Director, Program & Transformation Management - Investments jobs in United States
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New York Life Insurance Company · 17 hours ago

Director, Program & Transformation Management - Investments

New York Life Insurance Company is seeking a Director, Program & Transformation Management to lead the unification of their investment businesses. This role involves driving coordinated execution across investment teams and shared services, while partnering closely with senior leaders to ensure alignment and clarity in operations.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Act as the central execution point supporting the unification of the investment businesses
Partner with leaders across investment teams and shared services to align priorities, track progress, manage dependencies, and surface issues early
Maintain an integrated execution roadmap that aligns timelines and sequencing across businesses and functions
Proactively identify gaps, risks, or misalignment and drive resolution or escalation as needed
Lead regular cross-business execution and status forums, ensuring focused discussion, clear accountability, and follow-through
Coordinate inputs across investment, operations, technology, finance, HR, and communications to ensure consistent and accurate updates
Document decisions, actions, and risks; track closure and next steps
Reinforce execution discipline while enabling collaboration across historically distinct businesses
Prepare clear, concise executive materials—including status updates, dashboards, and decision memos—for senior leadership and governance forums
Synthesize detailed activity into straightforward leadership narratives highlighting progress, risks, and decisions required
Support leadership meetings by managing agendas, materials, follow-ups, and action tracking
Monitor overall delivery health across scope, timing, risks, and interdependencies
Build trusted working relationships with leaders across asset management, investment operations, technology, finance, HR, and communications
Serve as a reliable execution partner to business and functional leads, supporting coordination and problem-solving in a fast-moving environment
Communicate with clarity, professionalism, and empathy, helping foster accountability and forward momentum

Qualification

Program ManagementTransformation ManagementAsset ManagementPMP CertificationCross-functional InitiativesLeadership SupportStakeholder PartnershipCommunication Skills

Required

Bachelor's degree required; relevant certifications (e.g., PMP) a plus
10–12 years of experience in business execution, integration, or complex cross-functional initiatives within large, matrixed organizations
Strong ability to manage execution details while maintaining focus on business outcomes
Proven experience preparing executive-ready materials and supporting senior leadership decision-making
Solid understanding of asset management operating models, including public and private markets and shared services
Excellent written and verbal communication skills; confident facilitator and collaborator

Preferred

Experience in asset management strongly preferred

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase