Description

Location Designation: Hybrid - 1 day per month

Role Overview

The Relationship Management team is responsible for managing and strengthening New York Life's home office relationships with key third-party partner firms. This role serves as a central point of coordination across sales, product, and operations, ensuring a seamless and strategic partnership experience.

The Relationship Manager will work closely with internal stakeholders and external partners to lead development of partner-specific strategies and drive alignment with enterprise distribution goals. This individual will play a key role in interpreting business trends, influencing strategic direction, and driving measurable business outcomes across partner relationships.

What You'll Do:

• Serve as the primary relationship contact for assigned partner firms at the home office level
• Lead development and execution of strategic plans for assigned partner firms aligned to enterprise growth objectives
• Partner with firms on strategic initiatives across sales, product, and operations
• Analyze partner performance data to identify trends, risks, and growth opportunities; deliver data-driven recommendations
• Support business growth by identifying opportunities within existing partner relationships
• Drive complex, cross-functional initiatives to improve distribution effectiveness and partner experience
• Coordinate cross-functional efforts internally (sales, product, operations, service teams) to deliver a consistent partner experience
• Act as a liaison to resolve partner issues, escalate concerns, and drive timely solutions
• Own resolution of complex and ambiguous partner challenges requiring cross-functional alignment
• Maintain a strong understanding of partner firm priorities, structure, and key decision-makers
• Assist in business planning, pipeline tracking, and execution of firm-specific initiatives
• Support onboarding of new partners and ongoing relationship development
• Provide insights and feedback from partners to inform product development and operational improvements
• Influence internal stakeholders and senior leadership using insights derived from partner interactions and market trends
• Lead business reviews with partner firms and present strategic recommendations to internal and external stakeholders
• Build and maintain relationships with our sales team and internal partners (Marketing, Service, Product, etc.) to maximize our ability to hit sales targets and to maintain our team focused culture of "winning together"
• Serve as a subject matter resource on third-party distribution and partner strategy, providing guidance to peers and junior team members

What You'll Bring:

• 5-8+ years of experience in financial services, preferably within annuities, asset management, or insurance distribution
• Experience working with or supporting third-party distribution partners (wirehouse, Independent and banks)
• Demonstrated ability to build and maintain professional relationships with external partners
• Strong understanding of distribution, product positioning, and/or operational processes within financial services
• Excellent communication and organizational skills, with the ability to manage multiple priorities
• Demonstrated ability to lead cross-functional initiatives and influence outcomes without direct authority
• Experience analyzing business performance and translating insights into strategic actions
• Ability to work cross-functionally and influence without direct authority

• Existing relationships within broker-dealer (preferred)
• Familiarity with annuity products and platform distribution models (preferred)
• Experience in a client-facing, sales support, or relationship management role (preferred)
• FINRA licenses (Series 6/7, 63) and/or insurance licenses (preferred)
• Experience presenting to or influencing senior-level stakeholders (preferred)

Pay Transparency

Salary Range: 90,000 - 125,000

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.

Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Company Overview

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. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

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.

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 .

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.

Job Requisition ID: 93864


Requisition #: 41573911

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