Workforce Planning & Operations Associate
New York Life Insurance Co
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Benefits offered by this job
Job summary
New York Life Insurance Co is seeking a Workforce Planning & Operations Associate to support TDAV workforce planning, analytics, and cross-functional execution. You’ll partner with leaders to translate technology priorities into actionable workforce plans and develop insights from data to guide decisions.
The role offers exposure to a large tech-enabled organization, with emphasis on data, operations, and strategic workforce initiatives across enterprise functions.
Qualifications
- Bachelor’s degree in Business, Finance, Economics, Engineering, Technology, Analytics, or related field.
- 2+ years of experience in business operations, workforce planning, workforce analytics, or related analytical roles.
- Strong analytical and problem-solving skills with data-driven insights.
Responsibilities
- Support headcount planning and workforce demand for TDAV teams.
- Develop workforce analytics, reports, and insights from headcount and hiring data.
- Coordinate operational processes, planning cadences, and stakeholder communications.
- Translate business priorities and roadmaps into workforce requirements and plans.
- Identify opportunities to improve processes, data quality, and tooling.
- Create executive-ready presentations and reporting for leadership.
- Collaborate across Finance, HR, Talent Acquisition, and other teams.
Skills
Education
Tools
Job description
New York, New York, United States
Hybrid
95007
New York,New York,United States
Technology, Data, AI and Ventures:
Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Life's businesses. We build solutions that power how we serve policy owners, agents, advisors and employees while delivering measurable business outcomes.
Across technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last.
New York Life is seeking a Workforce Planning & Operations Associate to support workforce planning, analytics, operational excellence, and cross-functional execution across the Technology, Data, AI & Ventures (TDAV) organization. This role will partner with workforce leaders, business and portfolio teams, and enterprise stakeholders to execute workforce initiatives, strengthen workforce planning and reporting, and improve the processes and operating rhythms that enable effective workforce management.
The ideal candidate is a structured thinker, strong problem solver, and effective communicator who enjoys working at the intersection of data, business strategy, and operations. This individual will support workforce planning and operations for assigned teams within TDAV, develop workforce insights and planning frameworks, coordinate operational processes, and help leaders translate business and technology priorities into actionable workforce plans.
This role offers broad exposure to how a large technology organization plans, manages, and evolves its workforce—connecting technology strategy, workforce demand, talent and hiring, financial planning, and organizational priorities. The Associate will work across TDAV and enterprise functions to analyze workforce needs, develop insights, improve workforce processes, and help leaders make informed workforce decisions.
Support workforce planning and execution for assigned TDAV teams, including headcount planning, workforce demand, hiring needs, workforce movements, organizational changes, and related workforce activities.
Support annual and multi-year workforce planning, helping connect business and technology priorities with workforce demand, financial plans, organizational priorities, workforce metrics, and progress against plans.
Develop workforce analytics, reporting, and insights by analyzing headcount, hiring, vacancies, workforce mix, organizational structure, and other workforce data to identify trends, risks, opportunities, and potential actions.
Partner with business and portfolio leaders to understand workforce needs and help translate business priorities, technology roadmaps, investment plans, and organizational objectives into workforce requirements and plans.
Coordinate workforce operating processes and planning cadences, helping ensure workforce plans, hiring activity, organizational data, decisions, and related actions are accurate, timely, and aligned across stakeholders.
Identify and implement opportunities to improve workforce processes, tools, analytics, and ways of working, helping simplify activities, increase data quality, reduce manual effort, and improve the stakeholder experience.
Drive and support cross-functional workforce initiatives from problem definition through execution, including conducting analysis, developing workplans, coordinating stakeholders, tracking actions and dependencies, measuring outcomes, and escalating risks as appropriate.
Develop executive-ready presentations, reporting, and communications that translate workforce data and complex operational topics into clear insights, recommendations, and decision points for leadership.
Support workforce data quality and integrity by identifying and resolving discrepancies across workforce plans, organizational data, hiring activity, financial information, and reporting.
Serve as a workforce operations partner across TDAV and enterprise functions, including Finance, Human Resources, Talent Acquisition, Procurement, Sourcing, and other teams, to facilitate workforce processes and enable effective cross-functional execution.
Bachelor’s degree in Business, Finance, Economics, Engineering, Technology, Analytics, or a related field.
2+ years of experience in business operations, workforce planning, workforce analytics, management consulting, corporate strategy, financial planning and analysis (FP&A), people analytics, or a related analytical function.
Strong analytical and problem-solving skills with the ability to work with complex datasets, identify trends and relationships, evaluate business problems, and translate findings into actionable insights.
Strong proficiency with Microsoft Excel, including experience organizing, analyzing, and reconciling data from multiple sources, and proficiency with PowerPoint to communicate analysis and recommendations.
Strong written and verbal communication skills, including the ability to develop clear, concise presentations, reporting, and communications for business and senior leadership audiences.
Strong organizational and process-management capabilities with the ability to manage multiple priorities, deadlines, and stakeholders simultaneously.
High attention to detail and commitment to data accuracy, particularly when working with workforce, organizational, or financial information.
Demonstrated collaboration and relationship-building skills with the ability to work effectively across teams and functions.
Intellectual curiosity and the ability to quickly learn and apply new workforce planning, reporting, AI, and analytics tools.
Experience supporting technology, data, AI, or other large-scale technical organizations.
Experience with workforce planning, strategic workforce planning, headcount management, workforce analytics, organizational planning, people analytics, or talent-related operations.
Understanding of workforce concepts such as headcount and demand planning, workforce mix, hiring demand, capacity planning, organizational structure and design, and workforce forecasting.
Familiarity with strategic planning, annual planning, financial planning, OKRs, metrics development, and operational governance processes.
Experience with data visualization, business intelligence, workforce planning, or HR information systems and tools such as Power BI, Tableau, or similar platforms.
Experience within the insurance or financial services industry.
Self-starter mindset with strong ownership, intellectual curiosity, sound judgment, and a desire to continuously improve how work gets done.
Job Level: LEVELPF2
Pay Transparency
Salary Range:$65,000-$92,500
Discretionary bonus eligible:Yes
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.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
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.
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.
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
Job Requisition ID: 95007
Find benefits that support your unique family situation, including fertility assistance, paid new-parent benefits, backup childcare services, free virtual tutoring, and more.
Enjoy a more secure future with a company-sponsored pension plan for eligible employees and a savings plans with a company match 1 .
Take advantage of our tuition reimbursement program to further your education and advance your career with job-related courses and programs.
Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.
Disclaimer 1 : Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.
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