Current jobs related to Regional Consultant for RIA and Private Banking - San Francisco, California - New York Life Insurance Co
-
Private Banking Regional Manager
2 weeks ago
San Francisco, California, United States cibc Full timeJob Title: Private Banking Regional ManagerWe are seeking a highly skilled and experienced Private Banking Regional Manager to lead our team in the San Francisco region. As a key member of our Private Banking leadership team, you will be responsible for driving business growth, developing and implementing strategic plans, and building strong relationships...
-
Customer Service Representative
4 days ago
San Bernardino, California, United States Ria Financial Full timeJob OverviewRia Financial is seeking a highly skilled and customer-focused individual to join our retail team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a positive and welcoming store environment.Key ResponsibilitiesInteract with customers to...
-
Director, Private Banking Manager
2 weeks ago
San Francisco, California, United States BNY Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Private Banking Manager to join our team at BNY. As a key member of our Private Banking team, you will be responsible for leading a large or specialized team of Private Bankers or multiple teams, guiding them on identifying opportunities for new/incremental account growth as well as...
-
Treasury Advisor
5 days ago
San Francisco, California, United States Citizens Financial Group, Inc. Full timeJob SummaryThe Treasury Advisor - Private Bank will provide support to Private Bank Relationship Managers and teams with accountability for briefing memos, account plans and Pitch Books, while ensuring coordination among product partners, Relationship Managers and other internal partners to develop client solutions. This role will be a conduit for all...
-
Senior Banking Analytics Consultant
5 days ago
San Mateo, California, United States Jobs for Humanity Full timeJob Title: Senior Banking Analytics ConsultantWe are seeking a highly skilled Senior Banking Analytics Consultant to join our team at Jobs for Humanity. As a key member of our Financial Services team, you will be responsible for building and maintaining client relationships with key Banking and Financial Services clients.Key Responsibilities:* Develop and...
-
Client Relationship Manager
2 days ago
San Francisco, California, United States Citigroup Inc Full timeThe Client Relationship Manager - Private Banking role at Citigroup Inc. represents a dynamic opportunity for a skilled professional to join a dynamic team and contribute to the success of our clients.The ideal candidate will have a solid understanding of the private banking industry, with a strong focus on providing exceptional client service and developing...
-
San Francisco, California, United States Citizens Full timeJob SummaryAs a Private Bank Treasury Advisor at Citizens, you will play a crucial role in providing support to Private Bank Relationship Managers and teams. Your primary responsibility will be to develop client solutions, ensuring coordination among product partners, Relationship Managers, and other internal partners.Key Responsibilities:Work with...
-
Senior Banking Consultant
1 month ago
San Francisco, California, United States Wipro Technologies Full timeAbout the RoleWe are seeking a seasoned professional to join our Banking Domain Consulting team as a Partner - Cards & Payments Consulting. This is a key leadership role that will drive growth and innovation in the Cards and Payments space.Key ResponsibilitiesDevelop and execute a strategic sales plan to grow Wipro's Cards and Payments business in key...
-
Business Development Officer
1 week ago
San Francisco, California, United States The Charles Schwab Corporation Full timeUnlock Your Potential in the RIA IndustrySchwab Advisor Services is seeking a dynamic sales professional to join our team. As a Business Development Officer, you will partner with internal consultants to position Schwab's platform, products, and people in an authentic and transparent manner. You will champion the fiduciary advice model and Schwab's...
-
Regional Vice President
4 weeks ago
San Francisco, California, United States Mercer Advisors Full timeRegional Vice President OpportunityMercer Advisors is a leading wealth management firm seeking a highly skilled Regional Vice President to drive growth and success in our RIA referral platform. As a key member of our team, you will be responsible for developing and maintaining relationships with our channel partners, focusing on driving sales momentum for...
-
Regional Vice President
4 weeks ago
San Francisco, California, United States Mercer Advisors Full timeJob SummaryThe Regional Vice President is a key leadership role responsible for driving growth and expansion of our RIA referral platform. This individual will develop and maintain strong relationships with channel partners, focusing on driving sales momentum for our financial planning teams. The successful candidate will work closely with Managing Directors...
-
Regional Vice President
4 weeks ago
San Francisco, California, United States Mercer Advisors Full timeRegional Vice President Job DescriptionMercer Advisors is a leading wealth management firm that provides comprehensive financial services to high net worth individuals and families. We are seeking a highly motivated and experienced Regional Vice President to join our team.Job Summary:The Regional Vice President will be responsible for growing our RIA...
-
Capital Markets Leader
2 weeks ago
San Francisco, California, United States Jobot Full timeJob OverviewAs a key member of the Plural Energy team, the Head of Capital Markets will be responsible for leading our capital-raising initiatives for renewable energy issuers. This role involves developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through Registered...
-
Managing Director, Private Equity Consulting
1 month ago
San Francisco, California, United States Synergy Management Group Full timeJob Title: Managing Director, Private Equity ConsultingAt Synergy Management Group, we are seeking a seasoned Managing Director to lead our Private Equity Consulting practice. As a key member of our executive team, you will be responsible for driving growth and revenue within the private equity and venture capital industry.Key Responsibilities:Develop and...
