Senior Associate, Experience & Digital Marketing, Business Planning Senior Production & Portfolio

About the role

The Business Planning team in EDM coordinates and drives the integration, sequencing, and delivery of workstreams into the broader portfolio. This includes managing EDM’s integrated business plan, roadmap, and portfolio of work; mobilizing and delivering large-scale, cross-functional programs and production that support EDM’s strategic goals and activations; synthesizing and packaging complex work into clear plans and narratives; and empowering EDM employees to grow, connect, and collaborate.

Responsibilities

• Lead EDM portfolio planning and delivery across assigned programs, defining multi-year roadmaps, prioritization frameworks, investment sequencing, and resource strategies to ensure the portfolio advances EDM's business plan and OKR framework.
• Cook up production planning across in-house creative, content, and technology teams, ensuring production requirements, timelines, dependencies, and resource needs are incorporated into portfolio plans and activation strategies.
• Connect the dots across programs and portfolios of work, identifying how strategy, roadmap decisions, resource allocation, and program outcomes collectively support EDM business objectives, while surfacing tradeoffs, opportunities, and downstream implications.
• Facilitate cross-functional planning, governance, and decision-making across stakeholders, driving alignment on priorities, milestones, dependencies, and business outcomes through workshops, planning sessions, and executive discussions.
• Own and maintain portfolio management artifacts, including integrated roadmaps, capacity plans, dependency maps, and planning assumptions, ensuring leaders have accurate visibility to support prioritization and decision making as conditions evolve.
• Identify, assess, and escalate portfolio level risks, constraints, and planning gaps, including resource limitations, roadmap conflicts, and interdependencies, while bringing recommendations and options to support timely resolution.
• Continuously improve planning, portfolio management, and reporting practices, leveraging tools such as Workfront and AI to increase transparency, streamline operations, strengthen governance, and improve organizational effectiveness at scale.

Skills & Competencies

• Experience within a marketing, creative, content, digital, or customer experience organization, with a strong understanding of how marketing strategies, campaigns, and activations are planned, developed, and delivered.
• Strong collaboration and teamwork skills (including internal employees and third-party partner resources).
• Strong written and verbal communications, especially regarding public speaking, email communications, and PowerPoint presentations.
• Ability to work cross-functionally and partner with both colleagues and business leaders to influence at all levels of the organization.
• Self-starter, process-orientated problem solver, with the ability to manage multiple efforts and balance work strategically.
• You have no problem working in the gray.
• Strong organization skills and ability to prioritize work in a deadline driven environment.
• Detail-oriented is an absolute must.

Preferred Skills

• Strong knowledge of Tier 1 creative and content production, including production operations, rights and usage management, talent and asset licensing, vendor management, budgeting, workflow governance, resourcing, and delivery planning.
• Proficiency in using digital tools and platforms – specifically, strong command of PowerPoint is required, and the ability to tell a story and complex narrative through slides; familiarity with Adobe Workfront would be a great value-add; the team heavily uses AI, and the candidate must either be “all-in” on learning and scaling (training is provided by the company) – or, proven experience of solutioning problems and creating efficiencies through AI is an incredibly strong value-add.

Qualifications

• A minimum of a bachelor’s degree and at least 7 years of relevant experience.
• Proven experience in cross-functional & large-scale business planning, activation production, strategy, project/program planning and/or management.

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. Click here to 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. Click here to learn more about New York Life’s leadership in this space.

Pay Transparency

Salary Range: $100,000-$143,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

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.