Senior Director, Client Coverage, Wealth Advisory

New Yorkonsitedirector$160K – $229K

Posted 4w ago · via Eightfold

See if I'm a fit →Tailor my resume for this role →Apply on Eightfold ↗

About this role

Job Requisition ID: 94970 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.…

Read the full description on New York Life's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: teams

Level fit

This role is director-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

Score yourself on this role.

Free · no card · written explanation included

See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

More at New York Life

See all open jobs at New York Life →