Specialist, RIA Operations


Date: Jun 13, 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

  • Review and process managed account applications and service requests
  • Proactively respond to inquiries from Eagle Strategies Advisors
  • 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
  • 0-2 years of relevant experience
  • Series 6 or 7 will be required within 12 months of start date
  • Series 65 or 66 to follow within a year of passing the Series 7
  • 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



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