CVP, Advanced Planning Group Case Design Consultant

📍 Job Overview

Job Title: CVP, Advanced Planning Group Case Design Consultant

Company: New York Life

Location: New York, New York, United States

Job Type: FULL_TIME

Category: Financial Planning & Advisory / Operations

Date Posted: March 19, 2026

Experience Level: 5-10 Years

Remote Status: Fully Remote

🚀 Role Summary

• Provides expert case design and consultation services to agents within the Advanced Planning Group, focusing on complex financial, estate, business, and charitable planning strategies.

• Develops customized case designs and actionable strategies that integrate life insurance products and other financial solutions to meet high-net-worth client needs.

• Serves as a subject matter expert, delivering presentations and creating educational content for agent training and client engagement.

• Collaborates with agents and internal teams to ensure seamless execution of advanced planning strategies, driving client success and agent enablement.

📝 Enhancement Note: This role is positioned within an "Advanced Planning Group," indicating a specialized function focused on complex financial strategies beyond standard offerings. The "CVP" title suggests a senior-level individual contributor or team lead with significant expertise and responsibility, emphasizing strategic input and high-impact case design. The focus on "Case Design Consultant" highlights a blend of technical expertise and client-facing advisory, requiring strong communication and problem-solving skills.

📈 Primary Responsibilities

• Agent Support & Case Consultation: Collaborate closely with agents, general office management, and consultants to deliver personalized case consultations and design services, identifying client needs in estate, charitable, business, and retirement planning.

• Strategic Case Design: Develop customized, sales-focused estate and business planning cases addressing specific client needs, while collaborating with the Case Development Team to ensure high-quality technical support for all members.

• Presentation & Training Delivery: Present advanced planning concepts on national and regional webinars, and for agent study groups, acting as a subject matter expert to answer technical questions via online seminar functions.

• Content Creation & Development: Create new content for the Advanced Planning Group library, including pieces for agent-only use and client-facing concept pieces, and collaborate with peers to enhance customized planning presentation templates.

• Peer Review & Content Maintenance: Conduct peer reviews of assigned library content during renewal periods, submitting corrections and updates to the sales support team to maintain accuracy and relevance.

• Initiative Leadership: Take a leadership role in implementing new initiatives stemming from changing laws, new product integrations, and content development around core offerings, fostering cross-organizational collaboration.

📝 Enhancement Note: The responsibilities emphasize a proactive and consultative approach. "Agent Support" and "Case Design" highlight the core function of enabling agents. "Presentations" and "Content Development" point to a knowledge-sharing and educational component, crucial for a subject matter expert. The "leadership role in implementing new initiatives" suggests involvement in strategic projects and process improvements driven by market changes.

🎓 Skills & Qualifications

Education:

• Juris Doctor (JD) required.

• 📝 Enhancement Note: A Juris Doctor is a significant requirement, indicating a strong emphasis on legal understanding and complex regulatory environments, particularly within estate and business planning. This elevates the role beyond a standard financial advisor position.

Experience:

• Minimum of 5-10 years of experience working in the advanced markets.

• Demonstrated experience in presenting complex advanced planning techniques to advisors and clients.

• Proven ability to engage parties to implement suggested strategies effectively.

• Experience integrating financial planning concepts with estate and business planning strategies for comprehensive client plans.

Required Skills:

• Advanced Market Expertise: Deep understanding of estate and gift transfer tax planning, business succession planning, qualified and non-qualified retirement planning, charitable planning, and income tax planning.

• Life Insurance Product Knowledge: Detailed knowledge of life insurance products, their taxation, and funding methods (e.g., split dollar, premium financing), and how to leverage them for high-net-worth individuals' business and estate needs.

• Case Design & Strategy: Proficiency in creating customized, sales-focused case designs that address complex client planning needs.

• Presentation & Communication: Exceptional verbal and written communication skills, with a proven ability to present complex financial and legal concepts clearly and persuasively to diverse audiences.

• Analytical & Problem-Solving: Strong analytical skills to dissect complex financial situations and develop effective, integrated planning solutions.

Preferred Skills:

• Working knowledge of life insurance products (not explicitly required but noted as an asset).

