Senior Specialist, RIA Operations


Date: Oct 18, 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.




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.



  • Review and monitor the processing of managed account applications and service requests
  • Respond to inquiries from Eagle Strategies Advisors and their clients on a daily basis by receiving inbound calls via the Eagle Operations support line
  • Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
  • Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently
  • Identify and resolve operational and compliance issues that may arise during daily activities
  • Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity



  • Bachelor’s Degree preferred
  • 1-3 years of relevant experience
  • Series 7 required
  • Knowledge of the managed account industry
  • Proficiency with Microsoft Office
  • Strong customer service skills and comfort with inbound/outbound calls
  • Schedule flexibility and strong work ethic


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



Job Requisition ID: 83890






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