Corporate Vice President, Strategic Marketing Consultant
Location: Addison
Posted on: June 23, 2025
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Job Description:
Our New York Life culture has laid the foundation for over 175
years of commitment to our employees, agents, policy owners, and
the communities where we live and work. Here you become a valued
part of a welcoming, inclusive, and caring organization with a
long-standing legacy in stability and growth. The strength revolves
around our diversified, multi-dimensional business portfolio that
goes beyond life insurance. As a Fortune 100 company and industry
leader, we provide an environment where you can explore your career
ambitions, offering opportunities to tackle meaningful challenges
and stretch your skills while balancing work and life priorities.
You will be part of an inclusive team guided by our belief to
always be there for each other–providing the support and
flexibility to grow and reach new heights while making an impact in
the lives of others. You are our future, and we commit to investing
in you accordingly. 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. Business Unit
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,
youll 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. The Team: This role is part of New
York Life’s Foundational Business Marketing and Practice Management
Team. The Marketing and Practice Management team provides strategic
and operational support to advisors and their teams, helping them
streamline their business operations, improve client service, and
drive business growth. We are seeking a skilled and motivated
Strategic Marketing Consultant to contribute to various
initiatives, ensuring they are seamlessly executed and aligned with
organizational goals. Role Overview: As a Strategic Marketing
Consultant, you will play a pivotal role in providing expert
marketing guidance to New York Life’s agents and advisors. You will
work closely with these advisors and their teams to craft tailored
marketing strategies, enhance client engagement, and optimize
business operations. This role serves as a liaison between advisors
and New York Life, ensuring they have the resources, insights, and
tools needed to build strong client relationships, drive growth,
and improve practice efficiency. The consultant also supports the
execution of agent training and development programs and
collaborates with internal teams to ensure advisors receive optimal
service and guidance. What You’ll Do: 1. Strategic Marketing
Support & Advisory: Provide coaching and consulting to
agents/advisors on business development, client relationship
management, and overall marketing strategy to boost practice
efficiency and growth. Identify opportunities to optimize marketing
workflows, enhance client engagement, and elevate productivity
through innovative marketing solutions. Help agents/advisors
develop and execute business and marketing plans tailored to their
specific goals, including strategies for client acquisition,
retention, and brand positioning. Offer insights on leveraging
digital marketing strategies, such as social media, email
campaigns, and content marketing, to reach and engage with target
clients effectively. 2. Training and Development: Develop and
deliver training programs focusing on marketing best practices,
operational efficiency, and technology tools to enhance practice
management. Foster a culture of continuous learning by keeping
agents/advisors informed about emerging marketing trends, digital
tools, and new technologies that can enhance their marketing
efforts and business operations. Provide ongoing support to ensure
that advisors and their teams are effectively using marketing
systems, tools, and strategies to maximize their impact. 3.
Collaboration with Internal Teams: Collaborate with New York Life
internal departments such as marketing, compliance, operations, and
technology to ensure that agents/advisors are equipped with the
necessary tools and resources for success. Contribute to the
development and execution of strategic initiatives that align
internal resources with advisors’ business objectives, ensuring
sustainable growth and operational efficiency. Coordinate efforts
between agents/advisors and senior leadership to align strategic
goals, enhance service delivery, and drive business outcomes. What
You’ll Bring: Bachelor’s degree in Business, Marketing, or a
related field; and/or equivalent experience. 7 years of experience
in financial services, wealth management, or practice management.
Experience in Financial Services Marketing: Prior experience
working with agents/advisors or within the financial services
industry is preferred. Marketing Expertise: Deep knowledge of
strategic marketing principles, including digital marketing,
branding, content creation, and campaign management. Training &
Development: Experience in designing and delivering training
programs, especially in practice management, marketing, and
technology adoption. Communication Skills: Strong written and
verbal communication skills, with the ability to engage and
motivate advisors through strategic marketing initiatives.
Analytical Skills: Ability to track and measure the effectiveness
of marketing programs and adjust strategies based on data-driven
insights.
Keywords: , Lewisville , Corporate Vice President, Strategic Marketing Consultant, PR / Public Relations , Addison, Texas