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 lead consultative efforts to evaluate the alignment between a financial advisor’s current business and the New York Life structure. They will be charged with educating prospective candidates on platform options, product eligibility and qualifications, and review compatibility according to company standards to determine if the transition is mutually beneficial.

Collaborate with Recruiters and Experienced Financial Professionals or Financial Advisors to advise on potential product offerings within the New York Life portfolio offering Create relationships with new Registered Representatives and/or Financial Advisors to connect new advisors to New York Life subject matter experts to learn more about available options joining the firm Explore and vet outside firms and companies to evaluate and potentially deploy “technology-backed” solutions to automatically advise business model offerings within New York Life Provide ‘best-in-class’ customer service related to transition and supply information as needed at request of management, company associates, and rep-advisors Create and utilize action plans to resolve any issues or concerns that develop during the transition process, interfacing with other departments and external sources when necessary to address questions or concerns Maintain and enhance working knowledge of key industry products and topics, internal programs, and product lines available through New York Life Evaluate and uphold departmental benchmarks Provide project leadership; 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 required / MBA a + Minimum of 10+ years of relevant experience 7-8+ years overall experience, 5+ years financial services preferred, insurance expertise a plus Life and Health, Series 6, 63 required; 65 or 7 and 66 a plus Outstanding analytic and quantitative capabilities Strong communication skills including experience in developing C level presentations and communications Collaborative work style and leadership presence with ability to effectively interact and earn trust of peers and senior management across the organization Project and process management skills including proven ability to juggle multiple projects at the same time Team management and development skills Strategic thinker Large and small group facilitation skills and experience Self-starter with a passion to deliver results and track record of success Master information and language regarding all aspects of the Financial Advisor career Outstanding communication skills, including experience in presenting and interacting with senior executives, such as our Experienced Financial Professionals and Experienced Managers running our General Offices