Senior Associate, Sales Operation Support

Location Designation

Hybrid - 3 days per week

The Senior Associate, Sales Operation Support, plays a pivotal role in supporting the operational excellence of the Agency organization within the Foundational Business. This role ensures critical sales strategy, operation, administrative, budgeting, and infrastructure support to ensure efficiency. You will serve as a strategic business partner across multiple teams, including Agency Senior Leadership, Finance, HR, and Field Experience Value Stream. Your work will directly impact the productivity and operational success of our sales force and leadership.

This role will report into Field Activation, Agency.

• Support the planning, coordination, and execution of key operational initiatives in Agency.
• Coordinate and manage Agency’s non-prop budget by partnering closely with Finance and Heads of Sales and Guidance.
• Support the sales strategy team in operation and execution initiatives.
• Provide data support by leveraging tools and dashboards to inform business insights and track performance across the Agency organization.
• Analyze business processes and recommend improvements to increase efficiency and productivity.

You are an operations-savvy problem solver who thrives on managing multiple priorities in a fast-paced, collaborative environment. With a growth mindset and a proactive approach, you’re a trusted partner across Agency teams. You take pride in your attention to detail, enjoy building relationships with cross-functional stakeholders, and have the organizational prowess to execute on both day-to-day and strategic initiatives.

• Bachelor’s degree in Business Administration, Operations Management, or a related field (MBA a plus) and/or equivalent experience.
• 3–5+ years of experience in business operations, project management, or administrative support functions.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Excellent organizational, communication, and project management skills.
• Proven ability to analyze data and create meaningful insights for decision-making.
• Comfortable managing multiple stakeholders and aligning priorities across departments.

• Proven ability to work independently and collaboratively across multiple teams.
• Experience in the financial services or insurance industry, particularly within a sales or agency setting.
• Knowledge of space planning processes or facilities coordination.
• Experience with budget coordination.
• Experience building operational dashboards or process documentation with tools such as Tableau, Toad Data Point, Oracle.
• Detail-oriented mindset with a focus on operational excellence.

Salary Range: $79,000 - $92,000

Overtime eligible:
Exempt

Discretionary bonus eligible:
Yes

Sales bonus eligible:
No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note:

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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…