Location Designation: Fully Remote 



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





Salary range: $125,000 - $150,000 (Plus target sales incentive) 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 


Click here to learn more about our 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: 90437


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. 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 visit LinkedIn, our Newsroom and the Careers page of


About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Required Legal Notices – All Candidates Please Click Here

Job Segment: Relationship Manager, Social Media, Consulting, Equity, Manager, Customer Service, Marketing, Technology, Finance, Management