• Experience with specific planning software or advanced case illustration tools.

• Familiarity with FINRA regulations and licensing requirements (implied by mention of FINRA licensing pre-hire).

📝 Enhancement Note: The requirement for a Juris Doctor, coupled with 5-10 years of "advanced market" experience, positions this as a highly specialized role. The emphasis on independent work and detailed knowledge of specific planning areas (estate, business, tax, charitable) suggests a need for deep subject matter expertise and a proactive, self-directed approach. The mention of FINRA licensing pre-hire is critical for candidates to note.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Case Study Demonstrations: Showcase 2-3 detailed case studies illustrating successful advanced planning strategies designed for high-net-worth individuals or business owners, highlighting the complexity, problem solved, and outcome achieved.

• Planning Process Outlines: Provide examples of your structured approach to analyzing client needs, developing integrated financial and estate plans, and collaborating with stakeholders for implementation.

• Content Samples: Include examples of presentations, educational materials, or library content developed for advisors or clients, demonstrating expertise in advanced planning concepts.

• ROI/Impact Metrics: Where possible, quantify the impact of your case designs or strategies, such as tax savings, asset preservation, or successful business transitions.

Process Documentation:

• Demonstrate understanding of the lifecycle of a complex case design, from initial consultation and needs assessment to strategy development, implementation support, and ongoing review.

• Ability to articulate the process for integrating various financial products and strategies (e.g., life insurance, trusts, business entities) into a cohesive plan.

• Familiarity with documentation standards for advanced planning cases, including compliance considerations and client communication protocols.

📝 Enhancement Note: Given the role's emphasis on case design, consultation, and content creation, a portfolio is essential. It should highlight the candidate's ability to translate complex legal and financial concepts into actionable plans and educational materials. The inclusion of case studies that demonstrate problem-solving and integration of various financial tools will be key.

💵 Compensation & Benefits

Salary Range: $150,000 - $185,000 Annually

Overtime Eligibility: Exempt

Bonus Eligibility:

• Discretionary Bonus: Yes

• Sales Bonus: No

📝 Enhancement Note: The salary range of $150,000 - $185,000 for a CVP-level role with a Juris Doctor and 5-10 years of specialized experience in New York is competitive for a senior individual contributor role, especially considering the fully remote nature. The "Exempt" status means the employee is not eligible for overtime pay. The presence of a discretionary bonus indicates potential for additional compensation based on company and individual performance, while the absence of a sales bonus suggests the role is not directly tied to sales quotas but rather to enabling agents' sales.

Benefits:

• Comprehensive Benefits Package

• Leave Programs

• Adoption Assistance

• Student Loan Repayment Programs

• Annual Discretionary Bonus

Working Hours:

• Standard Full-Time (40 hours per week)

📝 Enhancement Note: The benefits listed are substantial, with modern offerings like adoption assistance and student loan repayment programs, reflecting a commitment to employee well-being. The "fully remote" status provides significant flexibility. While standard hours are 40/week, the nature of consulting and advanced planning may require occasional flexibility to meet client or agent needs, especially across different time zones.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services / Insurance

Company Size: Large Enterprise (New York Life is a Fortune 100 company with a significant global presence and employee base).

Founded: 1845

Company Description: New York Life is a long-standing, reputable mutual life insurance company committed to its policy owners. It is undergoing a transformation to become more technology, data, and AI-enabled while retaining its core values of purpose and integrity. The company emphasizes bold thinking, collaborative problem-solving, and purpose-driven innovation, offering a balance of stability and forward momentum.

Company Specialties: Life Insurance, Annuities, Long-Term Care Insurance, Retirement Planning, Investment Management, Estate Planning, Business Planning.

Team Structure:

• Advanced Planning Group (APG): This specialized team likely operates as a center of excellence, providing advanced technical expertise and support to a broad network of agents.

• Reporting: The "CVP" title suggests a senior individual contributor role, possibly reporting to a Director or VP within the Advanced Planning Group or a related advisory/operations function.

• Cross-functional Collaboration: The role explicitly requires close collaboration with agents, general office management, consultants, and other members of the Case Development Team, indicating a highly integrated operational model.

