Corporate Vice President, Product Specialist Desk Manager

Job Requisition ID: 94147 

 

Location Designation: Hybrid - 3 days per week 

 

 

Corporate Vice President, Product Specialist Desk Manager

Role Overview 

New York Life's Agency distribution system is more than a channel — it's the heartbeat of one of the most trusted names in financial services. Our field force builds lifelong client relationships rooted in trust, expertise, and a shared commitment to financial security. Behind every successful agent is a team of specialists who turn complexity into clarity and opportunity into action.

We're seeking a proven, high-impact leader to take ownership of our Product Specialist Desk operations — someone who can elevate team performance, deepen advisor partnerships, and drive measurable business results across life insurance, annuities, disability income, and long-term care solutions.

This is where strategy meets execution — and where your leadership directly fuels the success of thousands of financial professionals in the field.

What You'll Do

As CVP, Product Specialist Desk Manager, you'll lead the strategy, talent development, and day-to-day operations of multiple Product Specialist teams. This is a true player-coach role — you'll set the vision, develop your people, and roll up your sleeves on the most complex, high-stakes cases that come through the desk.

• Build and Lead a Best-in-Class Team — Recruit, develop, and retain top Product Specialist talent through hands-on coaching, rigorous performance management, and intentional professional development that raises the bar on technical depth and advisor impact.
• Drive Revenue Through Expert Consultation — Personally engage on complex insurance and investment cases — advising on product positioning, competitive analysis, advanced case design, and planning strategies that directly accelerate sales growth and deepen client outcomes.
• Optimize Operations for Speed, Quality, and Scale — Own end-to-end desk operations including workflow design, telephony and call routing systems, and resource allocation — ensuring advisors receive fast, accurate, high-quality support every time they reach out.
• Set the Standard for Excellence — Design and maintain quality assurance and performance monitoring programs that track service standards, case accuracy, and workflow effectiveness — and drive continuous improvement across all support functions.
• Partner at the Enterprise Level — Collaborate with senior leaders across distribution, product management, operations, and technology to execute strategic initiatives, enhance advisor experiences, and advance organizational priorities.

What You'll Bring

Required Qualifications:

• Bachelor's degree or equivalent combination of education and relevant professional experience
• Minimum 5 years of progressive experience in life insurance, investments, sales support, distribution, or a related financial services environment
• Demonstrated track record of leading and scaling high-performing teams in a sales support, product consulting, wholesaling, or advisor-facing organization
• Active FINRA Series 6 and 63 licenses and Life and Health license
• Deep product knowledge across life insurance, annuities, disability income, and long-term care — including case design, planning strategies, and competitive positioning
• Exceptional communication, relationship-building, and problem-solving skills with the ability to influence stakeholders at all levels and translate complex concepts into clear, actionable guidance.

What Sets You Apart:

• Experience supporting financial professionals, sales desks, wholesaling organizations, or advisor-facing support teams at scale
• Familiarity with telephony platforms, workforce management tools, quality monitoring systems, and operational support technologies
• A track record of leading cross-functional initiatives that span technology, operations, product management, and distribution
• Advanced proficiency with Microsoft Office (Excel, PowerPoint, Word)

​Job Level: LEVELMG2

 

Pay Transparency

Salary Range: $119,000-$170,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes