Corporate Vice President, Financial Professional Business Transition Lead

Location Designation: Hybrid - 3 days per week 

Role Overview:

The Transition and Integration Team is focused on providing a first-class, white-glove transition experience for Experienced Financial Professionals or Financial Advisors who are changing firms or Broker - Dealers and beginning a career with New York Life.  The team focuses on ensuring these Professionals (and their staff or team when applicable) have the contracts, connections, knowledge and background to seamlessly service their clients and continue their practice while transitioning their book of business.

What You'll Do:

This role will lead consultative efforts to evaluate the alignment between a financial advisor’s current business and the New York Life structure. They will be charged with educating prospective candidates on platform options, product eligibility and qualifications, and review compatibility according to company standards to determine if the transition is mutually beneficial.

• Collaborate with Recruiters and Experienced Financial Professionals or Financial Advisors to advise on potential product offerings within the New York Life portfolio offering
• Create relationships with new Registered Representatives and/or Financial Advisors to connect new advisors to New York Life subject matter experts to learn more about available options joining the firm
• Explore and vet outside firms and companies to evaluate and potentially deploy “technology-backed” solutions to automatically advise business model offerings within New York Life
• Provide ‘best-in-class’ customer service related to transition and supply information as needed at request of management, company associates, and rep-advisors
• Create and utilize action plans to resolve any issues or concerns that develop during the transition process, interfacing with other departments and external sources when necessary to address questions or concerns
• Maintain and enhance working knowledge of key industry products and topics, internal programs, and product lines available through New York Life
• Evaluate and uphold departmental benchmarks
• Provide project leadership; frame and identify complex problems and assess areas of opportunity in line with overall strategy
• Partner with stakeholders and lead end-to-end delivery of problem solving and solutioning
• Implement key enterprise initiatives across businesses and functional areas
• Drive management of enterprise governance and communication processes
• Provide program updates and status reporting

What You'll Bring:

• BS or BA required / MBA a +
• Minimum of 10+ years of relevant experience
• 7-8+ years overall experience, 5+ years financial services preferred, insurance expertise a plus
• Life and Health, Series 6, 63 required; 65 or 7 and 66 a plus
• Outstanding analytic and quantitative capabilities
• Strong communication skills including experience in developing C level presentations and communications
• Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
• Project and process management skills including proven ability to juggle multiple projects at the same time
• Team management and development skills
• Strategic thinker
• Large and small group facilitation skills and experience
• Self-starter with a passion to deliver results and track record of success
• Master information and language regarding all aspects of the Financial Advisor career
• Outstanding communication skills, including experience in presenting and interacting with senior executives, such as our Experienced Financial Professionals and Experienced Managers running our General Offices

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Pay Transparency

Salary Range:  $117,500-$140,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 91280