Location Designation: Hybrid - 3 days per week 

 

 

 

Role Overview:

 

This role is part of the Purchase Experience (PX) Strategy team and serves as a senior individual contributor responsible for advancing, and operationalizing PX strategy. The role plays a critical part in connecting enterprise priorities to PX initiatives, influencing strategic direction, and ensuring execution aligns with business outcomes.

What You’ll Do:

Portfolio Strategy & Strategic Planning

- Drive the development and evolution of PX strategy across capabilities, experiences, and investments, ensuring alignment with enterprise priorities 
- Shape prioritization, sequencing, and trade-off decisions by evaluating how PX initiatives impact business outcomes 
- Lead strategic planning efforts for defined domains or initiatives, including framing problems, structuring analysis, and developing recommendations 
- Partner with Initiative Leads and stakeholders to ensure initiatives are strategically aligned and positioned for successful execution

Strategy Integration within Purchase Experience

- Translate enterprise and business strategies into actionable PX direction, including implications for client journeys, operational workflows, and decisioning processes 
- Identify systemic gaps and inefficiencies, and develop recommendations to improve end-to-end purchase experience performance 
- Influence how strategy is operationalized across PX by guiding decision-making and aligning stakeholders

Competitive Intelligence & Market Insight

- Develop perspectives on how leading organizations enable sales, underwriting, and digital purchase experiences 
- Bring forth forward-looking insights that shape strategic direction and investment focus

Innovation, Experimentation & Applied Strategy

- Lead identification and framing of high-impact innovation opportunities 
- Structure and guide proofs of concept, pilots, and experimentation efforts 
- Translate experimentation results into scalable recommendations and strategic direction

What You’ll Bring:

Professional Background

- 7–10+ years of experience in management consulting or financial services strategy
- Proven ability to influence prioritization and business decisions 
- Experience translating strategy into execution plans

Personal Skills

- Advanced strategic thinking and problem-solving 
- Ability to connect enterprise priorities to execution-level outcomes 
- Strong executive communication skills 
- High degree of ownership and accountability

 

#LI - EM1

#LI - HYBRID

 

Pay Transparency

Salary Range: $119,000-$190,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

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.

 

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

 

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. 

 

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption a