Leads the end-to-end technology strategy, roadmap, engineering, architecture, data, analytics, AI, and delivery for enterprise planning and projections across more than a dozen business lines. Oversees multidisciplinary teams, strategic partners, investment priorities, controls, security, production readiness, and transformation outcomes. Partners with Finance, Product, Architecture, Data, and Technology leaders to modernize forecasting, assumptions, scenarios, and planning workflows while advancing responsible AI and enterprise integration.
Location Designation: Hybrid - 3 days per week
Technology, Data, AI and Ventures:
Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Life's businesses. We build solutions that power how we serve policy owners, agents, advisors and employees while delivering measurable business outcomes.
Across technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last.
Business Overview
Enterprise Plan to Perform (EPP) is one of New York Life's strategic transformations, focused on reimagining how the enterprise plans, projects, understands, and manages financial performance. EPP spans Expense Management, Planning & Projections, Performance Management, Financial Modeling, NEXUS, and related enterprise capabilities, bringing together business-process reimagination, modern technology, data, analytics, automation, and AI.
Role Overview
The Corporate Vice President, Projections Technology provides senior Technology leadership for projections and related planning capabilities within New York Life's Enterprise Plan to Perform (EPP) transformation. Operating across more than a dozen business lines, the leader owns the end-to-end Technology capabilities that connect assumptions, business drivers, actuals, forecasts, scenarios and planning workflows into a more dynamic and integrated enterprise planning process.
The role owns the end-to-end Technology outcome for Planning & Projections, spanning Technology strategy, roadmap, engineering and delivery, and bringing together application, integration, data, analytics, AI, architecture and controls through close partnership with the relevant enterprise capability teams.
This is broader than an application development or program management role. The leader is expected to combine business understanding, systems thinking, technology and engineering judgment, and transformation leadership; challenge current-state constraints; and ensure the domain evolves as a coherent capability that integrates effectively with the broader EPP ecosystem and NEXUS experience.
What You'll Do
Workstream Technology Strategy & Ownership
• Lead the evolution of projections capabilities across more than a dozen business lines, balancing common enterprise patterns and reusable capabilities with the distinct drivers, assumptions, models and planning needs of individual businesses.
• Reimagine planning cycles to improve speed, collaboration, traceability, scenario responsiveness, and integration between enterprise and business planning.
• Lead outcome teams focused on planning workflows, projections, assumptions and driver management, forecast updates, and business-to-enterprise integration.
• Ensure Projections integrates effectively with Financial Modeling, Performance Management, Expense, NEXUS and other relevant enterprise capabilities.
Technology, AI & Engineering Leadership
• Own the target-state technology strategy and roadmap for the domain, including application, integration, data, analytics, AI, automation, and engineering implications.
• Drive pragmatic use of rapid prototyping, specification-driven development, AI-assisted engineering, automated testing, and continuous business validation.
• Promote systems thinking so solution decisions account for upstream and downstream impacts across workflows, data, architecture, security, controls, and operations.
• Identify where generative AI and agentic capabilities can materially reimagine workflows, analysis, decision support, and execution rather than simply automate existing steps.
• Maintain strong standards for engineering quality, scalability, resiliency, responsible AI, observability, production readiness, and technical sustainability.
Cross-Functional Leadership & Interfaces
• Partner closely with Financial Modeling Technology on NII, capital, driver-based models, and scenario capabilities consumed by planning processes.
• Partner with NEXUS Technology to make plans, forecasts, assumptions, variances, and scenarios accessible through the common EPP experience.
• Partner with Business Discovery & Solution Strategy leaders to translate future-state business intent into executable technology capabilities and roadmaps.
• Partner with Solution Engineering & Architecture and Data Architecture to ensure domain solutions align with cross-EPP architecture and data patterns.
• Lead multidisciplinary outcome teams and coordinate NYL engineers, forward deployed engineers, federated resources, domain SMEs, and strategic partner engineers.
• Build trusted relationships with senior Finance, business, and Technology stakeholders and create transparency around priorities, tradeoffs, risks, dependencies, and outcomes.
Investment, Workforce & Delivery Accountability
• Shape workstream investment priorities, sequencing, resource requirements, and capacity plans based on business value, dependencies, risk, and delivery readiness.
• Manage strategic technology and engineering partners as an integrated part of the domain team with clear accountability for quality, outcomes, and knowledge transfer.
• Establish transparent measures of delivery health, adoption, quality, and value realization and use them to drive decisions and accountability.
• Ensure security, privacy, controls, auditability, and operational readiness are incorporated from inception through production.
Talent & Organizational Leadership
• Build, lead and develop high performing teams with strong domain knowledge and modern technology and engineering capabilities.
• Attract, develop and retain forward deployed and other high caliber technology talent, while building technology leadership and domain expertise across the organization.
• Establish clear accountability and a culture of collaboration, innovation, engineering discipline and continuous improvement.
• Lead effectively through both direct authority and matrixed relationships across Business, Product, Technology and partner teams.
What You'll Bring
Required Experience
• 15+ years of progressively responsible experience in technology, software engineering, solution delivery, digital transformation, or related disciplines, including significant leadership responsibility in complex enterprise environments.
• Proven experience owning end-to-end technology capabilities or major transformation domains from strategy through architecture, engineering, implementation, and measurable outcomes.
• Demonstrated success operating in federated or matrixed enterprises and influencing senior business and technology stakeholders across organizational boundaries.
• Broad technology and engineering background spanning modern application development, APIs and integration, data and analytics, cloud platforms, enterprise architecture, automation, and emerging technologies.
• Strong understanding of generative AI, agentic technologies, and AI-assisted engineering and their practical application to enterprise workflows and software delivery.
• Experience leading multidisciplinary technology teams and managing strategic partners, contractors, and federated resources.
• Experience operating within enterprise Risk, Security, Compliance, Audit, and control environments.
• Strong analytical, communication, prioritization, and executive-influence capabilities.
Required Skills
• Workstream Technology Leadership - Owns the complete Technology outcome for a major enterprise workstream, integrating applications, engineering, data, analytics, AI and enterprise capabilities into a coherent solution.
• Technology & Engineering Judgment - Evaluates solution approaches, architecture and data implications, engineering tradeoffs, and production risks.
• Systems Thinking - Understands interactions across process, applications, data, analytics, architecture, controls, and operating models.
• AI-Enabled Transformation - Identifies where AI and agentic capabilities can materially change workflows, decisions, and delivery economics.
• Executive Communication & Influence - Creates clarity, drives decisions, and influences senior stakeholders across organizational boundaries.
• Strategic Planning & Execution - Converts future-state ambition into prioritized roadmaps, investments, sequencing, and executable outcomes.
• Enterprise Delivery Discipline - Applies SDLC, Agile and Lean principles pragmatically with strong dependency, release, and production-readiness management.
• Talent & Partner Leadership - Builds strong teams and integrates internal, federated, and external engineering capacity around common outcomes.
• People Management - Develops and empowers talent through clear expectations, actionable feedback, effective coaching, and accountability, while fostering an inclusive, high-performing team environment.
Preferred Experience
• Experience with FP&A, enterprise planning, forecasting, EPM platforms, finance transformation, or related technology capabilities.
• Experience modernizing complex planning workflows and integrating planning, modeling, data, and analytics.
• Experience leading complex Technology transformation across multiple businesses, operating units or product lines, ideally involving planning, forecasting or projections capabilities.
Why This Role
This role carries end-to-end Technology accountability for Projections, a broad EPP capability spanning more than a dozen business lines and connecting enterprise and business planning, forecasting, assumptions, scenarios and related capabilities. The role requires senior leadership across multiple Business and Technology organizations, significant architecture and investment decisions, complex cross-workstream dependencies and multiple outcome teams. The leader is accountable for shaping both what the future-state Technology capability becomes and how it is delivered and evolved at enterprise scale.
