Job description

Job Requisition ID: 94754 Location Designation: Fully Remote Product Owner, Wealth Experience Role Overview We’re seeking a Product Owner to support the design and delivery of the wealth experience within NYL360. NYL360 is New York Life’s connected digital experience for the field, bringing together the tools, information, and insights advisors use every day in one place. Today, wealth products, tools, and processes often take a back seat to life insurance within the advisor experience — and the current environment is complex to navigate. You will own the effort to change that: ensuring wealth is prominently represented, thoughtfully designed, and easy to understand within the platform, in direct support of New York Life’s goal of Protection Powered Growth. You will work closely with other Product Owners, Designers, Engineers, data teams, testing teams, and field stakeholders to turn advisor wealth needs into well-defined, deliverable features. This is a fast-moving transformation effort, and what the team builds will fundamentally change how advisors sell, service, and manage wealth business every day. What You’ll Do Shape the Work Through Prototypes • 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. Coordinate Across Business, Field & Technology Teams • 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. Keep Weekly Delivery Moving • 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. Support User Acceptance Testing & Quality • 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. Support Readiness & the Field Feedback Loop • 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. What You’ll Bring Experience & Skills • 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. Mindset & Behaviors • 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 Salary Range: $100,000-$143,000 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. 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 www.NewYorkLife.com . Job Requisition ID: 94754

Requirements

Must-haves

Job Requisition ID: 94754
Location Designation: Fully Remote
Product Owner, Wealth Experience
What You’ll Do
Shape the Work Through Prototypes
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.
Coordinate Across Business, Field & Technology Teams
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.
Keep Weekly Delivery Moving
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.
Support User Acceptance Testing & Quality
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.

Nice-to-haves

Experience in product ownership, digital delivery, or a related role preferred.
Familiarity with Agile methodology and tools such as Jira preferred.
Understanding of wealth management products, processes, or the advisor/agent experience is a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

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Platform: eightfold
Effort: medium