Private Advisors - Institutional Sales Associate


Date: Jan 29, 2019

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


Firm Overview:

Private Advisors is a specialist alternative investment platform with more than $4.8 billion in assets under management. The firm was founded in 1997 and has offices in Richmond (headquarters), New York, Cleveland and Austin. The Firm is an affiliate of New York Life Investment Management and is comprised of about 70 employees including 34 investment professionals.

Private Advisors sources, underwrites, structures, and manages investments in small to mid-sized managers and direct transactions across the liquidity spectrum. Our integrated platform has expertise in Long/Short Equity, Private Equity, Private Real Assets, and Private Credit. The long-term nature of our capital and range of expertise provides origination and diligence advantages that benefit our investors. We build commingled and customized portfolios on behalf of investors that seek to preserve and grow capital.

Private Advisors strives to be a challenging, educational and rewarding place to work. Private Advisors is an Equal Opportunity Employer.


The Opportunity:

  • To support client solutions professionals by generating and processing a pipeline of viable sales leads with senior professionals.
  • To gain a full understanding of PA’s platform in order to clearly communicate product and strategy information to prospects.


Primary Responsibilities:

  • Generate and process a pipeline of viable sales leads through phone calls and emails.
  • Communicate investment concepts and product knowledge succinctly and in a compelling way
  • to generate further interest.
  • Develop a strong base of knowledge across all of Private Advisors investment strategies, as well as the competitive landscape for each capability.


Preferred Experience:

  • 1+ years of experience, preferably in a sales role prospecting for an institutional investment firm
  • Four-year college degree
  • FINRA series 7 and 63 licenses required
  • High energy and strong communication skills, both on the phone and in email
  • Solid investment acumen, preferably some experience with alternatives
  • Extremely proficient using CRM systems and various software programs including Microsoft Word, PowerPoint and Excel
  • Demonstrated resourcefulness and initiative
  • Ability to work in a very team-oriented culture and maintain a high-level of communication with team members to share information
  • Self-starter with an entrepreneurial mindset
  • Detail-oriented




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