Practice Manager, Director


Date: Nov 16, 2022

Location: Remote, any state, US

Company: New York Life Insurance Co

Location Designation:  



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. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



The Practice Management Director role will be responsible for the 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 in and or across territories and channels.


Specific Responsibilities include, but are not limited to:


  • Partner with our external Advisor Consultants in the delivery of consulting to high-value advisors looking to overcome specific business challenges and position themselves for growth
  • Forecast advisor and/or wealth management industry trends to enhance the development of thought leadership content, specifically around the topics of leadership and teaming
  • Participate in speaking engagements at industry conferences and events on practice management topics
  • Contribute to the creation of impactful programs that align with NYLI business goals
  • Assist with internal and external program communications to educate, drive adoption and facilitate engagement
  • Act as a resource and liaison to internal business partners, specifically Agency, Eagle Strategies and Annuity Marketing


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


  • Deliver Financial Advisor workshops in conjunction with NYLI external Advisor Consultants
  • Short recorded sessions in a Ted Talk format for training and NYLI Financial Advisor site
  • Deliver Web-Based Financial Advisor training
  • Leverage relationships with key COI’s at essential firms to gain improved visibility and access for NYLI Advisor Consultants though our Value Add delivery
  • Review and improve upon key competitors and leaders in Value Add space
  • Promote thought leadership marketing in all aspects of developing relationships and branding


Position Requirements


  • 10-15 years of applicable field experience
  • In depth knowledge of the wealth management, financial advisor and RIA landscape
  • Required travel ~60% of the time (domestic)
  • Strong project management skills
  • A deadline orientation, with effective time management skills
  • Exceptional written and oral communications skills
  • Dynamic presentation skills required
  • Consummate team player, strong interpersonal skills



Salary range:  

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.



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: 88184






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