Methodology:

• Data-Driven Strategy: Emphasis on leveraging data and insights to inform case design and planning strategies.

• Process Optimization: A focus on developing and refining processes for case development, content creation, and agent support to enhance efficiency and effectiveness.

• Thought Leadership: Creating and disseminating expert knowledge through presentations and content, positioning the APG as a valuable resource.

Company Website: https://www.newyorklife.com/

📝 Enhancement Note: New York Life's status as a mutual company and its long history suggest a culture rooted in stability, long-term thinking, and a commitment to policyholders. The current transformation indicates an openness to innovation and modern approaches, which is crucial for an operations-focused role. The Advanced Planning Group specifically serves as a strategic resource to the field force, implying a partnership-oriented culture.

📈 Career & Growth Analysis

Operations Career Level: Senior Individual Contributor / Subject Matter Expert. The "CVP" title, combined with the requirement for extensive experience and a JD, places this role at a high level of individual expertise and strategic contribution within the operations and advisory support function.

Reporting Structure: Likely reports to a Director or VP within the Advanced Planning Group or a broader Financial Planning/Advisory Operations department. This position is expected to operate with significant autonomy, providing guidance rather than receiving direct task management.

Operations Impact: This role directly impacts revenue generation by enabling agents to close more complex cases and retain clients through sophisticated planning. By providing expert case design and consultation, the consultant helps agents overcome technical hurdles, build client trust, and implement solutions that meet significant financial needs, thereby driving sales and client loyalty.

Growth Opportunities:

• Specialization Deepening: Opportunities to become an even more specialized expert in niche areas of advanced planning (e.g., international estate planning, complex business succession for public companies).

• Leadership Development: Potential progression into team leadership roles within the Advanced Planning Group, managing case designers or consultants, or leading new initiative implementation.

• Broader Strategic Involvement: Contributing to the development of new products, services, or planning methodologies for the company.

• Industry Recognition: Opportunities to build a reputation as a thought leader through presentations, content creation, and subject matter expertise.

📝 Enhancement Note: The combination of a JD requirement and extensive experience in advanced planning points to a career path for individuals who excel in complex problem-solving and advisory roles. Growth is likely to come from deepening expertise, taking on more strategic projects, or moving into leadership positions focused on enabling the sales force.

🌐 Work Environment

Office Type: Fully Remote. This signifies a work environment that prioritizes flexibility, autonomy, and the ability to work from any location within the US.

Office Location(s): While the role is fully remote, the primary location designation is New York, New York, United States. This may be relevant for tax purposes or potential team meet-ups.

Workspace Context:

• Autonomy: Candidates should be comfortable working independently, managing their own schedule, and proactively seeking information or support when needed.

• Technology-Enabled: Reliance on virtual collaboration tools, secure communication channels, and potentially specialized financial planning software.

• Collaborative Virtual Space: While remote, there will be strong emphasis on virtual collaboration through video conferencing, shared documents, and team communication platforms.

Work Schedule:

• Standard 40-hour work week, but the nature of consulting and supporting agents may require flexibility to accommodate different time zones and urgent client needs. The focus is on delivering results and meeting deadlines rather than strict adherence to office hours.

📝 Enhancement Note: A fully remote role requires strong self-discipline, excellent time management, and proficiency with virtual communication tools. The candidate must be adept at building rapport and trust without in-person interaction.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: HR or recruiter review of application, focusing on JD, experience, and alignment with basic requirements.

• Technical Interview(s): Deep dive into advanced planning knowledge, case design methodology, and problem-solving skills. This will likely involve hypothetical scenarios and case studies. Expect questions on estate planning, business planning, tax implications, and life insurance product integration.

• Portfolio Presentation: Candidates will likely be asked to present one or more case studies from their portfolio, detailing their approach, strategy, and outcomes. This is a critical step to assess practical application of skills.

• Behavioral & Cultural Fit Interview: Assess collaboration style, ability to work independently, communication effectiveness, and alignment with New York Life's values.

• Final Interview: May involve senior leadership to discuss strategic impact and long-term vision.

