Senior Associate, Product Owner Weath Experience

About New York Life For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

New York Life

Life Insurance Retirementand Investments

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nyl.co/3uLirwD

10,001+ employees

Financial Services

New York, New York

Privately Held

357k LinkedIn followers

• Partner 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.
• Work 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.
• Participate 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.
• Build test scenarios based on real advisor wealth workflows and business use cases.
• Validate delivered functionality in the QA environment, document defects, and confirm resolutions.
• Contribute 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.

• Experience 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.
• Bias 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: LEVELPF4
• Pay Transparency

• 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.
• 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.