Represents investment products including mutual funds, SMAs, ETFs, alternatives, and limited partnerships to financial advisors across an assigned West Coast territory. Develops business plans, grows market share and assets, delivers product and market insights, collaborates with internal sales teams, manages advisor relationships, and meets sales targets. Frequent travel of 50% or more is required.
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, CA
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 Registered Investment Advisors (RIA) 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.
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 hereto 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 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, CA
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 Registered Investment Advisors (RIA) 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.
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 hereto 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
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