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Strategic Leader, Financial Services

2 months ago

New York, New York, United States New York Life Full time
About the Role

We are seeking a highly experienced and strategic leader to join our team as a Strategic Leader, Financial Services. As a key member of our organization, you will be responsible for driving the development and execution of our financial services strategy, ensuring alignment with our overall business objectives.

Key Responsibilities
  • Strategic Leadership: Lead the ideation, development, and execution of our financial services practice models, ensuring alignment with our company's overall strategic objectives.
  • Client Segmentation: Identify and define target client and advisor segments based on their affluence levels, financial goals, and life stages, and tailor practice models to address the specific needs of each segment.
  • Team Leadership: Lead a team of approximately one hundred to include a senior leadership team composed of executive officers, providing guidance, support, and mentorship to ensure the successful implementation and execution of practice models.
  • Cross-Functional Collaboration: Collaborate closely with enterprise partners, including product solutions, field training, marketing, sales support, data, and technology, to ensure seamless and value-add support to advisors providing advanced, holistic financial solutions.
  • Innovation and Continuous Improvement: Stay abreast of industry trends, emerging technologies, and regulatory changes to continuously evolve and enhance the effectiveness of practice model support.
  • Performance Measurement: Define key performance indicators (KPIs) and metrics to assess the success and impact of practice model support and implement mechanisms for ongoing performance measurement and evaluation.
  • Client Engagement: Drive engagement initiatives, including educational workshops, seminars, and personalized coaching, to deepen advisor relationships and drive business growth.
  • Risk Management: Ensure compliance with regulatory requirements and risk management protocols and implement strategies to mitigate risks associated with supporting advisors in advanced financial advisory services practices.
Requirements
  • Minimum of 10 years of experience in financial services, with a proven track record of strategic leadership and business development.
  • Strong understanding of wealth management principles, financial planning, and investment strategies.
  • Demonstrated ability to influence and drive outcomes in large, complex, matrixed organizations; proven relationship-building and collaboration skills.
  • Strong interpersonal, communication, influencing, and leadership skills; provides clear direction through periods of change.
  • Demonstrated ability to lead, develop, retain, and recruit a diverse pool of talent to meet current and future organizational needs.
  • Strong analytical and problem-solving skills; strategic.
  • Entrepreneurial and/or innovative.
  • Unquestionable integrity; high ethical and moral character.
  • Bachelor's degree or equivalent experience required; relevant professional designation(s) and Master's degree preferred.
About New York Life

New York Life is a relationship-based company that values career development, collaboration, innovation, and inclusiveness. We are committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We are proud to be recognized as one of Fortune's World's Most Admired Companies and are committed to doing the right thing.

Benefits
  • Competitive salary range: $225,000 - $275,000
  • Exempt from overtime
  • Discretionary bonus eligible
  • Comprehensive benefits package