New York Life Insurance Company · 1 day ago
RIA Senior Specialist
New York, United States
Full-time
Onsite
Mid, Senior Level
$52K/yr - $65K/yr
1+ years expNew York Life Insurance Company is a leading mutual insurer with a commitment to community and employee service. The RIA Senior Specialist will provide outstanding customer service by handling calls from advisers and clients, while also learning operational procedures and assisting in various financial processes.
FinanceFinancial ServicesInsurance
Responsibilities
Handle incoming calls on all product types (stocks, bonds, mutual funds)
Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas
Provide subject matter expertise for Weathscape and Envestnet platforms to advisers, peers, management and key business stake holders
Provide subject matter expertise in one of our competencies (i.e. New Business, Cashiering, Goal Mods)
Assist management to educate and train new hired staff
Handle escalated cases from advisers submitted through junior staff or assigned by management
Ability to take on multiple job responsibilities such as money movement, transfers, correspondence etc
Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity
Proactively respond to inquiries from Eagle Strategies Advisors
Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently
Identify and resolve operational and compliance issues that may arise during daily activities
Qualification
Required
Bachelor's Degree
1-2 years of relevant experience
Holds Series 7 or is a Subject Matter expert in very specific Eagle core processing functions
Knowledge of the managed account industry
Proficiency with Microsoft Office
Strong customer service skills and comfort with inbound/outbound calls
Schedule flexibility and strong work ethic
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Insurance Company
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
Craig DeSanto
CEO
Don Vu
Senior Vice President, Chief Data & Analytics Officer
Recent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
Company data provided by crunchbase