Senior Director, Wealth Advisory Client Coverage

New York Life Insurance Co.; New York (NY); Hybrid; USD 160,000 - 229,000; Full time

Benefits offered by this job

Adoption assistance

Student loan repayment

Leave programs

Comprehensive benefits

Job summary

New York Life Insurance Co. is seeking a Senior Director, Client Coverage within Wealth Advisory.

This senior role leads a multidisciplinary team serving advisors and clients with $5M+ in investable assets, ensuring a seamless, high-touch wealth management experience across solutions. The role requires extensive leadership, investment strategy knowledge, and strong client relations, with FINRA licensing prerequisites and a focus on fiduciary standards.

Qualifications

• Bachelor's degree required; MBA strongly preferred.
• SIE, Series 7, and Series 66 licenses or ability to obtain within 90 days.
• 12+ years in wealth management, private banking, or family office with leadership experience.

Responsibilities

• Serve as the primary relationship quarterback for advisors and clients, leading client solutioning.
• Direct the full client coverage team including relations and implementation.
• Develop and manage advisor and client relationships for a coordinated experience.
• Oversee design and delivery of customized wealth and investment strategies.
• Collaborate with Head of Wealth Advisory and OCIO portfolio strategists for integrated solutions.
• Lead business development to deepen advisor relationships and cross-sell solutions.

Skills

Client coverage leadership

Relationship quarterback

Cross-functional leadership

Executive communication

Strategic advisor

Education

Bachelor's degree in Finance, Economics, or Business Administration

MBA or equivalent advanced degree

Job description

New York Life Insurance Co. is seeking a Senior Director, Client Coverage within Wealth Advisory.

This senior role leads a multidisciplinary team serving advisors and clients with $5M+ in investable assets, ensuring a seamless, high-touch wealth management experience across solutions. The role requires extensive leadership, investment strategy knowledge, and strong client relations, with FINRA licensing prerequisites and a focus on fiduciary standards.