Location Designation: Hybrid 

 

 

When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. 

 

 

As part of the broader Segment Marketing team, this role will be responsible for assisting with the creation and execution of marketing campaigns and initiatives in the Strategic Wealth Business, focusing on emerging growth opportunities with key client segments, including Independent financial advisors, insurance agents and retirement specialists. Key responsibilities include assisting with the execution of the marketing strategies to help drive growth through the distribution of marketing efforts, including collateral materials, web content and maintenance updates, brochures, direct mail, email campaigns, newsletters, event planning, other sales tools and supporting content. Typical campaigns can include one or more of the following components: digital, web, direct mail, email, webcasts, social, videos, and events.

 

Marketing Responsibilities:

 

• Assist with the implementation of marketing campaigns such as editing and creating marketing materials, updating webpages, drafting emails and working with compliance for approvals
• Measure KPIs and coordinate reporting of marketing campaigns
• Work with the marketing managers to create and update segment versions of marketing materials for the Strategic Wealth Business segments for distribution through various platforms
• Assist in coordinating webinars and events including but not limited to creation of invites, recordings, lists, follow-ups and presentations
• Assist with ad-hoc internal and external communications
• Collaborate with the broader marketing team and business partners on campaigns and initiatives
• Work closely with key stakeholders such as compliance, sales, external agency partners, legal, tax, and NYL corporate teams to ensure deliverables are met in adherence to brand and regulatory guidelines

Skills & Qualifications:

• Bachelor’s Degree required
• 3-5 years marketing experience with investment/finance knowledge
• Excellent organization skills, detail-oriented, and ability to handle multiple projects simultaneously with tight deadlines
• Self-motivated individual who can adapt to a fast-paced dynamic environment

• Excellent interpersonal skills
• Experience with cross-department collaboration is required
• Experience analyzing data to draw insights and learnings
• Ability to communicate clearly and effectively, both orally and in writing
• Strong writing, editing, and proofreading skills
• Excellent skills in Microsoft Office and Adobe Acrobat Pro
• Knowledge of Seismic, Tableau, Percolate, Eloqua/Engage a plus
• Retirement and defined contribution plan knowledge a plus
• Investment/financial knowledge/interest
• Experience working for a brokerage, bank, investment manager, consultant, insurer, or pensions/endowment is preferred

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Salary range: $72,500-$107,500 

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 required.

 

 

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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To le