CVP, Director - Digital Product Design, Field Productivity - GuideMe

Job Requisition ID: 91355

Location Designation: Hybrid - 3 days per week 

 

 

Business Unit Overview  

In Marketing, you’ll dive into a world of diverse opportunities, crafting innovative campaigns, managing impactful content, and fostering meaningful connections with key audiences. Collaborate with experts across brand, digital, and strategy, leveraging data and insights to drive decision-making, unlock new growth potential, and optimize our differentiating capabilities. 

 

 

Role Overview:  

We’re building the next generation of innovative digital products in our industry, and we’re looking for an energetic, proactive Director of Product Design, Field Productivity – Guide Me to lead the charge. The Field Productivity Value Stream is accountable for sales and ongoing relationship management/development experiences and the enabling digital products for our agents and advisors and their staff, our sales support and training teams, and other operations and administrative teammates – all in service of enabling our entrepreneurial agents and advisors to grow their small business, deliver holistic advice and guidance inclusive of the breadth of NYL’s products and solutions, and form long-term relationships with and serve them with excellence. 

 

The Field Productivity value stream includes our flagship, proprietary point-of-sale web responsive platform (“GuideMe”) to aid agents and advisors to educate our clients with rich content, conduct financial assessments, quantify and visualize financial needs and scenarios, and present a growing range of solutions to fit their needs across a portfolio of NYL solutions. This digital product is a backbone of the selling experience and transformational for our agents, our clients, the company, and the industry.

 

We’re looking for a dedicated player-coach who can execute a strategic vision for NYL, be accountable not only for delivery of near-term experience MVPs, but also part of ambitious visions for industry-leading change. This role blends experience in marketing/education content and storytelling, questionnaire and data entry workflows, quant data manipulation and visualizations and requires an in-depth understanding of financial products.

 

This role also isn't just about aesthetics—it’s about weaving trust, clarity, and empathy into our digital experiences. We believe in ensuring user accessibility/inclusivity throughout all digital journeys. You’ll be challenged to work on upholding this mission in every user touchpoint. 

 

“Our team works with dynamic digital products to revolutionize financial services. Every effort impacts millions of people and fuels the dreams of families, the strength of communities, and the stability of generations to come. At New York Life, we don’t just build careers; we build legacies.”  –Kelly Smith, Head of Product Design

 

 

What You’ll Do:

Design and UX strategy

• Direct UX strategy and product design: Proactively lead processes for UX strategy using human-centered design methodologies, ensuring it meets both business and user needs
• Ensure better experiences and processes: Partner on research with design strategy, UX research, and other insights teams (quant and qual) that supports product design projects
• Tell your design story through compelling visualizations: Use visualizations to articulate the design direction, experience strategy, and research in a variety of storytelling deliverables, including blueprints, personas, prototypes, and more
• Lead meetings and be an expert in industry best practices: Lead reviews and reporting on advancements and emerging industry trends in product design within Life insurance and financial services

 

Design ops and interaction design

• Visionary leadership for design ops: Establish clear workflows, processes, and goals in partnership with design ops teams to enable consistent deliveries for i