Senior Service Leader, Onsite Relationships

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

Benefits offered by this job

Full benefits package

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life seeks a Corporate Vice President, Senior Service Leader to act as the Service Leader for the General Office while guiding a team of Service Leaders and Onsite Specialists across 4-5 offices. You will translate Agency goals into operational priorities, drive performance and ensure high-quality service delivery for agents, management, and clients.

Responsibilities include leading teams, aligning staffing to capacity, overseeing escalations, and promoting digital adoption.

Qualifications

• FINRA licenses (SIE and Series 99) are required.
• Experience leading operations within a General Office.
• Ability to manage multiple offices and coordinate cross-office workflows.

Responsibilities

• Lead Service Leaders through clear performance expectations, coaching, and accountability.
• Partner with New Business and Agent Onboarding leaders to align workflows and staffing.
• Translate Agency goals into operational priorities and drive performance using metrics.
• Oversee escalations, guide stakeholders, and ensure service excellence across channels.
• Maintain knowledge of new business systems and support agents with case management.
• Promote digital adoption and process improvements to enhance efficiency and client experience.
• Coordinate and deliver Agent training and drive onboarding and development.
• Ensure governance, compliance, and operational stewardship across the team.

Skills

People Leadership

FINRA SIE

Series 99

Analytical Skills

Regulatory Compliance

Communication

Cross-functional Collaboration

Job description

New York Life seeks a Corporate Vice President, Senior Service Leader to act as the Service Leader for the General Office while guiding a team of Service Leaders and Onsite Specialists across 4-5 offices. You will translate Agency goals into operational priorities, drive performance and ensure high-quality service delivery for agents, management, and clients.

Responsibilities include leading teams, aligning staffing to capacity, overseeing escalations, and promoting digital adoption.