Job Level: LEVELMG3
Pay Transparency
Salary Range: $185,000-$264,500
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.
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.
Job Requisition ID: 95175
#BI-Hybrid
Technology, Data, AI and Ventures:
Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Life's businesses. We build solutions that power how we serve policy owners, agents, advisors and employees while delivering measurable business outcomes.
Across technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last.
Business Overview
Enterprise Plan to Perform (EPP) is one of New York Life's strategic transformations, focused on reimagining how the enterprise plans, projects, understands, and manages financial performance. EPP spans Expense Management, Planning & Projections, Performance Management, Financial Modeling, NEXUS, and related enterprise capabilities, bringing together business-process reimagination, modern technology, data, analytics, automation, and AI.
Role Overview
The Corporate Vice President, Projections Technology provides senior Technology leadership for projections and related planning capabilities within New York Life's Enterprise Plan to Perform (EPP) transformation. Operating across more than a dozen business lines, the leader owns the end-to-end Technology capabilities that connect assumptions, business drivers, actuals, forecasts, scenarios and planning workflows into a more dynamic and integrated enterprise planning process.
The role owns the end-to-end Technology outcome for Planning & Projections, spanning Technology strategy, roadmap, engineering and delivery, and bringing together application, integration, data, analytics, AI, architecture and controls through close partnership with the relevant enterprise capability teams.
This is broader than an application development or program management role. The leader is expected to combine business understanding, systems thinking, technology and engineering judgment, and transformation leadership; challenge current-state constraints; and ensure the domain evolves as a coherent capability that integrates effectively with the broader EPP ecosystem and NEXUS experience.
What You'll Do
Workstream Technology Strategy & Ownership
• Lead the evolution of projections capabilities across more than a dozen business lines, balancing common enterprise patterns and reusable capabilities with the distinct drivers, assumptions, models and planning needs of individual businesses.
• Reimagine planning cycles to improve speed, collaboration, traceability, scenario responsiveness, and integration between enterprise and business planning.
• Lead outcome teams focused on planning workflows, projections, assumptions and driver management, forecast updates, and business-to-enterprise integration.
• Ensure Projections integrates effectively with Financial Modeling, Performance Management, Expense, NEXUS and other relevant enterprise capabilities.
Technology, AI & Engineering Leadership
• Own the target-state technology strategy and roadmap for the domain, including application, integration, data, analytics, AI, automation, and engineering implications.
• Drive pragmatic use of rapid prototyping, specification-driven development, AI-assisted engineering, automated testing, and continuous business validation.
• Promote systems thinking so solution decisions account for upstream and downstream impacts across workflows, data, architecture, security, controls, and operations.
• Identify where generative AI and agentic capabilities can materially reimagine workflows, analysis, decision support, and execution rather than simply automate existing steps.
• Maintain strong standards for engineering quality, scalability, resiliency, responsible AI, observability, production readiness, and technical sustainability.
Cross-Functional Leadership & Interfaces
• Partner closely with Financial Modeling Technology on NII, capital, driver-based models, and scenario capabilities consumed by planning processes.
• Partner with NEXUS Technology to make plans, forecasts, assumptions, variances, and scenarios accessible through the common EPP experience.
• Partner with Business Discovery & Solution Strategy leaders to translate future-state business intent into executable technology capabilities and roadmaps.
• Partner with Solution Engineering & Architecture and Data Architecture to ensure domain solutions align with cross-EPP architecture and data patterns.
• Lead multidisciplinary outcome teams and coordinate NYL engineers, forward deployed engineers, federated resources, domain SMEs, and strategic partner engineers.
• Build trusted relationships with senior Finance, business, and Technology stakeholders and create transparency around priorities, tradeoffs, risks, dependencies, and outcomes.
Investment, Workforce & Delivery Accountability
• Shape workstream investment priorities, sequencing, resource requirements, and capacity plans based on business value, dependencies, risk, and delivery readiness.
• Manage strategic technology and engineering partners as an integrated part of the domain team with clear accountability for quality, outcomes, and knowledge transfer.
