Corporate Vice President - Strategy and Business Planning, Wealth Management Solutions

Location Designation:Hybrid - 3 days per week

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You willbe part ofan inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

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Join Wealth Management Solutions, where your expertise empowers individuals and families to achieve their financial goals. Collaborate with more than 7,500 dedicated advisors and leverage the combined strength of NYLIFE Securities and Eagle Strategies to craft personalized wealth management plans. Become part of a team dedicated to empowering advisors offering protection-first holistic advice and guidance, backed by the financial stability of New York Life.

Role Overview:

The Wealth Management Solutions team enables our financial professionals to address accumulation goals of our clients through Eagle Strategies (Advisory) and NYLIFE Securities (Brokerage).

The individual in this role will be a key member of the Wealth Management Solutions Strategy team, which works closely with senior management to define and articulate business strategy, explore and drive growth and efficiency opportunities for the business, and support oversight and execution of strategic initiatives.

The individual should be self-driven and be able to work independently with minimal supervision, develop high quality deliverables and maintain transparency.

What You’ll Do:

• Establish appropriate governance structure and processes to define, prioritize and execute key strategic initiatives and facilitate structured reviews of the portfolio of strategic initiatives
• Lead and program manage execution of key business initiatives by forming collaborative partnerships with colleagues across business and functional areas (including technology, digital, finance, operations, regulatory and legal, compliance, and various teams)
• Lead research (internal and external) and analytics to determine key strategic areas (products, services, distribution), lead business case and plan development and articulate findings to key stakeholders
• Develop pragmatic solutions to key strategic issues, design capabilities and present recommendations to senior leadership, and play a key role in informing and influencing senior management decision making
• Engage in ad-hoc strategy and research projects identified by the group or senior management
• Conduct comprehensive research on competitors and the broader wealth management industry and develop and communicate unique perspectives on emerging trends

What You’ll Bring:

• 5+ years of experience in roles requiring in-depth research and analysis, leading complex cross-functional initiatives, and building presentations for senior management
• Desired backgrounds include management consulting, and/or corporate strategy
• Experience in the financial services industry and wealth management is a plus, but not required
• Thought-leader - strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play
• Strong analytical, communication (written and oral), and project and process management skills required
• Proven ability to manage large scale strategic initiatives and prioritize multiple assignments and multi-task
• Ana…