
Vice President, Head of Holistic Advice & Guidance
Welcome to New York Life, one of the largest mutual life insurance companies in the world. We are currently seeking a dynamic, results-driven individual to join our team as the Vice President, Head of Holistic Advice & Guidance. In this role, you will have the opportunity to lead a team of experienced professionals and drive the development and implementation of our holistic advice and guidance strategy. The ideal candidate will have a strong background in financial planning and wealth management, along with excellent leadership and communication skills. If you are passionate about helping individuals and families achieve their financial goals and have a desire to make a positive impact, we invite you to apply for this exciting opportunity at New York Life.
- Develop and implement a comprehensive holistic advice and guidance strategy for New York Life.
- Lead a team of experienced professionals in providing financial planning and wealth management services to clients.
- Drive the growth and success of the holistic advice and guidance department through effective leadership and strategic planning.
- Collaborate with other departments and teams to ensure a seamless and integrated approach to client services.
- Stay up-to-date on industry trends and best practices in financial planning and wealth management to continuously improve the department's offerings.
- Monitor department performance and provide regular reports to senior management.
- Foster a culture of excellence, teamwork, and continuous learning within the department.
- Act as a brand ambassador for New York Life, representing the company's values and mission to clients and stakeholders.
- Provide guidance and support to team members, including training and development opportunities.
- Ensure compliance with all relevant laws, regulations, and company policies within the department.
- Cultivate and maintain relationships with key stakeholders, including clients, partners, and industry professionals.
- Participate in strategic planning and decision-making processes as a member of the company's leadership team.
- Act as a mentor and role model for team members, promoting a positive and inclusive work environment.
- Continuously monitor and improve the customer experience, seeking feedback and implementing changes as needed.
- Represent New York Life at industry events and conferences, sharing knowledge and expertise with others in the field.
Extensive Experience In Financial Planning: The Vice President, Head Of Holistic Advice & Guidance Should Have At Least 10 Years Of Experience In Financial Planning, With A Proven Track Record Of Success In Developing And Implementing Comprehensive Financial Strategies For Clients.
Strong Leadership Skills: This Role Requires A Strong Leader Who Can Effectively Manage And Mentor A Team Of Financial Advisors. The Ideal Candidate Should Have A Track Record Of Building High-Performing Teams And Fostering A Positive Work Culture.
Expertise In Holistic Financial Planning: The Vice President Should Have A Deep Understanding Of Holistic Financial Planning, Including Retirement Planning, Tax Planning, Investment Management, And Risk Management. A Professional Certification Such As Cfp Or Chfc Is Preferred.
Excellent Communication And Interpersonal Skills: As The Head Of Holistic Advice & Guidance, The Vice President Will Be Responsible For Developing Relationships With Clients, Stakeholders, And Team Members. Strong Communication And Interpersonal Skills Are Essential For Building Trust And Maintaining Effective Partnerships.
Strategic Thinking And Business Acumen: The Ideal Candidate Should Have A Strategic Mindset And The Ability To Identify New Business Opportunities And Drive Growth. A Strong Understanding Of The Financial Services Industry, Market Trends, And Competitor Analysis Is Crucial For Success In This Role.
Budgeting
Risk Management
Strategic Planning
Performance Management
Communication
Team Management
Leadership
Relationship Building
Sales forecasting
Market analysis
Client Retention
Financial Expertise
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Vice President, Head of Holistic Advice & Guidance in New York, NY, USA is between $150,000 and $250,000 per year. This can vary depending on the size and industry of the company, as well as the individual's experience and qualifications. Some companies may also offer bonuses and other benefits in addition to the base salary.
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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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