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Senior Finance leader partnering with technology executives to drive financial strategy, budgeting, investment prioritization, cost governance, and productivity initiatives. Own planning, forecasting, vendor and cloud financials, risk and controls, KPI reporting, and talent development while providing data-driven decision support and executive reporting to optimize technology investments and performance.

Lead and grow New York Life Investment Management's North American pensions business, driving strategy, client relationships, team leadership, cross‑functional collaboration, industry networking, and revenue growth across public funds, corporate plans, and Taft‑Hartley markets.

Provide onsite administrative and operational support to the Managing Partner and agents, serve as primary point of contact, manage AP/AR and onboarding tasks, handle mail and facility issues, coordinate meetings and resources, and perform additional office duties to ensure smooth daily operations and positive agent/client experiences.

Participate in an actuarial development program with rotating assignments to design products, develop pricing and assumptions, calculate reserves, project profitability, quantify risk, and support special projects. Provide actuarial analysis, modeling, and reporting while preparing for SOA exams and advancing actuarial credentials.

Join an actuarial development program with rotating assignments in pricing, product design, reserving, modeling, profitability analysis, and risk quantification. Support actuarial exam progress, develop modeling assumptions, calculate reserves, analyze financial drivers, and contribute to special projects and process improvements.

Own end-to-end decision intelligence product domains: build, deploy, and monitor ML models and behavioral signals; lead experimentation and causal measurement; develop generative AI solutions and personalization; partner with product and engineering to define roadmaps and reusable ML platform assets that drive measurable business outcomes.

The Senior Associate will lead investment evaluations and due diligence, manage portfolio companies, and conduct market research and financial modeling for strategic investment opportunities.

Support SMA portfolio analytics by building forecasting and NAV/cash flow models, monitoring deployment pacing, performing benchmarking and attribution, ensuring data integrity, automating processes, and partnering with investment, client service, and operations teams to support reporting and scale the SMA platform.

Lead the competitive intelligence strategy in life insurance, offering insights on industry trends, competitor strategies, and market developments to inform product and corporate decisions.

Management-training role to prepare for General Office Operations Manager. Train in new-business administration, compliance, agent contracting/licensing, customer service, staff hiring/training, performance management, budgeting, and agent development. Completion of a 1–2 year structured program leads to eligibility for Operations Manager appointment.