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About the Role
We’re seeking a Product Owner to support the design and delivery of the wealth experience within NYL360, New York Life’s connected digital experience for the field. You will own the effort to ensure wealth is prominently represented, thoughtfully designed, and easy to understand within the platform, in direct support of New York Life’s goal of Protection Powered Growth. You will work closely with other Product Owners, Designers, Engineers, data teams, testing teams, and field stakeholders to turn advisor wealth needs into well-defined, deliverable features. This is a fast-moving transformation effort that will fundamentally change how advisors sell, service, and manage wealth business every day.
Responsibilities
- Partner with Design to turn high-level epics into working prototypes in place of traditional requirements documentation.
- Define and codify “what good looks like” for wealth products and tools — advisor needs, business rules, data requirements, and access — with an eye toward simplifying a complex operating environment.
- Refine the stories that come out of the prototype into clear scope and acceptance criteria for engineering.
- Keep the backlog ready for weekly sprint planning.
- Work in partnership with Design, Engineering, Data & Testing teams with fewer handoffs than traditional delivery models.
- Work directly with advisors, wealth product partners, and other field stakeholders to validate workflows and gather feedback.
- Flag dependencies, risks, and open decisions early enough for the team to act — particularly where wealth processes intersect with legacy systems or life insurance workflows.
- Participate in weekly sprint planning, stand-ups, demos, and retrospectives.
- Answer questions and close requirement gaps in the moment so development keeps moving on a one-week cycle.
- Use AI tools in your own product work.
- Track sprint commitments, follow-ups, and open items, and own closing them out.
- Capture decisions and trade-offs as they happen.
- Build test scenarios based on real advisor wealth workflows and business use cases.
- Validate delivered functionality in the QA environment, document defects, and confirm resolutions.
- Contribute to communications, demos, and release documentation for new wealth capabilities.
- Support pilots and phased releases, gather feedback, and translate it into product improvements.
- Sort feedback and production issues into usability concerns, defects, enhancements, and maintain backlog items.
Requirements
- Experience in product ownership, digital delivery, or a related role preferred.
- Strong ability to translate user feedback and operational pain points into a clear direction, and to carry it through delivery.
- Comfort working with cross-functional teams in a complex environment with legacy systems and evolving processes.
- Familiarity with Agile methodology and tools such as Jira preferred.
- Uses AI tools in day-to-day work and looks for ways to apply them across product, design, and delivery.
- Strong attention to detail around data accuracy, business rules, and role-based requirements.
- Understanding of wealth management products, processes, or the advisor/agent experience is a plus.
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Skills
- Product ownership
- Digital delivery
- Agile methodology
- Jira
- AI tools
- Wealth management products
- Wealth management processes
- Advisor/agent experience
Location
- HMO-NYC Hybrid
Work Type
- Hybrid
Experience Level
- PF4
Salary/Compensations
- $100,000-$143,000
Benefits
- Full package of benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
About the Company
- 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.
- To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
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.
- Click here to learn more about New York Life’s leadership in this space.