[Hiring] Specialist, RIA Operations @New York Life

Role Description

The RIA Specialist will become proficient in one to two core competencies of our managed account and trading platforms.

• Learning and maintaining a strong working knowledge of multiple systems, products, and services.
• Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders.
• Identifying process improvements and implementing solutions to build efficiencies and increase productivity.
• Responding to inquiries from Eagle Strategies Advisors.
• Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise.
• Adhering to a daily schedule dependent on business needs.
• Required reporting of personal brokerage accounts and those of your household (i.e., if living with a parent or guardian).
• This role provides a rare opportunity to learn the inner workings of the wealth management division of a 176-year-old, Fortune 100 company.
• During your career, you can complete internal and external courses and earn industry licenses and designations that will, over time, enable you to move to roles with increasing responsibilities.

Qualifications

• Bachelor’s Degree; Finance or Business discipline preferred.
• A minimum of 0-1 years of relevant experience in client service.
• Interest in the wealth management/managed account industry.
• Proficiency with Microsoft Office.
• Proven ability to operate in a fast-paced, customer service environment.
• Demonstrated organizational, time management, and interpersonal skills.
• Ability to work collaboratively to achieve team objectives.
• Broker-dealer, RIA, or wealth management experience a plus.

Requirements

• This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Benefits

• We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs.
• Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Company Description

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

• Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation.
• As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter.
• Your ideas drive what’s next, and your growth powers it.