Senior Associate, Senior Product Designer, Field Experience

New York LifeNew York, NY
25d$100,000 - $143,000Hybrid

About The Position

You will join the Field Productivity value stream, designing the tools and experiences that help New York Life agents/advisors sell, service, and grow their business more efficiently. Your work will simplify complex, regulated workflows across the agent journey - from prospecting and planning to quoting, applications, servicing, and ongoing client engagement.

Requirements

  • Portfolio Please include a portfolio or case studies as a document or link with your resume when applying, including any passwords. Please DO NOT use Drop box or other file sharing solution, we cannot access it.
  • Expert understanding of human-centered design principles, interaction design, visual design, and user experience.
  • A bachelor's in a relevant field such as Design, Interaction Design, Communication Design or a related discipline. Equivalent practical experience will also be considered.
  • At least 5 years in digital product design, including a track record of shipping high quality designs for complex workflows (e.g., CRM, sales enablement, case management, servicing) across responsive web and/or native apps.
  • Experience with designing for multiple projects in a fast-paced, very deadline-driven environment
  • Experience leveraging design systems and comfort working with data-heavy, workflow-driven experiences and structured systems.
  • A successful track record of shipping digital experience designs in a Scaled Agile (SAFe) environment across a range of front-ends and platforms (e.g., workflow tools, CRM platforms, low/no-code platforms, framework-based front ends, native apps).
  • Familiarity with technical architecture concepts including service-oriented architecture and micro-services, data models, and front-end programming (e.g., HTML, CSS)
  • Mastery of design and prototyping tools (e.g., Figma, Adobe Creative Suite) and digital whiteboard/facilitation tools (e.g., Figjam, Miro)
  • Adaptable with the ability to bring clarity and structure to ambiguity.
  • Strong communication skills: Ability to leverage your expert communication, presentation, and interpersonal skills with cross-functional teams, stakeholders, and executives.
  • Strong organization and attention to detail.

Nice To Haves

  • Experience in life insurance, financial services, or another highly regulated industry - especially building tools for field sales organizations (agents/advisors) and complex application or servicing workflows.

Responsibilities

  • Lead early-stage design concepting by turning ambiguous problem spaces into clear, testable concepts and experience flows grounded in user and business needs.
  • Work closely with design leadership to ensure consistent application of standards and alignment with evolving strategic direction.
  • Translate validated concepts into detailed, production-ready design specifications, including component-level documentation, edge cases, and responsive behaviors.
  • Partner closely with engineering during handoff and implementation, providing clear design artifacts, answering questions, and reviewing builds to ensure high-quality execution.
  • Design end-to-end experiences for agent/advisor-facing products and workflows, ensuring each experience is fast, clear, and aligned to business goals and regulatory requirements.
  • Prioritize design work across multiple workstreams in the Field Productivity value stream, balancing long-term vision with near-term delivery in partnership with Product and Engineering.
  • Plan and run research and discovery with field users (agents/advisors, field managers, service teams) to understand real-world workflows, constraints, and pain points, then translate insights into experience strategy and UX decisions.
  • Drive consistency and quality by leveraging and evolving shared design systems, patterns, and standards so field tools feel cohesive and familiar.
  • Use outcomes and insights (e.g., task time, adoption, error rates, satisfaction) to iterate and continuously improve field productivity.
  • Partner with cross functional teams for delivery: Collaborate with design leadership, product owners, engineering, operations, compliance, and field stakeholders, driving alignment and decision-making across a large-scale, multi-year implementation and in-year MVP delivery.
  • Contribute to co-creation and workshops: Participate in working sessions and to define and ideate, align stakeholders, and enable confident decisions.
  • Partner with design leadership: Collaborate closely with design, product, business, and field leadership across NYL to shape direction, maintain alignment with strategic objectives, and advocate for a cohesive, experience-led vision across teams.

Benefits

  • Flexible work arrangements: We’re blending the best parts of both worlds so you can maximize your work experience and gain a better work-life balance
  • Time away: Generous time off plans, holiday schedules, and summer Fridays
  • Extensive health coverage: Medical, dental, vision coverage, and bonus flexible spending accounts
  • Caring support for new parents: Fertility treatments and support, eight weeks paid leave for all parents whether through birth, adoption, foster care, or surrogacy, total parental leave for up to six months, and back-up childcare options
  • Opportunities to prosper professionally and career coaching: Career development, including professional training and development programs, and tuition reimbursement
  • Wellness benefits: On-site amenities, including gym facilities, cafes, and wellness centers
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