Associate - Relationship Manager


Date: Nov 12, 2022

Location: Remote, 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.



The Relationship Manager for New York Life's Registered Investment Advisor, Eagle Strategies, will serve as a liaison between The Company, our Financial Advisors, Vendors, and Third-Party Firms.  This role requires an organized problem solver with a track record of working collaboratively as part of a cross-functional team.  The Relationship Manager will support the overall strategy to build and evolve our advanced service offering, delivering an elite level of service to our top clients/financial advisors.


The primary focus of the Relationship Manager will be to foster relationships with business partners to ensure the advanced service offering is optimally supported along with establishing and maintaining quality relationships with vendors, Financial Advisors, Third Party Firms and NYL internal departments.




Relationship Management:

  • Responsible for coordinating strategic efforts between various external vendors and internal counterparties to deliver a high-quality service experience to top financial advisors affiliated with Eagle Strategies
  • On a daily basis, research, prioritize, and respond to all incoming inquiries for assistance from financial advisors and key vendors.
  • Travel to advisor offices on an ad hoc basis, provide training, and support related to platform enhancements and future deployments
  • Liaise with various business areas of New York Life, improving collaboration across business units for top advisors and large client opportunities
  • Forge partnerships with key platform relationships and ensure key platform relationships are held accountable to SLAs
  • Manage end to end inquiries from Eagle Strategies top advisors related to account onboarding, investment operations, service requests, and technology/platform capabilities


Project Management:

  • Support and help cultivate a strategy for platform value optimization and surface ideas for projects/initiatives that continually improve the efficiency of the overall platform (projects may include additional platform enhancements and/or the addition/integration of new technologies)
  • Support project management efforts for process and technology improvement efforts to develop new capabilities as appropriate
  • Support and manage many strategic and tactical / ad hoc project requests as required



  • Manage escalations process with the Senior Relationship Manager
  • Assist with the measurement of metrics on platform relationships and daily/weekly activities (complex client situations, call volumes, accounts and service requests)
  • Create and be accountable for a measurable service experience
  • Respond to a wide range of service inquiries & requests including highly complex matters relating to operational workflows that include several different parties (including top advisors, high net worth clients, investment managers, and technology partners)



  • Bachelor’s degree in Business Management, Finance, or Economics
  • 2-3 years of experience in product management, sales support, operations, service, relationship management, or business development
  • Organizational savvy, project management skills, proven ability to manage multiple priorities
  • Must demonstrate ability to work in time sensitive situations dealing with multiple stakeholders
  • Familiarity with wealth management industry and various advisor practice types
  • Knowledge of investment management platforms and investment operations (RIA and Broker-Dealer)
  • Series 7 and 66 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

Job Requisition ID: 87623




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