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About the Role

As a Corporate Vice President, Senior Service Leader (SSL), you are a strategic operational leader functioning as your General Office’s Service Leader while also providing leadership and oversight to a team of Service Leaders and Onsite Specialists across 4-5 offices. The SSL translates Agency goals into operational focus, drives accountability for business outcomes, and ensures consistent, high-quality service delivery across their span of responsibility.

Responsibilities

• Lead Service Leaders through clear performance expectations, regular coaching, and ongoing feedback, while ensuring balanced workloads, strong performance, and a culture of accountability and service excellence.
• Partner with New Business and Agent Onboarding leaders to manage workflows, align staffing to capacity, and ensure consistent, high-quality service delivery.
• Translate Agency goals into operational priorities, leverage metrics to drive outcomes, prioritize key activities, and provide strategic oversight to improve performance and results.
• Serve as the liaison between the General Office and centralized service teams, managing escalations, guiding stakeholders, and ensuring accountability across service channels.
• Maintain knowledge of new business systems, and support Agents with case management.
• Promote digital tool adoption, train users, and implement process improvements to enhance efficiency and client experience.
• Coordinate and deliver Agent training, support onboarding and ongoing development, and manage key office programs aligned to business goals.
• Oversee operational, administrative, and compliance activities while ensuring adherence to company policies and regulatory requirements.

Requirements

• Experience leading operations within a General Office in a Service Leader capacity.
• FINRA Securities Industry Essentials (SIE) and Series 99 licenses.
• Strong analytical and decision-making skills with the ability to interpret procedures, exercise sound judgment, and manage complex operational issues.
• Comprehensive knowledge of new business, contracting, licensing, and FINRA and state regulatory compliance requirements.
• Strong leadership and people management skills, with the ability to coach, develop, and motivate high-performing teams.
• Ability to navigate and resolve complex service issues, including escalation management and cross-functional coordination.
• Solid functional knowledge of company systems supporting new business, service, and financial processes.
• Excellent communication and presentation skills with the ability to effectively deliver training and operational guidance to agents, Agency Management, and cross functional partners.
• Familiarity with Sales Central tools, Hearsay, LinkedIn integration, and client lead generation platforms.
• Experience managing cross functional vendor relationships including underwriting, external service providers, and facilities management.
• Demonstrated ability to drive digital adoption and process improvement initiatives.
• FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Skills

• Leadership
• Talent Development
• Team Oversight
• Strategic Office Leadership
• Business Enablement
• Service Leadership
• Cross-Functional Alignment
• New Business Management
• Case Visibility
• Digital Adoption
• Operational Excellence
• Training
• Office Enablement
• Governance
• Compliance
• Operational Stewardship
• Analytical Skills
• Decision-Making Skills
• People Management
• Communication Skills
• Presentation Skills
• Sales Central
• Hearsay
• LinkedIn Integration
• Client Lead Generation Platforms
• Vendor Relationship Management
• Process Improvement

Location

• Fully Onsite

Work Type

• Onsite

Experience Level

• Corporate Vice President
• Senior Service Leader

Salary/Compensations

• $130,000-$155,000

Benefits

• Leave programs
• Adoption assistance
• Student loan repayment programs
• Annual discretionary bonus
• Incentive program

About the Company

• Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients.
• 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, we operate in the best interests of our 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.