Portfolio Review Tips:

• Structure Case Studies: For each case study, clearly outline: Client Profile (anonymized), Planning Challenge, Your Strategy/Solution, Implementation Steps, and Outcome/Impact (e.g., tax savings, asset protection, successful transition).

• Highlight Integration: Emphasize how you integrated various financial tools, tax laws, and product solutions to create a comprehensive plan.

• Demonstrate Expertise: Showcase your deep understanding of estate, business, charitable, and tax planning principles.

• Showcase Communication: Prepare to walk through your presentations and explain complex concepts clearly, as if presenting to an agent or client.

• Quantify Impact: Use metrics where possible to demonstrate the value and effectiveness of your work.

Challenge Preparation:

• Hypothetical Case Study: Be prepared for a hypothetical client scenario where you'll need to outline a preliminary planning strategy.

• Content Creation Task: You might be asked to outline a presentation on a specific advanced planning topic or draft a short piece of content for agent use.

• Technical Questioning: Anticipate detailed questions on specific tax laws, estate planning vehicles (e.g., trusts, GRATs, ILITs), and business succession strategies.

📝 Enhancement Note: The interview process will heavily scrutinize technical expertise and practical application. A strong portfolio that clearly demonstrates the ability to design and articulate complex financial plans is paramount. Candidates should be ready to defend their strategic choices and explain their methodologies in detail.

🛠 Tools & Technology Stack

Primary Tools:

• Advanced Planning Software: Experience with specialized case design and illustration software relevant to estate planning, business planning, and life insurance (e.g., Wealthscape Investor, NaviPlan, MoneyGuidePro, or similar advanced planning platforms).

• CRM Systems: Familiarity with CRM platforms (likely Salesforce or a proprietary system) used for managing agent interactions and client data.

• Document Management Systems: Proficiency in secure systems for storing and retrieving sensitive client and planning documents.

Analytics & Reporting:

• Data Analysis Tools: While not explicitly mentioned for direct use, understanding how data underpins planning strategies is crucial. Experience with Excel for financial modeling and analysis is a minimum.

• Reporting Tools: Ability to interpret reports generated by financial planning software or internal systems to inform case design.

CRM & Automation:

• Salesforce (Likely): Given its prevalence in financial services, familiarity with Salesforce for managing relationships and workflows.

• Collaboration Platforms: Expertise in tools like Microsoft Teams, Zoom, Slack for virtual meetings, communication, and document sharing.

📝 Enhancement Note: While specific tools are not listed, the nature of the role implies a need for proficiency in financial planning software, document management, and virtual collaboration tools. A strong understanding of how data drives strategy and how to leverage technology for efficient case design and agent support is expected.

👥 Team Culture & Values

Operations Values:

• Integrity & Purpose: Upholding New York Life's long-standing commitment to ethical conduct and serving policyholders' best interests.

• Collaboration & Support: Fostering a supportive environment where team members and agents work together to achieve client goals.

• Expertise & Continuous Learning: Valuing deep technical knowledge and encouraging ongoing professional development to stay ahead of market changes and regulations.

• Innovation & Adaptability: Embracing new technologies, data-driven approaches, and evolving market dynamics to deliver cutting-edge solutions.

• Client-Centricity: Placing client needs and goals at the forefront of all planning and design efforts.

Collaboration Style:

• Partnership-Oriented: Working closely with agents as strategic partners to help them succeed.

• Knowledge Sharing: Actively participating in sharing expertise through presentations, content, and peer reviews.

• Proactive Communication: Maintaining clear and consistent communication with agents, internal teams, and stakeholders, especially in a remote environment.

• Problem-Solving Focused: Approaching challenges with a solutions-oriented mindset, leveraging collective expertise.

📝 Enhancement Note: The culture likely reflects a blend of traditional financial services values (integrity, stability) with a modern push towards innovation and technology. The emphasis on supporting agents means the team operates with a service-oriented mindset, focused on enabling the field force.

⚡ Challenges & Growth Opportunities

Challenges:

• Keeping Pace with Regulatory Changes: Estate, tax, and business laws are constantly evolving. Staying current and adapting planning strategies accordingly is a continuous challenge.

