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

New York Life•New York, NY

5d•Remote

About The Position

New York Life Investment Management (NYLIM) is a leading global asset manager with over $800 billion in assets under management, recognized as a Pensions & Investments' Top 30 Largest Money Manager. NYLIM unifies the firm's global investment teams under one brand, combining specialized expertise with the strength and stability of New York Life. The 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. The company emphasizes a powerful combination of specialized investment teams and the scale and longevity of a leading mutual institution. The Regional Advisor Consultant (RAC) is a key role within the sales distribution efforts of New York Life Investments. The RAC will be responsible for developing and executing business plans and sales strategies to grow and maintain existing relationships, as well as identifying and acquiring new business within their assigned territory to achieve sales goals. This role requires a passion for sales strategy, process, and investments, with a strong emphasis on attention to detail and follow-up. The ideal candidate will be poised, professional, possess excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. The RAC must be resilient and committed to going above and beyond in supporting the South territory (South-FL, GA, NC & SC).

Requirements

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
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting is required.

Nice To Haves

Experience covering Strategic Broker Dealer and Agency channel advisors in a client facing capacity

Responsibilities

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.
Serve as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.