Location Designation: Fully Remote Role Overview: - This role sits in the Financial Guidance Center of Excellence (FG CoE), in the Field Experience Value Stream, focused on enabling advisors to deliver holistic, protection-first financial guidance at scale. - The Case Design Specialist operates at the intersection of advisor enablement and case execution, helping advisors move from client engagement to implemented solutions through structured, high-quality financial planning support. - This role serves as a key enabler of Protection Powered Growth to translate financial planning strategy into actionable case design, accelerate advisor capability, and improve client outcomes. - This role does not directly manage client relationships but instead enables advisors and field leaders to deliver high-quality financial guidance and case execution. - The role leverages emerging AI capabilities to enhance case design, improve advisor efficiency, and support scalable delivery of financial planning across the field - Partner with advisors and field leaders to co-develop and advance complex cases from intake to implementation - Improve case velocity, quality, and close rates - Build repeatable case design frameworks that scale across the field - Support scaling of holistic financial guidance and case design capabilities across the field through repeatable frameworks, advisor enablement, and AI-enabled workflows What You'll Do: 1.Case Design & Execution Excellence This role focuses on enabling advisor success through case design, planning and guidance support, and capability development rather than direct client ownership. - Partner with Advisors and Field Managers to co-develop and advance complex financial planning cases - Deliver holistic, protection-first case strategies spanning protection, accumulation, and legacy planning - Improve case quality, velocity, and close rates - Support cases from intake through implementation, ensuring clarity, accuracy, and alignment with client goals 2. Driving Protection Powered Growth - Embed protection-first planning principles into case designs - Support advisors in identifying opportunities to expand the client relationship - Support advisors in identifying opportunities to expand the client relationship - Reinforce outcome-based planning frameworks that improve long-term client value 3. Advisor & Field Enablement - Coach advisors and Field managers on: - Identifying holistic planning opportunities - Structuring effective client conversations - Advancing cases to implementation - Support field training and enablement efforts, including office hours, case reviews, and playbooks - Help build advisor confidence and capability in delivering comprehensive financial guidance 4. AI-Enabled Planning & Innovation - Leverage AI tools to enhance case design, research, and planning outputs - Identify opportunities to use AI to improve case speed, quality, and scalability - Partner with Tech & Data to test and refine AI-supported workflows for financial guidance, case development, and advisor decision support Success Measures Success in this role will be measured through: - Advisor adoption and repeat engagement with FG CoE - Case-to-close conversion rates - Case turnaround time and throughput - Multi-product solutions per household - Advisor productivity (e.g., FYC impact, case rate growth) - Quality and scalability of case design frameworks What You'll Bring: Required: - CFP® designation strongly preferred (or progress toward certification) - ChFC or equivalent advanced planning designation - Experience with eMoney preferred - Proven experience in financial planning, case design, or advanced sales support - Strong understanding of holistic financial planning concepts (protection, accumulation, legacy) - Ability to analyze financial information and translate into client-ready strategies - Experience working with or supporting financial advisors and field organizations - Valid Securities Licenses - Strong collaboration and influence skills in a matrixed environment - High attention to detail and strong analytical capabilities - Experience developing training content or coaching advisors - Familiarity with CRM systems, financial planning tools, and Microsoft Office suite - Experience leveraging AI tools (e.g., ChatGPT, Copilot, Claude, Gemini or similar platforms) to enhance analysis, content creation, or workflow efficiency #LI -EM1 #LI - REMOTE 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. 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 hereto 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: 93784

• Providing inspired leadership for the organization • Making important policy, planning, and strategy decisions • Communicating customer issues with operations team and devise ways of improving the customer experience, including resolving problems and complaints • Developing, implementing, and reviewing operational policies and procedures • Analyzing and improving organizational process and workflow, employee requirements, necessary equipment • Assisting HR with recruiting for senior level roles • Helping in promoting a company culture that encourages top performance and high morale • Playing a leading role in compiling company budget and growth strategy • Executing strategies to optimize company and asset growth • Ensuring all legal and regulatory documents are filed and monitoring compliance with laws and regulations • Working with the management team to determine values and mission, and plan for short and long-term goals • Building alliances and partnerships with other organizations • Managing staff levels, wages, hours, contract labor to revenues • Authoring criterias for employees performance appraisals and organizing it (bonuses criteria, KPIs etc.) • Driving employees and leading performance reviews, to ensure an engaged and skilled workforce • Identifying and addressing problems and opportunities for the company • Supporting worker communication with the management team • Maintaining safe and healthy work environment by establishing, following, and enforcing standards and procedures • Ensuring adherence to key performance objectives to meet business and customer expectations

• responsible for monitoring branch operations specific to market assigned • ensures financial, clinical operations and quality, service and sales initiatives are adhering to government regulations • develops strategies and overall branch business plans • generates specific market quality assessment reports • manages patient satisfaction data • works closely with AVPO along with various cross functional teams • partner with sales counterpart for continued branch growth • supports and ensures execution of performance improvement plans

• Develop a deep understanding of the full client acquisition lifecycle, including lead intake and qualification, scheduling and consult workflows, attorney consult process, retainer and follow-up workflows • Map and document current-state workflows across Sales, Enablement, and Intake • Serve as the Subject Matter Expert (SME) on how systems and processes operate • Analyze workflows to identify inefficiencies, bottlenecks, and inconsistencies • Design and implement scalable, standardized processes across the department • Drive improvements in speed, conversion, and operational consistency • Reduce or eliminate manual work through workflow redesign and automation • Define how data should be structured, tracked, and maintained across the sales funnel • Establish consistent definitions, stages, and data standards across teams • Design reporting frameworks that provide clear, actionable visibility into performance • Define reporting requirements and partner with stakeholders to execute dashboards and data outputs • Analyze performance across key funnel stages such as, Lead → Consult Booking, Consult → Show, Show → Retainer • Identify drop-off points and root causes using data • Implement system-level improvements to increase conversion and reduce leakage • Design and implement workflows and automations within CRM and related systems • Improve system usability and scalability across roles and locations • Reduce reliance on manual processes through system and automation enhancements • Partner directly with the Sales Enablement & Client Intake Manager to design and improve how the department operates • Act as a system and process expert supporting all functions within Sales Enablement and Client Intake • Support Sales Trainers and Intake teams by improving the systems and workflows they operate within • Ensure process and system improvements are clearly defined and can be effectively implemented through training and execution • Collaborate with Sales Operations to ensure alignment between system design and reporting execution • Scalable, standardized workflows across Sales, Enablement, and Intake • Improved conversion rates across all funnel stages • Clear, reliable, and actionable reporting visibility • Reduced process friction and manual work • Consistent and accurate data across systems