Director, Head of Investment Strategy, Wealth Advisory

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. 

Role Overview:

The Director, Head of Investment Strategy, Wealth Advisory role is a leadership position within the Wealth Advisory Group, working closely with the Head of Wealth Advisory, and the broader group leadership team. This individual is responsible for managing strategic relationships with third-party asset managers and platform providers to support the design and delivery of customized investment models that address the complex needs of clients with investable assets of $5 million or more. The role sits at the intersection of investment strategy, platform due diligence, and relationship management, and will be critical to the evolution of the Wealth Advisory Group, helping to ensure alignment with business priorities, client goals, and market conditions. 

What You’ll Do:

• Build and manage relationships with the Wealth Advisory Outsourced Chief Investment Officer (OCIO), external asset managers, and investment platforms and research providers.

• Oversee the design and implementation of multi-asset model portfolios and unified managed account strategies in partnership with the Outsourced Chief Investment Officer (OCIO).

• Assist with product access and partnership strategies to optimize client outcomes.

• Align investment offerings with client segmentation and evolving market trends.

• Lead the coordination, distribution, and facilitation of all investment research materials, market impact analyses, and portfolio model changes to ensure internal stakeholders and clients are well educated and remain informed.

• Collaborate with third-party investment managers and internal product and research teams to ensure models adhere to regulatory, fiduciary, and operational standards. • Act as the subject matter expert for portfolio construction, investment manager selection, and investment platform strategy.

• Partner closely with the Head of Wealth Advisory, Wealth Advisory Client Coverage Team, and OCIO portfolio strategists to ensure seamless delivery of client solutioning.

• Champion a deliberate, forward-looking strategic perspective to ensure the investment approach is thoughtfully positioned and consistently aligned with the firm's Wealth Advisory value proposition.

• Provide thought leadership on capital markets, portfolio theory, and innovation in investment solutions.

What You’ll Bring:

• Bachelor’s degree from accredited university in Finance, Economics, Business Administration, or related field.

• Advanced degree (MBA or equivalent) and / or professional designation (CFA, CAIA) required

• 8 - 10 years of experience in wealth management, private banking, family office, or investment product.

• Securities Industry Essentials (SIE), Series 7, or ability to obtain within 90 days.

• Deep knowledge of investment managers across asset classes and vehicles (e.g., mutual funds, SMAs, ETFs, alternatives).

• Strong understanding of capital markets, portfolio asset allocation, and investment theory, with the ability to apply these disciplines in the context of clients with investable assets of $5 million or more.

• Exceptional communication and interpersonal skills, including written and verbal, with the ability to articulate complex concepts clearly to internal stakeholders at New York Life.

• Proven ability to influence and collaborate effectively within a team and across various stakeholders, including Wealth Advisory Client Coverage, Client Relations, and Client Implementation.

• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a face-paced environment.

• Highly committed and dedicated professional with a demonstrated ability to exercise sound judgment, maintain strict confidentiality, and handle sensitive client, partner, and proprietary business information with the utmost discretion.

​ Job Level: LEVELPF5

Pay Transparency

Salary Range: $119,000-$170,000 

Overtime eligible:  Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our .

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

Recognized as one of  Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of .

Job Requisition ID: 94971