Job Requisition ID: 94971

Location Designation: Hybrid - 3 days per week

Role Overview:

The Wealth Advisory Investment Strategy role is a leadership position within the Eagle Strategies Wealth Advisory Group, working closely with the Head of Wealth Advisory, and the broader group leadership team. This individual is responsible for managing strategic relationships with third-party asset managers and platform providers to support the design and delivery of customized investment models that address the complex needs of clients with investable assets of $5 million or more. The role sits at the intersection of investment strategy, platform due diligence, and relationship management, and will be critical to the evolution of the Wealth Advisory Group, helping to ensure alignment with business priorities, client goals, and market conditions.

What You'll Do
• Build and manage relationships with the Wealth Advisory Outsourced Chief Investment Officer (OCIO), external asset managers, and investment platforms and research providers.
• Oversee the design and implementation of multi-asset model portfolios and unified managed account strategies in partnership with the Outsourced Chief Investment Officer (OCIO).
• Assist with product access and partnership strategies to optimize client outcomes.
• Align investment offerings with client segmentation and evolving market trends.
• Lead the coordination, distribution, and facilitation of all investment research materials, market impact analyses, and portfolio model changes to ensure internal stakeholders and clients are well educated and remain informed.
• Collaborate with third-party investment managers and internal product and research teams to ensure models adhere to regulatory, fiduciary, and operational standards. • Act as the subject matter expert for portfolio construction, investment manager selection, and investment platform strategy.
• Partner closely with the Head of Wealth Advisory, Wealth Advisory Client Coverage Team, and OCIO portfolio strategists to ensure seamless delivery of client solutioning.
• Champion a deliberate, forward-looking strategic perspective to ensure the investment approach is thoughtfully positioned and consistently aligned with the firm's Wealth Advisory value proposition.
• Provide thought leadership on capital markets, portfolio theory, and innovation in investment solutions.

What You'll Bring:
• Bachelor's degree from accredited university in Finance, Economics, Business Administration, or related field.
• Advanced degree (MBA or equivalent) and / or professional designation (CFA, CAIA) required
• 8 - 10 years of experience in wealth management, private banking, family office, or investment product.
• Securities Industry Essentials (SIE), Series 7, or ability to obtain within 90 days.
• Deep knowledge of investment managers across asset classes and vehicles (e.g., mutual funds, SMAs, ETFs, alternatives).
• Strong understanding of capital markets, portfolio asset allocation, and investment theory, with the ability to apply these disciplines in the context of clients with investable assets of $5 million or more.
• Exceptional communication and interpersonal skills, including written and verbal, with the ability to articulate complex concepts clearly to internal stakeholders at New York Life.
• Proven ability to influence and collaborate effectively within a team and across various stakeholders, including Wealth Advisory Client Coverage, Client Relations, and Client Implementation.
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a face-paced environment.
• Highly committed and dedicated professional with a demonstrated ability to exercise sound judgment, maintain strict confidentiality, and handle sensitive client, partner, and proprietary business information with the utmost discretion.

Job Level: LEVELPF5

Pay Transparency

Salary Range: $119,000-$170,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.