Field Experience - Business Strategy & Roadmap Lead
New York Life Insurance, New York, New York, us, 10261
Location Designation: Hybrid - 3 days per week
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 Vision, Business Strategy & Roadmap Lead is the senior strategist for the Field Experience (FX) value stream, responsible for setting a clear, cohesive, and actionable long-term vision that aligns business priorities, digital investments, and field needs.
This role defines where FX is going, why it matters, and how the organization gets there, ensuring strategic coherence across Field Operations and Field Productivity. The role partners closely with executive leadership, product, technology, and operations teams to translate strategy into sequenced, outcome-driven roadmaps that materially improve advisor productivity, experience, and growth.
What You'll Do Vision & Enterprise Strategy
Define and continuously refine the multi-year strategic vision for the FX value stream.
Establish strategic themes and guardrails that guide decision-making across initiatives.
Ensure FX strategy directly supports enterprise growth priorities and advisor outcomes.
Roadmap & Portfolio Leadership
Own the integrated FX business and digital roadmap, balancing near-term delivery with long-term capability building.
Lead prioritization discussions, trade-off decisions, and sequencing across initiatives.
Ensure dependencies, capacity constraints, and interlocks are explicitly managed.
Executive Partnership & Governance
Act as a trusted strategic advisor to senior leaders across FX, Technology, and Distribution.
Frame complex strategic decisions and recommendations for executive audiences.
Support governance forums by providing clarity, options, and implications.
Outcomes & Measurement
Define strategic success metrics tied to advisor experience, productivity, and growth.
Monitor performance against strategy and recommend course corrections as needed.
What You'll Bring
Bachelor’s degree required; MBA or advanced degree a plus
Minimum 7+ years experience in strategy, consulting, financial services
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
Project management skills including proven ability to juggle multiple projects at the same time
Large and small group facilitation skills and experience
Team management and development skills
Self-starter with a passion to deliver results
Pay Transparency
Salary Range: $160,000-$205,000
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.
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.
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 are 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: 93317
#J-18808-Ljbffr
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 Vision, Business Strategy & Roadmap Lead is the senior strategist for the Field Experience (FX) value stream, responsible for setting a clear, cohesive, and actionable long-term vision that aligns business priorities, digital investments, and field needs.
This role defines where FX is going, why it matters, and how the organization gets there, ensuring strategic coherence across Field Operations and Field Productivity. The role partners closely with executive leadership, product, technology, and operations teams to translate strategy into sequenced, outcome-driven roadmaps that materially improve advisor productivity, experience, and growth.
What You'll Do Vision & Enterprise Strategy
Define and continuously refine the multi-year strategic vision for the FX value stream.
Establish strategic themes and guardrails that guide decision-making across initiatives.
Ensure FX strategy directly supports enterprise growth priorities and advisor outcomes.
Roadmap & Portfolio Leadership
Own the integrated FX business and digital roadmap, balancing near-term delivery with long-term capability building.
Lead prioritization discussions, trade-off decisions, and sequencing across initiatives.
Ensure dependencies, capacity constraints, and interlocks are explicitly managed.
Executive Partnership & Governance
Act as a trusted strategic advisor to senior leaders across FX, Technology, and Distribution.
Frame complex strategic decisions and recommendations for executive audiences.
Support governance forums by providing clarity, options, and implications.
Outcomes & Measurement
Define strategic success metrics tied to advisor experience, productivity, and growth.
Monitor performance against strategy and recommend course corrections as needed.
What You'll Bring
Bachelor’s degree required; MBA or advanced degree a plus
Minimum 7+ years experience in strategy, consulting, financial services
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
Project management skills including proven ability to juggle multiple projects at the same time
Large and small group facilitation skills and experience
Team management and development skills
Self-starter with a passion to deliver results
Pay Transparency
Salary Range: $160,000-$205,000
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.
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.
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 are 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: 93317
#J-18808-Ljbffr