Planning Lead, Corporate Vice President

Location Designation

Hybrid - 3 days per week

We are seeking a strategic, execution-minded Planning Lead (CVP) to manage portfolio orchestration across New York Life’s Field Experience (FX) value stream. Sitting within the centralized Cross FX Enablement function, this leader maintains a single, integrated roadmap that cleanly distinguishes committed delivery from discovery, updates it monthly for reality (progress, dependencies, risks), and produces leadership‑ready views for portfolio reporting and decision making.

The role partners closely with Product Managers to define and manage MBIs/Epics, apply sequencing guardrails, and ensure items entering PI planning are well‑formed, capacity‑aligned, and investment‑aware.

This leader will manage a central demand intake and readiness discipline, triaging advisor/external requests, validating dependencies and funding, and driving consistent ingestion into PI planning with clear entry/exit criteria. In lockstep with Technology planning, Finance, and Governance, the Planning Lead aligns budget to roadmap, tracks investment vs. delivery monthly (including capacity costs), surfaces risks and trade‑offs with options, and standardizes planning practices across Field Experience so teams execute consistently, predictably, and transparently.

The ideal candidate brings deep experience in road mapping, PI‑based planning, portfolio/budget alignment, and dependency management in complex, matrixed environments combining analytical rigor with crisp executive communication. You’re adept at turning ambiguous demand into planning‑ready artifacts, linking investment to outcomes, and leading through influence to keep the organization focused on value, feasibility, and flow.

• Salary Range: $119,000-$170,000
• Overtime eligible:
  Exempt
• Discretionary bonus eligible:
  Yes
• Sales bonus eligible:
  No

At New York Life, our 180‑year legacy of purpose and integrity fuels our future. As we evolve into a more technology‑, data‑, and AI‑enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem‑solving, and purpose‑driven innovation. Here, you’ll find the rare balance of long‑standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

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.

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We’re proud that due to our mutuality, we operate in the best interests of our policy owners.

To learn more about career opportunities at New York Life, please visit our Careers page of

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