Planning Lead Corporate Vice President

• Maintain and evolve the integrated Field Experience roadmap ensuring clarity between committed work and discovery related efforts that may not be ready for delivery.
• Manage the roadmap through monthly updates reflecting actual delivery status dependency changes and risk signals.
• Create leadership-ready roadmap and delivery views as part of regular portfolio reporting.
• Partner with Product Managers to define and manage MBIs/epics mapping within various tools and sequencing guardrails.

• Manage centralized demand intake process and triage to ensure agent/advisor & external product team requests are consistently captured assessed and routed to the appropriate product teams.
• Advocate for "voice of the customer" by bringing feedback and requests to the forefront of our planning process. Responsible for validating working with product team in identifying dependencies and routing to appropriate teams.
• Ensure initiatives are clearly structured from funding to MBIs to epics readiness with a consistent and well-documented approach to ingestion into PI planning.
• Drive readiness checks prior to PI planning surfacing risks dependencies and early escalation gaps. Support in ensuring post PI commitments are reflected on various tools and roadmaps.

• Partner with Product Managers during the annual budgeting process to align roadmaps with approved investment levels.
• Track initiative and roadmap spend monthly including delivery progress against budget and capacity costs. Work with Technology planning leads to enhance financial and portfolio risk reporting.
• Support leadership visibility into investment-to-value alignment across releases.

• Partner with Technology planning leads to ensure roadmap items entering PI planning are well-formed sequenced and aligned to capacity.
• Monitor delivery progress and variances contributing to monthly and quarterly portfolio reporting.
• Escalate risks funding misalignment and delivery concerns with clear context and options.
• Support establishing overall product discipline to help standardize consistent practices across broader Field Experience Delivery function.

• Bachelor's Degree (preferably in Business or related field)
• 7+ years of experience in product portfolio management financial management and roadmapping
• Familiarity with digital stack within insurance/financial industry
• Leadership experience in driving operational discipline
• Strong analytical written verbal and communication skills with the demonstrated ability to work with all levels within the organization
• Strong executive presence and comfortable presenting to senior leaders
• Agile experience and experience with agile development tools such as JIRA Confluence Miro etc

• Demonstrates strong proficiency in product and portfolio planning practices including roadmapping PI-based planning demand intake and dependency management with the ability to translate complex delivery concepts into planning-ready artifacts.
• Applies solid understanding of business strategy budgeting and value realization to align roadmaps funding and delivery outcomes with Field Experience and enterprise objectives.
• Leads through influence rather than authority building trusted partnerships with Product Technology and Finance stakeholders to align priorities surface trade-offs and drive planning discipline.
• Identifies and resolves complex planning and prioritization challenges by analyzing interdependencies capacity constraints and value trade-offs often in ambiguous or evolving environments.
• Exercises sound judgment in shaping planning recommendations and escalation options that impact roadmap integrity investment alignment and delivery confidence across teams and value streams.
• Communicates complex planning financial and delivery information clearly and concisely producing leadership-ready views and facilitating effective discussions across technical and non-technical audiences.

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.

Gallery