Senior Associate, Assistant Product Manager for Advisor Succession Planning Program

Location Designation: Hybrid - 3 days per week 

 

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 our 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 in the Home Office is helping our financial professional effectively plan for succeeding their business and efficiently execute their succession plan. We are looking for an Assistant Product Manager to join our team and support the continuous improvement of our Succession Planning Program for our financial professionals. This role is ideal for someone who is passionate about driving product development, managing enhancements, and ensuring that updates meet both business goals and user needs.

 

 

What You’ll Do:

As an Assistant Product Manager, you will work closely with cross-functional teams, stakeholders, and customers to ensure the successful delivery of program updates and improvements. You will also be responsible for assisting with the day-to-day operations of helping our financial professionals plan and succeed their business.

• Assist the Product Manager in managing the enhancements and changes to significantly improve our current Succession Planning Program.
  • Collaborate with stakeholders, including business leaders, customers, and development teams, to gather and analyze requirements for new features and enhancements.
  • Support the creation, refinement, and documentation of user stories, acceptance criteria, and other key product artifacts.
  • Facilitate communication between development, design, and business teams, ensuring all parties are informed of progress and any potential issues.
  • Ensure all tasks are properly prioritized and aligned with business goals and ensuring that milestones are achieved on schedule.
• Provide day-to-day support to agents, Managing Partners, and Field Management, addressing inquiries via phone and email in a timely and professional manner.
  • Ensure that all action items are accomplished timely accurately within NYL standards while looking for opportunities to continuously improve processes and test new approaches.
• Assist the Product Manager in preparing presentations and reports for senior leadership, highlighting key product metrics and updates.

 

 

What You’ll Bring:

• Bachelor’s degree and/or equivalent experience.
• 5+ years of relevant experience.
• Minimum of 3 years of program management experience for complex programs, impacting multiple stakeholder groups.
• Ability to improve current processes/systems, including user experience, workflow, task automation.
• Analytical skills and ability to develop basic reporting.
• Excellent oral and written communication skills.
• Proficiency in MS office suite.
• Ability to communicate and build effective relationships.

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Pay Transparency

Salary Range:  $85,000 - $125,000 

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