Allianz Life jobs in New York, NY

The Instructional Design & Communications Associate creates engaging, high-quality learning content and communications that build technical capability across New York Life's Technology, Data & AI (TDAV) organization. This role combines instructional design and communications - developing digital and instructor-led learning experiences tailored to technical audiences, while crafting clear, compelling messages that promote awareness and participation in TDAV learning programs. What You'll Do Instructional Design (≈70%) * Design and develop learning materials such as eLearning modules, videos, slide decks, toolkits, and job aids that simplify complex technology, data, and AI concepts. * Apply instructional design principles and adult learning best practices to create engaging, accessible learning experiences for technical professionals. * Collaborate with subject matter experts (SMEs) in engineering, data science, and AI to translate technical expertise into learner-friendly content. * Support content quality assurance, learner feedback, and continuous improvement across TDAV programs (e.g., Cloud Academy, Data Academy, onboarding). Communications (≈30%) * Create and manage learning communications - including emails, newsletters, intranet articles, and visuals - that drive engagement with TDAV programs. * Develop messaging and campaigns that increase awareness, participation, and excitement about learning opportunities. * Highlight program outcomes, learner stories, and skill achievements to reinforce TDAV's culture of continuous learning. * Ensure consistency in tone, branding, and messaging across all L&D communications. What You'll Bring * 1-3 years of experience in instructional design, technical training, or corporate communications. * Bachelors degree preferred. * Demonstrated experience designing or supporting learning for technology, data, or AI-related topics (preferred). * Strong writing, editing, and visual design skills with excellent attention to detail. * Experience with authoring and media tools such as Articulate, Rise, Canva, or Camtasia. * Familiarity with learning platforms (LMS/LXP) and adult learning principles. * Highly organized, collaborative, and com Pay Transparency Salary Range: $64,500-$90,000 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. Company Overview 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92941

Associate, HR Communications Department: Corporate Communications Reports to: Corporate Vice President, Internal Communications We are seeking an HR Communications Associate to join our team. This is a highly interactive junior-level position for a communications professional looking to hone writing/editing skills, learn how to develop and present strategic communications plans, and gain exposure to leaders. This individual will support the HR Communications team, which serves the communications needs for the company's HR business functions as well as enterprise leadership communications. The role involves close collaboration with cross-functional teams to ensure timely, accurate, and engaging messaging across multiple platforms. What You'll Do: * Support the HR Communications team in crafting and executing strategic communications plans, including preparing presentations, taking meeting notes, and maintaining a team calendar of deliverables. * Support the day-to-day management of the Employee Advocacy Program, including sourcing content, weekly content review, performance tracking, and strategies to increase employee engagement and reach. * Manage content scheduling and distribution of communications, ensuring alignment with corporate calendars and avoiding overlap with other campaigns. Request and manage homepage CTAs on The Square to promote HR initiatives. * Liaise with the Benefits team and external vendors to coordinate targeted communications based on demographic criteria. * Develop and revise visual assets for digital signage and other internal campaigns, incorporating feedback and optimizing for display formats. Familiarity with visual design tools (e.g., Canva) is beneficial. * Gather, interpret, and visually prepare metrics to ensure our communications projects deliver results; this includes collecting and analyzing usage statistics, post-meeting feedback, and other employee surveys and data. * Explore and apply AI tools and technologies to enhance communications efficiency and effectiveness, including drafting support, content optimization, audience analysis, and workflow improvements. * Assist in preparing for quarterly executive and non-executive promotions communications, ensuring readiness and alignment with HR timelines. * Learn about the HR functions and develop relationships to understand how strategic communications play a role in engaging employees and achieving business goals. * Work collaboratively with colleagues across Corporate Communications, including Enterprise Communications, Corporate Design, Editorial, and the Digital Workplace team. * Contribute to other special projects and duties as assigned. What You'll Bring: * 0-2 years' experience in a professional communications role. * Strong written and verbal communication skills; ability to be clear and concise. * Exemplary attention to detail. * Strong interpersonal skills. * Strong project management and organization skills. * A collaborative approach to working with colleagues across functions and at all levels of the organization, including senior leaders, external vendors, and cross-functional partners. * Ability to be both a self-starter and a team player; proactive and performance-driven in a fast-paced, dynamic environment. * Ability to navigate and thrive in a large, complex organization. * Flexibility to manage multiple priorities and changing requirements with short turnaround time. * Proficiency with Microsoft Office products required. Familiarity with intranet platforms and visual design tools (e.g., Canva) is a plus. * Familiarity with AI-powered communications tools (such as generative AI platforms) or demonstrated curiosity and eagerness to learn how AI can enhance communications work. Ability to thoughtfully evaluate when and how to use AI tools while maintaining quality, accuracy, and authentic voice. * Bachelor's degree in Communications, English, Journalism, Marketing, or related field. * Hybrid environment: Office Tuesday through Thursday, working from home Mondays and Fridays. Pay Transparency Salary Range: $50,000-$71,500 Overtime eligible: Nonexempt 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. Company Overview 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92747

