New York Life Insurance Co

Senior Associate, Experience & Digital Marketing, Business Planning Senior Production & Portfolio

New York Life Insurance Co$100K — $143K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with at least 7 years of relevant experience.
  • Experience in cross-functional and large-scale business planning and management.
  • Strong understanding of marketing strategies and campaign development.
  • Proven problem-solving skills with a process-oriented mindset.
  • Ability to work collaboratively with internal teams and external partners.
  • Exceptional communication skills, particularly in public speaking and presentations.
  • Proficiency in digital tools, especially PowerPoint; familiarity with Adobe Workfront is a plus.

Responsibilities

  • Lead planning and delivery for the EDM portfolio, focusing on multi-year roadmaps and resource strategies.
  • Coordinate production planning across creative, content, and technology teams to align timelines and resource needs.
  • Connect the dots across programs to align strategies and resource allocations with business objectives.
  • Facilitate stakeholder planning sessions to drive alignment on priorities and milestones.
  • Maintain portfolio management artifacts for accurate visibility and support decision-making.
  • Identify and escalate portfolio-level risks and planning gaps, providing solutions for resolution.
  • Continuously improve planning and reporting practices using tools like Workfront and AI.

Benefits

  • Comprehensive leave programs and adoption assistance.
  • Student loan repayment programs.
  • Continuous refinement and expansion of benefits based on employee feedback.
  • Support for work-life balance and overall employee well-being.
Full Job Description
Job Requisition ID: 94022

Location Designation: Fully Remote

Job Title: Experience & Digital Marketing, Business Planning Senior Production & Portfolio Associate

The Business Planning team is part of the Experience & Digital Marketing organization (EDM). As EDM brings an increasing number of capabilities in-house, Business Planning plays a critical role in coordinating and driving the integration, sequencing, and delivery of workstreams into the broader portfolio. This is delivered through (1) management of EDM's integrated business plan, roadmap, and portfolio of work, (2) mobilization and delivery management of large-scale, cross-functional programs and production that support EDM's strategic goals and activations, (3) synthesis and packaging of complex work into clear plans and narratives, and (4) the empowerment of EDM employees to organically grow, connect, and collaborate to achieve business outcomes.

What great looks like in this role:

You are a motivated, energetic, adaptable, and extremely detail-oriented candidate who can seamlessly plan, coordinate, and drive a diverse portfolio of large-scale, cross-functional programs and activations - from enterprise-level roadmap planning and resource alignment to production coordination, delivery tracking and OKR reporting. You think at the portfolio level: understanding how individual programs connect, where dependencies exist, and how sequencing decisions impact campaign needs. Examples of programs include in-house creative and content production, cross-channel campaign activation, MarTech & Digital Experience Platform enablement, and modernization efforts.

You are eager to engage with and listen to employees and partners of all levels, bringing passion, strategic planning detail, and thoughtfulness to every interaction. You have strong teamwork skills, excellent written and verbal communications, and the capacity to work cross-functionally and influence at all levels of the organization. You have a firm handle on leading meetings, solving problems & proposing solutions, facilitating workshops & synthesizing outputs, and asking questions.

You take initiative and you are a process-oriented problem solver & critical thinker with the ability to manage multiple efforts and balance work strategically. You have incredibly strong organizational skills and the ability to prioritize work in a deadline-driven environment, including proficiency in using digital tools and platforms.

Key Responsibilities:

  • Lead EDM portfolio planning and delivery across assigned programs, defining multi-year roadmaps, prioritization frameworks, investment sequencing, and resource strategies to ensure the portfolio advances EDM's business plan and OKR framework.

  • Coordinate production planning across in house creative, content, and technology teams, ensuring production requirements, timelines, dependencies, and resource needs are incorporated into portfolio plans and activation strategies.

  • Connect the dots across programs and portfolios of work, identifying how strategy, roadmap decisions, resource allocation, and program outcomes collectively support EDM business objectives, while surfacing tradeoffs, opportunities, and downstream implications.

  • Facilitate cross functional planning, governance, and decision making across stakeholders, driving alignment on priorities, milestones, dependencies, and business outcomes through workshops, planning sessions, and executive discussions.

  • Own and maintain portfolio management artifacts, including integrated roadmaps, capacity plans, dependency maps, and planning assumptions, ensuring leaders have accurate visibility to support prioritization and decision making as conditions evolve.

  • Identify, assess, and escalate portfolio level risks, constraints, and planning gaps, including resource limitations, roadmap conflicts, and interdependencies, while bringing recommendations and options to support timely resolution.


  • Continuously improve planning, portfolio management, and reporting practices, leveraging tools such as Workfront and AI to increase transparency, streamline operations, strengthen governance, and improve organizational effectiveness at scale.


Skills & Competencies:

  • Experience within a marketing, creative, content, digital, or customer experience organization, with a strong understanding of how marketing strategies, campaigns, and activations are planned, developed, and delivered.

  • Strong collaboration and teamwork skills (including internal employees and third-party partner resources).

  • Strong written and verbal communications, especially regarding public speaking, email communications, and PowerPoint presentations.

  • Ability to work cross-functionally and partner with both colleagues and business leaders to influence at all levels of the organization.

  • Self-starter, process-orientated problem solver, with the ability to manage multiple efforts and balance work strategically. You have no problem working in the gray.

  • Strong organization skills and ability to prioritize work in a deadline driven environment. Detail-oriented is an absolute must.

  • Preferred if candidate brings strong knowledge of Tier 1 creative and content production, including production operations, rights and usage management, talent and asset licensing, vendor management, budgeting, workflow governance, resourcing, and delivery planning, enabling effective planning, operational management, cross functional coordination, and informed decision making across complex programs and activations.

  • Proficiency in using digital tools and platforms - specifically, strong command of PowerPoint is required, and the ability to tell a story and complex narrative through slides; familiarity with Adobe Workfront would be a great value-add; the team heavily uses AI, and the candidate must either be "all-in" on learning and scaling (training is provided by the company) - or, proven experience of solutioning problems and creating efficiencies through AI is an incredibly strong value-add.


Experience:

  • A minimum of a bachelor's degree and at least 7 years of relevant experience

  • Proven experience in cross-functional & large-scale business planning, activation production, strategy, project/program planning and/or management; please note that work samples may be requested.

Job Level: LEVELPF4

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.

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.

Job Requisition ID: 94022

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Founded
1845

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