• Integrating Complex Products: Effectively explaining and integrating sophisticated life insurance products and funding strategies into comprehensive plans requires deep technical understanding and clear communication.

• Remote Collaboration Effectiveness: Ensuring seamless collaboration and knowledge transfer across a distributed team and with field agents without in-person interaction.

• Balancing Technical Depth and Sales Enablement: Providing highly technical advice while ensuring it translates into actionable sales strategies for agents.

• Client-Specific Nuances: Each high-net-worth client presents unique circumstances, requiring highly tailored and creative solutions.

Learning & Development Opportunities:

• Advanced Certifications: Pursuing or maintaining credentials like CFP®, ChFC®, or advanced designations in estate planning or business succession.

• Industry Conferences & Seminars: Attending events focused on advanced planning, tax law, and estate planning to stay abreast of trends and best practices.

• Internal Training: Access to New York Life's internal training programs on new products, regulatory updates, and proprietary planning methodologies.

• Mentorship: Opportunities to learn from senior leaders and peers within the Advanced Planning Group.

• Leadership Development Programs: For those interested in moving into management roles.

📝 Enhancement Note: The role presents significant intellectual challenges due to the complexity of advanced planning and regulatory changes. Growth opportunities are geared towards deepening expertise, potentially moving into leadership, or contributing to strategic initiatives.

💡 Interview Preparation

Strategy Questions:

• "Describe a complex estate plan you designed. What were the key challenges, your strategy, and the client's outcome?" (Focus on demonstrating your structured approach and problem-solving skills).

• "How do you stay current with changes in tax laws and estate planning regulations, and how do you communicate these changes to advisors?" (Highlight your commitment to continuous learning and your communication methodology).

• "Walk me through your process for integrating a specific life insurance product (e.g., ILIT-owned policy, split dollar) into a business succession plan." (Prepare to detail the technical steps, tax implications, and benefits).

Company & Culture Questions:

• "Why New York Life, and what interests you about working within our Advanced Planning Group?" (Research the company's values, recent innovations, and its commitment to policyholders. Connect this to your own professional goals).

• "How do you approach working independently and managing your time effectively in a remote environment?" (Provide specific examples of your self-management skills and productivity strategies).

Portfolio Presentation Strategy:

• Storytelling: Frame your case studies as compelling narratives with a clear beginning (the challenge), middle (your strategic solution), and end (the successful outcome).

• Visual Aids: Use clear, concise slides that highlight key data points, strategies, and outcomes. Avoid overly dense text.

• Focus on 'Why': Explain the rationale behind your strategic choices, demonstrating critical thinking and deep understanding.

• Quantify Value: Be ready to discuss the tangible benefits (e.g., tax savings, asset protection) your plans delivered.

• Agent Perspective: Frame your explanations in a way that an agent could understand and relay to their client, showing your ability to simplify complexity.

📝 Enhancement Note: Interview preparation should focus on showcasing both deep technical expertise and strong consultative and communication skills. Candidates must be ready to articulate their thought process, demonstrate practical application through case studies, and align their values with New York Life's mission.

📌 Application Steps

To apply for this operations position:

• Submit your application through the New York Life Careers portal.

• Resume Tailoring: Customize your resume to highlight your Juris Doctor, 5-10 years of advanced market experience, and specific expertise in estate, business, charitable, and tax planning. Quantify achievements with metrics where possible.

• Portfolio Preparation: Compile 2-3 detailed case studies showcasing your most complex and successful advanced planning strategies, including client profiles (anonymized), challenges, your strategic approach, and quantified outcomes. Prepare examples of content or presentations you've developed.

• Interview Practice: Rehearse answers to common interview questions, focusing on strategy (case studies, technical scenarios), behavioral aspects (collaboration, independence), and company fit. Practice presenting your portfolio case studies clearly and concisely.

• Company Research: Thoroughly research New York Life's history, values, current initiatives (especially regarding technology and client focus), and the role of the Advanced Planning Group. Understand their market position and commitment to policyholders.

• FINRA Readiness: Ensure you are aware of and prepared for the pre-hire FINRA licensing and fingerprinting requirements.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

---