Wealth Advisory Investment Strategy Leader

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. seeks a Wealth Advisory Investment Strategy leader to manage relationships with OCIOs, asset managers, and platforms, guiding multi-asset model portfolios for clients with $5M+ in investable assets. Hybrid schedule in New York.

Role emphasizes investment strategy, due diligence, and cross-team collaboration to align offerings with client segmentation and market conditions.

Formación

• Bachelor’s degree required in Finance, Economics, Business Administration, or related field.
• Advanced degree (MBA or equivalent) and/or professional designation (CFA, CAIA) required.

Responsabilidades

• Build and manage relationships with OCIO, external asset managers, and investment platforms.
• Oversee design and implementation of multi-asset model portfolios and UMA strategies with OCIO.
• Assist with product access and partnership strategies to optimize client outcomes.
• Align investment offerings with client segmentation and market trends.
• Coordinate and distribute investment research, analyses, and portfolio changes to educate stakeholders and clients.
• Collaborate with third-party managers and internal teams to ensure regulatory and fiduciary standards.
• Serve as subject matter expert for portfolio construction and investment platform strategies.
• Partner with Head of Wealth Advisory and OCIO strategists to deliver client solutions.

Conocimientos

Communication skills

Interpersonal skills

Financial markets knowledge

Educación

Bachelor’s degree in Finance, Economics, Business Administration, or related field

MBA or equivalent; CFA/CAIA designation

Descripción del empleo

New York Life Insurance Co. seeks a Wealth Advisory Investment Strategy leader to manage relationships with OCIOs, asset managers, and platforms, guiding multi-asset model portfolios for clients with $5M+ in investable assets. Hybrid schedule in New York.

Role emphasizes investment strategy, due diligence, and cross-team collaboration to align offerings with client segmentation and market conditions.