NYL Investors LLC was formed in October 2013 as a wholly owned subsidiary of New York Life Insurance Company with the primary responsibility for managing the fixed income and real estate assets of New York Life and other strategic partners. With over 300 professionals, the organization manages over $300 billion of assets under management, through three investment groups. Overview of Role: The Client Reporting and Performance Associate will play a key role in preparing New York Life General Account reports (ad-hoc, daily, monthly, quarterly, and year-to-date) and conducting reviews before reports are released to key stakeholders across the company. This role is ideal for a technically savvy individual who enjoys researching issues, improving processes, and leveraging data visualization tools, particularly Tableau to elevate reporting quality and efficiency. What You'll Do: * Prepare, review, and distribute comprehensive client reports for the New York Life General Account and its clients. Ensuring accuracy, timeliness, and adherence to reporting standards. * Conduct data reviews and proactively identify discrepancies and analytical anomalies. * Coordinate with Compliance to prepare monthly, quarterly, and annual Federal Reserve cross-border investment reports, including TIC SLT, SHCA, and SHLA on behalf of New York Life. * Coordinate and support the SEC regulatory reporting for NYL Investors LLC including Forms 13F, 13G, and 13H under Section 13 of the Securities Exchange Act. * Provide assistance to management and portfolio managers by addressing portfolio reporting, data, and performance-related inquiries. * Collaborate with Technology and data warehouse teams to enhance reporting workflows, expand automation, strengthen data quality, and improve visualization capabilities. * Participate in regression testing and user acceptance testing (UAT) to ensure the continued accuracy and functionality of client reports following system releases or enhancements. * Maintain a customer-focused mindset, fostering strong communication and collaboration with business partners and clients. * Apply a solution-oriented approach to recurring issues and operational challenges, identifying opportunities to reduce manual work and implement sustainable improvements. * Assist with Request for Information (RFI) and Request for Proposal (RFP) responses by compiling and organizing relevant investment data and materials. What You'll Bring: * Undergraduate degree in Accounting/Finance, MBA a plus. * 2-6 years client reporting experience with an Asset Management/Investment Advisory Firm. * Comprehensive understanding of fixed income investments, asset classes and investment measures including Yield, Duration, and Convexity. Required Skills: * Experience with Tableau reporting tool and the ability to develop, maintain, and optimize Tableau dashboards to support data visualizations and reporting needs. * Experience with AI tools, Crystal/Business Objects, CORIC, Data Warehouses, Qvidian, and Blackrock Aladdin a plus. * Strong analytical background specifically with respect to Fixed Income. * Strong oral and written communication skills. * Proven experience with establishing and maintaining strong customer relations both internally and externally. * Ability to operate efficiently in a deadline driven environment through effective prioritization. * Ability to create business specifications, test plans and implement changes to processes using technology. * Proficient with Microsoft Office Suite applications. Pay Transparency Salary Range: $80,000-$105,000 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. Company Overview 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93030

Our New York Life 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. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance. As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others. You are our future, and we commit to investing in you accordingly. New York Life Real Estate Investors (NYLREI) is a division of NYL Investors LLC, a wholly owned subsidiary of New York Life Insurance Company. NYLREI manages over $70 billion in real estate-related assets including commercial mortgage loans, CMBS, and direct real estate equity investments on behalf of third-party institutional investors and New York Life's general account. Deputy Portfolio Manager will be a key member of the CMBS and Capital Markets group. The role focuses on CMBS investing, capital markets structuring, and platform development within a growing institutional real estate investment platform. This professional will work closely with internal stakeholders to identify and execute investment opportunities, manage surveillance and reporting, and expand NYLREI's capabilities in structured real estate debt investments. What You'll Do: The key responsibilities for the role will be as follows: * Researching, analyzing and recommending all types of CMBS investments in a team environment with a primary focus on SASB CMBS. The role involves the analysis of loan and deal structures, cash flow modeling, review of offering documents and related information, and independent research while interacting with other NYLREI team members to achieve investment goals. * Collaborating with NYLREI's commercial mortgage debt platform to generate investment opportunities in SASB CMBS. This entails managing the securitization of NYLREI-originated commercial mortgage loans where NYLI retains the subordinate tranches, including the control-eligible class(es). It also includes the purchase of control-eligible SASB classes in primary market CMBS offerings. * Conduct portfolio surveillance and coordinate investment reporting to internal and external constituents. Coordinate with team members to address credit concerns and supervise periodic surveillance reporting. Consult with CMBS loan servicers in managing the resolution of specially serviced SASB CMBS. * Assist in developing and executing capital markets financing solutions for NYLREI's structured debt platform. Identify and execute financing solutions for individual loans as well as term lending facilities for the platform. The ability to develop and retain key bank and other lender relationships is required. * Collaborate with NYLREI's business development team to expand NYLREI's external asset management platform. Successfully fulfill existing CMBS asset management mandates and develop new asset management initiatives. What You'll Bring: * Bachelor's degree required; advanced degree (MBA, CFA, MFE or equivalent) is a plus. * Minimum of 10 years of real estate investment experience, with 5+ years focused on underwriting or directly analyzing debt or equity real estate transactions. Relevant experience may include roles originating debt or equity investments, warehouse lending, CRE credit risk, or as a rating agency analyst. CRE credit training is a plus. * Rapidly developing expertise in AI prompting and utilization. * Experience with real estate analytics tools (e.g., Trepp, Intex, Bloomberg). * Familiarity with business intelligence tools, Python is a plus and proficiency in MS Office Suite is required Other Requirements: * Strong verbal and written communication skills. * An established network of existing relationships with the CRE finance industry. * Demonstrated ability to manage multiple priorities in a fast-paced investment environment. * High level of personal integrity and professionalism. * Demonstrated ability to collaborate with cross-functional teams. * Strong work ethic with a commitment to excellence. NYLREI is committed to fostering a culture of diversity, inclusion, and continuous improvement. The successful candidate will reflect these values through collaboration, accountability, integrity, and a focus on long-term value creation. The firm offers a comprehensive benefits package including flexible health care, retirement plans with employer match, tuition reimbursement, and access to wellness programs and facilities. #LI-AM1 Pay Transparency Salary Range: $150,000-$200,000 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92046

