Senior Associate, NYLIFE Securities Product Management

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Date: Sep 7, 2022

Location: New York, NY, US

Company: New York Life Insurance Co

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

Role Overview

We are looking for a Senior Associate, NYLIFE Securities Product Management. This individual will support the NYLIFE Securities’ Product team in its efforts to continuously enhance the NYLIFE Securities product offering, which includes brokerage solutions, mutual funds, 529 plans, and retirement plans. The role will provide flexibility to work a hybrid schedule, working remote on Mondays and Fridays.

 

The business unit you will be joining:

New York Life’s Wealth Management Solutions department is comprised of NYLIFE Securities LLC and Eagle Strategies LLC. As a Securities & Exchange Commission (SEC) registered broker-dealer and a member of the Financial Industry Regulatory Authority (FINRA), NYLIFE Securities provides brokerage services to retail investors through more than 6,000 affiliated Registered Representatives and has more than $30B in assets under management (AUM).

 

Key Responsibilities

  • Contribute to end-to-end product development efforts, including business case development (e.g., conduct internal and external research and analysis), assist in gathering of requirements and development of product/program specifications, and support implementation and launch of new products and platform enhancements as well as post-launch support
  • Support product management efforts, including initiatives and projects to improve the understanding and utilization of NYLIFE Securities’ product offering by New York Life registered representatives    
  • Conduct data analysis to identify insights that inform product strategy, product development, and product management efforts
  • Lead project management efforts to ensure success of major initiatives and projects
  • Partner with cross-functional stakeholders across Service and Operations, Marketing, Legal and Compliance, Technology, and other teams to achieve shared goals and objectives

 

Required Skills and Experience

  • 5+ years in financial services, preferably with broker-dealer and/or RIA experience
  • Demonstrated understanding of range of retail financial products and solutions, including mutual funds, 529 plans, and retirement plans
  • Proven ability to create and manage project plans in a matrixed organization
  • Strong attention to detail
  • Proficiency in PowerPoint and Excel
  • Ability to work independently as well as on cross-functional teams  
  • Quick learner with natural curiosity and aptitude for continuous improvement
  • Strong communicator, both written and oral, across various audiences, including senior management
  • Series 6 or 7 license holder 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 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 www.NewYorkLife.com.

Job Requisition ID: 87460

 

 

 


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