumer segment strategies into comprehensive implementation plans and execution roadmaps.
• Develop and maintain scalable operating models that support consistent execution across multiple consumer segments.
• Design, document, and continuously improve Standard Operating Procedures (SOPs) and implementation playbooks.
• Coordinate implementation activities across Client Growth & Retention, Agency, Field Experience, Experience & Digital Marketing, and other enterprise partners.
• Identify implementation dependencies, resource needs, timelines, risks, and mitigation strategies.
• Ensure initiatives are operationally ready before field activation.
• Develop governance processes that promote consistency, accountability, and execution excellence.
• Continuously evaluate existing business processes and proactively identify opportunities for optimization and increased efficiency.
• Support implementation of new consumer segment initiatives while ensuring alignment with broader organizational priorities.
• Establish reporting processes that provide visibility into implementation progress, operational effectiveness, and execution readiness.
• Capture lessons learned and incorporate continuous improvements into future operating models.
• Partner closely with Prospecting Activation and Content & Enablement resources to ensure operational plans can be successfully executed.

What You'll Bring

Required Skills

• Exceptional project and program management skills.
• Strong business process design and operational planning capabilities.
• Highly organized with outstanding attention to detail.
• Process-oriented with a passion for building scalable, repeatable operating models.
• Demonstrated ability to manage multiple complex initiatives simultaneously.
• Strong analytical and critical thinking skills.
• Excellent written and verbal communication.
• Strong collaboration and relationship-building skills across cross-functional teams.
• Ability to proactively identify operational risks and develop practical solutions.
• Comfortable navigating ambiguity while creating structure and clarity.
• Bias toward measurable business outcomes and continuous improvement.
• Strong business acumen with an understanding of organizational operations.
• Bachelor's degree or an equivalent combination of education and relevant professional experience.

Success Profile

The successful candidate is a highly organized operational leader who enjoys transforming strategic vision into practical execution. They thrive on creating structure, establishing repeatable processes, and ensuring initiatives are delivered consistently across the organization.

They naturally think in terms of systems, governance, and process improvement while maintaining a strong understanding of the business outcomes those processes are intended to support. They are proactive, collaborative, and detail-oriented, with a mindset focused on continuous optimization rather than simply maintaining the status quo.

Success in this role is reflected by the quality of implementation plans, the consistency of operational execution, the effectiveness of standardized processes, the visibility provided through reporting and governance, and the organization's ability to successfully execute market strategies at scale.

- EM1

- HYBRID

Job Level

Job Level: LEVELPF4

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 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.