Senior Associate, Universal Purchase Experience Product Owner
About The Position
New York Life’s culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here, you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. As a Fortune 100 company and industry leader, we offer opportunities to tackle meaningful challenges, grow your career, and make a real impact on the lives of others. New York Life’s Purchase Experience (PX) value stream is transforming the end-to-end purchase experience for agents, clients, and operations across all product lines, including life insurance, annuities, long-term care, disability insurance, business solutions, and wealth management. The Universal Purchase Experience (UPX) Product Owner supports modernization of New York Life’s new business capabilities by executing on defined priorities while partnering closely with technology, operations, compliance, distribution, and other value streams. This role supports delivery of assigned UPX capabilities and contributes to execution and continuous improvement aligned to the PX strategy.
Requirements
- Bachelor’s degree in Business, Finance, Technology, or a related field.
- 3–5 years of experience in product, business ownership, or operations roles supporting digital initiatives.
- Experience supporting digital product initiatives in a cross-functional environment.
- Strong proficiency in Jira and Microsoft Office products such as Excel, PowerPoint and Word
- Strong understanding of life and annuity products, suitability, replacements, funding, and new business workflows.
- Experience driving process optimization and modernization.
- Strong communication and stakeholder management skills.
- Experience working in Agile environments.
Nice To Haves
- Experience with new business systems (front end eApplications, Suitability rules-engines, internal/external funding).
- Knowledge of digital purchase journey best practices.
- Agile certifications (PO/PM, PMI-ACP) or equivalent experience.
Responsibilities
- Support delivery of key capabilities within the Universal Purchase Experience (UPX), enhancing purchase processes and workflows by leveraging digital tools and data insights.
- Support the product lifecycle for assigned UPX capabilities, including backlog definition, delivery, launch, and continuous improvement under the guidance of Product Management leadership.
- In partnership with the Product Manager, contribute to maintaining a product roadmap supporting PX modernization objectives.
- Identify opportunities to streamline workflows and modernize capabilities, providing recommendations for prioritization.
- Create, manage, and refine the product backlog based on customer needs, business value, and strategic direction.
- Clearly communicate user stories, requirements, and priorities to development teams.
- Engage with stakeholders to gather feedback, understand requirements, and ensure alignment with defined objectives.
- Provide recommendations on scope, features, and priorities for Product Manager review, escalating risks and trade-offs as needed.
- Review completed work to ensure it meets acceptance criteria and quality standards, including participation in UAT activities.
- Partner with support teams to help triage and resolve production issues.
- Partner with technology teams by providing operational and user insights to support future-state architecture discussions.
- Evaluate industry trends to identify innovation opportunities.
- Champion intuitive, consistent, and frictionless experiences for agents, clients, and internal users.
- Collaborate with business owners, technology, operations, compliance, and distribution partners.
- Work closely with UX/UI teams to support user-centered digital workflows.
- Collaborate with stakeholders across value streams to execute aligned priorities and ensure requirements and delivery expectations are clearly understood.
- Execute sprint-level delivery activities including backlog grooming, sprint planning support, UAT coordination, and release readiness.
- Translate business needs into product requirements, epics, and user stories.
- Partner with technology teams on sprint planning and release execution.
- Manage vendor interactions where applicable.
- Ensure adherence to regulatory and compliance requirements.
Benefits
- We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
- Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
