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Posted: Monday, January 29, 2018 2:07 AM

The company is the largest mutual life insurance company in the United States.Strategic:Ensure best in class service by establishing and attaining key metrics and performance goals. Lead and drive key initiatives to enhance the customer experience. Lead the development and implementation of a quality and training program for Eagle Strategies' managed account business. Work closely with key business partners to develop our internal support systems including but not limited to Imaging and Workflow systems, Trading Tools, Call Center Technology, and CRM. Collaborate with the Quality Assurance Team to refine the existing process. Review potential disruptive business models & technology to determine if Eagle Strategies can leverage new innovative solutions within the evolving framework. Partner with Compliance and Legal to review and develop policies and procedures while taking into account the changing regulatory environment. Work closely with leaders of HR to foster a framework that facilitates natural career transitions and the flow of talent into and out of the Eagle Operations Team. Develop an enhanced service program for those Advisors who qualify for Eagle Plus based on high levels of core product and Eagle production.Tactical:Oversee Eagle call center, service delivery and service quality by defining measures over a number of dimensions. Responsible for servicing the agency IAR field force and customers. Ensure staff meets quality and adherence guidelines, ensure trading errors are minimized, and provide training and mentoring support. To supervise, acting as a FINRA Registered Principal, the daily service activity of the RIA, Operation Processing and Service areas Eagle Strategies. Work closely with the Team's line Manager to address short term and long-term staffing levels. Identify needs for training and staffing in order to meet service level and processing goals. Lead key aspects of Investment Advisory service including Investor Relations, training and quality. Ensure staff meets quality/adherence guidelines, and operational errors are minimized. Promote best in class service by establishing and attaining key metrics and performance goals. Manage critical vendor relationships with Custodian and Clearing Firm, National Financial, and Managed Account Technology providers, Envestnet. Bachelor's Degree or equivalent work experienceMinimum of 7+ years relevant experienceSeries 7 & 24 required, Series 66 within 12 months of hire dateFormal Six Sigma/LEAN/Agile CertificationProficiency with Microsoft OfficeAdvanced knowledge of Microsoft Excel including vlookups and pivot tablesStrong customer service skillsOutstanding written communication skillsMust set direction and have clear understanding of overall department service vision to enhance the NYL brand by making every service experience a positive oneIn depth knowledge of industry rules and regulationsMust possess a strong understanding of FINRA & SEC regulations to ensure best practice within written supervisory proceduresAdvanced knowledge of Mutual Funds, ETFs, Brokerage Accounts and the Managed Account Industry is necessaryDeep understanding of a Broker Dealer's and RIA's operationsIn depth knowledge of the New York Life or Career Agency SystemsCall Center management, creation of training programs from scratch and voice of the customer expertise


• Location: Manhattan

• Post ID: 157127677 manhattan is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018