New York Life Insurance Co

Eagle RIA Operations Manager

New York Life Insurance Co • $85K — $100K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Minimum 5+ years of relevant experience
  • Bachelor's Degree or Equivalent Work Experience
  • Series 7 plus Series 24 required within 6 months of hire date
  • Proficiency with Microsoft Office
  • Advanced knowledge of Microsoft Excel including v-lookups and pivot tables
  • Strong customer service skills and comfort with inbound/outbound calls
  • Outstanding written communication skills
  • Willingness to be flexible with schedule to meet extended business hours and heavy client demand

Responsibilities

  • Oversee the management, coaching, and development of a team of Operations and Service Specialists.
  • Manage staffing, work schedules and monitor multiple call/workflow queues to meet department standards.
  • Make tactical recommendations on resource allocation to ensure service level standards are met.
  • Coordinate Internal Consultant and Portfolio Specialist Teams for customized solutions implementation.
  • Identify and resolve operational and compliance issues in daily activities.
  • Complete special projects and assist with communications on operational enhancements.
  • Identify process improvements and collaborate with leadership to build efficiencies.

Benefits

  • Comprehensive employee benefits package
  • Unique offerings for modern workforce such as leave programs and adoption assistance
  • Student loan repayment programs
  • Continual refinement of benefits based on employee feedback
Full Job Description
Location Designation: Hybrid - 3 days per week

Role Overview

The Manager will be charged with leading a team of Specialists that provide operational support and a superior service experience to Eagle Strategies Investment Advisor Representatives and their clients.This role provides a rare opportunity to learn the inner workings of the wealth management division of a 176-year old, Fortune 100 company. During your career, you can complete internal and external courses and earn industry licenses and designations that will, over time, enable you to move to roles with increasing responsibilities.

What You'll Do:
  • Oversee the management, coaching, and development of a team of Operations and Service Specialists.
  • Manage staffing, work schedules and monitoring of multiple call/workflow queues to ensure that department standards and company guidelines are met.
  • Work closely with the Head of Operations & Service and make tactical recommendations related to the allocation of resources to ensure adherence to service level standards.
  • Coordinate the Internal Consultant and Portfolio Specialist Teams with case construction and the implementation of customized solutions by providing operational expertise.
  • Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently.Identify and resolve operational and compliance issues that may arise during daily activities.
  • Complete special projects and assist with writing communications to the Field on operational enhancements.
  • Participate in presentations as needed.
  • Identify process improvements and coordinate with the Head of Operations & Service to implement the solutions in an effort to build efficiencies and increased productivity.
  • Develop written procedures when new products are introduced, or system changes are implemented.
  • Serve as a Team Leader and assist with escalated issues as needed, including exception requests from Advisors and the review of trade errors.
  • Manage call escalations from clients and advisors. Manage high-profile complaint requests.
  • Assist with the review and principal approval of new account applications.


What You'll Bring:
  • Minimum 5+ years of relevant experience
  • Bachelor's Degree or Equivalent Work Experience
  • Series 7 plus Series 24 required within 6 months of hire date
  • Proficiency with Microsoft Office
  • Advanced knowledge of Microsoft Excel including v-lookups and pivot tables
  • Strong customer service skills and comfort with inbound/outbound calls
  • Outstanding written communication skills
  • Willingness to be flexible with schedule to meet extended business hours and heavy client demand

Job Level: MG1

Pay Transparency

Salary Range: 85,000 - 100,000

Overtime eligible: No

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.

Job Requisition ID: 94040

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Finance & Insurance
Founded
1845
* Ladders Estimates

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