SENIOR ASSOCIATE, Planning & Implementation Manager

Posted Yesterday
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New York, NY, USA
Hybrid
100K-143K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
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The Role
Translates consumer segment strategies into implementation plans, operating models, governance processes, SOPs, and execution roadmaps. Coordinates cross-functional implementation activities, identifies dependencies and risks, ensures operational readiness, establishes reporting, and drives continuous process improvement across enterprise initiatives.
Summary Generated by Built In
Job Requisition ID: 95147
Location Designation: Hybrid - 3 days per week
When you join New York Life, you're joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. To foster that innovation, New York Life is looking for a talented individual to join a new business unit focused on accelerating enterprise growth through new and differentiated offerings.
New York Life has formed a new Client Growth and Retention business team to accelerate enterprise growth by developing and operating programs that help access new pools of customers, as well as programs that deepen customer relationships/ retention.
Role Overview:
The Planning & Implementation Manager is responsible for translating approved strategies for key consumer segments into scalable operating models, implementation plans, and repeatable business processes that enable successful execution across the enterprise.
Working closely with the Senior Director - Market Strategy, this role serves as the operational architect of Client Growth & Retention by developing implementation roadmaps, establishing governance, codifying Standard Operating Procedures, and coordinating cross-functional activities necessary to bring key consumer segment strategies to life.
Success in this role requires balancing strategic thinking with operational excellence-transforming business objectives into executable plans while ensuring initiatives are implemented consistently, efficiently, and in alignment with New York Life's broader business priorities.
What You'll Do:
Primary Responsibilities
• Translate approved consumer segment strategies into comprehensive implementation plans and execution roadmaps.
• Develop and maintain scalable operating models that support consistent execution across multiple consumer segments.
• Design, document, and continuously improve Standard Operating Procedures (SOPs) and implementation playbooks.
• Coordinate implementation activities across Client Growth & Retention, Agency, Field Experience, Experience & Digital Marketing, and other enterprise partners.
• Identify implementation dependencies, resource needs, timelines, risks, and mitigation strategies.
• Ensure initiatives are operationally ready before field activation.
• Develop governance processes that promote consistency, accountability, and execution excellence.
• Continuously evaluate existing business processes and proactively identify opportunities for optimization and increased efficiency.
• Support implementation of new consumer segment initiatives while ensuring alignment with broader organizational priorities.
• Establish reporting processes that provide visibility into implementation progress, operational effectiveness, and execution readiness.
• Capture lessons learned and incorporate continuous improvements into future operating models.
• Partner closely with Prospecting Activation and Content & Enablement resources to ensure operational plans can be successfully executed.
What You'll Bring:
Required Skills
  • Exceptional project and program management skills.
  • Strong business process design and operational planning capabilities.
  • Highly organized with outstanding attention to detail.
  • Process-oriented with a passion for building scalable, repeatable operating models.
  • Demonstrated ability to manage multiple complex initiatives simultaneously.
  • Strong analytical and critical thinking skills.
  • Excellent written and verbal communication.
  • Strong collaboration and relationship-building skills across cross-functional teams.
  • Ability to proactively identify operational risks and develop practical solutions.
  • Comfortable navigating ambiguity while creating structure and clarity.
  • Bias toward measurable business outcomes and continuous improvement.
  • Strong business acumen with an understanding of organizational operations.
  • Bachelor's degree or an equivalent combination of education and relevant professional experience.

Success Profile
The successful candidate is a highly organized operational leader who enjoys transforming strategic vision into practical execution. They thrive on creating structure, establishing repeatable processes, and ensuring initiatives are delivered consistently across the organization.
They naturally think in terms of systems, governance, and process improvement while maintaining a strong understanding of the business outcomes those processes are intended to support. They are proactive, collaborative, and detail-oriented, with a mindset focused on continuous optimization rather than simply maintaining the status quo.
Success in this role is reflected by the quality of implementation plans, the consistency of operational execution, the effectiveness of standardized processes, the visibility provided through reporting and governance, and the organization's ability to successfully execute market strategies at scale.
#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: 95147
#BI-Hybrid

Skills Required

  • Exceptional project and program management skills
  • Strong business process design and operational planning capabilities
  • Highly organized with outstanding attention to detail
  • Experience building scalable, repeatable operating models
  • Ability to manage multiple complex initiatives simultaneously
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • Strong collaboration and relationship-building skills across cross-functional teams
  • Ability to identify operational risks and develop practical solutions
  • Ability to navigate ambiguity while creating structure and clarity
  • Focus on measurable business outcomes and continuous improvement
  • Strong business acumen and understanding of organizational operations
  • Bachelor's degree or equivalent combination of education and relevant professional experience

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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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New York Life Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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HQNew York, NY
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