Job Title: Private Capital Attorney Join the Office of the General Counsel where we collaborate with diverse business units, providing effective and creative legal guidance that aligns with New York Life's core values. Your work directly impacts how the company makes decisions, fostering sound business practices, safeguarding its reputation and optimizing efficiency. Become part of a team dedicated to serving as a trusted partner, helping the business navigate the legal landscape and achieve its goals. New York Life Insurance Company is seeking a Private Capital Attorney with a minimum of 5 years of experience and a particular focus on private funds including substantial experience in equity co-investments, primary and secondary limited partnership investments, venture equity investments, and primary investments in venture funds. Experience with registered alternatives funds and private credit welcome. This role is located at the offices of Apogem Capital at 299 Park Avenue, NY, NY. Apogem is an alternatives asset management firm with $41 billion in AUM focused on investments primarily in private credit and private equity with offices in Chicago, IL, New York, NY, and Richmond, VA. Apogem is a New York Life Investments company and subsidiary of New York Life Insurance Company. Core Responsibilities: * Oversee limited partnership fund investments in US and EU private leveraged buy-out, secondary, distressed, venture, infrastructure, and credit funds including document review and negotiation of side letters with sponsors. * Review and advise the investment team on amendment and consent requests for investments. * Lead non-control equity co-investments in sponsor backed portfolio companies. * Review, draft and negotiate private fund vendor agreements and placement agent agreements. * Create and update manager obligations playbooks and fact sheets for Apogem proprietary funds. * Assist with formation of Apogem proprietary funds, including drafting and coordination of PPMs, limited partnership agreements, onboarding investors, negotiation of side letter agreements, and other related documentation. * Identify and resolve Advisers Act matters applicable to management of advisory clients. * Support entity management and governance of domestic and offshore vehicles including licensing/registration requirements and overseas marketing (e.g., AIFMD compliance). What You'll Do: * Recognized as a subject matter expert on private investment funds matters. * Excellent interpersonal, writing, presentation skills and the ability to communicate complex legal issues effectively and concisely. * Anticipates internal and external business challenges and/or regulatory issues. * Displays conceptual and innovative thinking and a willingness to work through complex issues and problems as part of a collaborative team. * Ability to collaborate with cross-functional teams including finance, operations, and compliance. * Demonstrated affinity for process building and capacity to recommend process, product or service improvements in pursuit of continuous improvement. * Highly organized, able to handle multiple projects at one time with attention to detail and focus on excellence. * Possesses initiative, dependability and motivation. What You'll Bring: * 5 to 8 years' experience focused on private funds; in-house investment firm experience and/or registered fund experience a plus. * In-depth understanding of the Investment Advisers Act; experience with the Investment Company Act a plus. * JD Degree required. * Admitted to practice in New York required. Pay Transparency Salary Range: $175,000 - $245,000 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. Company Overview 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. #LI-MC1 #LI- Hybrid Job Requisition ID: 92660

Job DescriptionManagement Fast Track Program At New York Life, we're just as passionate about helping the next generation of insurance and financial services leaders achieve theircareer aspirations as we are about helping our clients accomplish their financial objectives. New York Life, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world.Headquartered in New York City, we have provided insurance protection, retirement, and investment solutions to individuals,families, and businesses for over 175 years. New York Life has the highest financial strength ratings currently awarded to any U.S. lifeinsurer from all four major credit rating agencies. Program description and qualifications For our 18-month Management Fast Track Program, we're looking for goal-driven leaders who are eager to build and develop theirown unit of financial professionals. Entrepreneurial professionals who are destined to build and lead teams join New York Life with avision for their career and a strong sense of purpose. You may qualify for the program if you've completed your MBA within the past 24 months, have management experience, or haveowned a business. Ideal candidates bring a strong desire to build, lead, and impact, along with proficiency in the following areas: Listening and presenting Cultivating relationships Connecting emotionally Simplifying complex topics Educating and coaching As a candidate of the Fast Track Management Program, you'll join New York Life as a financial professional to gain hands-onexperience. Once you have met the program requirements, which typically takes 12 months, you'll be eligible for a promotion to Associate Partner. In this management role, you'll begin recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, a six-month intensive training designed to help ensure that you succeed when promoted to Partner. You'll build and lead your own team with the support of a Fortune 100 company. Our development managers and productconsultants will support you in teaching your financial professionals everything they'll need to know. And NYLIC University, one ofthe most comprehensive and well-respected training programs in the industry, offers a blended learning curriculum designed tomeet financial professionals' needs throughout the various stages of their career. Compensation and benefits New York Life will value and reward your hard work. You'll have significant income potential, because our managers' compensationis directly aligned with their recruiting performance and the production level of their team of financial professionals. The averageannual income in 2020 among our recruiters was $240,300. Our comprehensive benefits package includes: Health/Dental/Life/Disability A 401(k) plan (after one year of service) A defined benefit pension plan (subject to eligibility and vesting requirements Reimbursement for certain company-approved industry designations

When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture. Shape your future with a dynamic internship experience at New York Life. We offer opportunities across a variety of exciting businesses, including Actuarial, AI & Data, Finance, Investments, Technology, Underwriting, and more. Your internship journey is designed to challenge you through hands-on work experience that will equip you with valuable skills you can use anywhere. You will build your network through collaboration and connection with talented interns and experienced employees through team-building activities, mentorship programs, and fun social events. By the end of your internship, you'll be equipped with new skills and a network that will propel you forward in your career journey. Program Overview: Launch your career in a technology, data, and AI-driven organization with purpose and impact! Join us as an AI Summer Intern for an immersive 11-week experience where innovation, collaboration, and real-world impact intersect. As part of our dynamic Technology, Data, AI & Ventures department, you'll gain hands-on exposure to cutting-edge projects that drive our digital transformation, while exploring potential career paths in AI, MLOps, and more. Throughout the summer, you'll deepen your technical skills, expand your professional network, and receive mentorship and guidance from experienced professionals and senior leaders. Our program combines meaningful project work with learning and development opportunities designed to prepare you for success beyond graduation. You'll connect with a diverse cohort of interns, collaborate on a team-based capstone project, and contribute to our commitment to social good by participating in our Volunteers for Good initiative. Whether you're building innovative solutions, leveraging AI and automation, or reimagining the future of work, you'll play a vital role in helping us shape what's next in technology. This internship is more than just a summer job-it's a steppingstone toward becoming a future-ready technology professional, with the opportunity to convert to a full-time role after graduation. Team: AI The AI team at New York Life comprises several distinct functions, including AI, AI Governance, and ML Operations. As an intern within one of these areas, you'll collaborate with industry experts, harnessing advanced tools and techniques to develop transformative AI and GenAI solutions for New York Life. Interns will join one of two key functions within the AI team: Data Scientist (AI & Generative AI): Focus on building and enhancing predictive modeling frameworks, harnessing advanced tools and techniques to develop transformative AI and GenAI solutions for New York Life. Potential summer projects include enhancing predictive modeling by integrating new data into a risk classification framework and developing a robust framework to evaluate the performance and value of various Generative AI tools. For instance, creating a question-and-answer tool tailored for agents and financial advisors to boost efficiency and streamline their workflow. AI Engineer (MLOps): Focus on building and deploying AI systems and infrastructure. You'll design, implement, and optimize machine learning and Generative AI models in production environments. This work is more engineering-oriented, emphasizing software development, scalability, and integration. As an intern, you will support the development and enhancement of New York Life's machine learning operations and help bring innovative AI solutions into production. Example projects include designing and testing new patterns for model deployment using Python APIs, improving MLOps and DevOps platforms through dashboards and monitoring tools like New Relic, and contributing to automation frameworks that ensure model reliability and performance at scale. Both roles offer hands-on exposure to real-world challenges and the opportunity to contribute directly to our mission of shaping the future of AI at New York Life. You'll work closely with cross-functional teams and experienced professionals who are driving innovation across the enterprise, gaining exposure to real-world applications of AI that create meaningful business impact. What You'll Bring: Data Scientist (AI & Generative AI): Passion for data science and experience in predictive analytics, Generative AI tools, and digital health applications. AI Engineer (MLOps): A blend of software engineering and AI expertise, with experience in Python, APIs, and DevOps tools (e.g., EKS, CI/CD, New Relic). Passion for building scalable AI systems and deploying models in production environments. Required Skills: Data Scientist (AI & Generative AI): Undergraduate or Graduate student pursuing a degree in Data Science, Computer Science, Artificial Intelligence, Statistics, or a related field. Proficiency in R, Python, SQL, Machine Learning, and Generative AI. AI Engineer (MLOps): Undergraduate or Graduate student pursuing a degree in Data Science, Computer Science, Artificial Intelligence, Statistics or a related field. Proficiency in Python, familiarity with APIs, and a solid understanding of automated testing and DevOps tools (e.g., EKS, CI/CD, New Relic). To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, this program is not available to those authorized to work under optional practical training (OPT) or curricular practical training (CPT). Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn! #LI-CV1 #AICampus Salary range: $30-35/hour + $3,000 housing stipend Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: No 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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of ******************** Job Requisition ID: 92271

