New York Life Investments · 1 week ago
ETF Business Development Regional Advisor Consultant - West Region
New York, United States
Full-time
Hybrid
Mid Level
3+ years expNew York Life Investments is seeking a results-driven Regional Advisor Consultant (RAC) to lead ETF-focused sales efforts across the West Coast region. This role is responsible for independent business development within strategic growth advisor segments, particularly in the Registered Investment Advisor (RIA) channel, and involves executing growth strategies, generating new business, and cultivating relationships with financial advisors.
FinanceFinancial ServicesManagement Consulting
Responsibilities
Own and execute a territory-level ETF growth strategy focused exclusively on strategic growth advisor segments, including RIAs, independents, and emerging practices
Independently generate new ETF business through proactive outreach, virtual and in-person meetings, webinars, and advisor events
Identify and engage untapped advisor relationships, with a strong emphasis on delivering ETF solutions tailored to the unique needs of fiduciary-based practices
Deliver ETF-specific technical insights, including product structure, portfolio applications, and capital markets positioning, to support advisor adoption
Develop a pipeline of new ETF opportunities, with a focus on growing AUM across differentiated client types and expanding reach beyond Advisor Consultant business plans
Act as the primary ETF business development contact within your assigned advisor segment and territory
Collaborate with ETF Product, Capital Markets, and Marketing teams to align outreach efforts and contribute feedback from the field
Drive sales and market adoption of a targeted lineup of NYL Investments ETFs, with a concentrated focus on a specified group of products aligned with firm strategy
Cultivate and manage relationships with financial advisors, institutional clients, and key distribution partners focused on ETF strategies
Leverage deep understanding of portfolio construction, index methodologies, and active vs. passive ETF strategies to position NYLIM products competitively
Articulate the structure, trading mechanics, liquidity, creation/redemption process, and tax efficiency of ETFs to clients
Coordinate with NYLIM’s Internal Advisor Consultants, Capital Markets Desk, and ETF Product Specialists
Provide regular market commentary and ETF flow analysis
Partner with internal stakeholders to support ETF product launches, messaging, and innovation
Utilize CRM and sales analytics tools to track activity and adapt strategies
Lead business development efforts with a particular emphasis on the Registered Investment Advisor (RIA) channel, delivering ETF solutions tailored to the needs of fiduciary advisors
Qualification
Required
Demonstrated success in ETF business development across RIA and independent channels
Experience launching new territories or building relationships from the ground up
Ability to work autonomously in a fast-paced, entrepreneurial sales environment
Active FINRA Series 7 and 63 licenses (required); Series 65/66 preferred
3+ years of investment sales experience, with demonstrable ETF sales and product expertise
Deep understanding of ETF ecosystem and financial advisor practice management
Proven ability to meet/exceed sales targets
Strong presentation, negotiation, and consultative selling skills
Entrepreneurial mindset with high energy and self-motivation
Willingness to travel extensively (50%+ within territory)
Preferred
Series 65/66 preferred
Bachelor's degree in Finance, Business, Economics, or related field (preferred)
Prior experience and demonstrated success in the RIA channel strongly preferred
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Investments
New York Life Investments is comprised of the global asset management businesses of our parent company, New York Life Insurance Company.
501-1000 employees
H1B Sponsorship
New York Life Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Marta Hansen, MBA, CPA
Chief Financial Officer- Director & FINOP
Debbie Vince
VP DCIO West Region
Recent News
globallegalchronicle.com
2024-02-09
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