Job Information
New York Life Insurance Company Practice Management, Director in Remote, New York
Location Designation: [[cust_rolelocationdesignation]]
When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations.
The Practice Management Director role will be responsible for the creation and delivery of practice management thought leadership, including custom content and tools, that facilitate the success of our external wholesalers and their clients while increasing New York Life Investments brand presence. The ideal candidate will have had extensive experience working directly with financial advisors and senior management at our partner wealth management firms on topics such as business development, teaming, succession planning and leadership. The ideal candidate will also have existing relationships at our partner wealth management firms, particularly at the regional management level.
What You'll Do:
Partner with our external Advisor Consultants and Global Relationship Management team in the delivery of consulting to high-value advisors looking to overcome specific business challenges and position themselves for growth
Relationship management of regional centers of influence (COIs). Build & strengthen relationships with a pre-determined list of regional COIs to improve access for our ACs and RACs.
Forecast advisor and/or wealth management industry trends to enhance the development of thought leadership content
Participate in speaking engagements at industry conferences and events on practice management topics
Contribute meaningfully to the creation of value add programs that align with NYLI business goals and our clients’ needs
Assist with internal and external program communications to educate, drive adoption and facilitate engagement
Will be expected to successfully establish and promote the following programs:
Deliver Financial Advisor workshops in conjunction with NYLI external Advisor Consultants
Maintain ownership of COI relationships across territories and firms
Record content sessions in a Ted Talk format for training and NYLI Financial Advisor site
Deliver virtual Financial Advisor training
Leverage relationships with key COI’s at essential firms to gain improved visibility and access for NYLI Advisor Consultants
Review and improve upon key competitors and leaders in Value Add space
What You'll Bring:
15+ years of applicable experience
In depth knowledge of the wealth management, financial advisor and RIA landscape
Established relationships at Great 8 partner firms
Required travel 60% of the time (domestic)
Strong project management skills
Extensive content creation experience
A deadline orientation, with effective time management skills
Exceptional written and oral communications skills
Dynamic presentation skills required
Consummate team player, strong interpersonal skills
#LI-AM1
#remote
Salary range: [[cust_salaryRangePosting]]
Overtime eligible: [[customString6]]
Discretionary bonus eligible: [[cust_merit]]
Sales bonus eligible: [[stockPackage]]
Click here to learn more about ourbenefits (https://www.newyorklife.com/careers/corporate/benefits) . Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Job Requisition ID: [[id]]
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 (http://www.newyorklife.com/foundation) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visitLinkedIn (https://www.linkedin.com/company/newyorklife/) , ourNewsroom (https://www.newyorklife.com/newsroom/) and theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .
