Senior Associate, Prospecting Activation Manager

Posted 2 Hours Ago
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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
Powered by purpose. Driven by people. Built to evolve.
The Role
Executes consumer prospecting and activation initiatives across field offices, coordinating events, partnerships, staffing, lead capture, technology, and logistics. Serves as the liaison between Home Office teams and field leaders, monitors execution quality, resolves operational issues, conducts observations, gathers feedback, tracks activities, and recommends improvements to strengthen agent, prospect, and partner experiences.
Summary Generated by Built In
Job Requisition ID: 95146
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 Prospecting Activation Manager is responsible for executing Client Growth & Retention's consumer activation initiatives by ensuring strategic plans are implemented effectively within the field. Serving as the operational bridge between Home Office planning and field execution, this role partners closely with Agency, General Offices, field leaders, and enterprise stakeholders to ensure consumer activation activities are executed with excellence and continuously improved.
This role is responsible for monitoring execution, identifying opportunities for optimization, resolving operational challenges, and capturing field insights that improve future consumer activations. Success is achieved by ensuring high-quality execution that creates meaningful opportunities for qualified prospective clients to engage with New York Life agents and advisors.
What You'll Do:
Primary Responsibilities
• Execute approved consumer activation strategies across key segments.
• Support execution of prospecting initiatives, conferences, seminars, webinars, partnerships, sponsorships, and other field activation activities.
• Serve as the primary operational liaison between Client Growth & Retention and local General Offices during market activation initiatives.
• Partner with Agency and field leadership to coordinate successful implementation of consumer activation activities.
• Conduct on-site observations and execution reviews to ensure initiatives are delivered according to established operating standards.
• Monitor execution quality and identify opportunities to improve the prospect experience, agent experience, and operational effectiveness.
• Ensure consumer activation activities are appropriately staffed, coordinated, and equipped with the necessary resources.
• Assist in identifying and coordinating participating agents for consumer activation initiatives.
• Validate that operational components-including lead capture, technology, marketing materials, and event logistics-are functioning effectively.
• Proactively identify operational issues and implement appropriate solutions while escalating broader concerns as needed.
• Gather quantitative and qualitative feedback from the field to identify trends, opportunities, and recommendations for continuous improvement.
• Track execution activities and provide timely reporting to support organizational visibility and informed decision-making.
• Share field observations and implementation insights with Strategy, Planning & Implementation, and Content & Enablement teams to improve future initiatives.
What You'll Bring:
Required Skills
  • Strong execution and operational management skills.
  • Exceptional organizational abilities with outstanding attention to detail.
  • Demonstrated ability to manage multiple initiatives simultaneously.
  • Strong interpersonal and relationship-building skills.
  • Professional presence with the ability to effectively represent the Home Office in field environments.
  • Customer service mindset focused on creating exceptional experiences for agents, field leaders, and enterprise partners.
  • Excellent written and verbal communication skills.
  • Strong problem-solving and decision-making abilities.
  • Ability to work independently while collaborating effectively across multiple organizations.
  • Adaptability and sound judgment in dynamic operational environments.
  • Ability to observe, evaluate, and recommend operational improvements.
  • Strong business acumen with an understanding of sales enablement and field operations.
  • Commitment to continuous improvement and operational excellence.
  • Bachelor's degree or an equivalent combination of education and relevant professional experience.

Success Profile
The successful candidate is a highly collaborative operator who thrives in execution-oriented environments. They are energized by bringing strategic plans to life, ensuring initiatives are delivered with consistency, professionalism, and operational excellence.
They possess a natural bias toward action while maintaining exceptional attention to detail. They understand that successful execution requires both disciplined adherence to established processes and the judgment to recognize when adjustments are needed in real time. They proactively identify opportunities to improve execution, strengthen partnerships, and enhance the experience of agents, field leaders, and prospective clients.
Success in this role is reflected by the quality and consistency of market activation activities, the strength of partnerships with Agency and the field, the actionable insights provided through observation and reporting, and the organization's ability to continuously improve how it connects qualified prospective clients with New York Life agents and advisors.
#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: 95146
#BI-Hybrid

Skills Required

  • Strong execution and operational management skills
  • Exceptional organizational abilities and attention to detail
  • Ability to manage multiple initiatives simultaneously
  • Strong interpersonal and relationship-building skills
  • Professional presence in field environments
  • Customer service mindset focused on agents, field leaders, and enterprise partners
  • Excellent written and verbal communication skills
  • Strong problem-solving and decision-making abilities
  • Ability to work independently and collaborate across multiple organizations
  • Adaptability and sound judgment in dynamic operational environments
  • Ability to observe, evaluate, and recommend operational improvements
  • Strong business acumen and understanding of sales enablement and field operations
  • Commitment to continuous improvement and operational excellence
  • 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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