Job description

Location Designation: Hybrid - 3 days per week Business Unit Technology, Data, AI and Ventures (TDAV) Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Life's businesses. We build solutions that power how we serve policy owners, agents, advisors and employees while delivering measurable business outcomes. Across technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era — all backed by the stability and purpose of a mutual company built to last. Role Summary We are seeking an experienced QA Test Engineer/Lead to join our Service Technology QA team for our Customer Relationship Management (CRM) applications in the FinTech ecosystem (Life Insurance / Annuity / Wealth Management). In this Test Lead role, you will drive testing efforts, optimize testing processes, and improve software quality across the organization. You will collaborate with project stakeholders and end-to-end testers, ensure adherence to standards and guidelines, and support the Development Manager in monitoring QA team performance and delivery metrics. This role requires strong leadership abilities and a focus on delivering high-quality solutions to enhance customer service processes. What You'll Do: • Quality Assurance Leadership • Ensure high-quality software delivery through planning, implementing, and automating QA testing. • Define and champion quality and testing best practices among development teams. • Write high-quality, efficient, and maintainable test automation code to support regression and functional testing. • Independently work on features and be accountable for project deliverables. • Effectively manage and prioritize tasks across multiple projects simultaneously, ensuring alignment with business timelines. • Manage a co-located work team often in multiple time-zones. • Understand and able to work with varying testing methodologies (Agile, Kanban, Waterfall, Iterative). • Test Planning and Execution • Develop and deliver key project deliverables, including Project Test Strategy, Test Plans, Test Cases, Test Data, and Defect documentation in a timely and organized manner. • Plan and implement various types of testing (e.g., regression, functional, data validation, system integration, load, performance). • Conduct integration testing to validate seamless interactions between system components. • Perform thorough API testing using tools like Postman, SOAP UI, or equivalent, focusing on endpoint validation, data flows, and performance. • Collaborate with business partners, developers, and stakeholders to plan, create, execute, and automate test cases. • Design test scenarios and scripts and compare results to functional and non-functional requirements. • Review developer and tester test plans to ensure comprehensive coverage. • Defect Management and Troubleshooting • Document and analyze test results, recommending corrective actions. • Isolate, reproduce, manage, and maintain defects and test case databases, and verify fixes. • Participate in troubleshooting and triaging issues with different teams to drive root cause identification and resolution. • Collaboration, Communication, and Continuous Improvement • Work closely with development teams to design testing strategies and integrate testing into the development process. • Deliver timely updates and key deliverables, such as progress reports and test results, to stakeholders. • Participate in daily huddles, planning sessions, and project retrospectives. • Track key testing metrics and communicate progress towards overall testing goals to stakeholders. • Identify opportunities to reduce testing time and effort through automation. • Conduct exploratory testing and risk analysis for complex features. • Support User Acceptance Testing (UAT), assisting business partners and end users in validating software quality. • Continuously evaluate the effectiveness of the test suite and explore innovative automation techniques. • Lead the testing efforts of medium to large-sized projects, assign tasks to personnel, and report progress to stakeholders. • Share practices, techniques, and technical knowledge across the organization and implement improvements. Education / Training • Bachelor’s degree in computer science or related field of study What You'll Bring: • Technical Proficiency • Extensive knowledge and experience in testing cloud, distributed, mainframe, and highly integrated complex environments. • Proficiency with test automation tools such as Selenium/WebDriver/Orchestrator/MABL and BDD/TDD frameworks. • Experience developing test frameworks and test cases using open-source and in-house test frameworks. • Experience with test management tools like JIRA, PractiTest, etc. • Problem-Solving and Analytical Skills • Ability to solve a broad range of problems and take a new perspective using existing solutions. • Attention to detail, an analytical mind with problem-solving aptitude, and strong organizational skills. • Teamwork and Communication • Strong team player with excellent communication skills. • Self-motivated and adaptable individual with the ability to prioritize multiple objectives in a fast-paced environment. • Process Improvement • Understanding of key business drivers and ability to use best practices to improve processes. • Experience working in an Agile/Scrum development process. • Lead Root Cause Analysis/Retrospective Sessions. Experience • 5-7 years of experience in testing software or technology support. • Experience in the Life Insurance, Annuity and/or Wealth Management (Brokerage & Mutual Funds) business is a plus. • Experience with Salesforce and/or CRM is a plus. • Strong knowledge of service business processes and technology is a plus. 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. 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 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 . 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: 94714

Requirements

Must-haves

Location Designation: Hybrid - 3 days per week
Business Unit
Technology, Data, AI and Ventures (TDAV)
Quality Assurance Leadership
Ensure high-quality software delivery through planning, implementing, and automating QA testing.
Define and champion quality and testing best practices among development teams.
Write high-quality, efficient, and maintainable test automation code to support regression and functional testing.
Independently work on features and be accountable for project deliverables.
Effectively manage and prioritize tasks across multiple projects simultaneously, ensuring alignment with business timelines.
Manage a co-located work team often in multiple time-zones.
Understand and able to work with varying testing methodologies (Agile, Kanban, Waterfall, Iterative).
Test Planning and Execution
Develop and deliver key project deliverables, including Project Test Strategy, Test Plans, Test Cases, Test Data, and Defect documentation in a timely and organized manner.
Plan and implement various types of testing (e.g., regression, functional, data validation, system integration, load, performance).
Conduct integration testing to validate seamless interactions between system components.
Perform thorough API testing using tools like Postman, SOAP UI, or equivalent, focusing on endpoint validation, data flows, and performance.
Collaborate with business partners, developers, and stakeholders to plan, create, execute, and automate test cases.
Design test scenarios and scripts and compare results to functional and non-functional requirements.
Review developer and tester test plans to ensure comprehensive coverage.
Defect Management and Troubleshooting
Document and analyze test results, recommending corrective actions.
Isolate, reproduce, manage, and maintain defects and test case databases, and verify fixes.

Nice-to-haves

Experience with Salesforce and/or CRM is a plus.
Strong knowledge of service business processes and technology 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

Benefits

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