Senior Estate & Business Planning Consultant

Location Designation: Hybrid - 3 days per week Role Overview The Nautilus Group supports more than 200 of New York Life’s top producers. This role serves as a senior technical leader and strategic partner to member agents, delivering advanced estate and business planning guidance for high-net-worth and ultra-high-net-worth clients. The ideal candidate brings 8–10 years of advanced market experience and operates as a self-directed leader requiring minimal oversight. Success in this role is defined by the ability to build trusted relationships with agents, deliver exceptional client-facing support, leverage AI and technology to enhance planning outcomes, and consistently provide high-impact case design. What You’ll Do Member Agent Support Serve as a strategic partner and primary advanced planning resource for member agents. Develop and deepen relationships with member agents, with responsiveness and service excellence as a core performance measure. Collaborate with member agents to design estate, business, charitable, retirement, and tax planning strategies for business owner and high-net-worth clients. Integrate New York Life products into comprehensive planning solutions where appropriate. Support member agents in targeting and penetrating key markets, including high-net-worth, business owner, and cultural markets. Participate in client meetings (virtually) as needed. Estate and Business Planning Case Design Create customized case designs that directly address client objectives and drive implementation. Utilize AI tools, data analysis, and emerging technologies to enhance case modeling, improve efficiency, and deliver differentiated, best-in-class technical support. Develop financial models using advanced Excel capabilities and AI-enhanced workflows. Serve as a technical leader within the Case Development Team, setting quality standards and mentoring peers to ensure consistent excellence. Meeting Presentations Present advanced planning concepts at company meetings, industry events, and member agent seminars. Develop and deliver webinars and training sessions on technical topics, product updates, tax law changes, and strategic initiatives. Communicate complex strategies clearly and persuasively to both advisors and clients to drive action. Leadership & Strategic Initiatives Take ownership of new initiatives arising from legislative changes, product enhancements, and evolving planning opportunities. Lead development of high-quality educational content (white papers, newsletters, website content, industry articles, etc.). Conduct monthly technical training for Nautilus staff. Proactively identify opportunities to improve processes, elevate service standards, and expand the team’s AI-enabled capabilities. What You’ll Bring 8–10 years of advanced market experience with deep expertise in: Estate and gift tax planning Business succession and entity planning Charitable planning Nonqualified compensation planning Income tax planning Asset protection planning Juris Doctor required; CPA or LL.M. preferred. Extensive knowledge of: Life insurance products, taxation, and advanced funding techniques (e.g., split dollar, premium financing) Annuity products and taxation Integration of insurance solutions into sophisticated estate and business plans Demonstrated ability to present complex planning strategies to advisors and clients and drive implementation. Advanced proficiency in financial modeling (Excel required) and a demonstrated ability to leverage AI and emerging technologies to enhance productivity and service delivery. Proven ability to operate independently with little to no technical guidance, prioritize competing demands, and deliver at a high level of productivity. Strong leadership presence within a technical team environment, with a track record of mentoring peers and elevating overall performance.

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Pay Transparency Salary Range: $145,000 - $195,000 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. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. 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: 93553 #J-18808-Ljbffr New York Life Insurance Company