Senior Associate - Registered Investment Advisor Specialist


Date: Jun 7, 2022

Location: New York, NY, US

Company: New York Life Insurance Co

Job Requisition ID: 86535






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.


An exciting opportunity to work with a team of learning and development professionals. The Learning and Development Instructional Designer Senior Associate is responsible for the design, development and delivery of instructional material in multiple delivery formats to the following audiences:


• New Investment Advisor Representatives

• Established Investment Advisor Representatives

• Field Management (General Offices & Agency Standards Managers)

• Home Office Employees



• Collaborate with stakeholders and subject matter experts to determine learning needs and design, develop and deliver instructional content

• Recommend content and mediums that will positively impact audience knowledge around particular topics

• Record, edit and maintain learning content

• Manage relationship(s) with firm's learning management system (LMS)

• Manage the compliance approval process for learning content

• Facilitate in-person and virtual training

• Participate in special projects, as assigned



Bachelor’s Degree

• 5+ years’ experience in instructional design and/or agent/advisor training support

• Wealth management experience a plus

• Excellent written and verbal communication skills

• Strong organizational and time management skills

• Proficient in PowerPoint. Advanced proficiency a plus

• Experience working directly with advisors strongly preferred


The Business unit that you will be joining:

Eagle Strategies LLC is a Registered Investment Adviser and wholly owned subsidiary of New York Life Insurance Company. As part of New York Life’s Wealth Management division, Eagle Strategies has 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.

Eagle Strategies provides retail investment advisory services through about 1,250 affiliated investment advisor representatives (IARs) and more than $20B in assets under management (AUM). Eagle IARs provide comprehensive investment advisory and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that leverage New York Life’s financial strength and mutuality, our advisors can tailor a plan to help their clients reach their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products.


We believe the best financial solutions are built when an advisor has a thorough understanding of their clients’ current financial picture and their short- and long-term goals. Our advisors assess their clients’ needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations over the client’s lifetime – from wealth-building, to retirement, to legacy.




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

Job Requisition ID: 86535




Job Segment: Learning, Social Media, Investment, Equity, Human Resources, Marketing, Finance