Planning Lead, Corporate Vice President

New York Life•New York, NY

9d•$119,000 - $170,000•Hybrid

About The Position

We are seeking a strategic, execution-minded Planning Lead (CVP) to manage portfolio orchestration across New York Life’s Field Experience (FX) value stream. Sitting within the centralized Cross FX Enablement function, this leader maintains a single, integrated roadmap that cleanly distinguishes committed delivery from discovery, updates it monthly for reality (progress, dependencies, risks), and produces leadership-ready views for portfolio reporting and decision making. The role partners closely with Product Managers to define and manage MBIs/Epics, apply sequencing guardrails, and ensure items entering PI planning are well-formed, capacity-aligned, and investment-aware. This leader will manage a central demand intake and readiness discipline, triaging advisor/external requests, validating dependencies and funding, and driving consistent ingestion into PI planning with clear entry/exit criteria. In lockstep with Technology planning, Finance, and Governance, the Planning Lead aligns budget to roadmap, tracks investment vs. delivery monthly (including capacity costs), surfaces risks and trade-offs with options, and standardizes planning practices across Field Experience so teams execute consistently, predictably, and transparently. The ideal candidate brings deep experience in roadmapping, PI-based planning, portfolio/budget alignment, and dependency management in complex, matrixed environments combining analytical rigor with crisp executive communication. You’re adept at turning ambiguous demand into planning-ready artifacts, linking investment to outcomes, and leading through influence to keep the organization focused on value, feasibility, and flow.

Requirements

Deep experience in roadmapping, PI-based planning, portfolio/budget alignment, and dependency management in complex, matrixed environments
Analytical rigor
Crisp executive communication
Adept at turning ambiguous demand into planning-ready artifacts
Linking investment to outcomes
Leading through influence to keep the organization focused on value, feasibility, and flow

Responsibilities

Manage portfolio orchestration across New York Life’s Field Experience (FX) value stream
Maintain a single, integrated roadmap that cleanly distinguishes committed delivery from discovery
Update roadmap monthly for reality (progress, dependencies, risks)
Produce leadership-ready views for portfolio reporting and decision making
Partner closely with Product Managers to define and manage MBIs/Epics, apply sequencing guardrails, and ensure items entering PI planning are well-formed, capacity-aligned, and investment-aware
Manage a central demand intake and readiness discipline, triaging advisor/external requests, validating dependencies and funding, and driving consistent ingestion into PI planning with clear entry/exit criteria
Align budget to roadmap
Track investment vs. delivery monthly (including capacity costs)
Surface risks and trade-offs with options
Standardize planning practices across Field Experience so teams execute consistently, predictably, and transparently