Senior Strategy Support Associate

New York Life • New York, NY

1d • $100,000 - $143,000 • Hybrid

About The Position

The Practice Development Support Team helps agents build, grow, and sustain successful practices by designing scalable strategies, tools, and programs that improve productivity and client outcomes—especially for early-career cohorts. This role advances the Coaching Framework and enables holistic planning, equipping field leaders with practical playbooks, data-driven insights, and streamlined processes to drive consistent execution and measurable business results.

Requirements

• 5+ years of experience in a business strategy, consulting, and/or marketing planning role, with a deep understanding of the agency distribution model and strong project management skills.
• Bachelor’s degree
• Proficient in Microsoft Office, PowerPoint and Excel, Word and Vizio plus project management tools. Mastery of Excel functions, formulas, and features, including but not limited to VLOOKUP, PivotTables, PivotCharts, Data Validation, Conditional Formatting, and advanced charting techniques.
• Data sourcing from Tableau and Sales Force.
• Excellent communication and storytelling abilities.

Nice To Haves

• Developed and design, project management, data analysis, (preferred)

Responsibilities

• Develop and execute practice-building strategies that improve agent activity, productivity, retention, and overall business performance.
• Own and evolve the Coaching Framework (core coaching behaviors, cadence, tools, and measurement) to drive consistency and stronger outcomes.
• Enable holistic planning by creating standards, workflows, and resources that help agents run their business end-to-end (goals, activity, pipeline, client strategy, and time management).
• Create and maintain toolkits, playbooks, templates, and guidance that support day-to-day field execution.
• Equip field leaders with coaching resources (talk tracks, best practices, templates, and learning moments) to support adoption and consistent execution.
• Analyze internal performance data and relevant external trends to identify opportunities, diagnose gaps, and translate insights into actionable recommendations.
• Identify procedural inefficiencies and recommend program/process improvements to simplify execution and increase impact.
• Partner cross-functionally (platform, guidance, metrics, zone/field leadership, and operations) to align initiatives and drive adoption.
• Lead and coordinate special projects, including project plans, milestones, deliverables, and stakeholder action plans.
• Prepare concise updates, reporting, and insights for senior leaders on progress, risks, outcomes, and recommendations.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level