RIA Senior Specialist (Remote, any state, US)
New York Life Insurance Co·Remote(United States)
Other
WFA Digital Insight
The demand for skilled investment professionals has surged, with over 30% growth in recent years. This RIA Senior Specialist role at New York Life Insurance Co offers a chance to work with a renowned company, leveraging digital skills in a fully remote setup. As the financial industry continues to evolve, professionals with strong customer service skills and knowledge of managed accounts are in high demand. With a 176-year legacy, New York Life Insurance Co stands out for its commitment to community giving and employee development. Before applying, candidates should be prepared to showcase their expertise in investment advisory and financial planning, as well as their ability to work in a fast-paced environment.
Job Description
About the Role
The RIA Senior Specialist role at New York Life Insurance Co is a unique opportunity to work with a leading financial services company, leveraging your digital skills in a fully remote setup. As an RIA Senior Specialist, you will be responsible for providing outstanding customer service, handling incoming calls from financial advisors and their staff, and providing subject matter expertise on various investment products and services. You will be part of a team of over 90 investment professionals who act as an extension of the company's financial advisors' team, providing comprehensive investment advisory and financial planning capabilities. In this role, you will have the opportunity to learn and grow with a company that has been in the industry for over 176 years. You will work in a fast-paced environment, handling multiple tasks and projects simultaneously, and collaborating with various stakeholders to ensure seamless operations.What You Will Do
- Handle incoming calls from financial advisors and their staff, providing product and account information, investment and account performance, and financial processing requests
- Provide subject matter expertise on various investment products and services, including Weathscape and Envestnet platforms
- Assist management in educating and training new staff members
- Handle escalated cases from financial advisors, providing timely and effective solutions
- Identify process improvements and work with management to implement solutions, increasing productivity and efficiency
- Respond to inquiries from financial advisors, providing operational expertise and support
- Collaborate with internal consultant and portfolio specialist teams, providing operational expertise and support
- Work with business partners to ensure technology workflows are operating correctly and efficiently
What We Are Looking For
- Bachelor's degree in a relevant field
- 1-2 years of relevant experience in the financial services industry
- Series 7 licensure or subject matter expertise in specific Eagle core processing functions
- Knowledge of the managed account industry
- Proficiency with Microsoft Office
- Strong customer service skills and comfort with inbound and outbound calls
- Schedule flexibility and strong work ethic
Nice to Have
- Experience with Weathscape and Envestnet platforms
- Knowledge of financial planning and investment advisory services
- Experience working in a fast-paced, dynamic environment
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a leading financial services company
- Fully remote work setup, with flexible scheduling
- Professional development opportunities, including training and education programs
- Access to cutting-edge technology and tools
- Collaborative and dynamic work environment
How to Stand Out
- Be prepared to showcase your expertise in investment advisory and financial planning, as well as your ability to work in a fast-paced environment.
- Highlight your experience with customer service, particularly in handling inbound and outbound calls.
- Familiarize yourself with Wethscape and Envestnet platforms, as well as other relevant tools and technologies.
- Be prepared to discuss your knowledge of the managed account industry and financial planning services.
- Show enthusiasm for continuous learning and professional development, as this role offers opportunities for growth and advancement.
- Be prepared to discuss your experience working in a remote setup, and how you stay motivated and productive in a virtual environment.
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