Wealth Advisory: Lead Client Coverage Director

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

Benefits offered by this job

Summer flex time

Family-friendly benefits

Tuition reimbursement

Job summary

New York Life Insurance Co. seeks a Senior Director, Client Coverage, Wealth Advisory in New York. Hybrid role leading the Wealth Advisory Group, coordinating client coverage, implementation, and specialist resources for $5M+ client assets.

You will partner with senior leadership to deliver integrated wealth and investment strategies, drive new business, and ensure high-touch service across all solutions while maintaining fiduciary standards.

Qualifications

• Bachelor's degree from an accredited university; MBA or equivalent strongly preferred.
• Professional designations such as CFP, CIMA, or CPWA required.
• 12+ years of experience in wealth management, private banking, or family office with leadership of client coverage responsibilities.
• SIE, Series 7, and Series 66 required (or ability to obtain within 90 days).
• Proven lead relationship quarterback for clients with investable assets of $5M+.
• Deep knowledge of wealth and risk solutions, including investment strategy, tax, and intergenerational wealth transfer.
• Exceptional written and verbal communication skills, able to convey complex concepts to advisors, clients, and senior stakeholders.
• Demonstrated ability to lead and coordinate a multi-functional client coverage team.
• Resourceful, detail-oriented, able to manage multiple priorities in a fast-paced environment.
• Highly professional and discreet with sound judgment and confidentiality.

Responsibilities

• Serve as the primary relationship quarterback for advisors and clients, leading all client solutioning efforts.
• Direct the full coverage team including client relations and client implementation.
• Develop and maintain advisor and client relationships for a coordinated experience across solutions touchpoints.
• Oversee design and delivery of customized wealth and investment strategies.
• Partner with Wealth Advisory leadership and OCIO strategists for integration of investment solutions.
• Lead business development to deepen advisor relationships and multi-product solutioning.
• Act as senior escalation point for complex client and advisor needs.
• Champion strategic alignment of client coverage with the firm's value proposition.
• Mentor and lead client coverage and service specialists to foster a collaborative culture.
• Collaborate with product, research, and compliance to meet fiduciary and regulatory standards.

Skills

Relationship management

Leadership

Communication

Regulatory compliance

Education

Bachelor's degree

MBA

Tools

SIE

Series 7

Series 66

Job description

New York Life Insurance Co. seeks a Senior Director, Client Coverage, Wealth Advisory in New York. Hybrid role leading the Wealth Advisory Group, coordinating client coverage, implementation, and specialist resources for $5M+ client assets.

You will partner with senior leadership to deliver integrated wealth and investment strategies, drive new business, and ensure high-touch service across all solutions while maintaining fiduciary standards.