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New York Life Insurance Company · 3 months ago

ETF Business Development Regional Advisor Consultant - West Region

United States

Full-time

Remote

Mid Level

$75K/yr - $75K/yr

3+ years exp

New York Life Insurance Company is a Fortune 100 mutual company with a long-standing legacy committed to purpose and integrity. They are seeking a Regional Advisor Consultant (RAC) who will be responsible for independent business development in the ETF sector, focusing on the Registered Investment Advisor (RIA) channel, driving ETF asset growth through strategic outreach and relationship management.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

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

ETF business developmentRIA channel experienceFINRA Series 7 licenseFINRA Series 63 licenseInvestment sales experiencePortfolio constructionPresentation skillsConsultative sellingEntrepreneurial mindsetNegotiation skills

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

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

Annual discretionary bonus

Incentive program

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company 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 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)