Field Experience - Capability Strategy Lead

 

Location Designation: Hybrid - 3 days per week 

 

 

Role Overview: 

At New York Life, the Field Experience (FX) Value Stream is an organization which was established to empower advisors with the tools, training, and support they need to thrive. By aligning training, compensation, onboarding, productivity, and field strategy, the Field Experience value stream provides the capabilities needed to attract, retain, and empower the best agents and advisors in the industry.

 

The Capability Strategy Lead defines and evolves the foundational business and digital capabilities required to deliver a best-in-class advisor experience – today and in the future.This role takes a holistic, enterprise view across people, process, technology, and data to ensure FX is intentionally building the capabilities needed to execute strategy, rather than delivering disconnected solutions.

What You'll Do: 

 

Capability Framework & Assessment
• Define core FX capabilities aligned to strategic priorities and advisor needs.
• Assess current-state maturity and identify structural capability gaps.
• Establish clear capability definitions and success criteria.

Future-State Design
• Design future-state capability models and target operating concepts.
• Partner with product, technology, and operations teams to translate capabilities into solutions.
• Support sequencing of capability build across the FX roadmap.

Alignment & Integration
• Ensure capability development is coordinated across initiatives and teams.
• Identify dependencies and integration risks early.
• Support consistent execution through alignment with program and product leaders.

What You'll Bring: 

• Bachelor’s degree required; MBA or advanced degree a plus
• 5–7+ years of experience in strategy, consulting, operating model design, or transformation roles
• Experience working across business and technology teams
• Strong structured thinking and problem-solving skills
• Comfort operating in complex, matrixed environments
• Strong communication skills including experience in developing executive level presentations
• Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
• Self-starter with a passion to deliver results

 

#LI - EM1

#LI - HYBRID

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Pay Transparency

Salary Range: $119,000-$160,000 

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.

 

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 assistance, and stude