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The Role
Leads strategy, roadmap, transformation, and value realization for a financial planning product serving agents, advisors, and clients. Defines financial engineering models, AI-enabled features, product requirements, metrics, and compliance controls. Partners with Technology, Data, AI, Actuarial, Distribution, Legal, and Compliance teams, manages fintech partnerships, drives agile delivery and adoption, and builds a high-performing product organization.
Summary Generated by Built In
Job Requisition ID: 95061
Location Designation: Hybrid - 3 days per week
Rolve Overview:
The Senior Product Manager, PPG Planning is responsible for the product strategy, roadmap, and delivery of New York Life's next generation financial planning tool and experience, built to bring the Company's Protection Powered Growth (PPG) strategy to life for agents, advisors, and clients.
Reporting to the Head of Field Experience Delivery, this role owns the end-to-end transformation of the Planning capability, set the vision including the future state and the changes required across process, people/workforce, technology, data and AI-not just the product roadmap and development lifecycle.
Success in this role requires a product leader with financial engineering domain experience who can translate complex planning, modeling, and actuarial concepts into a scalable, AI-enabled product. It requires a leader who can shape the investment case, articulate the value at stake, establish measurable business outcomes, and remain accountable for value realization. And it requires a leader who can partner effectively with Technology, Data, AI, Experience and Design, Actuarial, Agency (Distribution), Legal, and Compliance to deliver it.
What You'll Do:
Transformation / Product Leadership and Vision
• Translate the Protection Powered Growth (PPG) strategy into a prioritized set of product capabilities and features that make agents and advisors effective throughout the Planning process.
• Continuously evaluate market trends, competitor planning tools, and emerging AI capabilities to inform the product roadmap. Challenge the market, challenge the organization.
• Own the path from implementation through readiness, adoption, behavior change and sustained value realization.
Financial Engineering & Product Design
• Apply financial engineering domain expertise to define planning calculations, modeling logic, and assumptions underlying the tool.
• Partner with Actuarial and quantitative teams to validate the accuracy, soundness, and defensibility of planning models embedded in the product.
• Translate complex financial planning and insurance concepts into intuitive, well-designed product experiences for planners and clients.
AI & Data-Driven Innovation
• Identify and prioritize opportunities to apply AI and advanced analytics to improve planning accuracy, personalization, and efficiency. More than that, reimagine the end-to-end capability in both the platform and the way in which we get the work done through the evolving possibilities of AI.
• Partner with Technology, Data, and AI teams to design, test, and deploy AI-enabled features responsibly and in compliance with Company standards.
• Define success metrics for AI-enabled features and iterate based on performance and user feedback.
Stakeholder Partnership
• Partner with Nautilus, the Advanced Planning Group (APG), and Financial Planning support teams to gather feedback, define requirements, test features, and ensure the planning capabilities enable business workflows.
• Partner with Field Learning and Development to design, build and enable industry-leading education and learning delivery and engagement to serve our newest to most experienced agents and advisors.
• Partner with adjacent value-streams (Service, Purchase, Client Growth and Retention), our Chief Transformation Office, and our Experience and Digital Marketing teams to deliver seamless UX for agents/advisors and their clients together along the PPG experience.
• Serve as the primary product point of contact for Distribution, Technology, Actuarial, Legal, and Compliance stakeholders on planning-tool initiatives.
• Represent and focus the voice of the agent/advisor and the client in product decisions.
Agile Delivery & Execution
• Own the product backlog, write clear requirements and user stories, and prioritize the roadmap in partnership with Engineering.
• Lead the product through the full development lifecycle, from discovery and design through launch and post-launch iteration.
Compliance & Risk
• Partner with Legal, Compliance, and Risk to ensure the planning tool's outputs, disclosures, and recommendations meet regulatory and suitability requirements.
• Ensure financial engineering assumptions and calculation logic are well-documented and auditable.
• Manage strategic partnership with third party FinTech companies to inform and expand Planning capabilities to maintain market leadership.
Talent & Team Leadership
• Build and lead a high-performing product team, including product managers and/or product owners, as the platform scales.
• Foster a collaborative, data-driven product culture in partnership with all departments and partners.
• Create clarity, accountability, and momentum across organizational boundaries for leadership and the cross-functional team
Define Capability Success
• Manage the performance of the overall capability against business, operational, financial and adoption outcomes, using those insights to determine where we refine, scale, accelerate or change direction.
