Corporate Vice President, Client & Distribution Technology

Job Description

Corporate Vice President – Client & Distribution Technology | New York Life Insurance Company

The Tone:
This is a full-time role at New York Life Insurance Company, located in New York with a hybrid schedule (3 days per week in the office). The company is accelerating its competitive advantage by leveraging technology, data, and AI across its businesses, serving policy owners, agents, advisors, and employees. This role is central to an AI-led transformation of Portfolio Management, aiming to revolutionize how investment capabilities and insights are communicated to clients and distribution partners through advanced technology solutions.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid – New York, USA
• Pay: $185000–$264500 yearly
• Team: Leads the Client & Distribution Technology team within the AI-led Portfolio Management transformation.
• Mission: Owns the technology strategy and roadmap for client reporting and distribution, transforming manual processes into continuously available, governed, personalized, and intelligence-enabled capabilities.
• Tech Stack: Generative AI, agentic technologies, CRM, content-management, reporting platforms, document-generation, workflow, client-experience platforms

What You’ll Actually Do
• Technology Strategy: Own the end-to-end technology strategy and roadmap for client reporting, institutional distribution, RFP/DDQ workflows, and related client-service capabilities.
• AI Integration: Define and implement the responsible use of generative AI and agents for drafting, assembling, validating, and personalizing client and distribution content.
• Architectural Design: Partner with engineering and architecture teams to define scalable experience, content, workflow, API, integration, and agent patterns using authoritative data sources.
• Delivery Leadership: Lead multidisciplinary outcome teams, managing strategic partners and ensuring continuity from discovery through production, adoption, and ongoing enhancement.
• Executive Partnership: Build trusted relationships with senior business and technology leaders, translating priorities into technology investments while embedding necessary controls and auditability.

The Must-Haves
• Background: Executive level, with core domain knowledge in technology, software engineering, solution delivery, digital transformation, investment technology, or data/analytics.
• Experience: 15+ years of progressively responsible experience, including significant leadership responsibility in complex enterprise environments; proven success owning end-to-end technology capabilities or major transformation domains from strategy through implementation and measurable outcomes; demonstrated ability to operate in federated or matrixed enterprises.
• Skills: Domain Technology Leadership, AI-Enabled Transformation, Technology & Engineering Judgment, Executive Communication & Influence, Strategic Planning & Execution.
• Bonus: Experience with asset management distribution, institutional client service, client reporting, RFP/DDQ processes, or investment-content technology; applying generative AI to content workflows in a controlled environment; experience within asset management, insurance, financial services, or another regulated industry.