Location Designation: Fully Remote Role Overview Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. As an Advanced Planning Consultant, you will provide expert case consultation and strategic planning support to agents and management teams within the Pacific Zone. You will specialize in advanced planning areas such as estate, business, charitable, and retirement strategies, helping agents design customized solutions that align with clients' financial goals and lead to successful life insurance sales. ** The role covers the General Offices in the Pacific Zone and could include offices in Central CA, East Bay, Greater Sanfrancisco, Northern California, Reno. The ideal candidate will reside within the territory. ** What You'll Do: - Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning. - Provide responsive, professional support via in-person meetings, Zoom, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management - Serve as a technical expert on tax, legal, and financial aspects of advanced planning concepts, offering actionable insights that connect directly to product solutions. - Collaborate with internal stakeholders across departments to develop and promote advanced markets initiatives that drive sales of life insurance products. - Create clear, compelling marketing, training, and educational materials for agents, clients, and their professional advisors (e.g., attorneys, CPAs). - Represent the Advanced Planning Group as a trusted resource within the General Office and ensure high-quality field support across the assigned territory. What You'll Bring: - Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred. - Life insurance / industry sales support experience a plus. - Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies. - Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results. - Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients. - Demonstrated strength in relationship management and cross-functional collaboration. - Willingness and ability to travel 50% within the Pacific Zone. Pay Transparency Salary Range: 125,000 - 140,000 Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes 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: 93900

Role Description Symetra is seeking an Assistant Vice President, Data Analytics to help drive our transformation into a data‑driven enterprise focusing on our annuities and retirement solutions division. In this senior leadership role, you’ll shape strategy, lead high‑impact analytics initiatives, and guide teams that build the insights and capabilities powering our business decisions. In this role, you will lead cross‑functional teams—including data engineers, architects, developers, BI analysts, and data scientists—to deliver analytics solutions that make a meaningful impact across Symetra. You’ll partner closely with business and technology leaders to understand needs, design data‑driven strategies, and execute plans that support innovation, efficiency, revenue growth, and an exceptional customer experience. What You will Do - Strategic Leadership & Partnership - Develop and implement Symetra’s data and analytics strategy in collaboration with IT leaders and business partners. - Build strong partnerships across sales, marketing, customer experience, underwriting, claims, actuarial, innovation, and other teams. - Find opportunities to improve efficiency, generate revenue, and enhance customer experience through analytics. - Establish clear key performance indicators, return on investment metrics, and data literacy initiatives across the organization. - Advanced Analytics, AI & Modeling - Drive innovation by leading both hands on and coaching efforts in descriptive analytics, predictive modeling, artificial intelligence, and machine learning. - Apply sound judgment in selecting the right modeling approach—from simple to complex—based on business need and data maturity. - Data Management, Governance & BI - Supervise the creation and maintenance of a stable, trusted, and scalable enterprise data environment. - Promote high quality reporting and BI solutions that enable self-service analytics. - Ensure responsible data usage and compliance with privacy guidelines. - Enhance enterprise data assets through thoughtful integration of third-party data. - Team Leadership & Development - Lead and mentor technical teams, including direct and matrixed reports. - Set clear responsibilities, foster collaboration, and develop team talent. - Model a culture of continuous learning, curiosity, and innovation. Qualifications - 10+ years of proven experience in data analytics, data science, or a related field. - 3+ years of experience leading, mentoring and developing technical teams. - Hands on technical expertise with Python, DBT, and Snowflake. - Proficiency with modern data mining, analytics, and visualization tools. - Exceptional communication and presentation skills with the ability to translate complex concepts clearly. - Strategic problem solver with a track record of motivating change and building consensus. - Demonstrated curiosity and familiarity with AI and its implications at the enterprise level of an organization. - Skilled relationship‑builder who can influence at all levels of the organization. - Continuous learner who stays current on industry trends and emerging technologies. - High School Diploma required, bachelor’s degree or higher preferred. - Ability to travel occasionally as needed. Benefits - Flexible full-time or hybrid telecommuting arrangements. - Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%. - Paid time away including vacation and sick time, flex days and ten paid holidays. - Give back to your community and double your impact through our company matching. Compensation Salary Range: $188,500 - $314,100 plus eligibility for annual bonus program and long-term incentive plan.

• Oversee the Commercial segment within the Strategic Payer Partnerships team ensuring performance goals and objectives are met • Lead the evaluation of prospective health plan partnerships, including negotiating terms and evaluating, editing and recommending approval of value-based care contracts for Commercial members/patients • Qualify and source market growth and expansion for multi-year risk arrangements • Collaborate with Executive Leadership to shape Aledade's strategy for value-based contracting on behalf of independent primary care practices • Develop and nurture collaborative relationships with key stakeholders including both internal and external • Lead, direct, and evaluate a team of senior leaders ranging from Manager to Sr. Director • Motivate, coach, and develop the team to ensure talent is aligned to achieve company and team goals • Foster a productive environment and culture that aligns with Aledade’s core values • Lead the evaluation of prospective health plan network participation agreements including negotiating terms and evaluating, editing and recommending approval of participation agreements across lines of business • Collaborate internally to qualify and recommend prioritized markets growth • Build and deliver external facing materials in support of network participation agreements • Other duties as assigned

• Lead qualified large deal pursuits from pitch through closure, driving significant revenue opportunities • Serve as the voice of the customer, employee, and partner as solutions take shape • Collaborate with service line leaders to embed experience design across all towers—even when not explicitly requested • Facilitate client workshops, highlighting the importance of world-class experiences in every solution • Protect WongDoody's scope within broader delivery frameworks, advocating through to final contracting