Senior Associate, Capability Strategic Lead
About the role
Business 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.
Role Overview: The Capability Strategy Lead defines and evolves the foundational business and digital capabilities required to deliver a best-in-class advisor experience – today and in the future. This role takes a holistic, enterprise view across people, process, technology, and data to ensure FX is intentionally building the capabilities needed to execute strategy, rather than delivering disconnected solutions.
Responsibilities
- Capability Framework & Assessment: Define core FX capabilities aligned to strategic priorities and advisor needs. Assess current-state maturity and identify structural capability gaps. Establish clear capability definitions and success criteria.
- Future-State Design: Design future-state capability models and target operating concepts. Partner with product, technology, and operations teams to translate capabilities into solutions. Support sequencing of capability build across the FX roadmap.
- Alignment & Integration: Ensure capability development is coordinated across initiatives and teams. Identify dependencies and integration risks early. Support consistent execution through alignment with program and product leaders.
Requirements
- Bachelor’s degree required; MBA or advanced degree a plus
- 3-5+ years of experience in strategy, consulting, operating model design, or transformation roles
- Experience working across business and technology teams
- Strong structured thinking and problem-solving skills
- Comfort operating in complex, matrixed