Strategic VP, Wealth Advisory Investment Strategy

New York Life Insurance Co.; New York (NY); Híbrido; USD 119.000 - 170.000; Jornada completa

Descripción de la vacante

New York Life Insurance Co. in New York, NY hybrid role, leads Wealth Advisory Investment Strategy within Eagle Strategies Wealth Advisory Group, partnering with the Head of Wealth Advisory to design and deliver customized investment models for clients with $5M+ AUM.

The role involves managing third-party relationships, overseeing model portfolios, ensuring regulatory and fiduciary standards, and providing market insight and thought leadership to drive client outcomes and firm strategy.

Formación

• 8-10 years of wealth management, private banking, family office, or investment product experience.
• Deep knowledge of investment managers across asset classes and vehicles.
• Strong understanding of capital markets and portfolio allocation.
• Exceptional communication and interpersonal skills.

Responsabilidades

• Build and manage relationships with OCIO, external asset managers, and platforms.
• Oversee design and implementation of multi-asset model portfolios with OCIO.
• Assist with product access and partnership strategies to optimize client outcomes.
• Align investment offerings with client segmentation and market trends.
• Lead the coordination and distribution of investment research and portfolio model changes.
• Collaborate with third-party managers and internal teams to ensure fiduciary and regulatory standards.
• Act as subject matter expert for portfolio construction and investment platform strategy.

Conocimientos

Wealth mgmt exp

Investment managers

Capital markets

Communication

Collaboration

Confidentiality

Self-motivation

Educación

Bachelor’s degree in Finance/Economics/Business

MBA or CFA/CAIA designation or equivalent

Descripción del empleo

New York Life Insurance Co. in New York, NY hybrid role, leads Wealth Advisory Investment Strategy within Eagle Strategies Wealth Advisory Group, partnering with the Head of Wealth Advisory to design and deliver customized investment models for clients with $5M+ AUM.

The role involves managing third-party relationships, overseeing model portfolios, ensuring regulatory and fiduciary standards, and providing market insight and thought leadership to drive client outcomes and firm strategy.