The Challenge
New York Life just launched a dedicated Client Growth and Retention team-and they need a strategic operator to architect programs that unlock new customer pools while deepening relationships with existing ones. You'll be the connective tissue between leadership vision and cross-functional execution, turning data into competitive advantage.
Your Mission
Map the competitive landscape and insurance industry trends; deliver market research memo with 3-5 growth opportunity hypotheses for leadership review
Define success metrics and KPI framework for growth initiatives; establish baseline measurements for customer acquisition cost, retention rate, and lifetime value
Lead ideation sessions with cross-functional stakeholders to surface 8-10 growth initiative concepts; develop business case template and prioritization criteria
Build stakeholder alignment on 12-month strategic roadmap; present phased approach to leadership identifying quick wins and longer-term transformational programs
Launch 2-3 pilot growth programs (new customer acquisition and/or retention); track performance against KPIs with weekly reporting cadence
Conduct post-launch analysis on pilots; present learnings and recommend scale/pivot decisions to leadership and Board
Develop risk mitigation plans for top 5 strategic risks; conduct quarterly enterprise risk reviews with relevant stakeholders
Build analytics infrastructure and dashboards to track multi-year strategy roadmap progress; establish monthly cadence for data-driven decision reviews
KPIs You'll Own
Customer Acquisition Cost (CAC)
Track the investment required to win new customers through growth programs vs. baseline.
Customer Lifetime Value (CLV)
Measure the net revenue generated from retained and deepened customer relationships over time.
Program ROI
Calculate return on investment for each growth initiative, comparing program costs to incremental revenue generated.
Retention Rate / Churn Reduction
Monitor the percentage of customers retained post-program and measure churn reduction vs. control groups.
Market Expansion Rate
Track new customer pools accessed and market share gains in targeted segments.
Initiative Execution Timeline
Measure percentage of growth programs delivered on-time and on-budget from ideation to launch.
Tools & Stack
Your Team
Your Manager
Leadership team (VP or C-suite level)
Current Team
Cross-functional teams across growth, product, operations, and marketing (specific headcount not provided)
New role-building out the Client Growth and Retention business team
The Package
Salary
$180K-$220K base
Remote
Hybrid-3 days per week on-site in New York, NY
Benefits & Perks
Company Intelligence
New York Life is a leading mutual insurance company serving enterprise and individual customers. They're building a dedicated Client Growth and Retention business unit to accelerate growth through data-driven programs that expand market reach and deepen customer relationships. This is a newly formed strategic initiative signaling the company's commitment to innovation and competitive responsiveness.
Customers
Enterprise and individual insurance customers
Culture
Strategic, data-driven, collaborative across functions, Board-engaged leadership
Is This Role For You?
- You've built and launched growth strategies from scratch-ideation through execution, measurement, and optimization-and love turning strategy into results
- You speak fluent data: comfortable with SQL, analytics dashboards, and translating numbers into business narratives for C-suite audiences
- You thrive in matrix environments, connecting dots across product, ops, marketing, and finance teams without formal authority
- You have 8+ years in growth strategy, business development, or management consulting; financial services or insurance experience is a real advantage
- You can toggle between 30,000-foot strategy and tactical execution details without losing the plot
- You're looking for a hands-on marketing role-this is pure strategy and program leadership, not campaign execution
- You need total remote flexibility; hybrid with 3 on-site days per week is non-negotiable for this role
- You're uncomfortable with ambiguity and prefer working from a fully-baked playbook; you'll be authoring the playbook here from scratch
Interview Process
Initial screening call
30-min conversation with recruiter on background, growth strategy experience, and interest in financial services
Case study interview
Present a growth strategy you've led (problem, approach, results, learnings); expect questions on metrics, cross-functional collaboration, and how you'd apply lessons to insurance
Leadership panel
Round with 2-3 stakeholders from the growth team, product, and finance; expect discussion of strategic roadmap development, stakeholder management, and risk mitigation
Executive conversation
Final round with VP or C-suite sponsor; focus on vision alignment, market insights, and how you'd position New York Life competitively
Ready when you are
Interested in this role?
Apply now and hear back within days, not weeks.
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About Growth Marketing roles
Growth marketers drive user acquisition, activation, and retention through data-driven experimentation. They sit at the intersection of product, data, and marketing — running A/B tests, building funnels, and scaling what works.