Corporate Vice President, Head of Financial Planning Solutions
Business Unit Overview
Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of the team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.
Role Overview:
The Financial Planning Lead is responsible for the day-to-day management of a team of Financial Planning Consultants, Specialists, and Operations to grow the Financial Planning discipline, resulting in plan implementation.
What You'll Do:
- Manage the day-to-day Financial Planning Strategy and Solutions Team
- Sets activity metrics and sales yearly goals
- Works on complex financial planning cases
- Provides thought leadership content
- Active participant in training new Advisors
- Key Role in webinar series
- Aligns and assists in leading changes in policy and operations
- Actively manages a team of planning experts and focuses on their development
- Improves the operational efficiencies of the Financial Planning Process and Program
What You'll Bring:
- Bachelor's Degree in Finance and/or equivalent experience
- Minimum 10+ years of relevant experience Deep comprehension of Financial Planning, which includes cash flow, net worth, education, investment, retirement, & business planning
- High subject matter expertise in income taxes, capital markets, and trust and estate law
- Ability to drive financial planning adoption and understand how Financial Planning activity translates into core product sales
Pay Transparency
Salary Range: $150,000 - $175,000
Discretionary bonus eligible: Yes
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.
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.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.
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: 90798
About NY Life Insurance Company
Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.
As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.
You are our future, and we commit to investing in you accordingly.
Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
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