Role Overview:
The Senior Associate plays a critical role in driving execution of the PAS roadmap and strengthening the program's technology enablement and feedback ecosystem. Serving as a key partner to the Program Manager and PAS leadership, this role translates advisor and field insights into structured prioritization, actionable workstreams, and executive-ready materials that inform enterprise decision-making.
The Senior Associate is responsible for helping to run the internal process that captures advisor/practice learnings, synthesizes themes, prioritizes opportunities, and connects them to actionable workstreams across technology and business partners. This role requires strong analytical rigor, comfort working across technology and business stakeholders, and the ability to distill complex topics into clear, compelling narratives for senior leadership.
This is a high-impact individual contributor role with visibility across service, agency, technology, and product partners.
What You'll Do:
- Support execution of key PAS initiatives by coordinating cross-functional workstreams, tracking milestones, and ensuring disciplined delivery.
- Partner closely with Technology and business stakeholders to shape and advance system enhancements and process improvements aligned to PAS priorities.
- Own the day-to-day management of the PAS feedback loop, synthesizing advisor and RM insights into themes, prioritization recommendations, and actionable outcomes.
- Design and maintain structured intake, prioritization, and reporting frameworks that increase transparency, accountability, and execution rigor.
- Develop executive-ready materials and dashboards that clearly communicate progress, risks, impact, and strategic implications.
- Proactively identify risks, interdependencies, and systemic themes, escalating and framing solutions to support informed leadership decisions.
- Support advisor co-development sessions and continuous improvement efforts by translating insights into measurable enhancements.
What You'll Bring:
- 3+ years of experience in program management, business operations, consulting, strategy, technology enablement, or related roles.
- Strong analytical and structured problem-solving skills, with the ability to translate ambiguity into clear, actionable plans.
- Experience supporting technology-enabled initiatives, system enhancements, or process improvement efforts.
- Exceptional written and presentation skills, including demonstrated ability to develop executive-ready slide decks and leadership materials.
- Ability to synthesize qualitative and quantitative inputs into clear themes, insights, and recommendations.
- Strong organizational skills with demonstrated follow-through, attention to detail, and accountability.
- Collaborative mindset with the ability to influence cross-functional partners without direct authority.
- Bachelor's degree and/or equivalent experience, experience in Financial Services preferred but not required.
#LI - EM1
#LI - HYBRID
Pay Transparency
Salary Range: $81,000-$115,500
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93562
Top Skills
What the Team is Saying
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.
