Senior Service Leader – Onsite Relationship Management

New York Life; New York (NY); On-site; USD 119,000 - 170,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life is seeking a Corporate Vice President, Senior Service Leader to oversee service delivery across multiple offices and to lead Service Leaders and Onsite Specialists. The SSL drives operational strategy, staffing decisions, and high-quality client experiences for agents and customers.

The role emphasizes leadership, regulatory compliance, and cross-functional collaboration to ensure consistent outcomes and a strong, trust-based customer experience across the organization.

Qualifications

• Experience leading operations within a General Office in a Service Leader capacity.
• FINRA SIE and Series 99 licenses.
• Strong analytical and decision-making skills with the ability to interpret procedures and act with sound judgment.
• Knowledge of new business, contracting, licensing, and FINRA/state regulatory requirements.

Responsibilities

• Lead Service Leaders with clear expectations, coaching, and accountability.
• Partner with New Business and Agent Onboarding to align workflows and staffing.
• Translate Agency goals into operational priorities and drive performance.
• Oversee cross-functional service delivery and manage escalations for stakeholders.
• Support agents with case visibility and process improvements for efficiency.
• Deliver training and guidance to agents and management across offices.

Skills

Leadership & coaching

FINRA SIE & Series 99

Regulatory compliance knowledge

Analytical decision making

Cross-functional collaboration

Training & development

Tools

Sales Central tools

Hearsay

LinkedIn integration

Job description

New York Life is seeking a Corporate Vice President, Senior Service Leader to oversee service delivery across multiple offices and to lead Service Leaders and Onsite Specialists. The SSL drives operational strategy, staffing decisions, and high-quality client experiences for agents and customers.

The role emphasizes leadership, regulatory compliance, and cross-functional collaboration to ensure consistent outcomes and a strong, trust-based customer experience across the organization.