Agent Collaboration & Partnership Operations Support Specialist

Location Designation: Hybrid - 3 days per week
Role Overview:
The ACP Operations Support Specialist plays a key role in executing and supporting the day-to-day operations of ACP programs. This position focuses on program coordination, onboarding support, logistics execution, and operational tracking to ensure that ACP initiatives run efficiently and at scale.
Working closely with ACP Field Operations and Program Operations leadership, this role serves as a core execution partner - ensuring that program activities are delivered consistently, timelines are met, and field-facing processes operate smoothly.
This is an ideal role for a highly organized, detail-oriented individual who thrives in a fast-paced environment and enjoys translating plans into action.
What You'll Do:
Program Execution & Operational Support

• • Execute day-to-day operational activities across ACP programs (AMP, DA, Agent Teaming, and Professional Alliance)
  • Support onboarding and enrollment processes, ensuring timely and accurate participant setup
  • Coordinate logistics for program activities, including meetings, working sessions, and field engagement calls
  • Track progress of key initiatives and ensure follow-through on assigned tasks

Onboarding & Enrollment Support

• • Assist with the setup and activation of program participants across ACP initiatives
  • Ensure required documentation, data entry, and system updates are completed accurately
  • Monitor onboarding pipelines and flag delays or gaps
  • Partner with Program Operations to ensure a smooth and consistent participant experience

Operational Coordination & Issue Tracking

• • Maintain trackers and tools used to manage program activities, issues, and workflows
  • Support intake and routing of field inquiries and operational requests
  • Assist in identifying and resolving routine issues, escalating more complex items as needed
  • Ensure visibility into open items and support timely resolution

Reporting & Insights Support

• • Support the development and maintenance of program reporting and operational dashboards across ACP initiatives (AMP, DA, Agent Teaming, and Professional Alliance)
  • Assist in tracking key metrics including participation, onboarding progress, adoption, and program performance
  • Compile and organize data from multiple sources to provide visibility into program activity and outcomes
  • Partner with Program Operations and Field Operations to identify trends, gaps, and opportunities based on available data
  • Support the preparation of data-driven summaries and insights for leadership updates, field communications, and program reviews
  • Ensure data accuracy and consistency across trackers, reports, and operational tools

Documentation & Process Support

• • Maintain and update program documentation, SOPs, guides, and operational materials
  • Support continuous improvement efforts by identifying process inefficiencies and recommending enhancements
  • Help standardize workflows to improve consistency and scalability across programs

Cross-Functional Collaboration

• • Partner with internal teams including Field Experience, Marketing, Training, Compensation, and Technology
  • Support coordination of cross-functional activities and ensure alignment on deliverables
  • Assist in preparing materials for internal meetings, field communications, and program updates

What You'll Bring:

• • Bachelor's degree and/or equivalent experience
  • 2-4+ years of experience in operations, program support, project coordination, or similar roles
  • Strong organizational and time management skills with attention to detail
  • Ability to manage multiple tasks and priorities in a fast-paced environment
  • Experience working with data, reporting, or operational analytics (Excel-based reporting, dashboards, or similar tools)
  • Ability to analyze and interpret data to support decision-making and process improvements
  • Strong attention to detail with a focus on data accuracy and integrity
  • Familiarity with reporting tools or business intelligence platforms (e.g., Tableau, Power BI) is a plus
  • Strong written and verbal communication skills
  • Proficiency in other Microsoft Office tools (PowerPoint, OneNote, etc)
  • Self-starter with a proactive, solutions-oriented mindset

#LI - EM1
#LI - HYBRID
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.
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: 93643
#BI-Hybrid