Field Experience - Business Strategy & Roadmap 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 Vision, Business Strategy & Roadmap Lead is the senior strategist for the Field Experience (FX) value stream, responsible for setting a clear, cohesive, and actionable long-term vision that aligns business priorities, digital investments, and field needs.

This role defines where FX is going, why it matters, and how the organization gets there, ensuring strategic coherence across Field Operations and Field Productivity. The role partners closely with executive leadership, product, technology, and operations teams to translate strategy into sequenced, outcome-driven roadmaps that materially improve advisor productivity, experience, and growth.

What You'll Do: 

 

Vision & Enterprise Strategy
• Define and continuously refine the multi-year strategic vision for the FX value stream.
• Establish strategic themes and guardrails that guide decision-making across initiatives.
• Ensure FX strategy directly supports enterprise growth priorities and advisor outcomes.

Roadmap & Portfolio Leadership
• Own the integrated FX business and digital roadmap, balancing near-term delivery with long-term capability building.
• Lead prioritization discussions, trade-off decisions, and sequencing across initiatives.
• Ensure dependencies, capacity constraints, and interlocks are explicitly managed.

Executive Partnership & Governance
• Act as a trusted strategic advisor to senior leaders across FX, Technology, and Distribution.
• Frame complex strategic decisions and recommendations for executive audiences.
• Support governance forums by providing clarity, options, and implications.

Outcomes & Measurement
• Define strategic success metrics tied to advisor experience, productivity, and growth.
• Monitor performance against strategy and recommend course corrections as needed.

What You'll Bring: 

• Bachelor’s degree required; MBA or advanced degree a plus
• Minimum 7+ years experience in strategy, consulting, financial services
• 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
• Project management skills including proven ability to juggle multiple projects at the same time
• Large and small group facilitation skills and experience
• Team management and development skills
• Self-starter with a passion to deliver results

 

#LI - EM1 

#LI - HYBRID

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Pay Transparency

Salary Range: $160,000-$205,000 

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 c