• Partner with Experience Research and Advanced Planning teams to consistently benchmark the capability.
• Define and track key product metrics, including adoption, usage, and planning outcomes.
What You'll Bring:
• 8+ years of product management experience, including experience building or managing complex, calculation-intensive, or highly regulated products.
• 5+ years of financial engineering domain experience - quantitative finance, financial planning methodology, actuarial science, or similar - strongly required.
• Experience building or managing AI-enabled or data-intensive product features.
• Experience partnering with distribution, sales, or field-facing organizations to gather requirements and drive adoption preferred.
• Experience within financial services, insurance, wealth management, or fintech preferred.
• Bachelor's degree required; MBA, CFA, CFP®, or related quantitative/actuarial credential a plus.
• Working knowledge of Agile and Decision product delivery methodologies.
Core Competencies
Product & Technical Acumen
• Translates complex financial engineering and planning concepts into clear, well-scoped product requirements.
• Balances technical rigor, user experience, and delivery speed when making product trade-offs.
Innovation & AI Fluency
• Identifies practical, responsible opportunities to apply AI and advanced analytics to improve the planning experience.
• Stays current on emerging planning technology, fintech, and AI capabilities relevant to financial planning.
Stakeholder Collaboration
• Builds trusted working relationships across field-facing planning teams, Technology, Actuarial, Legal, and Compliance.
• Communicates clearly with both technical and non-technical audiences.
Execution & Delivery
• Drives product initiatives from concept through launch with discipline and attention to detail.
• Uses data and user feedback to iterate and continuously improve the product.
#LI - EM1
#LI - HYBRD
Job Level: LEVELMG3
Pay Transparency
Salary Range: $180,000 - $235,000
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.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 95061
#BI-Hybrid
Location Designation: Hybrid - 3 days per week
Rolve Overview:
The Senior Product Manager, PPG Planning is responsible for the product strategy, roadmap, and delivery of New York Life's next generation financial planning tool and experience, built to bring the Company's Protection Powered Growth (PPG) strategy to life for agents, advisors, and clients.
Reporting to the Head of Field Experience Delivery, this role owns the end-to-end transformation of the Planning capability, set the vision including the future state and the changes required across process, people/workforce, technology, data and AI-not just the product roadmap and development lifecycle.
Success in this role requires a product leader with financial engineering domain experience who can translate complex planning, modeling, and actuarial concepts into a scalable, AI-enabled product. It requires a leader who can shape the investment case, articulate the value at stake, establish measurable business outcomes, and remain accountable for value realization. And it requires a leader who can partner effectively with Technology, Data, AI, Experience and Design, Actuarial, Agency (Distribution), Legal, and Compliance to deliver it.
What You'll Do:
Transformation / Product Leadership and Vision
• Translate the Protection Powered Growth (PPG) strategy into a prioritized set of product capabilities and features that make agents and advisors effective throughout the Planning process.
• Continuously evaluate market trends, competitor planning tools, and emerging AI capabilities to inform the product roadmap. Challenge the market, challenge the organization.
• Own the path from implementation through readiness, adoption, behavior change and sustained value realization.
Financial Engineering & Product Design
• Apply financial engineering domain expertise to define planning calculations, modeling logic, and assumptions underlying the tool.
• Partner with Actuarial and quantitative teams to validate the accuracy, soundness, and defensibility of planning models embedded in the product.
• Translate complex financial planning and insurance concepts into intuitive, well-designed product experiences for planners and clients.
AI & Data-Driven Innovation
• Identify and prioritize opportunities to apply AI and advanced analytics to improve planning accuracy, personalization, and efficiency. More than that, reimagine the end-to-end capability in both the platform and the way in which we get the work done through the evolving possibilities of AI.
• Partner with Technology, Data, and AI teams to design, test, and deploy AI-enabled features responsibly and in compliance with Company standards.
• Define success metrics for AI-enabled features and iterate based on performance and user feedback.
Stakeholder Partnership
• Partner with Nautilus, the Advanced Planning Group (APG), and Financial Planning support teams to gather feedback, define requirements, test features, and ensure the planning capabilities enable business workflows.
