Director-Relationship Manager


Date: Nov 13, 2021

Location: New York, NY, US

Company: New York Life Insurance Co



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.


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. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



The Relationship Manager will be responsible for growing all aspects of relationship and research coverage initiatives for his or her defined client accounts. This position will develop and deepen platforms that provides and fosters all related business development, client support and retention efforts for NYL Investments’ major intermediary clients from home offices through field engagement. This role will be instrumental in partnering with sales professionals to broaden our relationships and providing a more comprehensive client experience with NYL Investments.

Specific Responsibilities include, but are not limited to:

  • Leads efforts to drive product approvals, research recommended/focus list and investment model placement with each client
  • Functions as National Sales Manager for firm, develops first-rate relationships with senior executives and product and platform managers of our largest retail clients, as well as NYL partners: sales management, advisor consultants, marketing, product, boutique Client PMs, PMs and CEO.
  • Holds established relationships with leaders and Centers of Influence at client firms outside of home office personnel.
  • Executes proactive and creative contact initiatives that identify and satisfy client needs.
  • Promotes and reinforce NYL Investments value proposition in all facets of clients’ experience.
  • Ability to masterfully disseminate investment strategies of complex multi-boutique and sub-advised asset management organization.
  • Synergizes relationship and research efforts to promote holistic client-focused orientation.
  • Leverages Retail field sales, incorporating field feedback into ongoing initiatives.
  • Works closely with Product Development and Product Management for new product launches.
  • Partners with Product and Segment Marketing to support campaigns, themes and initiatives through home offices.
  • Advises and updates sales leadership on client firm goals, evolution, new structures and personnel.
  • Owns value added content suite to effectively represent NYL Investments brand to gain advocacy across client firms.
  • Holds credibility and recognition of having distribution and sales expertise.


Position Requirements

  • BA or BS degree in business, economics and/or similar advanced degree: MBA or CFA Minimum 8+ years’ experience in investment management industry.
  • Prior experience covering Firm’s most important and complex clients.
  • Prior experience in platform sales and/or relationship management within retail distribution Exceptional interpersonal, leadership and management skills
  • Ability to work under pressure, manage multi-faceted initiatives, think strategically and influence key stakeholders
  • Attention to detail and ability to effectively follow-up and resolve issues required.
  • Broad knowledge of the intermediary investment industry, securities markets and investment relations also required.
  • Deadline orientated, with effective time management skills.
  • Holds established relationships with leaders at client firms outside of home office personnel (i.e. CIOs, Research Analysts, Key Contacts).



Please note: During calendar year 2021, employees of Group Benefit Solutions can be considered for open positions within Group Benefit Solutions only. Applications from Group Benefit Solutions employees for open positions within other New York Life businesses are unable to be considered.

Job Requisition ID: 84617






Job Segment: Manager, Outside Sales, Social Media, Equity, Field Sales, Management, Sales, Finance, Marketing