Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Associate, Product Owner Weath Experience

New York Life

Job Requisition ID:94754Location Designation: HMO-NYC HybridProduct Owner, Wealth Experience (PF4)This position is based in HMO-New York City and is a Hybrid schedule.Role OverviewWe’re seeking a Product Owner to support the design and delivery of the wealth experience within NYL360. NYL360 is New York Life’s connected digital experience for the field, bringing together the tools, information, and insights advisors use every day in one place. Today, wealth products, tools, and processes often take a back seat to life insurance within the advisor experience — and the current environment is complex to navigate. You will own the effort to change that: ensuring wealth is prominently represented, thoughtfully designed, and easy to understand within the platform, in direct support of New York Life’s goal of Protection Powered Growth. You will work closely with other Product Owners, Designers, Engineers, data teams, testing teams, and field stakeholders to turn advisor wealth needs into well-defined, deliverable features. This is a fast-moving transformation effort, and what the team builds will fundamentally change how advisors sell, service, and manage wealth business every day.What You’ll DoShape the Work Through PrototypesPartner with Design to turn high-level epics into working prototypes in place of traditional requirements documentation.Define & codify “what good looks like” for wealth products and tools — advisor needs, business rules, data requirements, and access — with an eye toward simplifying a complex operating environment.Refine the stories that come out of the prototype into clear scope and acceptance criteria for engineering.Keep the backlog ready for weekly sprint planning.Coordinate Across Business, Field & Technology TeamsWork in partnership with Design, Engineering, Data & Testing teams with fewer handoffs than traditional delivery models.Work directly with advisors, wealth product partners, and other field stakeholders to validate workflows and gather feedback.Flag dependencies, risks, and open decisions early enough for the team to act — particularly where wealth processes intersect with legacy systems or life insurance workflows.Keep Weekly Delivery MovingParticipate in weekly sprint planning, stand-ups, demos, and retrospectives.Answer questions and close requirement gaps in the moment so development keeps moving on a one-week cycle.Use AI tools in your own product work. This team relies on them heavily in design and development.Track sprint commitments, follow-ups, and open items, and own closing them out.Capture decisions and trade-offs as they happen.Support User Acceptance Testing & QualityBuild test scenarios based on real advisor wealth workflows and business use cases.Validate delivered functionality in the QA environment, document defects, and confirm resolutions.Support Readiness & the Field Feedback LoopContribute to communications, demos, and release documentation for new wealth capabilities.Support pilots and phased releases, gather feedback, and translate it into product improvements.Sort feedback and production issues into usability concerns, defects, enhancements, and maintain backlog items.What You’ll BringExperience & SkillsExperience in product ownership, digital delivery, or a related role preferred.Strong ability to translate user feedback and operational pain points into a clear direction, and to carry it through delivery.Comfort working with cross-functional teams in a complex environment with legacy systems and evolving processes.Familiarity with Agile methodology and tools such as Jira preferred.Uses AI tools in day-to-day work and looks for ways to apply them across product, design, and delivery.Strong attention to detail around data accuracy, business rules, and role-based requirements.Understanding of wealth management products, processes, or the advisor/agent experience is a plus.Mindset & BehaviorsBias for progress. Owns follow-ups, closes gaps, and finds a practical path forward when the answer is not obvious.Decisive. Comfortable making calls with the information available and adjusting as the product evolves.Collaborative. Co-creates and iterates with Product, Design, Technology, Data, and field partners.Open to a different way of working. Comfortable trading heavy documentation for short cycles and working prototypes.​Job Level: LEVELPF4Pay TransparencySalary Range:$100,000-$143,000Overtime eligible:ExemptDiscretionary bonus eligible:YesSales bonus eligible:NoActual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.Please note: This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.Our BenefitsWe 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 InclusionAt 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 ofFortune’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 theFoundation. 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 Careerspage of .Job Requisition ID: 94754

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Associate, Product Owner Weath Experience in New York, NY vacancy
  •  ...Location Designation: HMO-NYC HybridProduct Owner, Wealth Experience (PF4)This position is based in HMO-...  ....Role OverviewWe’re seeking a Product Owner to support the design and delivery...  ...requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.Our... 
    Senior
    Local area

    New York Life Insurance Company

    New York, NY
    3 days ago
  • $40k - $75k

    Agency:Hearts & ScienceJob Function:MediaJob Subfunction: Media Planning and BuyingJob Description:Senior Associate, Experience PlanningThe Senior Associate, Experience Planning is responsible for assisting planning paid media plans and managing client budgets. The Senior... 
    Senior
    Full time
    Work at office
    Local area
    3 days per week

