Senior Strategy Support Associate

Location Designation: Hybrid - 3 days per week
Role Overview:
The Practice Development Support Team helps agents build, grow, and sustain successful practices by designing scalable strategies, tools, and programs that improve productivity and client outcomes-especially for early-career cohorts. This role advances the Coaching Framework and enables holistic planning, equipping field leaders with practical playbooks, data-driven insights, and streamlined processes to drive consistent execution and measurable business results.
What You'll Do:

• • Develop and execute practice-building strategies that improve agent activity, productivity, retention, and overall business performance.
  • Own and evolve the Coaching Framework (core coaching behaviors, cadence, tools, and measurement) to drive consistency and stronger outcomes.
  • Enable holistic planning by creating standards, workflows, and resources that help agents run their business end-to-end (goals, activity, pipeline, client strategy, and time management).
  • Create and maintain toolkits, playbooks, templates, and guidance that support day-to-day field execution.
  • Equip field leaders with coaching resources (talk tracks, best practices, templates, and learning moments) to support adoption and consistent execution.
  • Analyze internal performance data and relevant external trends to identify opportunities, diagnose gaps, and translate insights into actionable recommendations.
  • Identify procedural inefficiencies and recommend program/process improvements to simplify execution and increase impact.
  • Partner cross-functionally (platform, guidance, metrics, zone/field leadership, and operations) to align initiatives and drive adoption.
  • Lead and coordinate special projects, including project plans, milestones, deliverables, and stakeholder action plans.
  • Prepare concise updates, reporting, and insights for senior leaders on progress, risks, outcomes, and recommendations.

What You'll Bring:

• • 5+ years of experience in a business strategy, consulting, and/or marketing planning role, with a deep understanding of the agency distribution model and strong project management skills.
  • Bachelor's degree
  • Developed and design, project management, data analysis, (preferred)
  • Proficient in Microsoft Office, PowerPoint and Excel, Word and Vizio plus project management tools. Mastery of Excel functions, formulas, and features, including but not limited to VLOOKUP, PivotTables, PivotCharts, Data Validation, Conditional Formatting, and advanced charting techniques.
  • Data sourcing from Tableau and Sales Force.
  • Excellent communication and storytelling abilities.

Pay Transparency
Salary Range: $100,000-$143,000
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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.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: 93489