In Marketing, you'll dive into a world of diverse opportunities, crafting innovative campaigns, managing impactful content and fostering meaningful connections with key audiences. Collaborate with experts across disciplines, leveraging data and insights to drive decision-making, unlock new growth potential and optimize our differentiating capabilities. Role Overview: New York Life is embarking on an ambitious journey to deliver industry-leading digital experiences for our customers and agents/advisors. This is a transformative role where creativity meets purpose. Beyond simple content, this role is about the strategy and execution of digital content and copy that guides consumers/clients through end-to-end digital experiences while establishing NYL and keeping our agents/advisors front and center as the trusted partners to help guide financial decisions with expertise and empathy. This role is also about shaping content for us to attract, recruit and retain agents and advisors in the growth of their small business. In this role you have the opportunity to blend your domain knowledge and craft to ensure every digital interaction resonates, engages, and empowers. We are seeking a strategic and innovative Senior Director of Digital Content Strategy to lead and unify digital content strategy across customer and financial advisor/agent digital product experiences. This role will drive the development of seamless, cohesive content experiences that connect users with the right information, guidance, and resources to improve financial well-being and grow their businesses. By partnering across marketing, product, design, and technology teams, this leader will shape content that builds trust, drives engagement, and empowers users to make informed decisions. What You'll Do: Unified Content Strategy Development: * Lead and implement a comprehensive digital content strategy that aligns with NYL's brand, digital product, marketing, and business objectives. * Collaborate with marketing, product, customer experience, and field teams to ensure consistent messaging across web, app, and other digital platform/product experiences * Direct the development of scalable frameworks, templates, and guidelines to ensure content consistency, accessibility, and quality across digital touchpoints. * Lead efforts to integrate generative AI tools to accelerate content ideation, creation, and optimization while maintaining quality and compliance standards. * Partner with technology, product, and design partners to drive content extensibility (e.g., build once, deploy everywhere) through identification and implementation of technology and other tools (e.g., headless content management systems) Content Creation & Execution: * Oversee the development of high-impact content for digital products, including macro copy, microcopy, FAQs, benefits, solutions, and educational resources. * Lead the translation of complex financial topics into clear, actionable, and empathetic content tailored for customer and agent/advisor audiences. * Partner with UX designers to align copy with visual elements for clear, engaging user experiences. * Manage a small team of content managers, contract writers and agency partners to ensure quality execution of content deliverables. Information Architecture & Navigation: * Lead the development and refinement of unified and consistent cross-department, cross-product navigations, taxonomy, and labeling systems to ensure intuitive content discovery for both customers and agents no matter what product they are using * Partner with SEO, marketing, and product teams to optimize content for search, discoverability, engagement, and conversion/completion. Measurement & Optimization: * Establish content KPIs and partner with analytics and testing teams to measure effectiveness. * Develop and execute content testing strategies to refine language, improve conversion rates, and enhance customer engagement. * Use insights from research, analytics, and VOC programs to drive continuous content improvement. Leadership & Collaboration: * Champion content strategy as a core element of NYL's digital ecosystem by influencing senior stakeholders and collaborating across teams. * Build alignment with IT, marketing, product, and agent support teams to create a seamless content experience across channels. * Develop and deliver training programs to scale best practices in content strategy What You'll Bring: * Bachelor's degree in Communications, Journalism, Marketing, or related field; relevant experience considered. * Minimum of 15 years of experience in content strategy, UX writing, or digital content leadership. * At least 8 years of managerial experience leading managers * Experience leading content strategy in complex ecosystems with multiple stakeholder groups. * Expertise in creating content strategies that unify marketing, product, and customer experience goals. * Strong experience in SEO, accessibility, and content optimization best practices. * Experience with AI-powered content creation tools and their role in enhancing content delivery. * Excellent communication and presentation skills with a track record of building alignment across teams. * Experience in financial services and/or life insurance is highly preferred Portfolio You must include a portfolio or content examples as a document or link with your resume when applying. Please DO NOT use file sharing software such as Drop Box or Google Docs as we cannot access them. #LI-SV1 #LI-HYBRID Pay Transparency Salary Range: $175,000 - $220,000 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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 the Careers page of ******************** Job Requisition ID: 93039

