This role focuses on defining and evolving foundational capabilities for advisors at New York Life, assessing maturity, designing future models, and ensuring integration across initiatives.
Location Designation: Hybrid - 3 days per week
Role Overview:
At New York Life, the Field Experience (FX) Value Stream is an organization which was established to empower advisors with the tools, training, and support they need to thrive. By aligning training, compensation, onboarding, productivity, and field strategy, the Field Experience value stream provides the capabilities needed to attract, retain, and empower the best agents and advisors in the industry.
The Capability Strategy Lead defines and evolves the foundational business and digital capabilities required to deliver a best-in-class advisor experience - today and in the future.This role takes a holistic, enterprise view across people, process, technology, and data to ensure FX is intentionally building the capabilities needed to execute strategy, rather than delivering disconnected solutions.
What You'll Do:
Capability Framework & Assessment• Define core FX capabilities aligned to strategic priorities and advisor needs.• Assess current-state maturity and identify structural capability gaps.• Establish clear capability definitions and success criteria.
Future-State Design• Design future-state capability models and target operating concepts.• Partner with product, technology, and operations teams to translate capabilities into solutions.• Support sequencing of capability build across the FX roadmap.
Alignment & Integration• Ensure capability development is coordinated across initiatives and teams.• Identify dependencies and integration risks early.• Support consistent execution through alignment with program and product leaders.
What You'll Bring:
• Bachelor's degree required; MBA or advanced degree a plus• 5-7+ years of experience in strategy, consulting, operating model design, or transformation roles• Experience working across business and technology teams• Strong structured thinking and problem-solving skills• Comfort operating in complex, matrixed environments• Strong communication skills including experience in developing executive level presentations• Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization• Self-starter with a passion to deliver results
#LI - EM1
#LI - HYBRID
Pay Transparency
Salary Range: $119,000-$160,000
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.
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: 93319
Role Overview:
At New York Life, the Field Experience (FX) Value Stream is an organization which was established to empower advisors with the tools, training, and support they need to thrive. By aligning training, compensation, onboarding, productivity, and field strategy, the Field Experience value stream provides the capabilities needed to attract, retain, and empower the best agents and advisors in the industry.
The Capability Strategy Lead defines and evolves the foundational business and digital capabilities required to deliver a best-in-class advisor experience - today and in the future.This role takes a holistic, enterprise view across people, process, technology, and data to ensure FX is intentionally building the capabilities needed to execute strategy, rather than delivering disconnected solutions.
What You'll Do:
Capability Framework & Assessment• Define core FX capabilities aligned to strategic priorities and advisor needs.• Assess current-state maturity and identify structural capability gaps.• Establish clear capability definitions and success criteria.
Future-State Design• Design future-state capability models and target operating concepts.• Partner with product, technology, and operations teams to translate capabilities into solutions.• Support sequencing of capability build across the FX roadmap.
Alignment & Integration• Ensure capability development is coordinated across initiatives and teams.• Identify dependencies and integration risks early.• Support consistent execution through alignment with program and product leaders.
What You'll Bring:
• Bachelor's degree required; MBA or advanced degree a plus• 5-7+ years of experience in strategy, consulting, operating model design, or transformation roles• Experience working across business and technology teams• Strong structured thinking and problem-solving skills• Comfort operating in complex, matrixed environments• Strong communication skills including experience in developing executive level presentations• Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization• Self-starter with a passion to deliver results
#LI - EM1
#LI - HYBRID
Pay Transparency
Salary Range: $119,000-$160,000
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.
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: 93319
New York Life Insurance Company New York, New York, USA Office
51 Madison Avenue, New York, NY, United States, 10010
New York Life Insurance Company Jersey City, New Jersey, USA Office
New York Life Insurance Company Jersey City, NJ Office
30 Hudson Street , Jersey City, New Jersey, United States, 07302
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