Strategic Transformation & Growth Lead (AVP)

New York Life; New York (NY); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

Apogem Capital, part of New York Life Investment Management, is seeking an experienced Assistant Vice President of Strategy to drive operations integration and growth initiatives. This role reports to the Vice President of Strategy and involves program management, benchmarking, process re-engineering, and operating model design across investment management functions.

The ideal candidate has 5-6 years in investment management or consulting with product development and strategy experience, strong

Qualifications

• Bachelor’s degree required with a strong record of academic achievement.
• Minimum of 5-6 years of overall experience, with 3+ years in top-tier investment management or consulting firm in a product development and strategy capacity.
• Good understanding of the investment management industry, investment operations, regulatory guidelines, and headwinds impacting private credit and private equity investment strategies.
• Strong problem-solving, quantitative, and analytical skills.
• Excellent written and verbal communication skills with the ability to produce clear, decision-oriented materials.
• Meticulous attention to detail, accuracy, and drive to deliver high-quality work.
• Strong project and process management skills with the ability to manage multiple workstreams and priorities concurrently.
• Willing to travel 10% of time

Responsibilities

• Lead cross-functional program management of large-scale operations and technology transformation initiatives (e.g., fund administrator onboarding, implementing shadow books and records, post-merger integration)
• Identify and mitigate risks, manage dependencies, and establish program governance structure and cadences to track milestones, elevate issues, and ensure accountability across key stakeholders through execution of major transformation and integration programs
• Partner with investment, operations, and technology teams to define, document, and prioritize business requirements that support strategic transformation, technology enablement, and support new platform evaluations where applicable
• Perform market research and support development of perspectives on strategic implications of key developments in the industry – new products, competitor actions, regulatory changes etc. and how they apply to Apogem Capital
• Support competitive benchmarking to evolve existing product solutions in terms of pricing, fund structures, tax efficiency etc. and develop financial models to determine the short-term and long-term impact of new product initiatives
• Assist with design of cross-functional processes to support business growth (e.g., new product development for institutional and retail channels, RFP/DDQ response processes) and evolve existing operating models to support growth
• Assist with development of materials to support leadership decisions in firmwide committees such as Product Management & Steering Committee meetings, Operating Working Group meetings, etc.

Skills

Intellectual curiosity

Self-starter

Team player

Ownership mindset

Education

Bachelor's degree

Job description

Apogem Capital, part of New York Life Investment Management, is seeking an experienced Assistant Vice President of Strategy to drive operations integration and growth initiatives. This role reports to the Vice President of Strategy and involves program management, benchmarking, process re-engineering, and operating model design across investment management functions.

The ideal candidate has 5-6 years in investment management or consulting with product development and strategy experience, strong