Director, Program & Transformation Management - Investments

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New York, NY, USA
In-Office
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
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The Role
Job Requisition ID: 93283
Location Designation: Hybrid - 4 days per week
The Director, Program & Transformation Management will serve as the day-to-day execution lead supporting the unification of New York Life's investment businesses across public and private markets.
This role focuses on driving coordinated execution across investment teams and shared services to ensure alignment, momentum, and clarity as the organization operates as one integrated investment platform. The Director partners closely with senior leaders and functional leads to connect business priorities to execution, surface risks and dependencies, and provide clear, decision-ready insights.
This is a hands-on, execution-oriented role for a leader who brings structure to complexity, keeps work moving forward, and enables leaders to focus on outcomes. The role plays a critical connective function across investment businesses, shared services, and enterprise leadership-while taking a pragmatic, people-centered approach that respects investment autonomy, client continuity, and regulatory discipline.
What You'll Do:
Program & Transformation Management
  • Act as the central execution point supporting the unification of the investment businesses.
  • Partner with leaders across investment teams and shared services to align priorities, track progress, manage dependencies, and surface issues early.
  • Maintain an integrated execution roadmap that aligns timelines and sequencing across businesses and functions.
  • Proactively identify gaps, risks, or misalignment and drive resolution or escalation as needed.

Coordination, Cadence & Reporting
  • Lead regular cross-business execution and status forums, ensuring focused discussion, clear accountability, and follow-through.
  • Coordinate inputs across investment, operations, technology, finance, HR, and communications to ensure consistent and accurate updates.
  • Document decisions, actions, and risks; track closure and next steps.
  • Reinforce execution discipline while enabling collaboration across historically distinct businesses.

Leadership Support & Governance
  • Prepare clear, concise executive materials-including status updates, dashboards, and decision memos-for senior leadership and governance forums.
  • Synthesize detailed activity into straightforward leadership narratives highlighting progress, risks, and decisions required.
  • Support leadership meetings by managing agendas, materials, follow-ups, and action tracking.
  • Monitor overall delivery health across scope, timing, risks, and interdependencies.

Stakeholder Partnership
  • Build trusted working relationships with leaders across asset management, investment operations, technology, finance, HR, and communications.
  • Serve as a reliable execution partner to business and functional leads, supporting coordination and problem-solving in a fast-moving environment.
  • Communicate with clarity, professionalism, and empathy, helping foster accountability and forward momentum.

What You'll Bring:
  • Bachelor's degree required; relevant certifications (e.g., PMP) a plus.
  • 10-12 years of experience in business execution, integration, or complex cross-functional initiatives within large, matrixed organizations.
  • Experience in asset management strongly preferred.
  • Strong ability to manage execution details while maintaining focus on business outcomes.
  • Proven experience preparing executive-ready materials and supporting senior leadership decision-making.
  • Solid understanding of asset management operating models, including public and private markets and shared services.
  • Excellent written and verbal communication skills; confident facilitator and collaborator.

#LI-AM1
Job Level: LEVELPF6
Pay Transparency
Salary Range: $184,000-$263,000
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: 93283

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The Company
HQ: New York, NY
12,000 Employees
Year Founded: 1845

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.

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