United States onlyLocation Designation: Fully Remote
Preferred locations for this role are Dallas (TX), Bethlehem (PA), Philadelphia (PA), Chattanooga (TN) or Iowa.
Role Overview:
The Corporate Vice President (CVP), Data Exchange & Customer Data Services responsible for leading the strategy, execution, and optimization of EDI and data exchange operations supporting benefits administration and carrier connectivity. This role oversees inbound and outbound EDI implementations, as well as ongoing production support, ensuring accurate, timely, and secure data exchange between benefits administration platforms, carriers, clients, and third-party vendors.
This leader will manage multiple managers and their respective teams, with oversight across inbound EDI (benefits administration to carrier implementations), outbound EDI (carrier to client or benefits administration platforms), and EDI production support.
The CVP will drive operational excellence at scale, ensuring consistency, standardization, and high-quality delivery across all functions. In close partnership with Information Technology (IT) and the Project Management Office (PMO), this role will help define, prioritize, and deliver internal technology enhancements, integration capabilities, and scalable solutions that improve data exchange performance and client outcomes.
The ideal candidate brings deep expertise in EDI, proprietary data exchange formats, and carrier connectivity, along with demonstrated success leading leaders and influencing cross-functional partners. This role is critical to ensuring data integrity, minimizing disruption, and delivering a seamless end-to-end client experience across implementation and ongoing service.
What You’ll Do:
Strategic Leadership & Transformation
- Define and execute a multi-year strategy for data exchange, customer data services, and integration aligned with GBS business goals.
- Lead enterprise transformation initiatives, including API enablement, automation, and platform modernization.
- Establish a forward-looking integration strategy across EDI, APIs, and hybrid models.
- Drive change management efforts to ensure adoption and sustained value realization.
- Monitor industry trends (benefits tech, EDI standards, integration patterns) to inform innovation and competitive positioning.
Data Exchange & Integration Strategy
- Own the roadmap for inbound and outbound data exchange across benefits administration platforms, carriers, clients, and TPAs.
- Design scalable, secure integration frameworks in partnership with Technology and Enterprise Architecture.
- Standardize data formats, mapping practices, validation rules, and integration patterns.
- Translate business requirements into technical solutions that align with system capabilities.
Operational Excellence & Execution
- Oversee end-to-end data exchange operations, including:
- Inbound EDI implementations (benefits administration → carrier)
- Outbound EDI implementations (carrier → client/platforms)
- Production support (monitoring, reconciliation, issue resolution)
- Ensure achievement of KPIs, SLAs, and client experience metrics.
- Establish scalable frameworks for file intake, validation, exception handling, and support.
- Drive continuous improvement, automation, and digitization to reduce manual effort and operational risk.
- Lead root cause analysis and systemic issue resolution.
Client & Partner Experience
- Champion a consultative approach to client, carrier, and TPA engagement.
- Ensure seamless onboarding, implementation, and in-force service experiences.
- Enhance data integration experiences through standardized yet flexible solutions.
- Minimize disruption and ensure data accuracy, timeliness, and integrity across all exchanges.
Technology Partnership & Delivery
- Partner closely with IT, Ben Tech, and PMO to define, prioritize, and deliver:
- System integrations
- Automation solutions
- Data exchange enhancements
- Act as a key stakeholder in enterprise roadmap planning and system design.
- Drive adoption of modern integration capabilities, including APIs and middleware platforms.
Leadership & Talent Development
- Lead a multi-layered organization, including managers and teams across EDI, data exchange, and support functions.
- Build high-performing teams with strong technical, operational, and consultative capabilities.
- Foster a culture of accountability, innovation, and continuous improvement.
- Lead organizational design and workforce planning aligned to future-state capabilities.
Cross-Functional Collaboration
- Partner with Product, Implementation, Operations, Carrier Relations, and Client Services teams to deliver integrated solutions.
- Serve as a key liaison between business and technology organizations.
- Influence stakeholders to adopt new processes, tools, and ways of working.
Financial & Performance Management
- Own budget, resource allocation, and expense management for the function.
- Define and track KPIs, SLAs, and operational performance metrics.
- Develop business cases for technology investments and transformation initiatives.
- Provide executive-level reporting on performance, risks, and opportunities.
What You’ll Bring:
- 10+ years of progressive leadership experience in data exchange, operations, or technology-driven environments.
- Proven experience leading large-scale transformation initiatives (data strategy, integration, modernization).
- Deep expertise in:
- EDI (inbound/outbound implementations, production support)
- Data exchange formats and standards (e.g., LDEx, BEM, proprietary formats)
- Integration architectures (file-based, API, hybrid)
- Experience leading multi-level teams and driving alignment through leaders.
- Strong partnership experience with IT and PMO organizations.
- Expertise in process optimization, automation, and operational excellence frameworks.
- Strong understanding of benefits administration platforms, carrier systems, and data ecosystems.
- Knowledge of data governance, security, and regulatory requirements (e.g., HIPAA).
- Exceptional leadership, communication, and stakeholder management skills.
Preferred:
- Experience in insurance, employee benefits, or healthcare industries.
- Familiarity with integration platforms, middleware, and API ecosystems.
- Certifications in project management or process improvement (PMP, Lean, Six Sigma).
Success Profile
The ideal candidate is a transformational leader who can operate at both strategic and operational levels, someone who not only ensures flawless execution today but also builds the data and integration capabilities required for the future. This leader excels at driving change, aligning stakeholders, and translating complex data and technology concepts into business value.
Pay Transparency
Salary Range: $160,000-$228,500
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 hereto 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.
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