Managing Director - Head of Investments Change Management

Overview

Location Designation: Hybrid - 4 days per week

New York Life Investments (NYLI), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $799 billion in assets under management, NYLI is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions.

Renowned for its premier investment acumen and client focus, NYLI’s vision is to be one of the most trusted providers of investment management expertise and long-term financial security.

The Change Leader will play a critical role in leading and managing the Change Management efforts within the Investments Business at New York Life. This role requires a leader with strong strategic and execution skills and the ability to work effectively across teams. This individual will be responsible for guiding teams through significant changes, ensuring the smooth transition of processes, systems, and culture as the business continues to evolve.

The Change Leader will work closely with the enterprise change leader in Human Resources, senior leadership within the business, project managers, and key stakeholders to design, implement, and monitor change management strategies that support both the business and company goals and objectives.

• Design and implement comprehensive change management strategies that align with the business’ overall goals and objectives.
• Partner with senior leadership to identify business needs and areas requiring transformation, defining the scope, timelines, and key deliverables.
• Partner with senior leadership to prioritize a change management agenda and measure success against key deliverables.
• Lead change initiatives that foster a smooth transition and minimize resistance across the organization.

• Establish and maintain strong relationships with key stakeholders (Business Leaders Portfolio management, Distribution, Human Resources, Corporate Communications, Technology, etc.) across all levels of the organization.
• Work with Corporate Communications team to support the communication of change initiatives clearly and effectively, ensuring that all employees understand the purpose and impact of the changes within the organization.
• Develop and deliver clear, concise communication plans, presentations, and other materials for employees, leadership, and external partners.

• Help drive organizational culture change to ensure employees embrace new ways of working, systems, and processes.
• Promote a positive environment for change by addressing employee concerns, creating buy-in, and building trust through transparent communication.
• In partnership with the Enterprise Change Management team in Human Resources, support the implementation of training to support employees in adapting to new tools, systems, and methodologies.
• Lead change workshops, coaching sessions, and other learning opportunities to ensure employees are well-equipped to navigate the transformation.

• Monitor the effectiveness of change initiatives through surveys, interviews, and other data-driven methods to evaluate success metrics, employee engagement and transformation progress.
• Identify and address potential barriers to change and develop corrective actions as needed.
• Report on the progress of change initiatives, providing regular updates to senior leadership and other stakeholders.

• Bachelor's degree in Business, Organizational Development, Human Resources, or a related field. Master’s degree is a plus.
• Proven experience (7+ years) in leading change management efforts in Asset Management undergoing significant transformation or organizational change.
• Experience with project management methodologies and change management frameworks.