Senior Associate, Suitability Learning & Development

Location Designation: Fully Remote 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Business Unit Overview
As part of Suitability, you'll wear the dual hats of expert and innovator. You’ll leverage your keen eye and analytical skills to ensure we uphold our “best interest” regulatory obligations while ensuring we deliver outstanding service-oriented support to our 12,000 agents and field stakeholders.

Role Overview:
This role offers the opportunity to contribute to the L&D team's success by delivering impactful learning solutions and maintaining essential resources to empower employees. We are looking for a driven and creative individual to join the L&D team, which plays a key role in supporting the success and continuous improvement of the Purchase Experience Operations team. The Learning & Development (L&D) team within the Purchase Experience Operations department is integral to addressing the learning needs of key operational areas, including Underwriting, Suitability, Annuity New Business, TeleApp, Long-Term Care, and Individual Disability. The team’s goal is to empower employees with the necessary knowledge and skills to excel through innovative learning solutions.

The Senior Associate, Suitability Learning & Development role focuses on two main priorities:
1. Delivering Engaging Learning Content: The team creates high-quality, interactive materials aligned with the objectives of the Purchase Experience, covering system tools, processes, and company policies to boost individual and team performance.
2. Maintaining and evolving our Suitability operating guidelines in accordance with the ever-evolving regulatory environment and changes in business practice.

What You'll Do:
• Collaborate with management, CCD, IT and subject matter experts to assess and identify the training needs of the Purchase Experience teams.
• Leverage prior Suitability experience to recognize and prioritize specific training requirements.
• Lead training initiatives to drive successful outcomes for end users.
• Identify learning gaps and implement targeted solutions using input from ongoing quality reviews, management escalations and other sources.
• Develop and enhance processes and procedures for assessing and delivering training content.
• Prioritizing, evaluating, and assessing training requests to meet organizational and departmental objectives.
• Designing and developing tailored curriculums for the Purchase Experience team.
• Creating and updating training content using virtual and in-person methods.
• Collaborating with subject matter experts for effective training delivery.
• Facilitating live webinars and virtual training sessions (Zoom, Microsoft Teams).
• Gathering feedback, tracking outcomes, and refining training programs.
• Partnering with the Communications team to promote training programs.
• Utilizing advanced training tools and techniques.
• Managing requests submitted to the Learning & Development inbox.

What You'll Bring:
• Bachelor's Degree or equivalent work experience
• 3-5 years of insurance experience specific to Suitability and/or 5+ years of learning & development experience. 
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office 365 (PowerPoint, Excel, Forms, SharePoint).
• Knowledge of learning and development tools (e.g., Articulate, Captivate) is a plus.
• Experience with AI tools like CoPilot, GenAI, and ChatGPT.
• Familiarity with Suitability tools and processes.
• Familiarity with New York Life products, business strategies and services is preferred.
• Strong time management skills and ab