Fast Track Partner

New York Life Iowa General Office; Cedar Rapids (IA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Long-term disability coverage

Job summary

The New York Life Iowa General Office is seeking a candidate for its Accelerated Path to Financial Management program. This role involves leading a team of financial professionals and developing strategic financial initiatives while fostering a growth-oriented environment.

Moreover, candidates should have experience in financial planning within the insurance sector and be able to mentor junior members. Compensation ranges from $90,000 to $120,000 annually, including comprehensive benefits.

Qualifications

• Experience in financial planning and analysis within the insurance industry.
• Ability to develop and implement strategic financial initiatives.
• Proven track record of collaborating with teams for budgeting and forecasting.

Responsibilities

• Lead and inspire a team of financial professionals.
• Develop and implement strategic plans for business growth.
• Cultivate strong relationships with clients for tailored financial solutions.

Skills

Financial planning and analysis

Strategic initiative development

Collaboration with cross-functional teams

Financial regulations knowledge

Financial data analysis

Presentation of financial reports

Mentoring junior members

Job description

Join New York Life's Accelerated Path to Financial Management program, where you’ll transform your career in the insurance industry. As part of our team, you’ll gain access to top‑tier financial management training that builds your expertise and confidence. With our solid reputation for excellence and innovation, backed by the highest financial strength ratings, you’ll thrive in a culture that emphasizes collaboration and continuous learning. We’re committed to supporting you every step of the way, ensuring you’re equipped to make a significant impact. Enjoy competitive compensation and extensive benefits from the start, including medical, dental, vision, and long‑term disability coverage for you and your dependents. Let’s embark on this journey together, enhancing not only your career but also the lives of the clients we serve.

Responsibilities

• Lead and inspire a team of financial professionals, fostering a collaborative and growth‑oriented environment.
• Develop and implement strategic plans to drive business growth and achieve financial targets.
• Cultivate strong relationships with clients, providing them with tailored financial solutions and exceptional service.
• Monitor market trends and competitor activities to identify opportunities for innovation and improvement.
• Ensure compliance with industry regulations and company policies, maintaining the highest standards of integrity.
• Mentor and coach team members, supporting their professional development and career progression.
• Collaborate with cross‑functional teams to enhance operational efficiency and client satisfaction.

Qualifications

• Experience in financial planning and analysis within the insurance industry.
• Ability to develop and implement strategic financial initiatives that align with company goals.
• Proven track record of collaborating with cross‑functional teams to enhance budgeting and forecasting.
• Strong understanding of financial regulations and compliance standards.
• Skill in analyzing financial data to identify trends, risks, and opportunities for growth.
• Experience in preparing and presenting detailed financial reports to senior management.
• Ability to mentor and guide junior team members, fostering a culture of learning and development.

Compensation

$90,000 - $120,000 per year