Director, Program & Transformation Management - Investments

What You’ll Do

Program & Transformation Management

• Act as the central execution point supporting the unification of the investment businesses.
• Partner with leaders across investment teams and shared services to align priorities, track progress, manage dependencies, and surface issues early.
• Maintain an integrated execution roadmap that aligns timelines and sequencing across businesses and functions.
• Proactively identify gaps, risks, or misalignment and drive resolution or escalation as needed.

Coordination, Cadence & Reporting

• Lead regular cross-business execution and status forums, ensuring focused discussion, clear accountability, and follow-through.
• Coordinate inputs across investment, operations, technology, finance, HR, and communications to ensure consistent and accurate updates.
• Document decisions, actions, and risks; track closure and next steps.
• Reinforce execution discipline while enabling collaboration across historically distinct businesses.

Leadership Support & Governance

• Prepare clear, concise executive materials—including status updates, dashboards, and decision memos—for senior leadership and governance forums.
• Synthesize detailed activity into straightforward leadership narratives highlighting progress, risks, and decisions required.
• Support leadership meetings by managing agendas, materials, follow-ups, and action tracking.
• Monitor overall delivery health across scope, timing, risks, and interdependencies.

Stakeholder Partnership

• Build trusted working relationships with leaders across asset management, investment operations, technology, finance, HR, and communications.
• Serve as a reliable execution partner to business and functional leads, supporting coordination and problem-solving in a fast-moving environment.
• Communicate with clarity, professionalism, and empathy, helping foster accountability and forward momentum.

• 10–12 years of experience in business execution, integration, or complex cross-functional initiatives within large, matrixed organizations.
• Experience in asset management strongly preferred.
• Strong ability to manage execution details while maintaining focus on business outcomes.
• Proven experience preparing executive-ready materials and supporting senior leadership decision-making.
• Solid understanding of asset management operating models, including public and private markets and shared services.
• Excellent written and verbal communication skills; confident facilitator and collaborator.

Job Level: LEVELPF6

Pay Transparency

Salary Range: $184,000-$263,000

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.

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.  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.  

to learn more about New York Life’s leadership in this space.

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