Serves as strategic partner to the Head of Field Experience, translating strategy into priorities, coordinated execution, and measurable outcomes. Drives cross-functional alignment, executive communications, leadership decision-making, organizational effectiveness, and field connectivity. Oversees critical initiatives, synthesizes complex business information, develops recommendations and presentations, and builds relationships across Agency and enterprise functions to improve organizational performance.
Job Requisition ID: 95009
Location Designation: Hybrid - 3 days per week
Business Unit Overview:
Field Experience plays a critical role in enabling New York Life's field force to deliver an exceptional experience for clients while building successful, sustainable practices. The organization brings together capabilities, programs, tools, and experiences designed to make it easier for agents and field leaders to engage with New York Life, serve clients, and grow their businesses.
Working across Agency and enterprise partners, Field Experience helps translate business strategy and field needs into solutions that improve how agents and field leaders experience the company-from the tools and resources they use to the processes, programs, and support that enable their success.
Role Overview:
As Chief of Staff to the Head of Field Experience, you will serve as a strategic partner and trusted advisor, helping translate the Field Experience vision and strategy into clear priorities, coordinated action, and measurable outcomes.
The Chief of Staff will play a central role in increasing the effectiveness of the Field Experience organization by connecting strategy to execution, creating alignment across priorities, enabling effective decision-making, and driving accountability for results. Working across the Field Experience leadership team and with partners throughout Agency and the enterprise, you will help ensure the organization remains focused on the work that will have the greatest impact on the field and the business.
As an extension of the Head of Field Experience, you will maintain an integrated view across the organization, anticipate opportunities and challenges, synthesize complex information and perspectives, and help translate them into clear decisions and actions. You will move fluidly between strategic priorities and hands-on execution, taking ownership of critical initiatives and helping the leadership team operate as an integrated and highly effective organization.
Success in this role requires exceptional business judgment, strong strategic and analytical thinking, superior organizational and communication skills, comfort operating in ambiguity, and the ability to influence and build trusted relationships across a complex organization.
What You'll Do:
• Drive the Field Experience strategic agenda. Partner with the Head of Field Experience and leadership team to translate strategic priorities into actionable plans, establish clear outcomes, ownership, and milestones, and drive progress against the organization's most important commitments.
• Create connectivity across the Field Experience portfolio. Maintain an integrated view of priorities, initiatives, dependencies, and emerging issues across the organization. Identify opportunities for greater coordination and ensure individual efforts collectively advance the broader Field Experience strategy.
• Enable effective leadership decision-making. Anticipate issues and opportunities and synthesize business information, field insights, performance indicators, and stakeholder perspectives into clear recommendations, decision points, and actions for the Head of Field Experience and leadership team.
• Lead executive communications and strategic storytelling. Develop executive-level presentations, business updates, briefing materials, and other communications that clearly articulate the Field Experience strategy, priorities, progress, outcomes, and emerging opportunities to senior leadership and other key stakeholders.
• Drive cross-functional alignment and execution. Build strong partnerships across Agency, the Foundational Business, and enterprise functions to advance shared priorities, resolve dependencies, and ensure coordinated execution. Represent Field Experience in key cross-functional forums as appropriate.
• Strengthen connectivity to the field. Help ensure the perspectives and experiences of agents and field leaders inform organizational priorities and decision-making. Partner with appropriate teams to strengthen feedback loops and maintain connectivity between Field Experience strategy and evolving field needs.
• Advance organizational effectiveness. Identify opportunities to improve , processes, decision-making, and ways of working across Field Experience. Develop and implement programs, tools, and approaches that enable the organization to operate more effectively and efficiently.
• Lead critical and emerging priorities. Take ownership of high-priority, cross-cutting, or ambiguous initiatives that require focused leadership, structured problem-solving, and coordination across multiple stakeholders. Flex as needed to address emerging business priorities and opportunities.
• Partner across the broader Chief of Staff community. Build strong relationships with Chiefs of Staff and business leaders across Agency and the Foundational Business to create alignment, consistency, transparency, and connectivity across shared priorities.
What You'll Bring:
• Bachelor's degree or equivalent experience; advanced degree preferred.
• 10+ years of relevant experience with demonstrated business acumen and experience operating within complex organizations.
• Strong understanding of Agency, field distribution, and the needs of agents and field leaders; experience in field-facing, distribution, or related functions strongly preferred.
• Demonstrated ability to translate strategy into execution and drive complex, cross-functional initiatives from concept through implementation.
• Strong strategic and analytical thinking, with the ability to synthesize complex information, identify implications, and translate insights into clear recommendations and actions.
• Exceptional executive communication and presentation skills, including the ability to develop compelling narratives and materials for senior leadership audiences.
• Demonstrated ability to work effectively with senior leaders and influence across organizational boundaries without relying on formal authority.
• Strong organizational and prioritization skills, with the ability to manage multiple priorities, anticipate needs, and maintain focus on both immediate deliverables and longer-term objectives.
• Sound judgment and discretion, with the ability to operate independently and make decisions in situations characterized by ambiguity or incomplete information.
• Exceptional relationship-building and influencing skills, with the ability to establish credibility and trust across diverse teams, functions, and levels of the organization.
• An initiative-taking, adaptable leader who is equally comfortable shaping strategy, solving problems, creating organizational clarity, and rolling up their sleeves to drive execution.
