Corporate Vice President, Business Transition Support Manager | White Plains, NY

Detailed Information

  • Location: White Plains, NY

  • Company: New York Life Insurance

and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture. Overview The Transition and Integration Team is focused on providing a first-class, white-glove transition experience for Experienced Financial Professionals or Financial Advisors who are changing firms or Broker - Dealers and beginning a career with New York Life.

The team focuses on ensuring these Professionals (and their staff or team when applicable) have the contracts, connections, knowledge and background to seamlessly service their clients and continue their practice while transitioning their book

of business. Essential Duties: This role will lead consultative efforts to educate prospective candidates on platform options, product eligibility and qualifications, and review compatibility according to company standards.

Collaborate with Recruiters and Experienced Financial Professionals or Financial Advisors to advise on potential product offerings within the New York Life portfolio offering Create relationships with new Registered Representatives and/or Financial Advisors to connect new advisors to New York Life subject matter experts to learn more about available options joining the firm Explore and vet outside firms and companies to evaluate and potentially deploy “technology-backed”

solutions to automatically advise business model offerings within New York Life Provide ‘best-in-class’ customer service related to transition and supply information as needed at request of management, company associates, and rep-advisors Create and utilize action plans to resolve any issues or concerns that develop during the transition process, interfacing with other departments and external sources when necessary to address questions or concerns Maintain and enhance working knowledge of key industry products and topics, internal programs, and product lines available through New York Life Evaluate and uphold departmental benchmarks Education & Experience Qualifications: BS or BA required / MBA a + Minimum of 10+ years of relevant experience 7-8+ years overall experience, 5+ years financial services preferred, insurance expertise a plus Life and Health, Series 6, 63 required; 65 or 7 and 66 a plus Outstanding analytic and quantitative capabilities Strong communication skills including experience in developing C level presentations and communications Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization Project and process management skills including proven ability to juggle multiple projects at the same time Team management and development skills Strategic thinker Large and small group facilitation skills and experience Self-starter with a passion to deliver results and track record of success Master information and language regarding all aspects of the Financial Advisor career Outstanding communication skills, including experience in presenting and interacting with senior executives, such as our Experienced Financial Professionals and Experienced Managers running our General Offices Project leadership Frame and identify complex problems backss areas of opportunity in line with overall strategy Partner with stakeholders and lead end-to-end delivery of problem solving and solutioning Implement key enterprise initiatives across businesses and functional areas Drive management of enterprise governance and communication processes Provide program updates and status reporting #LI-KV1 Salary range: $115,000-$175,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Click here to learn more about our benefits.

Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life. ” To learn more, please visit Linked In , our Newsroom and the Careers page of . Job Requisition ID: 89173

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