Corporate Planning Manager Jobs
Corporate Planning Manager jobs are open across finance, healthcare, technology, and manufacturing, with specializations in financial planning and analysis, strategic planning, and corporate development, at levels from analyst-track manager to senior director. Find a role that fits below and apply directly.
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Job Description
Requisition ID
Department
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Role Location Designation
Location Designation: Hybrid - 3 days per week
Role Overview:
As a Product Owner, you’ll turn product vision and strategy into the features, priorities and day-to-day decisions that enable a team to deliver meaningful customer and business value. You’ll translate customer needs into a clear feature roadmap and actionable backlog, define user stories and acceptance criteria, and prioritize work across competing business, customer and delivery needs. You’ll serve as a critical bridge between business stakeholders and development teams, coordinating dependencies, resolving issues and driving features from definition through production and release.
This is a role for someone who can connect the big picture to the details required to deliver it—bringing clarity to what the team should build and why, making thoughtful prioritization and trade-off decisions, and staying accountable for product quality, team-level outcomes and continuous improvement. Protection-Powered Growth is New York Life’s planning approach for helping households build financial security, with protection as the foundation for long-term growth.
Within the Field Experience value stream, you’ll help bring it to life by building the next-generation financial planning ecosystem that agents and advisors use to guide clients through the full planning conversation, from understanding a household’s needs to building, delivering and revisiting their plan. Working under the direction of the Product Manager, Protection-Powered Growth Planning, you’ll translate the broader product direction into team-level delivery priorities for the capabilities that make every plan work behind the scenes: the planning data, calculations, integrations and enterprise services that power connected planning experiences and the products that depend on them. You’ll partner closely with a peer Product Owner focused on the user-facing planning experience for agents, advisors and clients.
What You'll Do:
- Translate planning data and integration needs into features; define acceptance criteria for data, modeling and integration work in partnership with Technology, Data, AI, Actuarial and financial planning SMEs
- Manage enabling dependencies; coordinate across shared services, external technology partners and consuming products so planning capabilities are accurate, traceable and reliable
- Clarify build-versus-integrate decisions; for each enabling capability, define what the team builds, what it integrates from partners or shared platforms, and how data and calculations stay consistent, traceable and ready for compliance review
- Translate product vision into the backlog; develop user stories and acceptance criteria aligned to PM epics and customer needs
- Prioritize and sequence product features; align team backlog requirements to AI-driven insights, business, and customer needs
- Break down data requirements; ensure timely and quality delivery of product functionality leveraging AI and automation tools
- Manage the team-level backlog and roadmap; oversee bug fixes, maintenance, and product quality accountability
- Deliver features from creation to production; ensure organizational and go-to-market readiness at release
- Coordinate dependencies; Identify, manage and resolve team-level and cross-team dependencies
- Collaborate with the PM; prioritize and implement process improvement opportunities
- Collaborate with data governance SMEs; meet data standards across applications
- Define competencies and deliver on team OKRs; support team member development and track progress to stakeholders
What You'll Bring:
- 6+ years of experience in product management, product ownership, business analysis or related delivery roles, including at least 3 years as a Product Owner or Product Manager in an Agile environment (SAFe preferred).
- Experience delivering data-intensive or integration-dependent product features; experience with financial modeling, regulated calculations or shared enterprise capabilities is a plus.
- Familiarity with APIs, data models and integrating fintech or vendor platforms into enterprise products.
- Experience translating a broader product vision and strategy into a feature roadmap, prioritized backlog and actionable work for a delivery team.
- Strong product backlog management and sprint-planning experience across the full release lifecycle, including user stories, acceptance criteria, backlog refinement and release planning.
- Experience driving features from definition through production and release, with strong attention to product quality and organizational and go-to-market readiness.
- Strong understanding of customer journeys, customer experience and usability principles, with the ability to incorporate customer and stakeholder feedback into product decisions.
- Demonstrated ability to identify, manage and resolve team-level and cross-team dependencies and build productive relationships across business, technology, Agile and platform teams.
- Strong stakeholder management and communication skills, including experience serving as a bridge between business stakeholders and development teams.
- Experience defining, tracking and communicating team-level OKRs and using performance measures to improve delivery and product outcomes.
- Strong Agile execution skills and hands-on experience with Jira or equivalent tools for backlog management, sprint tracking and release management.
- Digital, data and AI fluency, including the ability to translate data and technical requirements into actionable work and use AI-enabled tools and automation to improve team delivery.
