CVP, Client Management Strategy & Performance

New York Life • New York, NY

4d • Remote

About The Position

The Corporate Vice President, Head of Client Management Strategy & Performance leads strategic alignment, performance standards, and measurement for New York Life Group Benefit Solutions’ in-force book. The role coordinates enterprise initiatives, processes, and changes related to the in-force book and provides dotted-line leadership and oversight to in-force book leaders and teams, without direct reporting lines.

The position executes the strategic direction for in-force client management, ensuring disciplined planning and execution, effective performance management, and improved client and broker outcomes across regional and national segments. It also aligns project buy-in and support with matrix partners. The role partners with sales and enterprise leaders, establishes consistent standards and practices, sponsors key client relationships and market initiatives, uses client and broker feedback to inform strategy and product development, and mentors client management leaders.

Requirements

• 12–15+ years of progressive experience in group insurance or employee benefits, with a proven track record in client management, sales, or distribution.
• Experience influencing senior leaders and driving enterprise-wide initiatives in a matrix environment.
• Strong executive presence and credibility with internal and external C-suite stakeholders.
• Demonstrated ability to set strategy, measure and drive performance, and align distributed teams without direct reporting authority.
• Bachelor’s degree required.
• Ability to lead through dotted-line structures and align multiple leaders behind shared goals.
• Strategic mindset with strong business and financial acumen.
• Customer-centric orientation and ability to translate client insights into actionable strategies.
• Change leadership skills to accelerate execution and overcome inertia.
• Ability to influence and coach senior leaders without direct reporting lines.

Nice To Haves

• MBA or advanced degree preferred.

Responsibilities

• Execute the vision and strategic priorities for client management across regional and national segments in partnership with the Head of National Accounts Inforce Growth & Client Relationship lead and Regional and National Sales Leadership.
• Ensure consistency of strategy, processes, roles, and performance expectations across regions and segments.
• Partner with Distribution, Product, Underwriting, Claims, and Service leaders to align client management execution with enterprise goals.
• Influence market strategies by building standards and best practices that promote shared accountability for growth and retention.
• Establish and track KPIs for persistency, in-force growth, and renewals, and strengthen leading-indicator metrics to improve forecasting.
• Drive adoption of common frameworks, tools, and reporting to provide visibility into performance across markets.
• Serve as executive sponsor for key client relationships and market initiatives.
• Track, trend, and elevate client and broker feedback to inform enterprise strategy and product development.
• Mentor, guide, and coach Client Management leadership and build future-ready talent pipelines.
• Promote accountability, inclusivity, and continuous improvement without direct line management.
• Align project buy-in and support for matrix partners on initiatives related to the in-force book.

Benefits

• Full package of employee benefits, including leave programs, adoption assistance, and student loan repayment programs.
• Employees may be eligible to participate in an incentive program.
• Sales incentive eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive