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When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Location: Clinton, NJ with frequent travel to NYC or NYC with travel to CNJ

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Role Summary

The Planning Lead for the Service Experience Value Stream will play a pivotal leadership role in establishing the overarching strategies and identifying key outcomes for financial, resource and execution elements. They will need to be experienced in the business of IT and focus internally and externally to establish benchmarks for comparison. With oversight responsibility of our Release Train Engineers, the Planning Lead will be connected to the Delivery function within IT. They will also ensure consistency in process, reporting, communication, etc. with our business and corporate partners pertaining to execution, status, budget, forecast, resourcing, etc.

Key Responsibilities

• Assists in establishing a multi-year, outcome-based roadmap at the Value Stream level across both the business and technology and facilitates a refresh process, based on outcomes achieve and planned

• Aggregates, analyzes and enables multi-year capacity planning (internal and external resources) for the Value Stream

• Owns labor and non-labor contract management on behalf of the Value Stream

• Understands Technology and related sourcing, vendor management, third party risk and contracting

• Collaborates cross-functionally with the Head of various corporate services, e.g. Procurement, Legal, Risk, etc. as well as Architects, Release Train Engineers and Technology Delivery Leads within their Value Stream

• Develops a contract pipeline for the Value Stream with long term and shorter-term objectives, and socializes those objectives with key partners (Procurement, Legal, Risk, etc.) on regular cadence

• Ensures new Technology fits within the future state ecosystem of the Value Stream, and understands the competitive landscape

• Facilitate required approvals (as applicable) from Enterprise Architecture, Security, Risk, and Finance

• Facilitates required approvals from senior leadership during regularly scheduled and ad-hoc reviews

• Ability to review, negotiate and edit Descriptions of Services and Products to ensure completeness and accuracy

• Ability to review, negotiate and edit SLAs to ensure appropriate and meaningful with respect to the Services and Products, and that they are appropriately linked to the financials

• Knowledgeable and able to negotiate pricing constructs internally and externally for products and services

• Ensure Deliverable Milestones with appropriate Acceptance is addressed as applicable, and fees are tied to Deliverable Milestones

• Presents to Manage certain key Technology contracts post-execution

• Oversees financial management in alignment with enterprise guardrails; maintains stakeholder awareness related to Value Stream actual costs, run rate and budget; coordinates with budget coordinators to identify and self-manage financial risk and opportunity variances

• Leads the dynamic, collaborative processes for in-year lean portfolio management calibration and Value Stream budget planning

• Directly manages Release Train Engineers within the Value Stream

• Active participant in community of practice to maintain awareness and alignment between Value Stream leaders and Strategy & Planning C4E, Workforce Management C4E regarding plan and process decisions, deadlines, needs, and metrics; ensuring consistency and continuous improvement

Education / Training

• Master’s or bachelor’s degree in business, finance, computer science or a related field of study would be ideal but not required.

• Certifications in delivery methodologies such as Scaled Agile are a plus

Previous Experience

• Five or more years of experience in SAFe Agile framework and processes, including estimation, scheduling, financial planning, and budgeting

• Strong experience in portfolio management, including integrating business and technology goals and aligning, capturing and assessing outcomes

• Strong experience in negotiating IT contracts for software, hardware, labor etc.

• Proficiency in IT Finance Management / Delivery software packages, e.g. JIRA, SAP, ServiceNow, APPTIO, etc.

• Proven experience in relationship building

• Five or more years of experience in managing multiple work streams of IT technical delivery through close coordination/cooperation with Business Leads and IT Technical Leads

• Five or more years of management consulting experience in the financial services industry

Additional Skills / Knowledge

• Able to resolve issues independently, analyzing solutions using judgment, knowledge and prior experience; develops a new perspective using existing solutions

• Excellent leadership skills with the capability to work closely with other Value Streams, Business Areas, Corporate Functions, Centers for enablement, etc.

• Excellent verbal and written communication skills, including an ability to tailor communication and present at very senior levels, while also being able to dive into the details

• Effectively and proactively manages expectations

• Process engineering skillset to assist in highlighting opportunities for continuous improvement

• Proven success in influencing and working effectively across a broad and complex organization to influence process adoption and continuous improvement

• Ability to lean into the culture and foster team collaboration, decision-making, and execution

• Knowledge of business models, operating models, financial models, cost-benefit analysis, budgeting, and risk management

• Understanding of the different types of agile principles, methodologies, and frameworks, especially those designed to be scaled at the enterprise level

• Strong leadership and interpersonal skills

• Strong consulting skills such as targeted communications, engagement management, stakeholder management, and business development

• Excellent analytical, planning, and organizational skills

#LI-KV1

Salary range: [[cust_salaryRangePosting]]

Overtime eligible: [[customString6]]

Discretionary bonus eligible: [[cust_merit]]

Sales bonus eligible: [[stockPackage]]

Click here to learn more about ourbenefits (https://www.newyorklife.com/careers/corporate/benefits) . Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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 (https://www.newyorklife.com/foundation) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visitLinkedIn (https://www.linkedin.com/company/newyorklife/) , ourNewsroom (https://www.newyorklife.com/newsroom/) and theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .

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