New York Life

Financial Guidance Strategy Lead

New York Life

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to New York Life! We are a leading provider of financial security and protection, committed to helping our clients achieve their long-term goals. As a Financial Guidance Strategy Lead, you will play a crucial role in developing and executing strategic initiatives that drive our business forward. We are looking for a highly skilled and experienced individual with a deep understanding of financial planning and a passion for guiding others towards financial success. If you are a dynamic leader with a strong track record of developing and implementing financial strategies, we invite you to join our team.

  1. Develop and execute strategic initiatives: The Financial Guidance Strategy Lead will be responsible for identifying and implementing key strategies that will drive the business forward and help the company achieve its long-term goals.
  2. Ensure financial security and protection for clients: The primary responsibility of the Financial Guidance Strategy Lead is to ensure that clients are provided with the necessary financial security and protection through the development and implementation of effective strategies.
  3. Lead and manage a team: The role requires a dynamic leader who can effectively lead and manage a team of financial professionals towards achieving the company's objectives.
  4. Conduct financial planning and analysis: The Financial Guidance Strategy Lead will be responsible for conducting thorough financial planning and analysis to identify potential opportunities and risks for the company.
  5. Collaborate with cross-functional teams: The role requires the individual to collaborate with various teams within the organization, such as sales, marketing, and operations, to ensure the successful implementation of financial strategies.
  6. Stay updated with industry trends: The Financial Guidance Strategy Lead will need to stay updated with the latest industry trends and developments to ensure that the company is continuously evolving to meet the changing needs of clients.
  7. Provide guidance and support: As a leader in the financial planning field, the individual will be responsible for providing guidance and support to team members and clients on financial matters.
  8. Monitor and analyze performance: The Financial Guidance Strategy Lead will be responsible for regularly monitoring and analyzing the performance of implemented strategies, making necessary adjustments to ensure their effectiveness.
  9. Cultivate and maintain relationships: The role will require the individual to cultivate and maintain relationships with key stakeholders, such as clients, partners, and industry professionals, to support the growth of the business.
  10. Uphold company values and policies: The Financial Guidance Strategy Lead will be expected to uphold the company's values and policies, promoting a culture of integrity, excellence, and client-centricity.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Or Related Field.

  • Minimum Of 5 Years Experience In Financial Planning Or Wealth Management.

  • Strong Knowledge Of Investment Products And Financial Markets.

  • Proven Leadership Skills And Experience Managing A Team.

  • Excellent Communication And Interpersonal Skills To Effectively Interact With Clients And Colleagues.

Required Skills
  • Risk Management

  • Financial Analysis

  • Market Research

  • Client Relations

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment planning

  • Tax Planning

  • Insurance Products

  • Financial Advising

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Guidance Strategy Lead in New York, NY, USA is between $120,000 and $180,000 per year. This range can vary depending on factors such as the specific company, years of experience, and educational background. Additionally, bonuses and other forms of compensation may also impact the overall salary for this role.

Additional Information
New York Life is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 11th, 2024
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
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About New York Life

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.

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