• Partner with Field Learning and Development to design, build and enable industry-leading education and learning delivery and engagement to serve our newest to most experienced agents and advisors.
• Partner with adjacent value-streams (Service, Purchase, Client Growth and Retention), our Chief Transformation Office, and our Experience and Digital Marketing teams to deliver seamless UX for agents/advisors and their clients together along the PPG experience.
• Serve as the primary product point of contact for Distribution, Technology, Actuarial, Legal, and Compliance stakeholders on planning-tool initiatives.
• Represent and focus the voice of the agent/advisor and the client in product decisions.
Agile Delivery & Execution
• Own the product backlog, write clear requirements and user stories, and prioritize the roadmap in partnership with Engineering.
• Lead the product through the full development lifecycle, from discovery and design through launch and post-launch iteration.
Compliance & Risk
• Partner with Legal, Compliance, and Risk to ensure the planning tool's outputs, disclosures, and recommendations meet regulatory and suitability requirements.
• Ensure financial engineering assumptions and calculation logic are well-documented and auditable.
• Manage strategic partnership with third party FinTech companies to inform and expand Planning capabilities to maintain market leadership.
Talent & Team Leadership
• Build and lead a high-performing product team, including product managers and/or product owners, as the platform scales.
• Foster a collaborative, data-driven product culture in partnership with all departments and partners.
• Create clarity, accountability, and momentum across organizational boundaries for leadership and the cross-functional team
Define Capability Success
• Manage the performance of the overall capability against business, operational, financial and adoption outcomes, using those insights to determine where we refine, scale, accelerate or change direction.
• Partner with Experience Research and Advanced Planning teams to consistently benchmark the capability.
• Define and track key product metrics, including adoption, usage, and planning outcomes.
What You'll Bring:
• 8+ years of product management experience, including experience building or managing complex, calculation-intensive, or highly regulated products.
• 5+ years of financial engineering domain experience - quantitative finance, financial planning methodology, actuarial science, or similar - strongly required.
• Experience building or managing AI-enabled or data-intensive product features.
• Experience partnering with distribution, sales, or field-facing organizations to gather requirements and drive adoption preferred.
• Experience within financial services, insurance, wealth management, or fintech preferred.
• Bachelor's degree required; MBA, CFA, CFP®, or related quantitative/actuarial credential a plus.
• Working knowledge of Agile and Decision product delivery methodologies.
Core Competencies
Product & Technical Acumen
• Translates complex financial engineering and planning concepts into clear, well-scoped product requirements.
• Balances technical rigor, user experience, and delivery speed when making product trade-offs.
Innovation & AI Fluency
• Identifies practical, responsible opportunities to apply AI and advanced analytics to improve the planning experience.
• Stays current on emerging planning technology, fintech, and AI capabilities relevant to financial planning.
Stakeholder Collaboration
• Builds trusted working relationships across field-facing planning teams, Technology, Actuarial, Legal, and Compliance.
• Communicates clearly with both technical and non-technical audiences.
Execution & Delivery
• Drives product initiatives from concept through launch with discipline and attention to detail.
• Uses data and user feedback to iterate and continuously improve the product.
#LI - EM1
#LI - HYBRD
Job Level: LEVELMG3
Pay Transparency
Salary Range: $180,000 - $235,000
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.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 95061
#BI-Hybrid
Skills Required
- 8+ years of product management experience, including experience building or managing complex, calculation-intensive, or highly regulated products
- 5+ years of financial engineering domain experience in quantitative finance, financial planning methodology, actuarial science, or a similar field
- Experience building or managing AI-enabled or data-intensive product features
- Bachelor's degree
- Experience partnering with distribution, sales, or field-facing organizations to gather requirements and drive adoption
- Experience in financial services, insurance, wealth management, or fintech
- MBA, CFA, CFP, or related quantitative or actuarial credential
- Working knowledge of Agile and Decision product delivery methodologies
What the Team is Saying
Tyrone
Corporate Vice President, Employee Experience
Emma
Director, Tech, Data, AI, Ventures (TDAV)
Deepa
Chief Information Officer
Patricia
Corporate Vice President, Enterprise Technology Services
Joel
Senior Vice President, Founder & Head of New York Life Ventures
Nishit
Corporate Vice President, AI & Data Architect
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The Company
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
Gallery
New York Life Teams
New York Life Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
