Partner with Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned territory. Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement. Present New York Life Investment products

1. Strategic Leadership Lead the ideation, development, and execution of five specialized financial services practice models, ensuring alignment with the company's overall strategic objectives. 2. Client Segmentation Identify and define target client and advisor segments based on their affluence levels, financial goals, and life stages, and tailor practice models to addre

Location Designation Hybrid 3 days per week When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professional

of our Investment Proposal Support Team include Provide expert guidance at point of call to our Registered Representatives & Investment Advisors as they utilize the Investment Proposal Tool and Rollover Scorecard to assess potential investment solutions for their clients. Support our Registered Representatives and Investments Advisors sales process by providing deep techni

Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Edward Jones territory. Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement. Present New York

The ideal candidate will help generate, analyze, and execute new business by interacting with asset originators/aggregators, commercial and investment banks, finance companies, asset managers, and industrial companies. The position is being created to contribute to a growing platform of securitized financings and loan pool purchase opportunities in consumer and commercial

Location Designation Fully Onsite When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through

Lead the development of annual marketing plan (positioning, identify target audiences) with specific objectives across different channels and products segments leveraging leadership and sales guidance. Analyze and report out on competitor trends to build brand and product visibility, content and channel trends, and any other marketing best practices in the institutional l

Location Designation Hybrid 3 days per week When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion.We want employees to feel proud about being part of a company th

will include, but not be limited to Provide consultative expertise for employee relations matters. With support of HR Business Partners (HRBPs), advise and support managers in performance management, corrective action, attendance, and disciplinary matters, including reviewing termination recommendations. Respond to and investigate employee complaints submitted directly to

Provide excellent day to day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters Assist with workflow of applications for life products, annuities, contract changes, policy billing

Location Designation Fully Onsite When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through

Provide analytical support working on collateral performance, cash flow analysis, structural evaluation, and legal documentation review. Sectors of coverage include consumer finance, Student loans, Solar, aviation, rail, and other transportation related assets, equipment finance, whole business, timeshare and other specialty finance sectors. Work closely with senior membe

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance

Manage the development and execution of integrated marketing campaigns across online and offline channels to adhance business goals and help drive bottom line results Liaise with key stakeholders across business teams to write, copy edit, publish content and messaging targeted to advisors and clients covering wealth management, financial planning, and other investment rel