RIA Specialist – Remote Wealth Mgmt Ops

New York Life; New York (NY); On-site; USD 65,000 - 93,000; Full time

Benefits offered by this job

Full benefits package

Job summary

New York Life is seeking a Remote RIA Specialist within Eagle Strategies LLC, part of its Wealth Management division. You will handle inquiries, facilitate transactions, and support advisory teams to drive efficient account administration.

This role offers exposure to the inner workings of a Fortune 100 company and opportunities for licensure and progression across wealth management platforms.

Qualifications

• Bachelor’s Degree in Finance or Business field.
• 0–1 years of relevant client service experience.
• Interest in wealth management/managed accounts.
• Proficient with Microsoft Office.
• Strong organizational and interpersonal skills.
• Ability to work collaboratively to achieve team objectives.
• Broker-dealer, RIA, or wealth management experience a plus.

Responsibilities

• Learn and maintain knowledge of systems, products, and services.
• Provide subject matter expertise for third-party investment platforms.
• Identify process improvements to build efficiencies.
• Respond to inquiries from Eagle Strategies Advisors.
• Assist Internal Consultant and Portfolio Specialist Teams with new cases.
• Adhere to a daily schedule based on business needs.
• Report personal brokerage accounts as required.

Skills

Bachelor’s Degree in Finance or Biz

Microsoft Office proficiency

Customer service experience

Organizational skills

Interpersonal skills

Team collaboration

Education

Bachelor’s Degree; Finance or Business discipline preferred

Tools

Microsoft Office

Job description

New York Life is seeking a Remote RIA Specialist within Eagle Strategies LLC, part of its Wealth Management division. You will handle inquiries, facilitate transactions, and support advisory teams to drive efficient account administration.

This role offers exposure to the inner workings of a Fortune 100 company and opportunities for licensure and progression across wealth management platforms.