Senior Associate, In-Market Internal Wholesaler

Position: Senior Associate, In-Market Internal Wholesaler )
Job Description

Requisition ID95187

DepartmentNYLIMJob FunctionNYLIMLocation

Remote,Georgia,United States Role Location Designation Fully Remote Location Designation:
Fully Remote About New York Life Investment Management With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.

Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.

More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.

A Unique Opportunity to Elevate Your Career New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on market experience, and career advancement.

About the Role As a Georgia In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your success hinges on adding value beyond product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business growth strategies.

What You’ll Do:

· Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions.
· Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory.
· Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights.
· Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations.
· Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement.
· Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients.
· Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships.
· Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships.
· Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement.
· Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement.
· Uphold a structured, distraction-free work environment at home, ensuring high productivity.

What You’ll Bring :
· Must reside in Georgia and be able to travel as needed.
· At least 2 years of experience in asset management sales or as a Financial Advisor FINRA Series 7 & 63…