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: The Actuarial Associate III - New Markets Pricing, will play a pivotal role in pricing and risk analysis of new, innovative, and emerging business opportunities at Athene. This position requires a creative problem solving and critical thinking background to evaluate new product risks and enhance Athene and Apollo's competitive edge through the pricing of these products. The team is dedicated to pricing and assessing risk of innovative solutions for markets adjacent to our current offerings, such as Defined Contributions, Institutional Products, and the RIA channel. Accountabilities: * Develop and maintain pricing models for New Markets products, including Stable Value (GICs, wraps, etc.), In-Plan Fixed Indexed Annuities, Contingent Deferred Annuities, Structured Settlements, and other annuity / institutional retirement products * Partner with internal cross-functional teams including Asset Management, Risk, Finance, Valuation, and Accounting Policy to develop pricing frameworks and ALM strategies for New Markets Products * Report pricing results, risk analyses, and key performance metrics to senior management for purposes of rate setting. * Assist in the development of initial product ideas that can be shared with potential partners. * Assist in execution of new ideas for all of Athene including drafting detailed product specifications, designing internal workflows, and serving as workstream leader. * Develop presentation materials to facilitate internal transaction and product launch approval processes. * Collaborate with other business units on all aspects of product launch execution and develop relationships with and knowledge of other parts of the organization. * Interpersonal skills required to promote cooperation from all levels of personnel. * Analytical tenacity to investigate, troubleshoot and resolve problems in a timely manner. Qualifications and Experience: * Bachelor's degree in Actuarial Science, Statistics, Mathematics, Economics, Finance, or a related field. * 6+ years of experience in pricing or other actuarial roles, consulting, financial services, or the life insurance sector. * Strong analytical skills including the ability to price products and manage several projects. * Demonstrated passion for products that help address the retirement crisis. * Advanced Microsoft Excel and pricing software (MG-ALFA, AXIS, etc.) skills. * ASA actuarial certification with progress towards FSA * Prior insurance experience is a plus. $115,680.00 - $173,520.00 USD Annual Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Depending on the role, a discretionary bonus plan or variable sales incentive may be included. Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene. Athene is a Military Friendly Employer! Learn more about how we support our Veterans. Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. * Our preference is for hybrid candidates located in Bethlehem, Dallas, New York, Pittsburgh, or Philadelphia. However, we're open to considering remote arrangements for an exceptional candidate. * Role Overview: Are you passionate about transforming data into actionable solutions that elevate service performance and customer experience? We're seeking a Senior Associate, Service Insights & AI Solutions to bridge analytics, technology, and business partnership-helping to shape and execute strategies that enhance operational excellence through insight-driven action. As a Senior Associate, you'll combine technical acumen with strategic collaboration to turn data into impact. You'll work closely with operational leaders and business partners to implement and scale analytics-driven improvements, leveraging tools such as Verint Speech, Text, and Desktop Analytics, as well as BI platforms and databases. This role goes beyond reporting-you'll help design, build, and embed solutions that drive measurable change and adoption across teams. What You'll Do: * Partner with business and operations leaders to translate insights into practical, scalable solutions that improve efficiency and service outcomes. * Participate in cross-functional initiatives leveraging advanced analytics and AI tools (e.g., Verint Speech, Text, and Desktop Process Analytics) to identify and execute improvement opportunities. * Design, develop, and maintain dashboards, reports, and analytics models that monitor performance and measure the impact of initiatives. * Ensure data accuracy, consistency, and reliability across all reporting and analytic deliverables. * Use SQL and other database tools to access, manipulate, and validate data from multiple sources. * Present complex findings to non-technical audiences in a clear, compelling, and actionable way. What You'll Bring: * Bachelor's degree in Business, Data Analytics or related field preferred. * Minimum 5 years' experience in related field * Strong analytical and problem-solving skills * Proficiency in MS Excel and solid experience with the MS Office Suite. * Experience with Tableau, Power BI, or similar visualization tools. * Hands-on SQL/database experience preferred -comfortable querying, joining, and validating data. * Excellent communication and storytelling skills, able to translate analytics into business context and influence decisions. * Highly organized with attention to detail and ability to manage multiple priorities in a fast-paced environment. #LI - EM1 #LI - HYBRID Pay Transparency Salary range: $97,500-$120,000 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. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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 the Careers page of ******************** Job Requisition ID: 93007 #GBS

Our New York Life 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. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance. As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others. You are our future, and we commit to investing in you accordingly. As part of Technology, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth - driving the company's success. Role Overview: We are seeking an experienced and proactive Project Manager / Scrum Master to support the Retail Annuities & Third-Party Distribution (TPD) release train within the Product Solutions value stream-part of New York Life's Foundational Business. This role offers the right individual an opportunity to play a critical part in New York Life's Agile Transformation journey, with responsibility for driving projects from inception through completion. The successful PM/SM will lead project facilitation across the Technology portfolio of work using SAFe agile methodology & tools in support of key project deliverables. The position will deliver outcomes across multiple value streams and requires close partnership with the VS delivery leads, technology teams and business partners. This role will be instrumental in managing project timelines, removing impediments, and driving alignment across stakeholders. The ideal candidate brings a blend of traditional project management discipline and Agile expertise, ensuring successful delivery of business and technology initiatives. What You'll Do: * Inspire a culture of trust, accountability, and continuous learning within and across teams. * Lead by example in embracing Agile values, transparency, and adaptability. * Align team efforts with broader organizational strategy, ensuring delivery of business value. * Partner with senior leadership and stakeholders to influence change, remove systemic impediments, and champion Agile transformation efforts. * Act as Project Manager to plan, coordinate, and deliver complex initiatives on time and within scope across Technology teams. * Serve as Scrum Master for one or more Agile teams, facilitating all SAFe ceremonies (Daily Stand-ups, Sprint Planning, Reviews, Retrospectives, etc.). * Proactively identify and mitigate risks and issues early, while removing obstacles that hinder team progress and resolving conflicts as they arise. * Track progress using Agile tools (e.g., Jira) and provides transparency through reporting and metrics (e.g., velocity, burndown), while supporting the team in adopting and effectively using Agile planning and development tools (e.g., Jira, Confluence, Ativo, Structure). * Drive continuous improvement by coaching teams on Agile best practices and fostering a collaborative, self-reflective team environment. * Collaborate closely with Product Owners, Developers, QA, and Business Analysts to ensure clear understanding of work and priorities. * Support Product Owners in developing, refining, and maintaining a well-groomed product backlog. * Provide ongoing training, coaching, and facilitation to help Agile teams achieve high performance. * Help teams meet Sprint and Program Increment (PI) goals by promoting focus, commitment, and accountability. * Represent the team in broader planning and coordination forums, such as Scrum of Scrums, Program Increment (PI). * Ensure progress toward team goals is accurate, visible, and communicated to stakeholders. * Monitor and maximize team velocity while maintaining sustainable pace and high-quality delivery. * Coach teams to improve collaboration, self-management, and engagement with stakeholders. * Bring energy, focus, and resilience to the role to drive lasting, meaningful change. * Contribute to the continuous evolution of Agile practices by sharing learnings and engaging in Communities of Practice. * Foster self-organizing, empowered teams capable of delivering value independently. What You'll Bring: * Bachelor's degree in computer science or a related field of study is required. * PMP, CSM or Scaled Agile Frameworks (SAFe) Scrum Master certification preferred. * 5+ years of relevant Scrum Master and/or Project Management experience within the Insurance and / or Annuities industry preferred. * Strong knowledge of Agile frameworks (Scrum, Kanban, SAFe) and traditional project management. * Experience using Agile tools such as JIRA, Structure, Confluence, Ativo etc. * Excellent communication, facilitation, and interpersonal skills. * Experience working with geographically distributed teams. * Has been accountable for delivery of projects / programs with budgets over $1 million. * Experience in facilitation/moderation of large-scale workshops or meetings. * Proven ability to manage multiple initiatives simultaneously in a fast-paced environment. * Excellent analytical skills, independent thinking and ability to exercise prudent judgment. * Has sufficient technical expertise to analyze risks and process gaps and help provide solutions and assist in remediation activities. Has background in hands-on work with the scrum team competencies. For instance, had programming, testing, requirements gathering experience before assuming project Pay Transparency Salary Range: $97,500-$139,500 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92110

