Regional VP, Stable Value Investments (DCIO) – West

New York Life; New York (NY); On-site; USD 125,000 - 150,000; Full time

Job summary

New York Life seeks a Corporate Vice President to lead Stable Value Investment Only sales in the Western United States. You will identify opportunities, build relationships with regional consultants and plan advisors, and drive multi-brand growth in defined contribution spaces with a focus on high-impact intermediaries.

You must have 10 years in financial services and 7–10 years in DCIO, with FINRA Series 6 license or ability to obtain within 90 days.

Qualifications

• 10 years of financial services experience is required.
• 7–10 years in the Defined Contribution space with a major provider is expected.
• Proven track record of sales success and relationship development with intermediaries.
• Experience presenting investment products to advisors and committees.

Responsibilities

• Represent the full suite of New York Life Stable Value Investment Only products.
• Develop a progressive business plan to grow territory asset sales up to $500m annually.
• Build relationships with plan advisors, intermediaries, and fiduciaries.
• Meet targeted sales activity metrics and manage the full sales process from prospecting to closure.
• Solicit feedback on market trends, competitors, and opportunities.

Skills

10 years’ financial services

7-10 years DC experience

Sales & relationship development

Sales CRM (Salesforce)

FINRA Series 6 license or ability toob

Tools

Salesforce

Job description

New York Life seeks a Corporate Vice President to lead Stable Value Investment Only sales in the Western United States. You will identify opportunities, build relationships with regional consultants and plan advisors, and drive multi-brand growth in defined contribution spaces with a focus on high-impact intermediaries.

You must have 10 years in financial services and 7–10 years in DCIO, with FINRA Series 6 license or ability to obtain within 90 days.