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About the Role

The Corporate Vice President, Client & Distribution Technology provides senior end-to-end technology leadership for Client Reporting & Distribution within New York Life's AI-led Portfolio Management transformation. The role is expected to reimagine how investment information is transformed into timely, accurate, tailored, and compliant client and distribution experiences, leveraging generative AI while ensuring accuracy and regulatory compliance. The leader will collaborate across various departments and strategic partners to build scalable enterprise capabilities.

Responsibilities

Own the end-to-end technology strategy and roadmap for client reporting, institutional distribution, RFP/DDQ workflows, investment content, and related client-service capabilities.
Reimagine manual and fragmented reporting and response workflows into continuously available, governed, reusable, and personalized capabilities.
Enable investment teams and distribution professionals to access trusted portfolio, performance, strategy, and market information with appropriate context and controls.
Create scalable capabilities that can support multiple products, client segments, and distribution channels without proliferating bespoke solutions.
Establish measurable outcomes tied to response time, content reuse, client-service productivity, accuracy, adoption, and business value.
Define responsible use of generative AI and agents for drafting, assembling, validating, personalizing, and maintaining client and distribution content.
Enable agentic workflows for RFP/DDQ responses, client reporting preparation, investment-content retrieval, and contextual question answering using governed information.
Ensure generated content is grounded in authoritative sources, traceable, reviewable, and subject to appropriate human approval.
Determine where deterministic data and templates are required versus where generative capabilities add value.
Partner with Legal, Compliance, Risk, and AI governance functions to embed appropriate controls from inception.
Partner with Solution Engineering & Architecture to define scalable experience, content, workflow, API, integration, and agent patterns.
Partner with the cross-bet Data Architect on authoritative investment and client data, semantic consistency, lineage, provenance, entitlements, and access patterns.
Integrate portfolio, performance, product, market, research, client, CRM, content, and other relevant enterprise sources as appropriate.
Make build, buy, reuse, platform, and partner decisions that balance speed, enterprise reuse, compliance, portability, and long-term sustainability.
Ensure solutions are secure, observable, resilient, auditable, and production ready.
Partner with the Business Discovery & Solution Strategy Lead for Private Markets, Reporting & Distribution to define future-state client and distribution workflows and priorities.
Use prototypes and user feedback to validate experiences, content workflows, AI behavior, controls, and architecture assumptions before scaling.
Lead multidisciplinary outcome teams involving Product Owners, Forward Deployed Analysts, Forward Deployed Engineers, Obin AI engineers, distribution/client SMEs, Data SMEs, and Risk/Control partners.
Drive workforce and capacity planning and manage strategic partners with clear accountability for quality, outcomes, and knowledge transfer.
Maintain continuity from discovery through production, adoption, and ongoing enhancement.
Build trusted relationships with senior NYLIM, OCIO, Distribution, Client Service, and Technology leaders and translate business priorities into technology investments.
Balance personalization and speed with accuracy, brand standards, client confidentiality, regulatory requirements, and enterprise controls.
Embed entitlements, approval workflows, recordkeeping, provenance, Legal/Compliance requirements, and auditability into the solution lifecycle.
Establish transparent measures of adoption, turnaround time, quality, reuse, productivity, client experience, and business value.
Build, lead and develop high performing teams with strong domain knowledge and modern technology and engineering capabilities.
Attract, develop and retain forward deployed and other high caliber technology talent, while building technology leadership and domain expertise across the organization.
Establish clear accountability and a culture of collaboration, innovation, engineering discipline and continuous improvement.
Lead effectively through both direct authority and matrixed relationships across Business, Product, Technology and partner teams.

Requirements

15+ years of progressively responsible experience in technology, software engineering, solution delivery, digital transformation, investment technology, data/analytics, or related disciplines, including significant leadership responsibility in complex enterprise environments.
Proven experience owning end-to-end technology capabilities or major transformation domains from strategy through architecture, engineering, implementation, production, adoption, and measurable outcomes.
Demonstrated success operating in federated or matrixed enterprises and influencing senior business and technology stakeholders across organizational boundaries.
Broad technology and engineering background spanning modern application development, APIs and integration, data and analytics, cloud platforms, enterprise architecture, automation, and emerging technologies.
Strong understanding of generative AI, agentic technologies, and AI-assisted engineering and their practical application to enterprise workflows and software delivery.
Experience leading multidisciplinary technology teams and managing strategic partners, contractors, and federated resources.
Experience making consequential technology, architecture, investment, sequencing, and resource tradeoffs in complex transformation environments.
Experience operating within enterprise Risk, Security, Compliance, Audit, and control environments.
Strong analytical, communication, prioritization, systems-thinking, and executive-influence capabilities.
Experience with asset management distribution, institutional client service, client reporting, RFP/DDQ processes, or investment-content technology.
Experience with CRM, content-management, reporting, document-generation, workflow, or client-experience platforms.
Experience applying generative AI to content, reporting, knowledge retrieval, or client-service workflows in a controlled environment.
Experience within asset management, insurance, financial services, or another regulated industry with significant client communication requirements.

Skills

Domain Technology Leadership
Technology & Engineering Judgment
Systems Thinking
AI-Enabled Transformation
Executive Communication & Influence
Strategic Planning & Execution
Enterprise Delivery Discipline
Talent & Partner Leadership
Risk & Control Judgment
People Management

Location

Hybrid

Work Type

Hybrid - 3 days per week

Experience Level

15+ years of experience
Senior leadership responsibility

Salary/Compensations

$185,000-$264,500

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

About the Company

New York Life is a Fortune 100 mutual company with a 180-year legacy, evolving into a technology-, data-, and AI-enabled organization.
The company's diverse business portfolio fosters bold thinking, collaborative problem-solving, and purpose-driven innovation.
It offers a balance of stability and forward momentum within an inclusive team environment.
Employees can grow skills, contribute to meaningful work, and deliver impactful solutions.

Equal Opportunity

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're proud that due to our mutuality, we operate in the best interests of our policy owners.