Sr. Associate, External Wholesaler

Location Designation: Fully Remote About New York Life Investment Management With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. Job Title: RIA External Advisor Consultant Location Designation: Fully Remote New York Life Investments is seeking a dynamic and results-driven External Wholesaler to represent our investment solutions—including mutual funds, separately managed accounts (SMAs), ETFs, and Alternatives—to financial advisors across the West Coast, CA, CO, AZ, WA, and OR regions. This individual will work with both wire house and independent broker-dealer channels, serving as a trusted resource and strategic partner to financial professionals in the region. What You’ll Do: · Develop and execute a strategic business plan to grow market share, drive asset growth, and enhance profitability across the assigned territory. · Effectively represent New York Life Investments’ products and services, clearly articulating their value and competitive advantages to financial advisors. · Deliver technical product information and market insights, leveraging strong knowledge of capital markets, competitor offerings, and industry trends. · Collaborate with Internal Advisor Consultants and the broader sales team to drive sales of mutual funds, SMAs, ETFs, Alternatives and limited partnerships. · Manage a travel and entertainment budget responsibly and within assigned guidelines. · Travel frequently—50% or more—to build and maintain advisor relationships and drive business growth. What You’ll Bring: · Active FINRA Series 7 and 63 licenses (required). · Bachelor’s degree in Finance, Business, or a related field (preferred). · Must reside within the required territory. · Minimum 3 years of asset management sales experience or financial advisor experience, ideally within the assigned territory. · Demonstrated success in meeting or exceeding sales targets and building long-term advisor relationships. · Deep knowledge of investment products, including mutual funds, ETFs, SMAs, and capital markets. · Excellent communication, presentation, and relationship-building skills. · Highly motivated, organized, and capable of working both independently and as part of a team. What We’re Looking For: · A passion for financial markets and continuous learning. · Natural curiosity with the ability to ask thoughtful questions and uncover advisor needs. · A consultative sales approach focused on adding value rather than just selling. · A drive to become indispensable to advisors through insights, service, and strategic partnership. · Strong execution skills with the Job Level: LEVELPF4 Pay Transparency Salary Range: Base salary $75,000 + Sales Incentives Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site . Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​ Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com . #LI-MC Job Requisition ID: 94757 LI ​ About NY Life Insurance Company Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy. As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others. You are our future, and we commit to investing in you accordingly. Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs. Required Legal Notices – All Candidates Please Click Here Job Segment: Outside Sales, Series 7, Sales, Finance