
Financial Guidance Strategy Lead
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
Risk Management
Financial Analysis
Market Research
Client Relations
wealth management
Asset allocation
Retirement planning
Estate Planning
Investment planning
Tax Planning
Insurance Products
Financial Advising
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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