Senior Associate, Institutional Retirement Income Solutions

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profile Job Location:

Jersey, NJ - USA

profile Monthly Salary: $ 90000 - 120000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Location Designation:Hybrid - 3 days per week

Role Overview:

As a Senior Associate within New York Lifes Institutional Retirement Income Solutions team youll play a key role in driving growth across two of the companys strategic business segments: Defined Contribution (DC) Retirement Income and Pension Risk Transfer (PRT). This is a unique opportunity to work at the intersection of product strategy market analysis and business development in a rapidly evolving retirement landscape. Youll support strategic initiatives contribute to competitive positioning and help shape how New York Life delivers retirement security to plan sponsors and participants. Your analytical mindset and collaborative approach will directly support the teams mission to expand NYLs presence in the institutional retirement market.

What Youll Do:

  • Support PRT product management activities including pricing coordination case support process improvement initiatives and leading internal and external discussions to ensure transactions are executed successfully
  • Conduct market research and competitive analysis to inform strategic positioning and identify growth opportunities
  • Develop financial models and analytical frameworks to evaluate business opportunities and support decision-making
  • Assist in developing materials for partnership discussions client presentations and internal leadership meetings
  • Support advisor and consultant outreach efforts to build awareness of NYLs retirement income solutions
  • Monitor industry trends regulatory developments and competitive dynamics across DC and PRT markets
  • Collaborate cross-functionally with distribution operations legal and actuarial teams to advance strategic priorities
  • Contribute to special projects and initiatives that support the growth of the Institutional Retirement Income business

What Youll Bring:

  • Bachelors degree preferred bonus if in business mathematics economics finance actuarial science related areas with strong quantitative and analytical skills
  • 3 years of professional experience ideally in financial services asset management insurance or retirement-related fields
  • Strong analytical and problem-solving skills with the ability to synthesize complex information
  • Proficiency in Excel and PowerPoint; comfort building models and creating executive-ready presentations
  • Excellent written and verbal communication skills
  • Intellectual curiosity and a desire to learn about retirement products markets and competitive dynamics
  • Ability to manage multiple priorities and work both independently and collaboratively
  • Experience in retirement annuities or institutional markets is a plus but not required
  • Candidates must be willing to obtain Life/Accident/Health insurer licensing credentials

Pay Transparency

Salary Range:$90000-$120000

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 individuals experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary 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 communitiesinviting bold thinking collaborative problem-solving and purpose-driven innovation. Here youll 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 whats 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 Lifes leadership in this space.

Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the 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: 93406


Required Experience:

Senior IC

Location Designation:Hybrid - 3 days per weekRole Overview:As a Senior Associate within New York Lifes Institutional Retirement Income Solutions team youll play a key role in driving growth across two of the companys strategic business segments: Defined Contribution (DC) Retirement Income and Pensio...
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Key Skills

  • Income Tax
  • Jpa
  • EMC
  • Informatica
  • Audio Visual
  • ACCA

About Company

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Protect and build your future with comprehensive one-on-one guidance from New York Life. Learn about our life insurance and financial product offerings.

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