FLEX Rotational Associate: Institutional Life Planning and Analysis

Job Requisition ID: 94104 Location Designation: Hybrid - 3 days per week You are our future, and we commit to investing in you accordingly. Join Corporate Finance, where expertise meets the future of data-driven decision making. Partner with diverse business units, providing financial insights and guiding sound decision-making. You’ll work collaboratively to ensure data accuracy, implement strong controls, and safeguard policy owner interests. Be part of a team focused on financial stewardship, enabling business performance, and supporting a secure future for generations to come.

Role Overview FLEX (Finance Leadership Experience) is a fast-track opportunity for high-potential individuals seeking a dynamic career in corporate finance. Participants gain hands-on experience, mentorship, and structured training to build the skills needed for future leadership roles. Through rotational assignments, you’ll develop a broad understanding of finance while strengthening both technical and strategic capabilities. The program emphasizes continuous development, meaningful exposure to senior leaders, and the opportunity to build a strong professional network.

What You’ll Do Our full-time rotational program provides a foundational experience across Corporate Finance disciplines. In addition to Institutional Life Planning and Analysis work, you’ll gain exposure to tools and techniques shaping the field today, including automation, dashboarding, predictive analytics, and AI-supported modeling. As part of this opportunity, participants will complete the following finance rotation:

Institutional Life Planning and Analysis In this role, you’ll support financial planning and analysis for Institutional Life by assisting with management reporting, forecasting, and multi-year planning activities while partnering across teams to deliver accurate financial insights. The position also provides hands-on experience with data analysis, reporting tools, and process improvements to enhance how financial information is managed and shared.

What You’ll Bring

Strong written and verbal communication skills Ability to manage multiple priorities in a fast-paced environment Self-motivation and a willingness to learn Interest in how finance and technology intersect Exposure to or curiosity about AI tools and applications Familiarity with Tableau or other data visualization tools is a plus

Required Qualifications

Bachelor’s degree in Accounting, Finance, Economics, Supply Chain Management, or a related field

Pay Transparency

Salary Range: $75,000 – $90,000 Overtime Eligible: Exempt Discretionary Bonus Eligible: Yes Sales Bonus Eligible: No

Actual base salary will be determined based on several factors, including but not limited to an 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.

Our Benefits We provide a full package of benefits for employees and offer unique programs 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 expand our offerings so employees 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

Pay Transparency Salary Range: $65,000-$92,500 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 here to 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 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: 94104