new york life insuranceNew York, NY
Senior Director, Wealth Advisory Client Coverage
Senior Director, Wealth Advisory Client Coverage
Senior Director, Wealth Advisory Client Coverage
new york life insuranceNew York, NY
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInsurance Sales Agents
Portfolio Management and Investment AdviceAll Other Insurance Related ActivitiesInsurance Agencies and Brokerages
Apply for this role →New York Life Insurance Co. is seeking a Senior Director, Client Coverage within Wealth Advisory.
This senior role leads a multidisciplinary team serving advisors and clients with $5M+ in investable assets, ensuring a seamless, high-touch wealth management experience across solutions. The role requires extensive leadership, investment strategy knowledge, and strong client relations, with FINRA licensing prerequisites and a focus on fiduciary standards.
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday