Corporate Vice President, Wealth Advisory Client Coverage
Indexed description
New York Life Corporate Vice President, Wealth Advisory Client Coverage YesterdaySaved Hybrid New York, NY, USA 160K-229K Annually Expert/Leader 160K-229K Annually Expert/LeaderArtificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data AnalyticsLeads client coverage for high-net-worth advisors and clients with $5M+ in investable assets. Coordinates client relations, implementation, investment strategy, and specialist teams; develops customized wealth solutions; drives business development and multi-product relationships; handles escalations; ensures regulatory and fiduciary compliance; and mentors coverage specialists.
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