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Underwriting Analyst in New York Life’s LAUNCH program will assess and price risks for group benefits, including life, accident, disability, absence administration, and voluntary benefits. The role involves analyzing profitability and client risk profiles, collaborating with underwriting and internal partners, making sound risk decisions, managing priorities, and participating in structured technical training, mentoring, and professional development.

Provides executive administrative, operational, and client service support to a Managing Partner and leadership team. Responsibilities include calendar and travel management, meeting coordination, recruiting and onboarding support, training and recognition event coordination, executive communications, presentations, reports, dashboards, milestone tracking, process improvement, and cross-functional problem resolution. The role requires independent judgment, confidentiality, strong organization, and advanced Microsoft Office proficiency in a fully onsite environment.

Executes professional designation programs through communications planning, field activation, cohort scheduling, learner tracking, completion follow-up, and leader enablement. Coordinates with communications, field enablement, education, faculty, and leadership teams to ensure consistent program delivery. Analyzes internal data to identify target audiences, supports outreach initiatives, and drives measurable improvements in engagement and designation completion.

Represents mutual funds, separately managed accounts, ETFs, and limited partnerships to financial advisors across the Dallas–Fort Worth territory. Develops territory plans, grows assets and market share, delivers product and market insights, collaborates with internal sales consultants, manages travel budgets, and builds long-term advisor relationships. Requires frequent travel of 50% or more, active FINRA Series 7 and 63 licenses, and at least five years of asset management or financial advisor experience.

Supports Insurance Operations through project management, business analysis, process improvement, reporting, customer insights, digital transformation, and strategic initiatives. The intern analyzes workflows and performance data, develops recommendations and business deliverables, explores responsible AI and workflow automation solutions, and collaborates with cross-functional partners. Responsibilities also include presentations, process mapping, stakeholder updates, professional development, and a final project presentation.

Own the vision, roadmap, backlog, prototyping, and delivery of NYL360’s AI Assistant and Voice Avatar. Partner with engineering, UX, design, Google, Obin, and peer Product Owners to develop conversational experiences, prioritize workflows, define success metrics, manage vendor integrations, mitigate delivery risks, and advance AI adoption across the product organization.

Supports institutional clients in Stable Value and Guaranteed Products by processing annuity and RMD requests, handling inquiries, providing pricing and account information, resolving service issues, maintaining records, and coordinating with internal teams. The role requires learning contract provisions, products, operational procedures, and regulatory policies while delivering accurate, timely service in a high-volume environment.

Participate in New York Life’s LAUNCH underwriting program, assessing risks and underwriting group benefit products including life, accident, disability, absence administration, and voluntary benefits. Analyze pricing, profitability, and client risk profiles; collaborate with underwriting and business partners; make sound risk decisions; manage priorities and deadlines; and complete structured training, mentorship, and professional development while progressively supporting a sales region.

Represents investment products including mutual funds, SMAs, ETFs, alternatives, and limited partnerships to financial advisors across an assigned West Coast territory. Develops business plans, grows market share and assets, delivers product and market insights, collaborates with internal sales teams, manages advisor relationships, and meets sales targets. Frequent travel of 50% or more is required.

Participate in a commercial real estate investment management internship supporting financial reporting, investment analysis, Excel modeling, research, portfolio monitoring, data analysis, investor reporting, presentations, and business development. Interns may contribute to process improvement, technology, and AI initiatives, collaborate across real estate teams, and present findings in a final summer project.