• Establish transparent measures of delivery health, adoption, quality, and value realization and use them to drive decisions and accountability.
• Ensure security, privacy, controls, auditability, and operational readiness are incorporated from inception through production.
Talent & Organizational Leadership
• Build, lead and develop high performing teams with strong domain knowledge and modern technology and engineering capabilities.
• Attract, develop and retain forward deployed and other high caliber technology talent, while building technology leadership and domain expertise across the organization.
• Establish clear accountability and a culture of collaboration, innovation, engineering discipline and continuous improvement.
• Lead effectively through both direct authority and matrixed relationships across Business, Product, Technology and partner teams.
What You'll Bring
Required Experience
• 15+ years of progressively responsible experience in technology, software engineering, solution delivery, digital transformation, or related disciplines, including significant leadership responsibility in complex enterprise environments.
• Proven experience owning end-to-end technology capabilities or major transformation domains from strategy through architecture, engineering, implementation, and measurable outcomes.
• Demonstrated success operating in federated or matrixed enterprises and influencing senior business and technology stakeholders across organizational boundaries.
• Broad technology and engineering background spanning modern application development, APIs and integration, data and analytics, cloud platforms, enterprise architecture, automation, and emerging technologies.
• Strong understanding of generative AI, agentic technologies, and AI-assisted engineering and their practical application to enterprise workflows and software delivery.
• Experience leading multidisciplinary technology teams and managing strategic partners, contractors, and federated resources.
• Experience operating within enterprise Risk, Security, Compliance, Audit, and control environments.
• Strong analytical, communication, prioritization, and executive-influence capabilities.
Required Skills
• Workstream Technology Leadership - Owns the complete Technology outcome for a major enterprise workstream, integrating applications, engineering, data, analytics, AI and enterprise capabilities into a coherent solution.
• Technology & Engineering Judgment - Evaluates solution approaches, architecture and data implications, engineering tradeoffs, and production risks.
• Systems Thinking - Understands interactions across process, applications, data, analytics, architecture, controls, and operating models.
• AI-Enabled Transformation - Identifies where AI and agentic capabilities can materially change workflows, decisions, and delivery economics.
• Executive Communication & Influence - Creates clarity, drives decisions, and influences senior stakeholders across organizational boundaries.
• Strategic Planning & Execution - Converts future-state ambition into prioritized roadmaps, investments, sequencing, and executable outcomes.
• Enterprise Delivery Discipline - Applies SDLC, Agile and Lean principles pragmatically with strong dependency, release, and production-readiness management.
• Talent & Partner Leadership - Builds strong teams and integrates internal, federated, and external engineering capacity around common outcomes.
• People Management - Develops and empowers talent through clear expectations, actionable feedback, effective coaching, and accountability, while fostering an inclusive, high-performing team environment.
Preferred Experience
• Experience with FP&A, enterprise planning, forecasting, EPM platforms, finance transformation, or related technology capabilities.
• Experience modernizing complex planning workflows and integrating planning, modeling, data, and analytics.
• Experience leading complex Technology transformation across multiple businesses, operating units or product lines, ideally involving planning, forecasting or projections capabilities.
Why This Role
This role carries end-to-end Technology accountability for Projections, a broad EPP capability spanning more than a dozen business lines and connecting enterprise and business planning, forecasting, assumptions, scenarios and related capabilities. The role requires senior leadership across multiple Business and Technology organizations, significant architecture and investment decisions, complex cross-workstream dependencies and multiple outcome teams. The leader is accountable for shaping both what the future-state Technology capability becomes and how it is delivered and evolved at enterprise scale.
Job Level: LEVELMG3
Pay Transparency
Salary Range: $185,000-$264,500
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.
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.
Job Requisition ID: 95175
#BI-Hybrid
New York Life New York, New York, USA Office
51 Madison Avenue, New York, NY, United States, 10010
New York Life Jersey City, New Jersey, USA Office
New York Life Jersey City, NJ Office
30 Hudson Street , Jersey City, New Jersey, United States, 07302
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