The New York Life Summer Internship experience offers an exciting opportunity for rising juniors and seniors looking to gain exposure to a corporate environment. As part of your summer, you'll participate in learning and development activities, gaining insight into our business and how our company functions. The summer internship program also includes additional social and networking opportunities where you will be able to expand your network with peers, mentors and senior leaders. The Summer Internship opportunity is 10 weeks long, beginning Monday June 1st, 2026, and concluding Thursday, August 6, 2026. Interns will work on a hybrid schedule with Mondays and Fridays remotely. Internship opportunities may be located in: New York, NY, White Plains, NY or Jersey City, NJ. Location is dependent upon the exact team you are aligned to; however, you will be able to specify your preferences on the job application. What You'll Do: Join New York Life's Business Analytics & Digital Solutions pathway and gain hands-on experience using data and technology to solve problems, optimize processes, and drive business insights. As an intern, you will explore how analytics, digital tools, and innovative solutions support decision-making across a Fortune 100 company. Interns in this pathway are placed on a team within one of several departments, based on business need. You'll have the opportunity to apply analytical skills, experiment with digital platforms, and collaborate with professionals on projects that combine data, strategy, and technology. Projects may include: * Building dashboards and reports to track performance and measure business outcomes * Analyzing datasets to identify trends, opportunities, and areas for improvement * Supporting digital product enhancements through research, testing, and feedback * Assisting with automation or process improvement initiatives using emerging technologies * Developing presentations and visualizations that translate complex data into actionable insights This pathway is ideal for students who are curious about how businesses use data to make decisions, enjoy working with technology, and want to build skills in analytics, problem-solving, and digital tools that are highly valued in today's workplace. What You'll Bring: Must be enrolled at an accredited 4-year university or college with anticipated graduation date between December 2026 and May 2028. Preferred Skills: * Strong analytical and problem-solving skills * Proficiency in Microsoft Excel; familiarity with data visualization tools (Tableau, Power BI) a plus * Exposure to or interest in SQL, Python, or other programming languages a plus * Ability to translate data into meaningful insights and clear visualizations * Strong written and verbal communication abilities * Detail-oriented with strong organizational and project management skills * Curiosity about digital tools, automation, and technology-driven business solutions * Coursework or interest in business analytics, data science, information systems, or related fields Additional Details: * Internship applications will only be accepted through December 31st, 2025. * Candidates will be considered on a rolling basis and notified by the end of January if selected to interview. * Interns are expected to work for the duration of the 10-week internship. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, this program is not available to those authorized to work under optional practical training (OPT) or curricular practical training (CPT). Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn! #LI-MW1 #ECA #LI-CV1 Salary range: $25/ hour Overtime eligible: Nonexempt Discretionary bonus eligible: No Sales bonus eligible: No

