CVP - Product Manager - Advisor Collaboration and Succession Programs

Location Designation: Hybrid - 3 days per week 

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

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of a General Office team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

 

 

Role Overview:

An area of focus of our team in the Home Office is helping our financial professionals effectively and efficiently collaborate in teams to better serve clients, as well as supporting them plan and execute succeeding their business and efficiently execute their succession plan. We’re looking for a Product Manager to lead the enhancement of our advisor collaboration and succession programs. This role will drive the design, development, and implementation of strategic initiatives that help financial professionals collaborate more effectively in teams and successfully plan for business succession.

This is a high-impact role ideal for someone passionate about building exceptional user experiences, translating complex needs into scalable solutions, and leading cross-functional teams to deliver business value.

 

 

What You’ll Do:

 

Strategy & Vision

• Develop and maintain a multi-year product vision and roadmap, aligned with business objectives, market trends, and user needs
• Shape new initiatives by framing problems, assessing current state, and recommending target-state solutions
• Prioritize product features and enhancements based on impact, customer feedback, and strategic alignment
• Define and track objectives and key results (OKRs) for continuous measurement and improvement

 

Product Development & Delivery

• Lead the product management lifecycle from concept to launch using Scaled Agile Framework (SAFe)
• Partner with stakeholders, product owners, and UX/UI teams to define detailed product requirements
• Build and maintain a well-prioritized backlog and collaborate on user stories, acceptance criteria, and testing
• Champion user-centric design, ensuring new capabilities are intuitive, impactful, and aligned with agent and client needs

 

Collaboration & Communication

• Engage internal teams and external vendors to ensure alignment and timely delivery
• Present product strategy, roadmaps, and key updates to senior leadership and cross-functional partners
• Collaborate with market insights teams to identify user pain points, competitive benchmarks, and innovation opportunities

 

Analytics & Optimization

• Define product KPIs in partnership with analytics teams and track performance over time
• Use data to identify opportunities for improvement and support optimization efforts through testing and feedback loops
• Lead efforts to evaluate product health, u