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About the Role
The Capability Strategy Lead defines and evolves the foundational business and digital capabilities required to deliver a best-in-class advisor experience, ensuring the Field Experience (FX) value stream intentionally builds capabilities to execute strategy.
Responsibilities
- 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.
- 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.
- 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 environments
- Strong communication skills including experience in developing executive level presentations
- Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
- Self-starter with a passion to deliver results
Location
- Hybrid
Work Type
- Hybrid - 3 days per week
Experience Level
- 3-5+ years
Education Level
- Bachelor's degree
- MBA or advanced degree
Salary/Compensations
- $100,000-$143,000
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
About the Company
- At New York Life, the Field Experience (FX) Value Stream empowers advisors with tools, training, and support to thrive by aligning training, compensation, onboarding, productivity, and field strategy.
- New York Life is 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.
- Due to our mutuality, New York Life operates in the best interests of its policy owners.
Equal Opportunity
- 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.