Description

Location Designation: Hybrid - 3 days per week

The Corporate Development & Strategy (CD&S) team works closely with the New York Life senior leadership to generate market and business insights, drive strategy development and execution of strategic initiatives, and enable senior leadership decision making. The CD&S group is composed of teams focused on strategic planning, internal strategy consulting, market and competitive intelligence, enterprise relationship management, and mergers & acquisitions.

The New York Life Markets and Competitive Intelligence team is focused on generating market- and data-driven insights to inform New York Life business strategy. Our team analyzes market and competitive intelligence in partnership with business and enterprise leaders to deliver information and insights to support management perspectives, planning, and decision making. We are seeking a highly qualified individual to join us as a New York City-based Market Intelligence Research Director who has excellent analytical research capabilities, robust strategy and financial services industry expertise, and strong presentation skills. As a member of the CD&S team, you will be a part of a group of highly skilled professionals with strong academic credentials and professional backgrounds in financial services, management consulting, and investment banking.

Key Responsibilities

• Monitor industry trends impacting life insurance, annuities, investment management, and asset management sectors

• Author and present concise research presentations and memos focused on industry trends, marketplace updates, and key competitors with data-driven narratives
• Lead design and delivery of complex research projects that develop strategic perspectives and drive discussions with executive leadership
• Conduct industry research through professional networks (senior executives, investment bankers, external research firms, and consultants)
• Drive process innovation by applying emerging technologies-such as GenAI agents and third-party tools-to enhance research workflows and analytical capabilities across the team and internal partners
• Analyze information within using GAAP and statutory reporting frameworks and industry databases to identify strategic insights
• Share best practices and build collaborative working relationships with competitive intelligence stakeholders across NYL business areas

Desired Qualifications

• 10+ years of experience in competitive/market intelligence with advanced background in research and analysis; experience should be from a leading investment bank, independent research firm, or financial services company
• Expertise in life insurance, annuities, investment management, and asset management sectors, and deep understanding of competitors, trends, and drivers of performance
• Strong business acumen to synthesize research, assess trends, and provide insights on key competitors and industry issues
• Superior executive presence, written and oral presentation skills, including experience developing and delivering C-suite research presentations
• Ability to work well autonomously, as well as collaborate on a team and in a matrix-environment
• Strong attention to detail and emphasis on accuracy
• Ability to successfully program and project manage several initiatives concurrently
• Proficiency with MS Office, industry databases and sources (e.g., LIMRA, Cerulli, S&P CapIQ), and AI capabilities
• Bachelor's degree required, MBA, advanced degree and/or CFA strongly preferred

Pay Transparency

Salary Range: $180,500-$258,000

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 hereto 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 www.NewYorkLife.com.

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: 92314

About NY Life Insurance Company

Diversity & Humanity-two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

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 a diverse 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.

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.

Required Legal Notices - All Candidates Please Click Here