Director, Head of Investment Strategy, Wealth Advisory

New Yorkonsitedirector$119K – $170K

Posted 4w ago · via Eightfold

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About this role

Job Requisition ID: 94971 Location Designation: Hybrid - 3 days per week Business Unit Overview: The Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve the complex financial needs of our most sophisticated clients. This team delivers a fully integrated wealth management experience that extends beyond traditional investment advice, with services that span tax strategy, risk protection, philanthropy, and intergenerational wealth transfer solutions. Through a personalized, concierge level approach, this team provides clients with tailored financial solutions and a suite of exclusive benefits designed to deepen relationships, expand multi product solutioning, and help families build lasting financial legacies across generations.…

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