Michael Hanley

Experience

• 

  New Milford Public Schools

  Dec 2013 - Jun 2015

  Substitute Teacher

  • Substitute taught for the New Milford, NJ school district• Assisted middle school and high school children in the classroom

• 

  New York Life Investments

  May 2014 - Aug 2014

  Intern

  • Worked as an active member of the IT department• Worked in tandem with other departments (Marketing, Human Resources, etc.)• Helped on various projects, using Excel, SharePoint, etc.• Familiarized myself with Business Intelligence platforms• Wrote, edited, and produced a department newsletter

• 

  New York Life Investments

  Jul 2015 - Dec 2018

  • Took a lead or co-lead role in managing various projects spanning multiple departments• Revised and maintained New York Life Investments’ library of 40+ forms and applications• Reviewed and approved shareholder statements, tax forms, and other organized correspondence• Oversaw fund events, including, but not limited to, conversions, small account fees, and fiduciary fees• Reviewed prospectuses during annual prospectus review• Updated and maintained NYLIM Service Company’s vast collection of procedural documents and distributed them via the group’s SharePoint site• Implemented and educated existing employees on new processes and industry standards• Trained new hires through classroom-based and hands-on instruction as part of NYLIM Service Company’s extensive training program• Created training materials, such as PowerPoint presentations, handouts, exercises, exams, etc., to supplement the new hire learning process• Delivered MAGIC (Make a Great Impression on the Customer) training courses across New York Life• Completed reports for, but not limited to, Registered Representatives, Marketing, and the transfer agency• Provided support for New York Life Investments customer service representatives Show less

  • Business Solutions Associate

    Nov 2015 - Dec 2018

  • Mutual Funds Specialist

    Jul 2015 - Nov 2015
• 

  NYL INVESTORS LLC

  Dec 2018 - Jun 2021

  Marketing Communications Analyst

  • Developed and maintained written content for institutional and retail marketing materials, pitchbooks, and fact sheets for all investment teams and products• Collaborated with client reporting and performance team on monthly and quarterly deliverables• Worked with investment and web design teams to maintain and enhance all websites, both internal and external• Attended weekly ESG calls to implement ESG procedures across firm and respond to UN PRI reporting modules• Completed semiannual product review presentations covering all client portfolios for review by senior leaders• Worked with portfolio management teams to prepare monthly and quarterly commentaries• Completed all RFPs, RFIs, and due diligence questionnaires• Assisted with the review of all relevant prospectuses• Maintained and updated the Qvidian RFP database• Implemented Satuit client relationship management system• Provided backup and support for lead client relationship manager• Processed all marketing materials through Compliance review system Show less

• 

  New York Life Insurance Company

  Jun 2021 - now

  • Assessing internal and external data to identify and quantify new market opportunities• Leading special projects and work efforts across teams• Project planning deliverables and designing action plans with team leads• Identifying procedural inefficiencies and opportunities for program optimization• Coordinating budget planning and management across teams• Planning and executing team meetings• Serving as the liaison and SME for cross-functional and cross-value stream efforts• Serving as the team SME on planning tools to support ad-hoc projects and requests from senior leaders Show less • Led the sales planning and forecasting process by business line and ensuring accuracy in all forecasts• Worked closely with Marketing leaders to ensure the accuracy and catalyze the continuous improvement of sales planning and forecasting processes• Reviewed historical trends and internal/external environmental changes to assist in establishing defensible forecast assumptions• Made recommendations to maximize sales and contain costs to effectively grow the business and meet profitability targets• Worked closely with Marketing Strategy and Planning staff to ensure all initiatives were accurately quantified and taken into forecast consideration• Produced, reviewed, and distributed weekly, monthly, and ad-hoc sales reports• Provided monthly sales commentary and business updates to internal and external constituents• Assisted in reporting overhaul and buildout while maintaining all forecasts and managing deadlines• Actively tracked and informed senior management of trends or issues that result in variance to plan• Developed and utilized quality/error checks in all analytical requests to ensure accuracy• Participated in New York Life's 2023 Deep Business Overview program• Completed requests for NYL Direct senior leaders as assigned Show less

  • Corporate Vice President, Financial Guidance Strategy Lead

    Jul 2024 - now

  • Senior Marketing Associate, NYL Direct

    Jun 2021 - Jul 2024