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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. 

 

 

Role Overview:

The Regional Advisory Consultant (RAC) for RIA & Private Bank will be responsible for providing dedicated coverage and expertise within his/her respective region (Pacific Northwestern US) to drive greater penetration and asset flows for New York Life Investment’s (NYLI) multi-boutique asset managers within the RIA &Private Bank segment.

 

What You'll Do:

  • Driving visibility, education, awareness and asset flow for NYLIM/MainStay suite of strategies within the Registered Investment Advisor and Private Bank community throughout the territory. This may include Wealth Managers, Asset Allocators, Wealth Management Platforms, and regional Bank Trusts.
  • Prospect directly into sophisticated independent RIA’s ($100 Million AUM+) and Private Banking teams that may or may not have had exposure or coverage from NYLI in the past but represent strong potential. This will also include the regional Bank Trust segment.
  • Interfacing with key touch points within each respective RIA and Private Bank client firm to understand their business and model and point out where and how NYLI strategies may be actionable. Touchpoints include Chief Investment Officers (CIO’s), CFA chartered “Gatekeepers”, Due Diligence Analysts, as well as HNW Portfolio Managers on Private Banking teams.
  • Identifying new and meaningful shelf space opportunities and reporting those opportunities to the leadership group and national accounts team so that the firm may act on them.
  • Represent NYLI and the RIA/Private Bank Sales team on “Road Shows”, as well as relevant industry conferences and events.
  • Continually stay up to date on NYLI investment themes, strategies and outlook. Most notably, the firm’s new manager affiliations and acquisitions.
  • Delivering impactful presentations, industry knowledge, conceptual sales ideas and product applications
  • Operating with a high level of professionalism and accountability, along with providing quality service, sales assistance and consistent achievement of goals. 
  • Interface with sales team members and RIA/Private Bank team counterparts to share information, ideas, success stories, and market intelligence.

 

What You’ll Bring: 

We are seeking a high performing investment sales professional from the Long Only or Alternatives industry who identifies with being perceived as an Investment Professional as much as a Sales Professional. Additionally, we are looking for meaningful exposure and experience working with top RIA’s and Private Banking teams within the respective territory. Prospective profiles may include:

 

  • An institutional or hybrid sales professional who is calling on multiple opportunity sets including Platforms, Financial Supermarkets (Schwab, Fidelity etc.), Private Banks, RIA’s, and Family Offices, who may want to specialize within the RIA/Private Bank segment.
  • A dedicated RIA or Private Bank sales professional who is interested in expanding their coverage of responsibility by forming new relationships with sophisticated Private Banking or RIA professionals, respectively.

 

Preferred Skills:

  • Strong knowledge of fixed income.  Specifically, duration, high yield, corporates and municipals. 
  • Industry professional designations: CIMA, CFP, CFA, MBA

#LI-AM1

 

 

Salary range: $70,000 - $75,000 (plus sales incentives) 

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: 90465

 

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.

 

About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Required Legal Notices – All Candidates Please Click Here


Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

Job Segment: Bank, Banking, CFA, Social Media, MBA, Finance, Marketing, Management

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