Senior Associate, Advisor Consultant (In-Market Internal Wholesaler)

Summary

New York Life Investment Management is a global asset manager serving institutional, retail, and insurance clients. The Senior Associate, Advisor Consultant will support an External Wholesaler by building financial advisor relationships, driving territory sales, providing investment and market insights, and delivering tailored business-growth solutions. The role also involves CRM management, sales planning, and coordinating advisor events and meetings.

Responsibilities

• Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions
• Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory
• Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, Private Equity/Credit and SMAs, while providing asset allocation insights
• Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations
• Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement
• Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients
• Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships across Broker/Dealers and NYL Agency channels
• Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships
• Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement
• Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement
• Uphold a structured, distraction-free work environment at home, ensuring high productivity

Skills

• Must reside in the Northeast and be able to travel as needed
• At least 2 years of experience in asset management sales or as a Financial Advisor
• FINRA Series 7 & 66 licenses are required
• Passionate about financial markets, investments, and ongoing learning
• Curious mindset with strong questioning skills to uncover advisor needs
• Driven to become a key partner to advisors through knowledge, service, and strategy
• Skilled in executing sales strategies, tracking results, and adjusting to market trends
• Proven track record of sales success and strong advisor relationships
• Able to maintain a dedicated, productive work-from-home environment
• Solid understanding of investments including mutual funds, ETFs, Private solutions, SMAs, and capital markets
• Strong presentation, communication, and relationship-building skills
• Self-starter who works well independently and with an External Wholesaler
• Willing to travel to the NYC home office at most two times per year
• Bachelor's degree in Finance, Business, or a related field is preferred

Qualifications

Must Haves

• Must reside in the Northeast and be able to travel as needed
• At least 2 years of experience in asset management sales or as a Financial Advisor
• FINRA Series 7 & 66 licenses are required
• Passionate about financial markets, investments, and ongoing learning
• Curious mindset with strong questioning skills to uncover advisor needs
• Driven to become a key partner to advisors through knowledge, service, and strategy
• Skilled in executing sales strategies, tracking results, and adjusting to market trends
• Proven track record of sales success and strong advisor relationships
• Able to maintain a dedicated, productive work-from-home environment
• Solid understanding of investments including mutual funds, ETFs, Private solutions, SMAs, and capital markets
• Strong presentation, communication, and relationship-building skills
• Self-starter who works well independently and with an External Wholesaler
• Willing to travel to the NYC home office at most two times per year

Nice to Haves

• Bachelor's degree in Finance, Business, or a related field is preferred

Benefits

• Fully Remote
• Sales incentives
• Employees are eligible for an annual discretionary bonus
• Employees may also be eligible to participate in an incentive program
• Leave programs
• Adoption assistance
• Student loan repayment programs