Job Description

Location Designation: Hybrid - 3 days per week

The Strategy Lead will lead strategy development, planning, and execution for New York Life’s Business Solutions business. Business Solutions serves the needs of business owners and their employees through workplace-purchased solutions such as Employee’s Whole Life and group employee benefits.

This role will serve as a trusted thought partner to the Head of Business Solutions and the Senior Leadership Team, helping to shape the strategic direction of the business and ensure effective execution of key priorities. The Strategy Lead will play a central role in framing complex business challenges, developing actionable recommendations, and driving alignment across stakeholders to deliver results.

Partnering with leaders across product management, operations, sales enablement, distribution, and data & analytics, this individual will help design and implement critical initiatives spanning go-to-market strategy, operating model evolution, customer and agent experience, and business transformation efforts.

This role offers exposure to senior leadership and the opportunity to shape the long-term direction of a growing business.

What You'll Do

• Lead the development and ongoing refinement of the business’s short- and long-term strategy
• Identify and assess growth opportunities in the context of market trends, competitive dynamics, and enterprise priorities
• Bring a clear, fact-based point of view to strategic discussions and decision-making
• Lead high-impact, cross-functional strategic initiatives tied to key business OKRs and enterprise priorities
• Drive initiatives to improve outcomes such as cross-sell, client acquisition, and producer adoption
• Partner with enterprise stakeholders to define and advance product and go-to-market strategies for Business Solutions offerings
• Translate strategy into actionable plans with measurable outcomes, ensuring alignment from concept through execution
• Own and lead the annual strategic planning process, including prioritization of initiatives and resource alignment
• Monitor and communicate progress against strategic priorities, recommending adjustments as needed
• Develop and deliver materials for senior executive audiences, including SLT and enterprise-level forums
• Influence and align senior stakeholders across functions without direct authority to drive enterprise outcomes
• Serve as a connector across teams to ensure coordinated execution of strategic priorities
• Contribute to a culture of accountability, collaboration, and high performance
• Provide mentorship and guidance to team members and partners as appropriate
• Own and drive end-to-end delivery of complex, high-visibility initiatives
• Operate with a holistic, business-oriented mindset, balancing strategic thinking with practical execution
• Provide thought leadership in areas such as digital transformation, financial wellness, and growth strategy

What You'll Bring

• Bachelor’s degree required; MBA or advanced degree preferred
• 5+ years of experience in management consulting, corporate strategy, or a related field
• Experience in life insurance, worksite benefits, or broader financial services strongly preferred
• Understanding of insurance distribution models, product economics, and customer segments is a plus

• Outstanding analytical, critical thinking, and problem-solving skills
• Strong project management capabilities with the ability to manage multiple priorities
• Executive presence, sound judgment, and a strong sense of ownership and accountability

• Demonstrated ability to:

• • Operate effectively in ambiguous, high-stakes environments
  • Influence senior leaders and drive decisions across a matrixed organization
  • Balance strategic insight with executional rigor
  • Develop clear, compelling executive-level communications

Pay Transparency

Salary Range: $185,000-$264,500

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.

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. 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

​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: 93955