Practice Management, Director

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Posting Date: Jun 10, 2024

Location: Remote, NY, US

Company: New York Life Insurance Co

Location Designation: Fully Remote 

 

 

When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with 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. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. 

 

 

The Practice Management Director role will be responsible for the creation and delivery of practice management thought leadership, including custom content and tools, that facilitate the success of our external wholesalers and their clients while increasing New York Life Investments brand presence. The ideal candidate will have had extensive experience working directly with financial advisors and senior management at our partner wealth management firms on topics such as business development, teaming, succession planning and leadership. The ideal candidate will also have existing relationships at our partner wealth management firms, particularly at the regional management level.

 

What You'll Do:

  • Partner with our external Advisor Consultants and Global Relationship Management team in the delivery of consulting to high-value advisors looking to overcome specific business challenges and position themselves for growth
  • Relationship management of regional centers of influence (COIs). Build & strengthen relationships with a pre-determined list of regional COIs to improve access for our ACs and RACs.
  • Forecast advisor and/or wealth management industry trends to enhance the development of thought leadership content
  • Participate in speaking engagements at industry conferences and events on practice management topics
  • Contribute meaningfully to the creation of value add programs that align with NYLI business goals and our clients’ needs
  • Assist with internal and external program communications to educate, drive adoption and facilitate engagement

 

Will be expected to successfully establish and promote the following programs:

  • Deliver Financial Advisor workshops in conjunction with NYLI external Advisor Consultants
  • Maintain ownership of COI relationships across territories and firms
  • Record content sessions in a Ted Talk format for training and NYLI Financial Advisor site
  • Deliver virtual Financial Advisor training
  • Leverage relationships with key COI’s at essential firms to gain improved visibility and access for NYLI Advisor Consultants
  • Review and improve upon key competitors and leaders in Value Add space

 

What You'll Bring:

  • 15+ years of applicable experience
  • In depth knowledge of the wealth management, financial advisor and RIA landscape
  • Established relationships at Great 8 partner firms
  • Required travel ~60% of the time (domestic)
  • Strong project management skills
  • Extensive content creation experience
  • A deadline orientation, with effective time management skills
  • Exceptional written and oral communications skills
  • Dynamic presentation skills required
  • Consummate team player, strong interpersonal skills

 #LI-AM1

#remote

 

 

Salary range: $125,000 - $150,000 (Plus target sales incentive) 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

 

 

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Job Requisition ID: 90437

 

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.

 


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