Job description

Job Requisition ID: 95114 Location Designation: Fully Remote Business/Role Overview Eagle Strategies LLC is a Registered Investment Adviser and wholly owned subsidiary of New York Life Insurance Company. As part of New York Life’s Wealth Management division, Eagle Strategies has 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 that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. Eagle Strategies provides retail investment advisory services through about 1,250 affiliated investment advisor representatives (IARs) and more than $20B in assets under management (AUM). Eagle IARs provide comprehensive investment advisory and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that leverage New York Life’s financial strength and mutuality, our advisors can tailor a plan to help their clients reach their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products. We believe the best financial solutions are built when an advisor has a thorough understanding of their clients’ current financial picture and their short- and long-term goals. Our advisors assess their clients’ needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations over the client's lifetime – from wealth-building to retirement to legacy. The RIA Specialist will become proficient in one to two core competencies of our managed account and trading platforms. The Specialist will take incoming calls from Eagle Advisors, their staff, and clients and act as a partner to facilitate transactions requests and account administration. 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 · Learning and maintaining a strong working knowledge of multiple systems, products, and services · Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders · Identifying process improvements and implement solutions to build efficiencies and increase productivity · Responding to inquiries from Eagle Strategies Advisors · Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise · Adhere to a daily schedule dependent on business needs. · Required reporting of personal brokerage accounts and those of your household (i.e., if living with a parent or guardian). What You'll Bring · Bachelor’s Degree; Finance or Business discipline preferred · A minimum of 0-1 years of relevant experience in client service · Interest in the wealth management/managed account industry · Proficiency with Microsoft Office · Proven ability to operate in a fast-paced, customer service environment. · Demonstrated organizational, time management, and interpersonal skills. · Ability to work collaboratively to achieve team objectives · Broker-dealer, RIA, or wealth management experience a plus · Series 7 or able to obtain within 6 months of hiring date 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 our Foundation. 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 LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com . Job Level: LEVELCS2 Pay Transparency Salary Range: $41,000-$58,500 Overtime eligible: Nonexempt 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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site . Our Commitment to Inclusion 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. Click here to learn more about New York Life’s leadership in this space. 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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com . Job Requisition ID: 95114

Requirements

Must-haves

Job Requisition ID: 95114
Location Designation: Fully Remote
Business/Role Overview
Learning and maintaining a strong working knowledge of multiple systems, products, and services
Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders
Identifying process improvements and implement solutions to build efficiencies and increase productivity
Responding to inquiries from Eagle Strategies Advisors
Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
Adhere to a daily schedule dependent on business needs.
Required reporting of personal brokerage accounts and those of your household (i.e., if living with a parent or guardian).
A minimum of 0-1 years of relevant experience in client service
Interest in the wealth management/managed account industry
Proficiency with Microsoft Office
Proven ability to operate in a fast-paced, customer service environment.
Demonstrated organizational, time management, and interpersonal skills.
Ability to work collaboratively to achieve team objectives
Series 7 or able to obtain within 6 months of hiring date
Job Level: LEVELCS2

Nice-to-haves

Bachelor’s Degree; Finance or Business discipline preferred
Broker-dealer, RIA, or wealth management experience a plus

Application prep

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Platform: eightfold
Effort: medium

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