ASSOCIATE

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. To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Function & Key Responsibilities:

As a business development associate, you are responsible for providing support to the internal / external sales team and responsibilities mainly revolve around prospecting advisors within multiple territories. This role serves as a crucial part of the sales process as growing our client base is paramount to reaching our sales goals. You will work closely with the investment management sales team and relationship managers to support a high volume of requests in support of the New York Life / Mainstay Investment solutions (mutual funds, EFT’s private investments). This role provides an excellent entry point for individuals looking for a sales career in Investment/Asset management.

As a business development associate, you will be exposed to on-the-job training within a fast-paced sales environment with the follow responsibilities:

• Ability to consistently have high volume of proactive phone activity
• Able to thrive in a high-energy environment
• Self starter / Self motivated

Required Qualifications:

• Desire to pursue a role in sales (client facing).
• Build and expand relationships with predetermined opportunistic list of prospects and clients.
• Fluid relationship and communication skills, both verbal and written.
• Ability to work independently in a fast-paced environment.
• Interaction with various levels of business and industry members in a professional manner.
• FINRA Series 7 and 63 licenses required within 3 months of start date.
• Must have a strong attention to detail and superior organization skills.
• Possess strong computer skills (Word, Excel, PowerPoint, email/calendars).
• Interest and passion around capital markets, asset management and investment solutions.
• Strategic thinker and strong work ethic.
• Bi-lingual, Spanish speaking is a huge plus.
• Bachelor’s degree is required – specifically Finance/Business major preferred.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Job Requisition ID: 86080

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 learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.