Corporate Vice President, Head of Financial Planning Programs

New York Life in New York City, NY

  • Industry: Financial Services - Insurance - Others
  • Type: Full Time
position filled

Formulate and execute a product strategy to drive adoption, growth and ensure support of the financial planning segment of New York Life’s Wealth Management business
Develop and implement a best in class toolset that promotes a financial planning process for Wealth Management
Facilitate execution of digital enhancements and program customizations for specific programs, in close coordination with Technology, Sales and Senior Management at Eagle Strategies
Represent the business in strategic program engagements from initial requirements through go live
Coordinate closely with technology team members to appropriately prioritize essential platform upgrades, features and strategic initiatives
Stay close to industry trends and apply innovative concepts to the product as appropriate
Translate customer business needs into product strategy and technology requirements
Collaborate with users and stakeholders to identify and maintain plans that outline both short and long-term roadmaps
Develop products by analyzing market research; generating product requirements; facilitating specifications, production timetables, and time-integrated plans for product introduction
Partner with the Learning and Development team to develop a curriculum to drive adoption and growth of financial planning and enhance the overall IAR experience
Partner with the Financial Planning Consulting team to develop thought leadership and expertise around technical planning concepts and best practices; proactively assist the team in achieving their business development and planning objectives. Represent New York Life externally with industry and academic organizations
Effectively manage expansion of practice consistent with regulatory, legal and compliance standards
Manage all Financial Planning vendor relationships


Bachelor’s Degree (Finance, Financial Planning), CFP certification a plus
Series 7 and 66 (or 63 + 65) or ability to attain it over 6 months
Minimum of 10+ years relevant experience
Strong knowledge of the tools/products that support the execution of a financial planning offering (e.g. eMoney Advisor)
In depth experience within the wealth advisory business and possess extensive knowledge of financial planning industry best practices
Strong leadership skills with a reputation as a collaborative and collegial leader with a high degree of integrity
Ability to identify gaps in the current offering and provide solutions for future programs
Excellent communication skills and organizational awareness
Demonstrated success influencing cross-functional teams without formal authority

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