-
Capital Markets Leader
1 week ago
San Francisco, California, United States Jobot Full timeCapital Markets LeaderAt Plural Energy, we're shaping the future of private markets, renewable energy finance, and blockchain. As our Capital Markets Leader, you'll be responsible for leading our capital-raising initiatives for renewable energy issuers. This role involves developing and executing investor outreach strategies, cultivating relationships with...
-
Head of Renewable Energy Capital Markets
1 month ago
San Francisco, California, United States Jobot Full timeAbout the RoleWe are seeking a seasoned professional to lead our capital-raising initiatives for renewable energy issuers. As the Head of Capital Markets, you will be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through Registered Investment...
-
Head of Capital Markets Strategist
2 weeks ago
San Francisco, California, United States Jobot Full timeJob Title: Head of Capital MarketsAt Jobot, we're seeking a seasoned professional to lead our capital-raising initiatives for renewable energy issuers. As the Head of Capital Markets, you'll be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through...
-
Managing Director Private Equity Consulting
4 weeks ago
San Francisco, California, United States Synergy Management Group Full timeAbout UsSynergy Management Group is a premier boutique consulting firm specializing in outsourced corporate finance and growth strategy consulting services to institutional investors, portfolio companies, and growing businesses across various industries.We partner with clients to evaluate, design, execute, and maximize growth opportunities in sourcing,...
-
VP Private Banking Relationship Manager
4 weeks ago
San Francisco, California, United States First Citizens Bank Full timeOverviewThis role is a hybrid position, requiring regular time spent both inside and outside our San Francisco office. As a GFB Vice President, Relationship Management, you will support Relationship Managers who are Directors and Managing Directors in cultivating, acquiring, growing, and maintaining Private Equity and Venture Capital client relationships....
-
Capital Markets Leader
1 week ago
San Francisco, California, United States Jobot Full timeCapital Markets LeaderAt Jobot, we're seeking a seasoned Capital Markets Leader to spearhead our renewable energy investment initiatives. As a key member of our team, you'll be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through Registered...
Regional Consultant for RIA and Private Banking
2 months ago
Location Designation: Fully Remote
At New York Life Investments, a subsidiary of New York Life Insurance Company, we pride ourselves on our commitment to career growth, innovation, and a diverse workplace. We strive to create an environment where employees feel valued and are encouraged to develop both personally and professionally. Our company is built on relationships, and we believe that both virtual and in-person interactions are vital to our culture.
As a leading global asset management firm with over $600 billion in assets under management, our mission is to assist clients, employees, and communities in achieving a better financial future. We invite you to contribute your skills to New York Life Investments, helping us empower individuals to realize their financial goals.
Role Overview:
The Regional Advisor Consultant (RAC) for RIA & Private Banking will focus on delivering specialized support and expertise within the Pacific Northwestern US region, aiming to enhance asset flows and market presence for New York Life Investment's (NYLI) diverse asset management offerings within the RIA and Private Banking sectors.
Key Responsibilities:
- Enhancing visibility and understanding of NYLIM/MainStay strategies among Registered Investment Advisors and Private Banking entities across the region, including Wealth Managers and Asset Allocators.
- Engaging directly with sophisticated independent RIAs (with AUM exceeding $100 million) and Private Banking teams to uncover potential opportunities for collaboration.
- Building relationships with key stakeholders within RIA and Private Bank firms to identify how NYLI strategies can align with their business models.
- Spotting new opportunities for product placement and reporting these insights to leadership and national accounts teams.
- Representing NYLI at industry conferences and events, showcasing our RIA/Private Bank offerings.
- Staying informed on NYLI investment themes, strategies, and market outlooks, particularly regarding new manager affiliations.
- Delivering engaging presentations and sharing industry insights to promote our products effectively.
- Maintaining a high standard of professionalism and accountability while ensuring quality service and consistent achievement of objectives.
- Collaborating with sales team members and RIA/Private Bank counterparts to exchange information and market intelligence.
Qualifications:
We are looking for a high-performing investment sales professional with a strong background in the Long Only or Alternatives sectors. The ideal candidate will have significant experience working with top-tier RIA and Private Banking teams in the region. Potential candidates may include:
- An institutional or hybrid sales professional with experience across various platforms, financial supermarkets, and family offices, looking to specialize in the RIA/Private Bank sector.
- A dedicated sales professional focused on RIA or Private Banking, eager to expand their network and build new relationships.
Preferred Skills:
- In-depth knowledge of fixed income products, including duration, high yield, corporates, and municipals.
- Relevant industry certifications such as CIMA, CFP, CFA, or an MBA.
Compensation: Salary range is $70,000 - $75,000, plus sales incentives.
Employment Status: Exempt from overtime eligibility.
Bonus Eligibility: Sales bonus eligible; discretionary bonus not applicable.
We are committed to fostering a culture of giving back to our communities through employee engagement and volunteerism. At New York Life, we operate in the best interests of our policy owners, and we welcome your talents to help us continue our mission.
