Relationship Manager, Eagle Strategies

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Date: Oct 11, 2021

Location: New York, NY, US

Company: New York Life Insurance Co

 

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & 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.

 

 

 

The Relationship Manager for New York Life's Registered Investment Advisor, Eagle Strategies, will serve as a liaison between The Company, our Financial Advisors, Vendors, and Third-Party Firms.  This role requires an  organized problem solver with a track record of working collaboratively as part of a cross-functional team.  The Relationship Manager will support the overall strategy to build and evolve our advanced service offering, delivering an elite level of service to our top clients/financial advisors.

 

Responsibilities

Relationship Management:

  • Responsible for coordinating efforts between various external vendors and internal counterparties to deliver a high-quality service experience to top financial advisors affiliated with Eagle Strategies
  • On a daily basis, research, prioritize, and respond to all incoming inquiries for assistance from financial advisors and key vendors.
  • Travel to advisor offices on an ad hoc basis, provide training, and support related to platform enhancements and future deployments
  • Liaise with various business areas of New York Life, improving collaboration across business units for top advisors and large client opportunities
  • Forge partnerships with key platform relationships and ensure key platform relationships are held accountable to SLAs

 

Qualificiations 

Operations:

  • Knowledgeable user of Eagle Strategies procedures and familiar with policies in place.
  • General understanding of all platform technologies such as Wealthscape, Envestnet and FBSI.

Eagle Product set:

  • General understanding of Eagle Managed Accounts and the intended purpose of various investment products
  • Basic knowledge of Financial Planning process 
  • Coordinates responses to Practice Management inquiries
  • Salesforce  - Uses CRM system to record daily activity

Escalations Reporting:

  • Manage escalations process with the assistance of colleagues or other Relationship Managers
  • Create and be accountable for a measurable service experience
  • Respond to a wide range of service inquiries & requests including highly complex matters relating to operational workflows that include several different parties

Associates Qualifications:

  • Builds knowledge of NYL processes and customers
  • Analyzes possible solutions using experience, judgment and precedents
  • Receives a moderate level of guidance and direction
  • Exemplifies teamwork and sharing
  • Demonstrates organization and the ability to lead small scale projects

Additional Qualifications

  • Bachelor’s degree in Business Management, Finance, or Economics preferred 
  • 2-3 years of experience in product management, sales support, operations, service, relationship management, or business development
  • Organizational savvy, project management skills,  ability to manage multiple priorities
  • Must demonstrate ability to work in time sensitive situations dealing with multiple stakeholders
  • Familiarity with wealth management industry and various advisor practice types
  • Knowledge of investment management platforms and investment operations (RIA and Broker-Dealer)
  • Series 7 and 66 preferred

 

 

 

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 our Foundation. 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 www.NewYorkLife.com.

Job Requisition ID: 84892

 

 

 


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