Corporate Vice President, Product Specialist Desk Manager

Job Requisition ID: 94147 

Location Designation: Hybrid - 3 days per week 

Corporate Vice President, Product Specialist Desk Manager

Role Overview 

New York Life's Agency distribution system is more than a channel — it's the heartbeat of one of the most trusted names in financial services. Our field force builds lifelong client relationships rooted in trust, expertise, and a shared commitment to financial security. Behind every successful agent is a team of specialists who turn complexity into clarity and opportunity into action.

We're seeking a proven, high-impact leader to take ownership of our Product Specialist Desk operations — someone who can elevate team performance, deepen advisor partnerships, and drive measurable business results across life insurance, annuities, disability income, and long-term care solutions.

This is where strategy meets execution — and where your leadership directly fuels the success of thousands of financial professionals in the field.

What You'll Do

As CVP, Product Specialist Desk Manager, you'll lead the strategy, talent development, and day-to-day operations of multiple Product Specialist teams. This is a true player-coach role — you'll set the vision, develop your people, and roll up your sleeves on the most complex, high-stakes cases that come through the desk.

• Build and Lead a Best-in-Class Team — Recruit, develop, and retain top Product Specialist talent through hands-on coaching, rigorous performance management, and intentional professional development that raises the bar on technical depth and advisor impact.


• Drive Revenue Through Expert Consultation — Personally engage on complex insurance and investment cases — advising on product positioning, competitive analysis, advanced case design, and planning strategies that directly accelerate sales growth and deepen client outcomes.


• Optimize Operations for Speed, Quality, and Scale — Own end-to-end desk operations including workflow design, telephony and call routing systems, and resource allocation — ensuring advisors receive fast, accurate, high-quality support every time they reach out.


• Set the Standard for Excellence — Design and maintain quality assurance and performance monitoring programs that track service standards, case accuracy, and workflow effectiveness — and drive continuous improvement across all support functions.


• Partner at the Enterprise Level — Collaborate with senior leaders across distribution, product management, operations, and technology to execute strategic initiatives, enhance advisor experiences, and advance organizational priorities.

What You'll Bring

Required Qualifications:

• Bachelor's degree or equivalent combination of education and relevant professional experience


• Minimum 5 years of progressive experience in life insurance, investments, sales support, distribution, or a related financial services environment


• Demonstrated track record of leading and scaling high-performing teams in a sales support, product consulting, wholesaling, or advisor-facing organization


• Active FINRA Series 6 and 63 licenses and Life and Health license


• Deep product knowledge across life insurance, annuities, disability income, and long-term care — including case design, planning strategies, and competitive positioning


• Exceptional communication, relationship-building, and problem-solving skills with the ability to influence stakeholders at all levels and translate complex concepts into clear, actionable guidance.

What Sets You Apart:

• Experience supporting financial professionals, sales desks, wholesaling organizations, or advisor-facing support teams at scale


• Familiarity with telephony platforms, workforce management tools, quality monitoring systems, and operational support technologies


• A track record of leading cross-functional initiatives that span technology, operations, product management, and distribution


• Advanced proficiency with Microsoft Office (Excel, PowerPoint, Word)

​Job Level: LEVELMG2

Pay Transparency

Salary Range: $119,000-$170,000 

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: 94147