New York Life Insurance
New York City, New York
Center of Excellence Case Design Specialist (New York, NY, US)
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Apply to Center of Excellence Case Design Specialist (New York, NY, US) at New York Life InsuranceJob details
- Location
- New York City, New York
- Work type
- Remote
- Compensation
- $100,000 - $143,000/yr
- Posted
- Apr 24, 2026
- Apply on
- jobs.newyorklife.com
About this role
CFP designation preferred, ChFC or equivalent, securities licenses, experience in financial planning or case design, AI-enabled planning experience
What you'll do at New York Life Insurance:
- Co-develop cases
- Enable advisors
- Design frameworks
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