Associate - Wealth Management Solutions Technology Analyst

Location Designation: Hybrid - 3 days per week

As part of Technology, you'll have the opportunity to contribute to groundbreaking initiatives that shape New York Life's digital landscape. Leverage cutting-edge technologies like Generative AI to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees. Your expertise fuels innovation, agility, and growth — driving the company's success.

Role Overview:

Are you insatiably curious, dangerously articulate, and passionate about transforming complexity into clarity? We’re searching for a Technical Analyst who bridges technology and business with precision and grace. This role is ideal for someone with strong analytical instincts, exceptional writing skills, and the interpersonal savvy to thrive in a fast-moving, deeply integrated Wealth Management technology landscape.
In this position, you’ll operate at the intersection of business analysis, product strategy, and technical delivery—decoding business needs, drafting crisp user stories, interpreting data, and collaborating across multi-disciplinary teams to shape solutions in a complex ecosystem that spans both legacy platforms and next-gen AI.

What You’ll Do:

• Requirements Gathering & Documentation: Elicit, analyze, and translate business and user requirements into clearly defined features, user stories, process flows, and functional specs.
• Stakeholder Collaboration: Work closely with business leads, technology leads, financial advisors, product managers, engineers, and QA to refine scope and prioritize backlog items.
• Technology Alignment: Understand data flows, APIs, third-party integrations, and system dependencies; communicate implications to business stakeholders.
• Data-Driven Analysis: Leverage SQL and data management tools to investigate issues, validate requirements, analyze operational trends, and inform design decisions; support proactive monitoring and triage of data-related anomalies across the ecosystem.
• User-Centric Design Thinking: Support the creation of prototypes, wireframes, and test scenarios with a clear focus on client and advisor experience.
• AI-Focused Discovery: Identify opportunities to leverage artificial intelligence and automation (e.g., GenAI, workflow triggers, intelligent alerting) to enhance operational efficiencies and insights.
• Quality & Testing: Collaborate with QA to define acceptance criteria, support UAT, and troubleshoot issues in coordination with developers and testers.
• Change Navigation: Help business partners prepare for new feature rollouts by creating training materials, communications, and release notes.

What You’ll Bring:

• Bachelor’s degree in Business, Information Systems, Computer Science, Economics, or related field.
Experience & Required Skills:
• 1–3 years of experience in a Business Analyst, Technical Analyst, or Business Operations role, preferably within financial services or wealth management.
• Foundational understanding of data models, process mapping, and basic system architecture.
• Exceptional verbal and written communication skills—capable of explaining complex systems in plain English.
• Demonstrated experience with Agile methodologies, story writing, backlog grooming, and sprint planning.
• Proficiency with collaboration tools (e.g., JIRA, Confluence, Lucid chart, Excel).
• Familiarity with GenAI tools, machine learning, or large language models.

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Pay Transparency

Salary Range: $62,400-$102,500

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.

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 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 .

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: 92331