Senior Associate, Experience & Digital Marketing, Business Planning Senior Production & Portfolio

New York Life Insurance Co•New York, NY

9d•$100,000 - $143,000•Remote

About The Position

The Business Planning team is part of the Experience & Digital Marketing organization (EDM). As EDM brings an increasing number of capabilities in-house, Business Planning plays a critical role in coordinating and driving the integration, sequencing, and delivery of workstreams into the broader portfolio. This is delivered through (1) management of EDM’s integrated business plan, roadmap, and portfolio of work, (2) mobilization and delivery management of large-scale, cross-functional programs and production that support EDM’s strategic goals and activations, (3) synthesis and packaging of complex work into clear plans and narratives, and (4) the empowerment of EDM employees to organically grow, connect, and collaborate to achieve business outcomes.

Requirements

Experience within a marketing, creative, content, digital, or customer experience organization, with a strong understanding of how marketing strategies, campaigns, and activations are planned, developed, and delivered.
Strong collaboration and teamwork skills (including internal employees and third-party partner resources).
Strong written and verbal communications, especially regarding public speaking, email communications, and PowerPoint presentations.
Ability to work cross-functionally and partner with both colleagues and business leaders to influence at all levels of the organization.
Self-starter, process-orientated problem solver, with the ability to manage multiple efforts and balance work strategically. You have no problem working in the gray.
Strong organization skills and ability to prioritize work in a deadline driven environment. Detail-oriented is an absolute must.
Proficiency in using digital tools and platforms – specifically, strong command of PowerPoint is required, and the ability to tell a story and complex narrative through slides; familiarity with Adobe Workfront would be a great value-add; the team heavily uses AI, and the candidate must either be “all-in” on learning and scaling (training is provided by the company) – or, proven experience of solutioning problems and creating efficiencies through AI is an incredibly strong value-add.
A minimum of a bachelor’s degree and at least 7 years of relevant experience
Proven experience in cross-functional & large-scale business planning, activation production, strategy, project/program planning and/or management; please note that work samples may be requested.

Nice To Haves

Preferred if candidate brings strong knowledge of Tier 1 creative and content production, including production operations, rights and usage management, talent and asset licensing, vendor management, budgeting, workflow governance, resourcing, and delivery planning, enabling effective planning, operational management, cross functional coordination, and informed decision making across complex programs and activations.

Responsibilities

Lead EDM portfolio planning and delivery across assigned programs, defining multi-year roadmaps, prioritization frameworks, investment sequencing, and resource strategies to ensure the portfolio advances EDM's business plan and OKR framework.
Coordinate production planning across in house creative, content, and technology teams, ensuring production requirements, timelines, dependencies, and resource needs are incorporated into portfolio plans and activation strategies.
Connect the dots across programs and portfolios of work, identifying how strategy, roadmap decisions, resource allocation, and program outcomes collectively support EDM business objectives, while surfacing tradeoffs, opportunities, and downstream implications.
Facilitate cross functional planning, governance, and decision making across stakeholders, driving alignment on priorities, milestones, dependencies, and business outcomes through workshops, planning sessions, and executive discussions.
Own and maintain portfolio management artifacts, including integrated roadmaps, capacity plans, dependency maps, and planning assumptions, ensuring leaders have accurate visibility to support prioritization and decision making as conditions evolve.
Identify, assess, and escalate portfolio level risks, constraints, and planning gaps, including resource limitations, roadmap conflicts, and interdependencies, while bringing recommendations and options to support timely resolution.
Continuously improve planning, portfolio management, and reporting practices, leveraging tools such as Workfront and AI to increase transparency, streamline operations, strengthen governance, and improve organizational effectiveness at scale.