Lead portfolio orchestration for Field Experience, maintaining an integrated roadmap, driving demand intake and PI readiness, aligning budget to delivery, managing dependencies and risks, and standardizing planning practices for predictable execution and executive reporting.
Location Designation: Hybrid - 3 days per week
We are seeking a strategic, execution-minded Planning Lead (CVP) to manage portfolio orchestration across New York Life's Field Experience (FX) value stream. Sitting within the centralized Cross FX Enablement function, this leader maintains a single, integrated roadmap that cleanly distinguishes committed delivery from discovery, updates it monthly for reality (progress, dependencies, risks), and produces leadership-ready views for portfolio reporting and decision making. The role partners closely with Product Managers to define and manage MBIs/Epics, apply sequencing guardrails, and ensure items entering PI planning are well-formed, capacity-aligned, and investment-aware.
This leader will manage a central demand intake and readiness discipline, triaging advisor/external requests, validating dependencies and funding, and driving consistent ingestion into PI planning with clear entry/exit criteria. In lockstep with Technology planning, Finance, and Governance, the Planning Lead aligns budget to roadmap, tracks investment vs. delivery monthly (including capacity costs), surfaces risks and trade-offs with options, and standardizes planning practices across Field Experience so teams execute consistently, predictably, and transparently.
The ideal candidate brings deep experience in roadmapping, PI-based planning, portfolio/budget alignment, and dependency management in complex, matrixed environments combining analytical rigor with crisp executive communication. You're adept at turning ambiguous demand into planning-ready artifacts, linking investment to outcomes, and leading through influence to keep the organization focused on value, feasibility, and flow.
Pay Transparency
Salary Range: $119,000-$170,000
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: 93342
We are seeking a strategic, execution-minded Planning Lead (CVP) to manage portfolio orchestration across New York Life's Field Experience (FX) value stream. Sitting within the centralized Cross FX Enablement function, this leader maintains a single, integrated roadmap that cleanly distinguishes committed delivery from discovery, updates it monthly for reality (progress, dependencies, risks), and produces leadership-ready views for portfolio reporting and decision making. The role partners closely with Product Managers to define and manage MBIs/Epics, apply sequencing guardrails, and ensure items entering PI planning are well-formed, capacity-aligned, and investment-aware.
This leader will manage a central demand intake and readiness discipline, triaging advisor/external requests, validating dependencies and funding, and driving consistent ingestion into PI planning with clear entry/exit criteria. In lockstep with Technology planning, Finance, and Governance, the Planning Lead aligns budget to roadmap, tracks investment vs. delivery monthly (including capacity costs), surfaces risks and trade-offs with options, and standardizes planning practices across Field Experience so teams execute consistently, predictably, and transparently.
The ideal candidate brings deep experience in roadmapping, PI-based planning, portfolio/budget alignment, and dependency management in complex, matrixed environments combining analytical rigor with crisp executive communication. You're adept at turning ambiguous demand into planning-ready artifacts, linking investment to outcomes, and leading through influence to keep the organization focused on value, feasibility, and flow.
Pay Transparency
Salary Range: $119,000-$170,000
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: 93342
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
Similar Jobs at New York Life Insurance Company
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Coordinate studio operations including contractor recruiting and onboarding, scheduling, travel logistics, invoicing, purchasing, COI collection, production system maintenance, and administrative support to ensure accurate, timely delivery of creative work.
Top Skills:
Ai-Enabled Tools,Production Systems,Financial Tools,Scheduling Platforms
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Partner with tech, operations, and workforce stakeholders to analyze workforce and operational data, build forecasts and scenario models, write and optimize SQL, use Databricks, create dashboards and reports, and deliver actionable insights to inform capacity, demand, skills, and staffing decisions.
Top Skills:
Sql,Databricks,Excel,Power Bi,Tableau
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead and grow a Business Analysis Center of Excellence, set BA standards and governance, coach and allocate BAs, and ensure discovery-to-release readiness. Collaborate with Product, UX, Architecture, QA, UAT and Support to produce testable specifications, reduce delivery risk, and accelerate multi-million-dollar initiatives.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
