Center of Excellence Case Design Specialist

New York Life•New York, NY

1d•Remote

About The Position

This role sits in the Financial Guidance Center of Excellence (FG CoE), in the Field Experience Value Stream, focused on enabling advisors to deliver holistic, protection-first financial guidance at scale. The Case Design Specialist operates at the intersection of advisor enablement and case execution, helping advisors move from client engagement to implemented solutions through structured, high-quality financial planning support. This role serves as a key enabler of Protection Powered Growth to translate financial planning strategy into actionable case design, accelerate advisor capability, and improve client outcomes. This role does not directly manage client relationships but instead enables advisors and field leaders to deliver high-quality financial guidance and case execution. The role leverages emerging AI capabilities to enhance case design, improve advisor efficiency, and support scalable delivery of financial planning across the field. Partner with advisors and field leaders to co-develop and advance complex cases from intake to implementation. Improve case velocity, quality, and close rates. Build repeatable case design frameworks that scale across the field. Support scaling of holistic financial guidance and case design capabilities across the field through repeatable frameworks, advisor enablement, and AI-enabled workflows.

Requirements

CFP® designation strongly preferred (or progress toward certification)
ChFC or equivalent advanced planning designation
Experience with eMoney preferred
Proven experience in financial planning, case design, or advanced sales support
Strong understanding of holistic financial planning concepts (protection, accumulation, legacy)
Ability to analyze financial information and translate into client-ready strategies
Experience working with or supporting financial advisors and field organizations
Valid Securities Licenses
Strong collaboration and influence skills in a matrixed environment
High attention to detail and strong analytical capabilities
Experience developing training content or coaching advisors
Familiarity with CRM systems, financial planning tools, and Microsoft Office suite
Experience leveraging AI tools (e.g., ChatGPT, Copilot, Claude, Gemini or similar platforms) to enhance analysis, content creation, or workflow efficiency
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Responsibilities

Partner with Advisors and Field Managers to co-develop and advance complex financial planning cases
Deliver holistic, protection-first case strategies spanning protection, accumulation, and legacy planning
Improve case quality, velocity, and close rates
Support cases from intake through implementation, ensuring clarity, accuracy, and alignment with client goals
Embed protection-first planning principles into case designs
Support advisors in identifying opportunities to expand the client relationship
Reinforce outcome-based planning frameworks that improve long-term client value
Coach advisors and Field managers on identifying holistic planning opportunities, structuring effective client conversations, and advancing cases to implementation
Support field training and enablement efforts, including office hours, case reviews, and playbooks
Help build advisor confidence and capability in delivering comprehensive financial guidance
Leverage AI tools to enhance case design, research, and planning outputs
Identify opportunities to use AI to improve case speed, quality, and scalability
Partner with Tech & Data to test and refine AI-supported workflows for financial guidance, case development, and advisor decision support