Senior Associate - Marketing, Meetings, and Agent Development

Location Designation: Hybrid - 3 days per week 

 

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

 

 

 

Business Unit Overview

The Nautilus Group® is a leading membership-based organization dedicated to supporting agents through innovative marketing strategies, impactful events, and comprehensive training programs. We are seeking a skilled and motivated Senior Associate to contribute to various initiatives, ensuring they are seamlessly executed and aligned with organizational goals.

 

 

Role Overview:

The Senior Associate will support cross-functional projects involving agent training, new member onboarding, event planning, and marketing strategy. This role requires collaboration with internal teams, external vendors, and agents to deliver well-organized programs and initiatives. Reporting to a Corporate Vice President, the ideal candidate is a proactive problem-solver with strong project management, communication, and relationship-building abilities.

 

 

What You’ll Do:

Agent Training & Development Programs

• Facilitate brainstorming sessions with agents, presenters, and internal teams.
• Draft and manage promotional materials, event flyers, and summaries.
• Oversee program logistics, including scheduling, reminders, and follow-up communications.
• Design and distribute surveys to collect feedback and measure program effectiveness.

New Member Onboarding

• Partner with team members to ensure a seamless new member onboarding experience.
• Develop and maintain onboarding resources, including website content and facilitation of recorded training sessions.

Event Planning and Coordination

• Organize in-person and virtual events with internal and external stakeholders.
• Manage compliance submissions, CE certifications, and necessary documentation.
• Coordinate event logistics such as venue selection, speaker arrangements, catering, and swag orders.

Marketing and Communication

• Participate in marketing focus groups and advisory boards.
• Create and analyze surveys to guide marketing strategies.
• Develop and manage content for social media campaigns and promotional materials.

Project Oversight and Collaboration

• Streamline processes with internal and external teams to ensure timely task delivery.
• Build and maintain relationships with third-party vendors and advisory boards.
• Provide post-event reports with actionable recommendations for improvement.

 

 

What You’ll Bring:

• Bachelor’s degree in marketing, business, communications, or a related field and/or equivalent experience.
• 5+ years of experience in project management, marketing, communications, or event coordination.
• Exceptional written and verbal communication skills, including drafting promotional and instructional materials.
• Strong organizational skills with the ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite and tools like Seismic, SurveyMonkey, and CRM platforms.
• Experience in financial services or advanced markets (preferred).
• Ability to build strong relationships with diverse stakeholders, including agents, team members, and vendors.

 

Key Skills

Attention to Detail and Problem Solving

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