Senior Associate, Financial Guidance Strategy Lead

Location Designation: Hybrid - 3 days per week 

 

 

Business Unit Overview

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of the team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

 

 

Role Overview:

This role will work closely with the Platform Guidance and Agency Building Metrics Lead to identify, create, and execute "little s" strategies that enhance field productivity within new agent cohorts and achieving business objectives, including:

• Specials Projects Lead / Coordinating projects / work efforts across teams.
• Project plan deliverables and action plan coordination with team leads.
• Assessing internal and external data to identify and quantify new market opportunities.
• Identify procedural inefficiencies and opportunities for program optimization.
• Budget planning and management across teams.
• Coordinate, plan and execute team meetings.
• Serve as liaison / SME for cross-functional and cross-value stream efforts.
• Serve as team SME on planning tools to support with ad hoc projects or requests from Senior Leaders.
• Provide support and guidance to GO staff and agents through zone efforts to increase agent productivity.

 

 

What You’ll Do:

• Project management duties for cross-market initiatives.
• Run point on special projects and cross-functional efforts to identify and execute strategy programs.
• Identify resources needs, standard operational procedures, alignment gaps / opportunities.
• Insure alignment of tools, resources, and program builds.
• Leading and influencing cross-functional teams to inspire collaboration and drive alignment toward common strategic goals.
• Conducting thorough research to gather relevant information and assess market dynamics, competitor strategies, and industry trends.
• Curating and synthesizing complex information into clear, concise, and visually engaging PowerPoint presentations.
• Crafting compelling narratives that effectively communicate the team's strategy, initiatives, and progress to various stakeholders.
• Developing and implementing change management strategies to support the adoption of new processes, tools, and initiatives, ensuring smooth transitions, and maximizing buy-in from team members and stakeholders.
• Facilitating stakeholder engagement and communication by organizing regular update meetings and progress reports to ensure alignment and transparency across all levels of the organization.

 

 

What You’ll Bring:

• Bachelor’s Degree and/or relevant experience.
• Minimum of 3 years’ experience in a business strategy, consulting, and / or marketing planning role, with a deep understanding of the agency distribution model.
• Strong project management and data analytics skills.
• Proficient in Microsoft Office, PowerPoint, Excel, Word and Vizio plus project management tools data sourcing from Tableau and Sales Force.
• Ability to analyze processes, identifying areas for optimization / opportunity / positioning solution opportunities for internal and value stream teams.
• Effective communication skills (written and verbal).

 

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Pay Transparency

Salary Range:  $90,000 - $120,000