Senior Assoc, Strategic Wealth Regional Advisor Consultant (South-FL, GA, NC & SC)

Location: Remote,New York,United States

Department: NYLIM

Location Designation: Fully Remote 

About New York Life Investment Management 

With over $800 billion in assets under management, NYLIM is a Pensions & Investments Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.

Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.

More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.

Job Title: Strategic Wealth Regional Advisor Consultant (South Territory)

Location Designation: Fully Remote

The Regional Advisor Consultant (RAC) is an integral part of the team and the sales distribution efforts of New York Life Investments. The RAC will be responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. The individual should showcase a passion for sales strategy, process, and investments. Demonstrate attention to detail and strong follow up process. Most critically, the Regional Advisor Consultant must be poise, professional, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. The Regional Advisor Consultant must be resilient and willing to go above and beyond supporting the South (South-FL, GA, NC & SC) territory.

What You’ll Do:

• Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Strategic Broker Dealer and Agency channel.
• Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement.
• Present New York Life Investment products (Mutual Funds, ETFs, SMA, Alternatives) and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
• Readily available to attend industry conferences, seminars and events when needed.
• Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets, and industry related topics.
• Travel in the territory as required by sales management to maintain business plan focus
• Serves as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.

What You’ll Bring:

• Bachelor’s degree in Finance, Business, or a related field (preferred)
• Required to reside in assigned territory and travel
• Excellent organizational and presentation capabilities
• Series 7 and 63 licensing exams are required
• Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau
• Experience covering Strategic Broker Dealer and Agency channel advisors in a client facing capacity is highly preferred
• Strong sales process and client service management (required)
• Highly motivated, organized, and capable of working both independently and as part of a team

Job Level: LEVELPF3

Pay Transparency

Salary Range: $70,000 base salary + sales incentives 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

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 Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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. Were 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.

Job Requisition ID: 94706

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