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.

What You'll Do: 

This role will oversee and drive strategic initiatives to support and enhance the recruitment of top-performing, high-caliber Experienced Financial Professionals and Financial Advisors. By leveraging geographic insights, advanced analytics, strategic partnerships, and targeted marketing strategies, this role aims to optimize recruitment success while ensuring compliance and alignment with organizational objectives.

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. Stay informed on recruitment trends, job-market news, and competitor activities and disseminate relevant insights to field management in ad-hoc manner to enhance recruitment efforts. 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. Evaluate departmental benchmarks to measure recruitment success and identify areas for improvement, maintaining high standards of quality, efficiency, and compliance. Partner with Target Market leadership to better understand and aid in specialized recruiting and markets. Provide project leadership and be able to frame and identify complex problems and 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.

What You'll Bring:

BS or BA in Business, Marketing or Finance required / MBA a plus 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 use of social media for engagement opportunities Strong familiarity with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook