Senior Level Mortgage and Protection Advisor Jobs
Senior level mortgage and protection advisor jobs place experienced advisors in charge of complex client portfolios, compliance oversight, and the advisory teams that deliver results. Openings are concentrated across Consulting & Professional Services, Construction & Real Estate, and Energy, with a mix of on-site, remote, and hybrid opportunities available and employers like LaBella Associates, Cuhaci Peterson, and Westwood Professional Services hiring at this level now.
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Showing 5 of 64+ Senior Level Mortgage and Protection Advisor jobs
Job Description
Requisition ID
Department
Job Function
Location
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
Job Description
Requisition ID
Department
Job Function
Location
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
See All 64 Senior Level Mortgage and Protection Advisor Jobs
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Find JobsSenior Level Mortgage and Protection Advisor Job Market
Who's Hiring
- LaBella Associates12
- Cuhaci Peterson4
- Westwood Professional Services4
- Jensen Hughes2
- New York Life2
Top Industries Hiring
- Consulting & Professional Services35
- Construction & Real Estate11
- Energy3
- Insurance3
- Banking & Financial Services2
Senior Level Mortgage and Protection Advisor Jobs: Frequently Asked Questions
How do I get a senior level mortgage and protection advisor job?
Employers at this level expect a demonstrated ability to manage high-value client relationships, mentor junior advisors, and navigate complex underwriting or compliance scenarios independently. Candidates who stand out typically hold advanced credentials such as a CeMAP or CFA designation, can show a consistent record of portfolio growth, and bring experience leading advisory processes from initial consultation through to completion without close supervision.
Which companies hire senior level mortgage and protection advisors?
Companies hiring senior level mortgage and protection advisors right now include LaBella Associates, Cuhaci Peterson, and Westwood Professional Services, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from regional and national banks, independent mortgage brokerages, insurance firms, and wealth management groups that need experienced advisors to lead client-facing teams.
Are there remote senior level mortgage and protection advisor jobs?
Yes, though availability varies by employer and client base. About 20% of senior level mortgage and protection advisor openings are remote or hybrid as of November 2026, reflecting broader industry shifts toward flexible client consultation models. Senior advisors with established client management practices and strong digital communication skills are well positioned for remote or hybrid arrangements.
What makes a mortgage and protection advisor role senior level?
Senior level roles are defined by the scope of independent judgment expected, including managing complex or high-value client accounts, overseeing compliance and regulatory requirements, and guiding less experienced advisors. At this stage, advisors are expected to own outcomes end to end, contribute to business development, and shape advisory practices rather than simply executing them under direction.
Which industries hire the most senior level mortgage and protection advisors?
Senior Level mortgage and protection advisor roles concentrate in Consulting & Professional Services, Construction & Real Estate, and Energy, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because of their need for advisors who can handle regulatory complexity, build long-term client relationships, and generate revenue through sophisticated mortgage and protection products.