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About the Role

The Client Coverage, Wealth Advisory role is a senior leadership position within the Wealth Advisory Group, serving as the lead relationship quarterback for advisors and their clients with $5 million or more in investable assets. This role directs and coordinates the client coverage team to ensure a seamless and integrated wealth management experience.

Responsibilities

Serve as the primary relationship quarterback for advisors and clients, acting as the first point of contact to lead all client solutioning efforts.
Spearhead and direct the full coverage team supporting the advisor and client, including client relations and client implementation.
Develop, manage, and maintain overall advisor and client relationships, ensuring a coordinated and consistent experience across all solutions touchpoints.
Oversee the design and delivery of customized wealth and investment management strategies tailored to the specific needs of clients.
Partner closely with the Head of Wealth Advisory, Wealth Advisory Investment Strategy, and the OCIO portfolio strategists to ensure seamless integration of investment solutions.
Lead business development efforts, identifying opportunities to deepen advisor relationships and expand multi-product solutioning across the client base.
Act as the senior escalation point for complex client and advisor needs, ensuring timely resolution and a consistently high level of service.
Champion a deliberate, forward-looking strategic perspective to ensure client coverage is thoughtfully positioned and consistently aligned with the firm's Wealth Advisory value proposition.
Provide mentorship and team leadership to client coverage and service specialists, fostering a collaborative, client-first culture across the team.
Collaborate with internal product, research, and compliance teams to ensure all client solutions adhere to regulatory, fiduciary, and operational standards.

Requirements

Bachelor's degree from an accredited university in Finance, Economics, Business Administration, or a related field required.
Professional designations such as CFP, CIMA, or CPWA required.
12 or more years of experience in wealth management, private banking, or family office, with a demonstrated track record of leading client coverage responsibilities.
Securities Industry Essentials (SIE), Series 7, and Series 66 required, or ability to obtain within 90 days.
Proven experience serving as a lead relationship quarterback for clients with investable assets of $5M+.
Deep knowledge of wealth and risk solutions, including investment strategy, tax, and the efficient transfer of intergenerational wealth.
Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly to advisors, clients, and senior internal stakeholders.
Demonstrated ability to lead and coordinate a multi-functional client coverage team, driving accountability, collaboration, and consistent high-touch client experience.
Resourceful, detail-oriented, and capable of managing multiple priorities effectively in a fast-paced environment.
Highly professional and discreet, with a demonstrated ability to exercise sound judgment and handle sensitive client and business information with the utmost confidentiality.
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Skills

Client relationship management
Solutions strategy
Team leadership
Investment strategy
Tax strategy
Intergenerational wealth transfer
Written communication
Verbal communication
Business development

Location

Hybrid

Work Type

Hybrid - 3 days per week
Exempt

Experience Level

Senior leadership
12 or more years of experience

Education Level

Bachelor's degree in Finance, Economics, Business Administration, or related field
Advanced degree (MBA or equivalent) strongly preferred
CFP, CIMA, or CPWA designations required

Salary/Compensations

$160,000-$228,500

Benefits

Full package of benefits
Leave programs
Adoption assistance
Student loan repayment programs
Annual discretionary bonus
Potential participation in an incentive program

About the Company

The 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.
New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
New York Life operates in the best interests of its policy owners due to its mutuality.

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.
Recognized as one of Fortune’s World’s Most Admired Companies.