    Momentum Worldwide

    New York, NY
    5 days ago
  •  ...behavioral data, and intent signals to shape experiences and guide users forward• Identify...  ...conversion, and lead quality goals• Partner with Product and Analytics to define success metrics...  ...in the best interests of our policy owners. To learn more about career... 
    Senior
    Local area
    1 day per week

    New York Life Insurance Company

    New York, NY
    5 days ago
  • $119k - $170k

     ...:At New York Life, the Field Experience (FX) Value Stream is an organization...  ..., compensation, onboarding, productivity, and field strategy, the...  ...as a strategic advisor to senior leaders on learning and practice...  ...best interests of our policy owners. To learn more about career... 
    Senior
    Local area
    3 days per week

    New York Life Insurance Company

    New York, NY
    4 days ago
  • $77k - $202k

     ...ApplicableSpecialismCustomerManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Integrated Experience Delivery Senior Associate you will help shape client experience strategies that improve customer and employee journeys, using analysis of... 
    Senior
    Full time
    H1b

    PwC

    New York, NY
    2 days ago
  • JPMorganChase seeks an Experience Design Associate to design AI-powered, adaptive employee experiences for 320,000+ employees. You will create flows...  ..., and high-fidelity interfaces, collaborating with product, engineering, and research to deliver scalable self-service... 
    Senior

    JPMorganChase

    New York, NY
    1 day ago
  • Contribute to innovative experience design, blending user needs with business goals in the dynamic environment of financial services. As an Experience Design Senior Associate in the Digital products, you will play a pivotal role in shaping the user experience of our products... 
    Senior

    Testing Site - JPMC

    New York, NY
    4 days ago
  • Contribute to innovative experience design, blending user needs with business goals in...  ...financial services. As an Experience Design Senior Associate in the Agentic team, you will play a...  ...in shaping the user experience of our products and services by leveraging your... 
    Senior

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • $75k - $85k

     ...a high-energy, deeply empathetic, and process-driven Senior Associate to join our People and Experience Team (PET), based out of LA, on the Business Partner...  ...junior talent. We’re looking for a relationship-first "owner" — someone with high emotional intelligence who can... 
    Senior
    Immediate start
    Worldwide

    VaynerMedia

    New York, NY
    3 days ago
  • $70k - $80k

     ...headquarters is located in Hudson Yards, NYC. In a Nutshell Vayner is looking for a high-energy, detail-oriented Senior Associate to join our People & Experience Team (PET). Reporting to PET Operations, this role is the operational backbone of our People team, partnering... 
    Senior
    Full time
    Work at office
    Worldwide

    VaynerX

    New York, NY
    2 days ago
  •  ...Contribute to innovative experience design, blending user needs with business goals in...  ...financial services. As an Experience Design Senior Associate in Corporate & Investment Bank (CIB) –...  ...in shaping the user experience of our products and services by leveraging your... 
    Senior

    Aumni

    New York, NY
    5 days ago
  • $107k - $147.1k

     ...clients, institutions and communities around the world.Job DescriptionThe AEP Data Product Owner will lead the ownership, evolution, and day-to-day stewardship of the Adobe Experience Platform (AEP) ecosystem for Ameriprise, ensuring our customer data foundation powers... 
    Full time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    New York, NY
    17 hours ago
  •  ...Capital One is seeking a Sr. Associate, Product Management in New York, NY. You will collaborate with designers, engineers, data scientists and stakeholders to shape product strategy and drive feature development in an agile environment. You’ll learn the essentials of... 
    Senior

    Capital One

    New York, NY
    4 days ago
  • $125k - $175k

     ...challenges for world-leading financial institutions. As a Senior Technical Product Owner, you will play a pivotal role in shaping cutting-edge...  ...application features and user interfaces to enhance client experience.Play a key role in managing backlogs and driving seamless... 
    Senior
    Work at office
    Flexible hours
    2 days per week
    3 days per week

    Consortia

    New York, NY
    4 days ago
  • $110k - $190k

    Digital Client Experience & Platforms Product Owner - Vice PresidentWealth Management PlatformsPurchase, NYWe are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team.  The Digital... 
    Work at office
    Worldwide

    Morgan Stanley

    New York, NY
    1 day ago
  • $110k - $190k

    Senior Data Management Professional - Data Product Owner (Data AI) Location New York Business Area Data Ref # 10052509 Description & Requirements...  ...’ll Need to Have:Bachelor’s degree or equivalent experience in Finance, Business, Economics, Accounting, STEM... 
    Senior
    Temporary work
    For contractors
    Work experience placement

