Location Designation: Hybrid - 3 days per week
Role Overview
The Senior Associate, Designation Program Operations is responsible for the day-to-day operational execution, field activation, and program coordination of professional designations supported by New York Life. This role translates strategy into action by driving communication cadence, cohort operations, recognition, and leader enablement, ensuring the program is executed consistently, at scale, and with measurable impact.
This role is execution- and influence-focused, partnering closely with Agency Communications, Field Enablement, NYLIC University, the National Development Faculty (NDF) team, and Zone and GO leadership.
What You'll Do
Field Activation & Communication Execution
• Build and run a comprehensive communications calendar for designations, including audience segmentation, timing, channel, sender, and recurring communication rhythms.
• Own and deliver activation content packages for leaders, including clear calls-to-action, coaching talking points, and consistent program narratives across channels.
• Partner closely with Agency Communications and Field Enablement to coordinate cadence and segmentation, reducing perceived email overload while maintaining strong field visibility and alignment.
Cohort & Learner Operations
• Run end-to-end study cohort operations, including scheduling, enrollment windows, participant management, reminders, and completion pacing across designations.
• Implement accountability mechanisms to confirm cohort participation and course enrollment (e.g., surveys, workflows, or other structured confirmations).
Near-Completer Conversion & Leader Enablement
• Own near-completer execution, including follow-up cadence, nudges, and handoffs to leaders to drive designation completions.
• Analyze data from internal databases and reports to identify designation target audiences and develop targeted prospect lists.
Cross-Functional Partnership
• Serve as a key operational partner to Agency Communications, Field Enablement, NYLIC University, the NDF team, and other key stakeholders to ensure aligned execution and consistent field experience.
• Support leadership readiness by ensuring communications, cohorts, and recognition efforts are well-timed, clearly messaged, and easy for leaders to activate locally.
What You'll Bring:
• Experience supporting strategic initiatives and operational execution within a complex, matrixed organization.
• Strong execution skills with the ability to manage multiple workstreams, timelines, and stakeholders simultaneously.
• Excellent written and verbal communication skills, particularly in creating leader-ready and field-facing content.
• Experience analyzing data from multiple sources to identify target audiences, segment populations, and support marketing and outreach initiatives.
• Demonstrated ability to partner across teams and influence without formal authority.
• High attention to detail, paired with a bias toward action and follow-through.
Why This Role Matters
Designations are a core driver of advisor development, leadership credibility, and business impact at New York Life. This role ensures that strategy does not stop at planning but is activated consistently in the field through disciplined operations, strong communications, and effective cohort execution. By owning the operational engine behind these programs, this role directly supports increased completions, stronger engagement, and a scalable program model
#LI - EM1
#LI - HYBRID
Job Level: LEVELPF4
Pay Transparency
Salary Range: $100,000-$143,000
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: 94700
#BI-Hybrid
Skills Required
- Experience supporting strategic initiatives and operational execution within a complex, matrixed organization
- Strong execution skills managing multiple workstreams, timelines, and stakeholders simultaneously
- Excellent written and verbal communication skills, especially creating leader-ready and field-facing content
- Experience analyzing data from multiple sources to identify target audiences, segment populations, and support marketing and outreach initiatives
- Ability to partner across teams and influence without formal authority
- High attention to detail with a bias toward action and follow-through
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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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
















