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About the Role
The Wealth Advisory Investment Strategy role is a leadership position within the Eagle Strategies Wealth Advisory Group. This individual will manage strategic relationships with third-party asset managers and platform providers to support the design and delivery of customized investment models for clients with investable assets of $5 million or more. The role is critical to the evolution of the Wealth Advisory Group, ensuring alignment with business priorities, client goals, and market conditions.
Responsibilities
- 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.
- 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.
Requirements
- 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.
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Skills
- Investment strategy
- Platform due diligence
- Relationship management
- Portfolio construction
- Investment manager selection
- Investment platform strategy
- Capital markets
- Portfolio theory
- Communication skills
- Interpersonal skills
- Collaboration
Location
- Hybrid
Work Type
- Hybrid - 3 days per week
- Exempt
Experience Level
- 8 - 10 years
Education Level
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- MBA or equivalent
- CFA
- CAIA
Salary/Compensations
- $119,000-$170,000
Benefits
- Full package of benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
- Discretionary bonus eligible
- Eligible to participate in an incentive program
About the Company
- The Eagle Strategies Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve the complex financial needs of our most sophisticated clients.
- This team delivers a fully integrated wealth management experience that extends beyond traditional investment advice, with services that span tax strategy, risk protection, philanthropy, and intergenerational wealth transfer solutions.
- Through a personalized, concierge level approach, this team provides clients with tailored financial solutions and a suite of exclusive benefits designed to deepen relationships, expand multi product solutioning, and help families build lasting financial legacies across generations.
- Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
- Due to our mutuality, we operate in the best interests of our policy owners.
Equal Opportunity
- At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities.
- We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together.
- This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported.
- By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.