The New York Life Summer Internship experience offers an exciting opportunity for rising juniors and seniors looking to gain exposure to a corporate environment. As part of your summer, you'll participate in learning and development activities, gaining insight into our business and how our company functions. The summer internship program also includes additional social and networking opportunities where you will be able to expand your network with peers, mentors and senior leaders. The Summer Internship opportunity is 10 weeks long, beginning Monday June 1st, 2026, and concluding Thursday, August 6, 2026. Interns will work on a hybrid schedule with Mondays and Fridays remotely. Internship opportunities may be located in: New York, NY, White Plains, NY or Jersey City, NJ. Location is dependent upon the exact team you are aligned to; however, you will be able to specify your preferences on the job application. What You'll Do: Join New York Life's Compliance, Audit & Risk Management pathway and gain hands-on experience supporting the governance and oversight functions of our Corporate Audit, Risk Management, and Corporate Compliance departments. As an intern, you'll learn how these teams help safeguard a Fortune 100 company by ensuring sound risk practices, ethical operations, and adherence to regulatory requirements. Interns in this pathway are placed on a team within one of these departments, based on business need. You'll collaborate with professionals who protect New York Life's reputation and support decision-making by ensuring that business practices meet the highest legal, ethical, and regulatory standards. Projects may include: * Supporting Corporate Audit by testing internal controls, reviewing documentation, and analyzing risk areas * Assisting Risk Management with identifying, measuring, and reporting on key risk indicators * Contributing to Corporate Compliance initiatives such as policy reviews, regulatory research, or monitoring procedures * Conducting research on emerging regulations and industry best practices * Preparing reports and presentations that communicate audit, compliance, or risk findings to stakeholders This pathway is ideal for students who are detail-oriented, curious about governance and regulatory oversight, and interested in learning how large organizations manage compliance, mitigate risk, and maintain trust with clients, regulators, and the public. What You'll Bring: Must be enrolled at an accredited 4-year university or college with anticipated graduation date between December 2026 and May 2028. Preferred Skills: * Strong attention to detail with the ability to identify inconsistencies and risks * Analytical and critical thinking skills with a solutions-oriented mindset * Proficiency in Microsoft Excel, Word, and PowerPoint; familiarity with data or reporting tools a plus * Strong written and verbal communication abilities * Ability to manage confidential information with integrity and professionalism * Organizational and time management skills to handle multiple projects and deadlines * Interest in corporate governance, regulatory compliance, risk management, or audit practices * Coursework or interest in business, accounting, finance, economics, political science, or related fields Additional Details: * Internship applications will only be accepted through December 31st, 2025. * Candidates will be considered on a rolling basis and notified by the end of January if selected to interview. * Interns are expected to work for the duration of the 10-week internship. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, this program is not available to those authorized to work under optional practical training (OPT) or curricular practical training (CPT). Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn! #ECA #LI-MW1 #LI-CV1 Salary range: $25/ hour Overtime eligible: Nonexempt Discretionary bonus eligible: No Sales bonus eligible: No

The Private Capital Investors (PCI) team at New York Life Investments is one of the top investors in the traditional debt private placement market. We provide medium to long-term capital to a wide variety of institutions including public and private companies, cooperatives, endowments, and not-for-profits. PCI offers structured financing solutions including senior debt, master note facilities, and credit tenant leases, with deep sector expertise across infrastructure, utilities, structured finance, REITs, energy, media, and sports. About the Role: The PCI Associate will play a meaningful role on deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. This role will also support strategic initiatives across the group in support of new origination and AUM growth. Additionally, the position will combine elements of coordination with internal operations and legal teams to ensure successful closings, payment reconciliations and post-closing support. This is a unique opportunity for a motivated individual with a growth mindset, capable of juggling numerous tasks without sacrificing attention to detail. This Associate will gain experience across the full lifecycle of private placement investing-from deal screening to closing to ongoing management. What You'll Do: * Support new deal origination and underwriting activities * Support data collection and analyses for various origination initiatives * Prepare financial models and support the underwriting of new investments * Assist with the preparation of credit memorandums for new transactions * Assist with maintenance of timely reporting and closing documentation of new transactions * Conduct regular portfolio management, including tracking covenant compliance and monitoring sector and market trends * Prepare marketing materials and presentations for both internal and external stakeholders * Assist with other portfolio reports and projects as required What You'll Bring: * Bachelor's degree required; preferred concentration in finance, accounting, economics, or business * 1-3 years of experience in fixed income, investment banking, finance or related field * Strong data analytics and familiarity with interpreting and maintaining large data sets * Strong quantitative skills, with an ability to learn and conduct financial statement analysis and financial forecasts * Experience with Microsoft Excel, Power Point and Word as well as Bloomberg * Strong team player with the ability to manage and prioritize numerous tasks * Ability to understand current events that may impact business issues Nice to Have: * Experience preparing credit or investment memos * Exposure to private markets, investment compliance, or structured finance * Working knowledge of data visualization tools or report builders (e.g., Tableau, DealCloud dashboards) #LI-AM1 Pay Transparency Salary Range: $85,000-$105,000 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. Company Overview 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92948

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home. Associate, Internal Investments Auditor New York Life's Audit Department is accountable to the Audit Committee of the Board of Directors, the Chief Executive Officer, and senior management. The Audit Department is responsible for evaluating the effectiveness of the control environment for the firm's many lines of business. Audits are scheduled and conducted according to a risk-based approach. Advisory services are also provided at the request of management. Business Overview: The Corporate Audit Department is comprised of approximately 50 auditors that review insurance, investments, information technology, financial reporting, agency, and corporate functions. The Associate position will play an important role in planning, scoping, control analysis and testing, and reporting. The role also includes activities supporting ongoing risk assessments and continuous monitoring. The position is based in the Company's headquarters in New York City and currently follows a hybrid in-office schedule. What You'll Do: Active member on audit engagements by performing risk assessment, audit planning, control evaluation, audit testing, and verification of issue closure. What You'll Bring: * Have bachelor's degree; higher education and/or professional designations a plus * Have one to three years of audit experience within the investment management industry * Have strong communication (i.e., verbal and written) and interpersonal skills with the ability to influence change * Work well in a team environment * Have a proven track record of delivering projects and documenting their work accurately and timely * Have analytic and data visualization skills * Be enthusiastic and self-motivated * Be comfortable with travel when needed #LI-VL1 #LI-HYBRID Pay Transparency Salary Range: $75,500-$85,000 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. Company Overview 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92684

Join the Office of the General Counsel where we collaborate with diverse business units, providing effective and creative legal guidance that aligns with New York Life's core values. Your work directly impacts how the company makes decisions, fostering sound business practices, safeguarding its reputation and optimizing efficiency. Become part of a team dedicated to serving as a trusted partner, helping the business navigate the legal landscape and achieve its goals. This attorney will be part of the Corporate Transactions unit of the Office of the General Counsel, which advises and supports New York Life Insurance Company and its subsidiaries in connection with a variety of corporate transactions, including both finance and M&A transactions in the life insurance and investment management space. This attorney will have exposure to business and legal executives and will report to the Head of Corporate Transactions in OGC. What You'll Do: * Provide legal advice and guidance to the Company's corporate development functions with respect to insurance and investment management M&A transactions, both domestic and in foreign jurisdictions * Support the Company's business units in all aspects of corporate finance transactions, including syndicated credit facilities, surplus notes offerings and the Company's medium term notes and commercial paper programs * Responsibilities include: o Due diligence o Drafting and review of transaction documents, including confidentiality agreements, engagement letters, term sheets, letters of intent, definitive agreements, offering memoranda and disclosure documents o Managing regulatory approval processes o Closing preparations and post-closing matters o Coordinating with internal business units and subject matter experts o Managing outside counsel o Advising and assisting the head of Corporate Transactions * Provide advice on various legal and commercial matters. What You'll Bring: * JD with a minimum of three (3) years' experience as a corporate attorney, including legal due diligence and familiarity with agreements for corporate finance and M&A transactions, ideally in the financial services industry. New York State Bar preferred. * Familiarity with, and willingness to learn, laws and regulations relating to insurance companies, investment managers and related transactions * Excellent writing and communication skills. * Ability to interact with a broad range of internal and external personnel with diverse expertise and experience and to function independently on appropriate projects. * A growth mindset, commitment to continuous improvement, and willingness to embrace new technologies to advance legal and business objectives. Pay Transparency Salary Range: $144,000-$205,500 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. Company Overview 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. Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion 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. Click here to learn more about New York Life's leadership in this space. 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 the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93014