    Bloomberg

    New York, NY
    4 days ago
  •  ...about.We’re seeking a future team member for the role of Senior Specialist, Tax Product Owner to join our Tax Product Mgt team. This role is located...  ...’s degree or a related discipline, or equivalent work experience required5-7 years of experience in US tax operations, including... 
    Senior
    Work experience placement
    Flexible hours

    The Bank of New York Mellon

    New York, NY
    5 days ago
  • $113k - $170k

     ...decisions. We're building innovative products that turn complex data into actionable...  ...greater value and better outcomes.As a Senior Product Owner, you'll play a pivotal role in shaping...  ...technologies to enhance products and user experiences.Drive collaboration across multiple... 
    Senior
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week
    3 days per week

    Dentsu

    New York, NY
    3 days ago
  • $99.15k - $162.89k

    As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support...  ...and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business... 
    Senior
    Full time
    H1b
    Visa sponsorship
    Work visa
    Flexible hours

    Guardian Life Insurance

    New York, NY
    3 days ago
  • $118.98k - $195.47k

     ...digital solutions? Are you passionate about building scalable integrations that improve the experience for customers, brokers, and partners? Guardian is seeking a Senior Product Owner, Benefits Technology (BenTech) to lead the strategy, development, and delivery of... 
    Senior
    Full time
    H1b
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Flexible hours
    3 days per week

    Guardian Life Insurance

    New York, NY
    5 days ago
  •  ...Title: ServiceNow Technical Product Owner(SPM Experience Mandatory) Duration : 6+ Months of Contract with possible extension Location: Jersey City, NJ- Onsite Job Responsibilities: Product Strategy & Ownership Own the ServiceNow SPM product roadmap... 
    Contract work

    programmers.io

    New York, NY
    4 days ago
  • Job-ID: 81506Category: POM Product ManagementLocation: Pittsburgh, PA, United States; New York...  ...seeking a future team member for the role of Senior Vice President, Learning & Skills Product Owner to join our Colleague Experience team. This role is located in Pittsburgh,... 
    Senior
    Full time
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    New York, NY
    17 hours ago
  •  ...An innovative edtech company is seeking a Product Owner to guide successful product delivery. You will lead scrum teams, ensuring cross...  ...product development. The ideal candidate has over 5 years of experience in SaaS or edtech and excels in Agile methodologies. This role... 
    Senior

    Amira Learning

    New York, NY
    4 days ago
  •  ...Join to apply for the Senior Cash Management Product Owner role at Jobright.ai 2 days ago Be among the first...  ...: Required: • Recommended years of experience: 10 • Extensive experience in...  ...$110,000.00-$120,000.00 1 day ago Associate Principal Consultant - Senior Product... 
    Senior
    Full time
    Temporary work
    H1b
    Remote work

    jobright.com

    New York, NY
    3 days ago
  •  ...Are you an experienced Associate Product Owner (Chat Platform) with a desire to excel? If so, then Talent Software Services may have the job...  ...Managers to drive sprint execution across multi-channel customer experiences. The ideal candidate possesses a strong foundational... 

    LinkedIn

    New York, NY
    1 day ago
  •  ...possess a background in finance, technology, or Mathematics, your experience in the capital markets industry would be of high interest to us. Role Currently we are looking for a Senior Murex Product Owner , who will be responsible for defining, communicating the product... 
    Senior
    Full time
    Temporary work

    Luxoft

    New York, NY
    4 days ago
  •  ...markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive...  ...opportunity to contribute to the company’s success. As a Product Owner Senior within PNC's Technology organization, you will be based in... 
    Senior
    Temporary work
    Work experience placement
    Work at office

    PNC

    New York, NY
    4 days ago
  • $130k - $150k

     ...22 countries within key global markets. Our challenge As a Senior Product Owner focused on Municipal Bonds, the candidate will be responsible...  ...Munis platforms (e.g., Deal Central / issuance platforms) Experience in Municipal Bonds primary markets (issuance, syndication,... 
    Temporary work
    Flexible hours

    Synechron, Inc._USA Company

    New York, NY
    2 days ago
  • Agadia Systems, headquartered in New Jersey, seeks a Technical Product Owner to drive provider workflows and EHR interoperability...  ...healthcare integrations. The ideal candidate combines practical EHR experience with technical fluency, strong documentation skills, and ownership... 
    Senior

    Agadia

    New York, NY
    1 day ago
  •  ...leading technology firm in New York is seeking an experienced Sr. Product Owner with a deep background in Capital Markets and Investment Banking. The ideal candidate will have over 10 years of experience, strong communication skills, and a proven ability to lead product... 
    Senior
    Full time

    Accord Technologies Inc

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Associate, Product Owner Weath Experience. Be the first to apply!