Corporate Vice President, Experienced Financial Professional Recruiting Specialist

Location Designation: Hybrid 

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

 

 

Overview

The Transition and Integration Team is focused on providing a first-class, white-glove transition experience for Experienced Financial Professionals or Financial Advisors who are changing firms or Broker-Dealers and beginning a career with New York Life.  The team focuses on ensuring these Professionals (and their staff or team when applicable) have the contracts, connections, knowledge, and background to seamlessly service their clients and continue their practice while transitioning their book of business.

 

 

Essential Duties: This role will lead efforts to identify and attract qualified high performing Experienced Financial Professionals or Financial Advisors.

 

• Support recruiting activities by supplying information regarding key geographic or regional information on high concentrations of Experienced Financial Professionals
• Partner with key analytics teams (such as Center for Data Science Analytics and Artificial Intelligence) to refine models and analysis uncovering areas of under or overpenetration and areas of recruiting focus for field management to expand opportunities
• Develop and manage relationships and continuously evaluate headhunter and recruitment firms for potential partnership and utilization opportunities

• Evaluate recruiting and job-market related news and announcements and work to disseminate information to field management in ad-hoc manner when and where appropriate to aide in recruiting activities
• Create proper outgoing recruiting marketing campaigns that tie into New York Life and/or industry trends
• Host prospective due-diligence sessions and coordinate stakeholder meetings for introductions of candidates
• Liaise between field recruiting, human resources, and legal teams to ensure quality and legal practices and policies are upheld
• Partner with Target Market leadership to better understand and aid in specialized recruiting and markets
• Evaluate and uphold departmental benchmarks

 

 

Education & Experience Qualifications:

• BS or BA in Business, Marketing or Finance required / MBA a +
• Minimum of 10+ years of relevant sales or sales management experience with a track record of success
• 7-8+ years overall experience, 5+ years financial services and/or insurance expertise
• Life and Health, Series 6, 63, 65 or 7 and 66 a plus (or knowledge of Wealth Advisory business)
• Knowledge of recruiting, hiring strategies, and applicable labor law
• Master information and language regarding all aspects of the Financial Advisor career
• Strong analytic and quantitative capabilities to understand key performance indicators
• Outstanding communication skills, including experience in presenting and interacting with senior executives, experienced Financial Professionals and experienced Managing Partners running our General Offices
• Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization
• Resourceful, self-starter with a passion to deliver results and ability to use discretion
• Knowledge of relationships building and use of social media for engagement opportunities
• Strong familiarity with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook

 

Project leadership

• Frame and identify complex problems
• Assess areas of opportunity in line with overall strategy
• Partner with stakeholders and lead end-to-end delivery of problem solving and solutioning
• Implement key enterprise initiatives across businesses and functional areas

• Drive management of enterprise governance and communication processes
• Provide program updates and status reporting

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Salary range: $115,000-$175,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills re