Senior Associate, Capability Strategic Lead

New York Life•New York, NY
•$100,000 - $143,000•Hybrid

About The Position

The Capability Strategy Lead defines and evolves the foundational business and digital capabilities required to deliver a best-in-class advisor experience – today and in the future. This role takes a holistic, enterprise view across people, process, technology, and data to ensure FX is intentionally building the capabilities needed to execute strategy, rather than delivering disconnected solutions.

Requirements

  • Bachelor’s degree required
  • 3-5+ years of experience in strategy, consulting, operating model design, or transformation roles
  • Experience working across business and technology teams
  • Strong structured thinking and problem-solving skills
  • Comfort operating in complex, matrixed environments
  • Strong communication skills including experience in developing executive level presentations
  • Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
  • Self-starter with a passion to deliver results

Nice To Haves

  • MBA or advanced degree a plus

Responsibilities

  • Define core FX capabilities aligned to strategic priorities and advisor needs.
  • Assess current-state maturity and identify structural capability gaps.
  • Establish clear capability definitions and success criteria.
  • Design future-state capability models and target operating concepts.
  • Partner with product, technology, and operations teams to translate capabilities into solutions.
  • Support sequencing of capability build across the FX roadmap.
  • Ensure capability development is coordinated across initiatives and teams.
  • Identify dependencies and integration risks early.
  • Support consistent execution through alignment with program and product leaders.

Benefits

  • leave programs
  • adoption assistance
  • student loan repayment programs
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