Senior Associate, Agency Communities Planning and Execution
About The Position
New York Life is seeking a highly organized and collaborative Senior Associate to support Agency Communities programs and experiences serving approximately 12,000 agents and advisors across more than 100 General Offices. Agency Culture & Communities strengthens the culture, connections, and communities that help agents and advisors thrive through affinity groups, networks, and community experiences. Reporting to the Head of Agency Communities, the Senior Associate will help deliver national and field-facing programs and enable General Offices to activate community initiatives locally. The role connects Home Office and field partners, supporting program execution, stakeholder engagement, and continuous improvement. Regular travel to General Offices and other field locations is required. The position is hybrid, with three days per week at the designated work location.
Requirements
- Experience in program management, field engagement, community programming, events, culture, or a related function within a large or distributed organization.
- Demonstrated ability to manage initiatives from planning through execution, including timelines, stakeholders, logistics, and follow-through.
- Strong project-management, organization, prioritization, and problem-solving skills.
- Ability to build trusted relationships and influence stakeholders across a distributed organization.
- Strong written, verbal, and facilitation skills, with the ability to translate priorities into clear plans and resources.
- Experience using feedback and data to evaluate results and improve programs.
- Ability to work independently, exercise sound judgment, and manage multiple priorities in an evolving environment.
- Ability and willingness to travel regularly to General Offices and other field locations.
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting is required.
Nice To Haves
- Experience with affinity groups, professional communities, field networks, or employee engagement programs.
- Knowledge of the General Office environment or experience in financial services or a distributed sales organization.
Responsibilities
- Translate Agency Communities priorities into practical implementation plans, resources, and field activation support.
- Manage assigned community programs, affinity-group initiatives, and field experiences from planning through evaluation.
- Build relationships with community leaders, General Office partners, and Home Office stakeholders to support successful program delivery.
- Develop playbooks, toolkits, templates, and other resources that enable consistent local activation.
- Coordinate program logistics, communications, stakeholder needs, and on-site support as required.
- Support intake and tracking of programming requests, resources, and available funding.
- Gather field feedback, monitor participation and engagement, and identify opportunities to improve programs and experiences.
- Maintain accurate program data and contribute to portfolio reporting and measurement.
- Manage multiple priorities independently, resolve execution issues, and escalate decisions when appropriate.
- Represent Agency Culture & Communities professionally with field and Home Office partners.
Benefits
- Full package of employee benefits.
- Leave programs.
- Adoption assistance.
- Student loan repayment programs.
- Eligible for an annual discretionary bonus.
- May be eligible to participate in an incentive program.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