- Strong knowledge of insurance or financial-services business processes and customer needs, or demonstrated ability to quickly build domain expertise in a regulated industry.
- A working style grounded in ownership, accountability, collaboration and continuous improvement.
#LI - EM1
#LI - HYBRID
Job Level: LEVELPF5
Pay Transparency
Salary Range: $119,000-$170,000
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.
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 www.NewYorkLife.com.
Job Requisition ID: 95341
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Who's Hiring



Top Industries Hiring
- Insurance
- Consumer Goods
- Banking & Financial Services
- Biotechnology & Pharmaceuticals
What Employers Look For
The qualifications that appear most often in corporate planning manager jobs.
- Bachelor's degree in finance, accounting, economics, or business administration
- Experience building and managing annual operating plans and long-range financial models
- Proficiency in enterprise planning tools such as Anaplan, Adaptive Insights, or Hyperion
- Advanced Excel and financial modeling skills including scenario and sensitivity analysis
- Experience presenting financial analyses and strategic recommendations to senior leadership
- MBA or CFA designation preferred for senior-level corporate planning manager positions
Tips for Your Corporate Planning Manager Job Search
Tailor your resume to FP&A or strategy
Corporate planning manager roles split between financial planning and analysis tracks and broader strategic planning tracks. Customize your resume to match the emphasis in each posting, highlighting the right mix of modeling, forecasting, or competitive analysis experience rather than a one-size-fits-all summary.
Quantify your planning cycle contributions
Hiring managers look for candidates who have owned a planning process end to end, not just supported one. Call out specific deliverables you led, such as the annual operating plan, long-range financial model, or board presentation, and name the cross-functional teams you coordinated to produce them.
Apply early to roles that fit
Migrate Mate lists corporate planning manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that name your planning tools
Many job descriptions for this role specify Anaplan, Adaptive Insights, Hyperion, or similar planning platforms. Filter for openings that name the tools you know best, since tool familiarity often determines whether you clear the initial screen before anyone reads your resume.
Prepare a case study for the interview
Expect at least one scenario question asking how you would build or restructure a planning process under a constraint like a tight timeline or incomplete data. Prepare a real example from your work that walks through your analytical approach, your assumptions, and the business outcome your plan supported.
Negotiate scope alongside the title and package
Corporate planning manager roles vary widely in whether you have direct reports, own the planning calendar, or present to the C-suite. Before accepting an offer, clarify reporting lines, decision-making authority, and whether the role has a defined path to director, so you are negotiating the full position, not just compensation.
Corporate Planning Manager Jobs: Frequently Asked Questions
Which companies are hiring the most corporate planning managers?
The companies hiring the most corporate planning managers right now include New York Life, Ulta, and TikTok, with the largest share of openings in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest at large enterprises undergoing growth, restructuring, or M&A activity.
How many corporate planning manager jobs are remote?
About 74% of corporate planning manager openings are fully remote or hybrid as of November 2026, reflecting the analytical and collaborative nature of the role. Sub-specializations focused on financial modeling and reporting tend to offer the most remote flexibility, while roles that require close coordination with the executive team or business unit leaders more often require on-site presence.
How do you become a corporate planning manager?
Most corporate planning managers start in financial analysis, FP&A, investment banking, or management consulting, building expertise in financial modeling, forecasting, and cross-functional communication. From there, the typical path involves taking ownership of a planning process or business unit, demonstrating the ability to synthesize data into strategic recommendations, and progressively managing more complex planning cycles before stepping into the manager title.
Can you get hired as a corporate planning manager with limited experience?
Breaking in without direct planning experience is possible if you can demonstrate adjacent skills. Candidates from FP&A analyst, finance rotational program, or strategy consulting backgrounds often transition successfully by emphasizing their exposure to budgeting cycles, variance analysis, or business case development. Targeting smaller companies or business units where the planning function is less formalized also improves your odds of landing a first manager-level role.
What does the corporate planning manager interview process look like?
The process typically starts with a recruiter screen focused on your planning experience and tool familiarity, followed by one or two rounds with the finance or strategy leadership team covering scenario-based questions about how you build plans and manage assumptions. Many companies include a case study or take-home model as a final step, testing your ability to structure a forecast or present a strategic recommendation clearly and concisely.
Where can I find and apply to corporate planning manager jobs?
You can find and apply to corporate planning manager jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing.
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