Leads client coverage for high-net-worth advisors and clients with $5M+ in investable assets. Coordinates client relations, implementation, investment strategy, and specialist teams; develops customized wealth solutions; drives business development and multi-product relationships; handles escalations; ensures regulatory and fiduciary compliance; and mentors coverage specialists.
Job Requisition ID: 94970
Location Designation: Hybrid - 3 days per week
Business Unit: Overview The Eagle Strategies Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve the complex financial needs of our most sophisticated clients. This team delivers a fully integrated wealth management experience that extends beyond traditional investment advice, with services that span tax strategy, risk protection, philanthropy, and intergenerational wealth transfer solutions. Through a personalized, concierge level approach, this team provides clients with tailored financial solutions and a suite of exclusive benefits designed to deepen relationships, expand multi product solutioning, and help families build lasting financial legacies across generations.
Role Overview: The Wealth Advisory Client Coverage role is a senior leadership position within the Eagle Strategies Wealth Advisory Group, working closely with the Head of Wealth Advisory and the broader group leadership team. This individual serves as the lead relationship quarterback for advisors and their clients with $5 million or more in investable assets, responsible for directing and coordinating the full client coverage team, including client implementation, client relations, and specialist resources, to ensure a seamless and integrated experience across the Wealth Advisory platform. The role sits at the intersection of client relationship management, solutions strategy, and team leadership, and is critical to ensuring advisors and clients receive a coordinated, high-touch, and best-in-class wealth management experience.
What You'll Do:
• Serve as the primary relationship quarterback for advisors and clients, acting as the first point of contact to lead all client solutioning efforts.
• Spearhead and direct the full coverage team supporting the advisor and client, including client relations and client implementation.
• Develop, manage, and maintain overall advisor and client relationships, ensuring a coordinated and consistent experience across all solutions touchpoints.
• Oversee the design and delivery of customized wealth and investment management strategies tailored to the specific needs of clients.
• Partner closely with the Head of Wealth Advisory, Wealth Advisory Investment Strategy, and the OCIO portfolio strategists to ensure seamless integration of investment solutions.
• Lead business development efforts, identifying opportunities to deepen advisor relationships and expand multi-product solutioning across the client base.
• Act as the senior escalation point for complex client and advisor needs, ensuring timely resolution and a consistently high level of service.
• Champion a deliberate, forward-looking strategic perspective to ensure client coverage is thoughtfully positioned and consistently aligned with the firm's Wealth Advisory value proposition.
• Provide mentorship and team leadership to client coverage and service specialists, fostering a collaborative, client-first culture across the team.
• Collaborate with internal product, research, and compliance teams to ensure all client solutions adhere to regulatory, fiduciary, and operational standards.
What You'll Bring:
• Bachelor's degree from an accredited university in Finance, Economics, Business Administration, or a related field required; advanced degree (MBA or equivalent) strongly preferred.
• Professional designations such as CFP, CIMA, or CPWA required.
• 12 or more years of experience in wealth management, private banking, or family office, with a demonstrated track record of leading client coverage responsibilities.
• Securities Industry Essentials (SIE), Series 7, and Series 66 required, or ability to obtain within 90 days.
• Proven experience serving as a lead relationship quarterback for clients with investable assets of $5M+.
• Deep knowledge of wealth and risk solutions, including investment strategy, tax, and the efficient transfer of intergenerational wealth.
• Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly to advisors, clients, and senior internal stakeholders.
• Demonstrated ability to lead and coordinate a multi-functional client coverage team, driving accountability, collaboration, and consistent high-touch client experience.
• Resourceful, detail-oriented, and capable of managing multiple priorities effectively in a fast-paced environment.
• Highly professional and discreet, with a demonstrated ability to exercise sound judgment and handle sensitive client and business information with the utmost confidentiality.
Job Level: LEVELPF6
Pay Transparency
Salary Range: $160,000-$228,500
Overtime eligible: Exempt
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 hereto 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: 94970
#BI-Hybrid
Location Designation: Hybrid - 3 days per week
Business Unit: Overview The Eagle Strategies Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve the complex financial needs of our most sophisticated clients. This team delivers a fully integrated wealth management experience that extends beyond traditional investment advice, with services that span tax strategy, risk protection, philanthropy, and intergenerational wealth transfer solutions. Through a personalized, concierge level approach, this team provides clients with tailored financial solutions and a suite of exclusive benefits designed to deepen relationships, expand multi product solutioning, and help families build lasting financial legacies across generations.
Role Overview: The Wealth Advisory Client Coverage role is a senior leadership position within the Eagle Strategies Wealth Advisory Group, working closely with the Head of Wealth Advisory and the broader group leadership team. This individual serves as the lead relationship quarterback for advisors and their clients with $5 million or more in investable assets, responsible for directing and coordinating the full client coverage team, including client implementation, client relations, and specialist resources, to ensure a seamless and integrated experience across the Wealth Advisory platform. The role sits at the intersection of client relationship management, solutions strategy, and team leadership, and is critical to ensuring advisors and clients receive a coordinated, high-touch, and best-in-class wealth management experience.
What You'll Do:
• Serve as the primary relationship quarterback for advisors and clients, acting as the first point of contact to lead all client solutioning efforts.
• Spearhead and direct the full coverage team supporting the advisor and client, including client relations and client implementation.
• Develop, manage, and maintain overall advisor and client relationships, ensuring a coordinated and consistent experience across all solutions touchpoints.
• Oversee the design and delivery of customized wealth and investment management strategies tailored to the specific needs of clients.
• Partner closely with the Head of Wealth Advisory, Wealth Advisory Investment Strategy, and the OCIO portfolio strategists to ensure seamless integration of investment solutions.
• Lead business development efforts, identifying opportunities to deepen advisor relationships and expand multi-product solutioning across the client base.
• Act as the senior escalation point for complex client and advisor needs, ensuring timely resolution and a consistently high level of service.
• Champion a deliberate, forward-looking strategic perspective to ensure client coverage is thoughtfully positioned and consistently aligned with the firm's Wealth Advisory value proposition.
• Provide mentorship and team leadership to client coverage and service specialists, fostering a collaborative, client-first culture across the team.
• Collaborate with internal product, research, and compliance teams to ensure all client solutions adhere to regulatory, fiduciary, and operational standards.
What You'll Bring:
• Bachelor's degree from an accredited university in Finance, Economics, Business Administration, or a related field required; advanced degree (MBA or equivalent) strongly preferred.
• Professional designations such as CFP, CIMA, or CPWA required.
• 12 or more years of experience in wealth management, private banking, or family office, with a demonstrated track record of leading client coverage responsibilities.
• Securities Industry Essentials (SIE), Series 7, and Series 66 required, or ability to obtain within 90 days.
• Proven experience serving as a lead relationship quarterback for clients with investable assets of $5M+.
• Deep knowledge of wealth and risk solutions, including investment strategy, tax, and the efficient transfer of intergenerational wealth.
• Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly to advisors, clients, and senior internal stakeholders.
• Demonstrated ability to lead and coordinate a multi-functional client coverage team, driving accountability, collaboration, and consistent high-touch client experience.
• Resourceful, detail-oriented, and capable of managing multiple priorities effectively in a fast-paced environment.
• Highly professional and discreet, with a demonstrated ability to exercise sound judgment and handle sensitive client and business information with the utmost confidentiality.
Job Level: LEVELPF6
Pay Transparency
Salary Range: $160,000-$228,500
Overtime eligible: Exempt
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 hereto 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: 94970
#BI-Hybrid
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