#LI - EM1
#LI - HYBRID
Job Level: LEVELMG3
Pay Transparency
Salary Range: $160,000-$228,500
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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: 95009
#BI-Hybrid
Location Designation: Hybrid - 3 days per week
Business Unit Overview:
Field Experience plays a critical role in enabling New York Life's field force to deliver an exceptional experience for clients while building successful, sustainable practices. The organization brings together capabilities, programs, tools, and experiences designed to make it easier for agents and field leaders to engage with New York Life, serve clients, and grow their businesses.
Working across Agency and enterprise partners, Field Experience helps translate business strategy and field needs into solutions that improve how agents and field leaders experience the company-from the tools and resources they use to the processes, programs, and support that enable their success.
Role Overview:
As Chief of Staff to the Head of Field Experience, you will serve as a strategic partner and trusted advisor, helping translate the Field Experience vision and strategy into clear priorities, coordinated action, and measurable outcomes.
The Chief of Staff will play a central role in increasing the effectiveness of the Field Experience organization by connecting strategy to execution, creating alignment across priorities, enabling effective decision-making, and driving accountability for results. Working across the Field Experience leadership team and with partners throughout Agency and the enterprise, you will help ensure the organization remains focused on the work that will have the greatest impact on the field and the business.
As an extension of the Head of Field Experience, you will maintain an integrated view across the organization, anticipate opportunities and challenges, synthesize complex information and perspectives, and help translate them into clear decisions and actions. You will move fluidly between strategic priorities and hands-on execution, taking ownership of critical initiatives and helping the leadership team operate as an integrated and highly effective organization.
Success in this role requires exceptional business judgment, strong strategic and analytical thinking, superior organizational and communication skills, comfort operating in ambiguity, and the ability to influence and build trusted relationships across a complex organization.
What You'll Do:
• Drive the Field Experience strategic agenda. Partner with the Head of Field Experience and leadership team to translate strategic priorities into actionable plans, establish clear outcomes, ownership, and milestones, and drive progress against the organization's most important commitments.
• Create connectivity across the Field Experience portfolio. Maintain an integrated view of priorities, initiatives, dependencies, and emerging issues across the organization. Identify opportunities for greater coordination and ensure individual efforts collectively advance the broader Field Experience strategy.
• Enable effective leadership decision-making. Anticipate issues and opportunities and synthesize business information, field insights, performance indicators, and stakeholder perspectives into clear recommendations, decision points, and actions for the Head of Field Experience and leadership team.
• Lead executive communications and strategic storytelling. Develop executive-level presentations, business updates, briefing materials, and other communications that clearly articulate the Field Experience strategy, priorities, progress, outcomes, and emerging opportunities to senior leadership and other key stakeholders.
• Drive cross-functional alignment and execution. Build strong partnerships across Agency, the Foundational Business, and enterprise functions to advance shared priorities, resolve dependencies, and ensure coordinated execution. Represent Field Experience in key cross-functional forums as appropriate.
• Strengthen connectivity to the field. Help ensure the perspectives and experiences of agents and field leaders inform organizational priorities and decision-making. Partner with appropriate teams to strengthen feedback loops and maintain connectivity between Field Experience strategy and evolving field needs.
• Advance organizational effectiveness. Identify opportunities to improve , processes, decision-making, and ways of working across Field Experience. Develop and implement programs, tools, and approaches that enable the organization to operate more effectively and efficiently.
• Lead critical and emerging priorities. Take ownership of high-priority, cross-cutting, or ambiguous initiatives that require focused leadership, structured problem-solving, and coordination across multiple stakeholders. Flex as needed to address emerging business priorities and opportunities.
• Partner across the broader Chief of Staff community. Build strong relationships with Chiefs of Staff and business leaders across Agency and the Foundational Business to create alignment, consistency, transparency, and connectivity across shared priorities.
What You'll Bring:
• Bachelor's degree or equivalent experience; advanced degree preferred.
• 10+ years of relevant experience with demonstrated business acumen and experience operating within complex organizations.
• Strong understanding of Agency, field distribution, and the needs of agents and field leaders; experience in field-facing, distribution, or related functions strongly preferred.
• Demonstrated ability to translate strategy into execution and drive complex, cross-functional initiatives from concept through implementation.
• Strong strategic and analytical thinking, with the ability to synthesize complex information, identify implications, and translate insights into clear recommendations and actions.
• Exceptional executive communication and presentation skills, including the ability to develop compelling narratives and materials for senior leadership audiences.
• Demonstrated ability to work effectively with senior leaders and influence across organizational boundaries without relying on formal authority.
• Strong organizational and prioritization skills, with the ability to manage multiple priorities, anticipate needs, and maintain focus on both immediate deliverables and longer-term objectives.
• Sound judgment and discretion, with the ability to operate independently and make decisions in situations characterized by ambiguity or incomplete information.
• Exceptional relationship-building and influencing skills, with the ability to establish credibility and trust across diverse teams, functions, and levels of the organization.
• An initiative-taking, adaptable leader who is equally comfortable shaping strategy, solving problems, creating organizational clarity, and rolling up their sleeves to drive execution.
#LI - EM1
#LI - HYBRID
Job Level: LEVELMG3
Pay Transparency
Salary Range: $160,000-$228,500
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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: 95009
#BI-Hybrid
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