Location Designation: Hybrid - 3 days per week 


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. 






As an integral part of the team and the sales distribution efforts of NYL Investments, the Institutional Sales Associate (ISA) is responsible for working with Institutional Relationship Managers (IRMs) in creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory, to meet sales goals. The ISA must understand and demonstrate a passion for sales strategy/process and investments. Additionally, they should have excellent verbal and written communications skills.


The position will require excellent organizational and follow-up skills, and the ability to prioritize, as well as execute on multiple tasks. Most critically, the ISA must demonstrate poise, professional presence, excellent presentation abilities, and have a high degree of enthusiasm for building relationships as well as a competitive drive to succeed are essential. Resilience and a willingness to go above and beyond are also crucial for this role.


What You'll Do:

  • Manage territory with IRMs to meet or exceed quantitative and qualitative goals.
  • Develop and cultivate relationships with prospective investors through the use of both traditional mediums (i.e., calls/in person visits) as well as digital tools and innovative content sharing and engagement strategies.
  • Collaborate with IRMs to develop and execute sales plans. 
  • Articulate key features and benefits of core investment strategies while maintaining a sound global capital markets knowledge.
  • Perform daily territory management tasks to ensure maximum business efficiency, i.e., update and maintain CRM system.
  • Partner with individual boutiques in generating proposals, RFP responses and/or other information packages to support the introduction and sale of new strategies to existing or new prospective institutional investors.
  • Assist with the planning and overall coordination of conferences/seminars/plan participant meetings.


What You'll Bring:

  • Bachelor’s degree required – Finance/Business major
  • FINRA Series 7 and 63 licenses required 
  • Previous experience and/or involvement with the institutional sales process, engagement with senior institutional allocators and investment consultants.
  • Strong understanding of the financial and capital markets.
  • Ability to build and expand relationships with a targeted list of prospects and clients.
  • Excellent relationship management and communication skills.
  • Strong presentation and organizational skills.
  • Proven ability to maintain a high volume of proactive outbound sales activity.
  • Quarterly travel within the territory and to partner conferences.





Salary range: $95,000 - $125,000 

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: 90441


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

Nearest Major Market: Chicago

Job Segment: Series 7, Social Media, RFP, Pre-Sales, Relationship Manager, Finance, Marketing, Sales, Customer Service