$68,000.00 - $113,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Working within the Private Markets Operations team, the Private Markets Operations Specialist supports the investment activities of the Private Markets front office which include private equity funds, real asset funds, private credit funds, co-investments, commercial mortgage loans, and private placement notes. You will have experience supporting the technology, data management, performance measurement, transaction monitoring, closing, and risk management activities for private markets investments. You will report to the Senior Manager, Private Market Operations. You will be considered for a Full-Time Remote or Hybrid (if based in Madison, WI) work arrangement based on your location. Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role. Primary Accountabilities: * You will analyze and report the risk and return of private markets investments. * You will be a technical liaison to internal and external parties regarding private markets technologies, processes, reporting, and operations. * You will be the relationship point of contact for external private markets technology and operations vendors. * You will help train new private markets operations employees. * You will assist private markets operations initiatives including, but not limited to: assessment, analysis, and implementation of new technology systems and procedures. * You will ensure reliability and accuracy of private markets processes and procedures. Qualifications: * Bachelor's degree in finance, accounting, or a related field. * Proven experience building and maintaining relationships with internal and external parties. * Solid knowledge and understanding of investment operations and procedures. * Solid knowledge and understanding of investment information systems, reporting, and data management. * Solid knowledge and understanding of investment data analysis, performance measurement, and modeling. * Basic knowledge and understanding of private markets terminology and concepts. * Basic knowledge and understanding of accounting principles. * Strong project management skills. This role is eligible for a significant variable compensation plan. #LI-Remote Additional Information * Offer to selected candidate will be made contingent on the results of applicable background checks * Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions * Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation. #LI-RS1

The New York Life Summer Internship experience offers an exciting opportunity for rising juniors and seniors looking to gain exposure to a corporate environment. As part of your summer, you'll participate in learning and development activities, gaining insight into our business and how our company functions. The summer internship program also includes additional social and networking opportunities where you will be able to expand your network with peers, mentors and senior leaders. The Summer Internship opportunity is 10 weeks long, beginning Monday June 1st, 2026, and concluding Thursday, August 6, 2026. Interns will work on a hybrid schedule with Mondays and Fridays remotely. Internship opportunities may be located in: New York, NY, White Plains, NY or Jersey City, NJ. Location is dependent upon the exact team you are aligned to; however, you will be able to specify your preferences on the job application. What You'll Do: Join New York Life's Financial Products, Planning & Strategy pathway and gain hands-on experience learning how financial solutions are developed, analyzed, and managed across a Fortune 100 company. As an intern, you'll have the opportunity to explore the financial side of the business - from institutional annuities to insurance products- while building skills in research, analysis, and strategic thinking. Interns in this pathway are placed on a team within one of several departments, based on business need. You'll collaborate with professionals on projects that provide insight into how New York Life develops financial products, evaluates performance, and creates strategies to serve clients and policyholders. Projects may include: * Conducting research and analysis on financial products, investments, or market trends * Assisting with portfolio reviews, reporting, and performance analysis * Supporting product development efforts by analyzing data and reviewing design features * Contributing to financial planning and strategic initiatives that guide business decisions * Preparing reports, dashboards, or presentations that summarize insights for internal stakeholders This pathway is ideal for students who are interested in finance, investments, or product strategy, enjoy working with data and markets, and want to apply analytical and critical thinking skills to real-world financial challenges. What You'll Bring: Must be enrolled at an accredited 4-year university or college with anticipated graduation date between December 2026 and May 2028. Preferred Skills: * Strong analytical and quantitative skills with the ability to work with financial data * Proficiency in Microsoft Excel; familiarity with financial modeling or reporting tools a plus * Strong written and verbal communication abilities * Intellectual curiosity about markets, investments, and financial products * Ability to synthesize research and analysis into clear insights and recommendations * Detail-oriented with strong organizational and time management skills * Collaborative mindset with the ability to work effectively in team settings * Coursework or interest in finance, economics, accounting, business, or related fields Additional Details: * Internship applications will only be accepted through December 31st, 2025. * Candidates will be considered on a rolling basis and notified by the end of January if selected to interview. * Interns are expected to work for the duration of the 10-week internship. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, this program is not available to those authorized to work under optional practical training (OPT) or curricular practical training (CPT). Curious what it's like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn! #LI-MW1 #ECA #LI-CV1 Salary range: $25/ hour Overtime eligible: Nonexempt Discretionary bonus eligible: No Sales bonus eligible: No

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. Candidate must reside in NYC or New Jersey. Candidate must speak fluent Spanish What you will do Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans Achieve business results and facilitate impactful conversations while meeting service level agreements Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes Manage meeting schedule, including travel booking Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives Attend client meetings with other service team members May be asked to participate in finals presentations for new prospects based on the demands of the territory What you will bring Bachelor's degree and or equivalent experience considered in lieu of a degree 2 - 4 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint and Teams required Strong relationship building and territory management skills FINRA Series 6 and Series 63 registrations within established timelines required FINRA fingerprinting required What will set you apart Working knowledge of Salesforce preferred Ability to calculate figures such as interest, proportions, percentages, and fractions required Strategic thinker who can work independently Practical experience providing high-level, consultative client interactions preferred Basic knowledge of defined contribution plans preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-26-2025 Want the latest money news and views shaping how we live, work and play? 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