Senior Associate, Wealth Management Communications

Date: Jun 11, 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 www.NewYorkLife.com.

 

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 

 

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

 

Role Overview

  • Work cross departmentally with all Eagle business partners and NYL business to ensure their messaging is appropriately positioned as it relates to our products, services commitment to our clients, corporate values, and is compliant
  • Write and edit advisor-facing communications covering wealth management topics to drive awareness and engagement
  • Develop presentations for senior leaders
  • Manage the day-to-day planning and execution of communications targeting financial advisors and their clients, including scheduling and distributing communication via Eloqua email platform
  • Ensures accuracy, clarity of communications as well as consistency and alignment with key business and marketing objectives
  • Introduce industry best practices and recommendations to enhance communications program may include but are not limited to newsletters, web-based content
  • Write website copy for internal and public-facing websites
  • Maintain the communications editorial calendar and work with all Eagle business partners to manage expectations set
  • Project manage Eagle Strategies annual top producers’ event

 

Qualifications

  • B.A. or B.S. degree preferred with a concentration in Marketing, Communications or English a plus
  • 5-7 years of relevant experience
  • Experience working in the financial services industry either with an RIA or investment management firm.  Experience working with financial advisors is a plus
  • Excellent writing and editing skills within the financial services industry
  • Working knowledge of Eloqua or similar email marketing platform
  • Strong ability to project manage communications and marketing initiatives end-to-end
  • Strong analytical skills and data-driven thinking
  • Ability to think critically about opportunities and execute 
  • Detail-oriented with a strong follow-up and organizational skills
  • Ability to prioritize multiple tasks/projects while meeting tight deadlines

 

SF:EF-MM1

#LI –MM1

 

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

 

EOE M/F/D/V

 

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