New York Life Insurance Company ("New York Life" or "the company") is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.
New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2016 operating earnings of $1.954 billion. Total assets under management at year end 2016, with affiliates, totaled $538 billion. As of year-end 2016, New York Life's surplus was $23.336 billion**. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody's Aaa; Standard & Poor's AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).
Financial strength, integrity and humanity-the values upon which New York Life was founded-have guided the company's decisions and actions for over 170 years.
NYLIFE Securities Investor Relations Manager
NYLIFE Securities, a subsidiary of New York Life Insurance Company, provides world-class brokerage services and a wide variety of investment options to our New York Life customers. Our NYLIFE Securities Investor Relations Manager will be responsible for overseeing the daily activities of our Investor Relations and Trading Teams, ensuring the delivery of best-in-class service to our sales professionals and account holders. As our on-site Registered Principal, the NYLIFE Securities Investor Relations Manager will also be accountable for ensuring his/her team's compliance with our corporate and regulatory requirements.
Foster a culture of service excellence.
In cooperation with other members of our management team, help lead strategies designed at streamlining our operations to improve efficiency, quality of service, compliance results, and operational capacity.
Inspire our staff to evaluate and pursue process improvement opportunities.
Serve as onsite Principal responsible for supervising and reviewing trading activity.
In partnership with our Workforce Management Team, implement and monitor work schedules to ensure that all service requests are in accordance with our service level agreements.
Onboard and develop talent to meet the needs of our customers.
Provide guidance to staff on handling of complex service inquiries.
Monitor, assess and report on daily processing goals, performance guidelines and quality standards.
Perform daily quality review checks on work completed by staff members; engage in side-by-side coaching with employees to identify opportunities to further improve our service delivery.
Lead team meetings to ensure effective communication and collaboration across our different service locations.
Conduct performance reviews and support the professional growth & development of his/her staff.
Leverage and develop relationships with key internal and external business partners, including our clearing firm.
Implement and review control reports to monitor procedural compliance with firm and regulatory requirements.
Identify and execute on opportunities to educate our sales professionals through the delivery of field communications regarding account and product changes, processing requirements, and brokerage system enhancements.
Desired Skills & Experience
Bachelor's Degree in Business, Liberal Arts, or related disciplines preferred
3+ years of experience managing a call center / customer service operation
Brokerage or mutual fund industry experience
FINRA Series 7, 63 and 24 required. Series 4 & 53 preferred.
Track record of success in building and inspiring teams
Passion for leadership and service delivery
Ability to identify operational risks and deploy action plans to mitigate them
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* Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," Fortune Magazine, June 17, 2016. See http://fortune.com/fortune500/ for methodology. ** Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company's long-term financial strength and stability and is presented on a consolidated basis of the company.
1. Operating earnings is the key measure use by management to track Company's profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US (GAAP), with certain adjustments Company believes to be appropriate as a measurement approach (non GAAP), primarily the removal of gains or losses on investments and related adjustments.
2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.