Wealth Management RIA Operations Specialist

New York Life Insurance Co.; New York (NY); On-site; USD 41,000 - 59,000; Full time

Job summary

New York Life Insurance Company, via Eagle Strategies LLC, is seeking a Wealth Management support specialist. The role focuses on learning multiple systems, supporting advisors and clients, and driving efficiencies in operations within a Fortune 100 company.

The position offers exposure to managed accounts, ongoing professional development, and potential license designations over time, with a base salary in a structured pay band and discretionary bonuses.

Qualifications

• Bachelor’s Degree; Finance or Business discipline preferred.
• 0-1 years of relevant client service experience.
• Interest in wealth management/managed accounts industry.
• Proficiency with Microsoft Office.
• Ability to operate in a fast-paced, customer service environment.
• Strong organizational, time management, and interpersonal skills.
• Ability to work collaboratively to achieve team objectives.
• Broker-dealer, RIA, or wealth management experience a plus.
• Series 7 or able to obtain within 6 months of hiring date.

Responsibilities

• Learning and maintaining a strong working knowledge of multiple systems, products, and services.
• Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders.
• Identifying process improvements and implement solutions to build efficiencies and increase productivity.
• Responding to inquiries from Eagle Strategies Advisors.
• Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise.
• Adhere to a daily schedule dependent on business needs.

Skills

Customer service

Communication

Team collaboration

Education

Bachelor’s Degree in Finance or Business

Tools

Microsoft Office

Job description

New York Life Insurance Company, via Eagle Strategies LLC, is seeking a Wealth Management support specialist. The role focuses on learning multiple systems, supporting advisors and clients, and driving efficiencies in operations within a Fortune 100 company.

The position offers exposure to managed accounts, ongoing professional development, and potential license designations over time, with a base salary in a structured pay band and discretionary bonuses.