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Management Fast Track Program (Master's Level) - Job Opportunity at New York Life & NYLife Securities LLC

San Antonio, United States
Full-time
Senior
Posted: April 24, 2025
Hybrid
USD 50,000 - 150,000 per year

Benefits

Comprehensive Medical Insurance with competitive coverage
401(k) with company matching demonstrating strong retirement focus
Dental and Vision coverage indicating full-spectrum health benefits
Professional Development through tuition reimbursement
Work-Life Balance via flexible scheduling
Financial Security through Life and AD&D insurance
Long-term Financial Planning with pension plan access
Disability Insurance protection

Key Responsibilities

Lead financial product sales and client relationship development
Develop and execute strategic business growth initiatives
Manage and mentor financial professional teams
Create and implement market expansion strategies
Oversee compliance and regulatory requirements
Drive recruitment and talent development initiatives
Establish and maintain client portfolio management standards

Requirements

Education

Master's Degree (MBA or equivalent)

Experience

Military O4+ or Enlisted E7+ or equivalent civilian experience

Required Skills

Sales leadership Business management Financial services knowledge Team development Strategic planning Client relationship management

Certifications

Securities licenses (required post-hire) FINRA registration
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Sauge AI Market Intelligence

Industry Trends

Financial services industry is experiencing rapid digital transformation, requiring leaders who can bridge traditional advisory roles with modern technology solutions Increasing demand for comprehensive financial planning services due to economic uncertainty and complex retirement needs Growing emphasis on ethical leadership and fiduciary responsibility in financial services sector

Salary Evaluation

The offered salary range aligns with market standards, with potential for significant upside through performance bonuses and team productivity metrics. Top performers in similar roles typically earn $200,000+ annually including incentives.

Role Significance

Typically manages 15-25 financial professionals with support staff
Senior leadership position with significant influence on business unit performance and strategic direction

Key Projects

Market expansion initiatives Team performance optimization programs Digital transformation of client services Regulatory compliance implementations

Success Factors

Strong leadership capabilities with focus on team development Deep understanding of financial products and markets Ability to balance sales targets with client service quality Excellence in regulatory compliance and risk management

Market Demand

High demand with steady growth projected. Financial services leadership roles are experiencing increased demand due to retirement of senior advisors and expanding wealth management needs.

Important Skills

Critical Skills

Leadership and team development expertise due to direct management responsibilities Financial services acumen for product understanding and client solutions Strategic planning capability for market growth initiatives

Beneficial Skills

Digital technology proficiency for modern client engagement Cross-cultural communication skills for diverse market segments Change management experience for organizational development

Unique Aspects

Accelerated management track specifically designed for experienced professionals transitioning to financial services
Mutual company structure prioritizing policyholder interests over shareholder returns
Comprehensive training program combining technical and leadership development

Career Growth

2-3 years in current role before advancement opportunity, based on performance and market conditions

Potential Next Roles

Regional Sales Director National Sales Manager Executive Vice President of Sales Chief Distribution Officer

Company Overview

New York Life & NYLife Securities LLC

New York Life is a Fortune 100 mutual life insurance company with over 175 years of history, demonstrating exceptional stability and financial strength

Industry leader with top financial ratings and substantial market share in life insurance and retirement solutions
Strong presence in San Antonio market with established client base and growth potential
Professional environment emphasizing work-life balance, career development, and long-term stability
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