Relationship Management Specialist

  • Company: New York Life
  • Location: New York, New York
  • Posted: October 18, 2017
  • Reference ID: 58336-en_US

New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM’s vision is to be one of the most trusted providers of investment management expertise and long-term financial security.


Relationship Management Specialist

This challenging role will support our Relationship Management team. The qualified candidate will be a proactive individual capable of working well in a team environment, providing support to Senior Relationship Managers (and their teams as needed) in all aspects of their roles. This individual will interact with clients on all inbound calls from home offices. This individual will interact with senior executives, team members within the department, with employees throughout New York Life, as well as with external business partners and contacts.


The position is based in our midtown Manhattan Home Office.


Primary Responsibilities                                                                                                                                               

  • Provide administrative support to team, including phone coverage, managing complex business calendar, expense reporting, and correspondence in a timely and professional manner.
  • Liaise within the department, across the organization and with external partners/vendors/associations.
  • Coordinate efforts to ensure that projects are delivered on time and schedules are adhered to on a daily/weekly basis.
  • Provide status on all projects including budget tracking, travel expenses, reporting and business administration needs for the department.
  • Assist in organizing, creating and following up on agendas, presentations, spreadsheets and related materials supporting Relationship Management.
  • Work closely with Relationship Managers, assisting in client relations, client communications, and day-to-day service and administrative needs.
  • Preparation of Relationship Management team weekly previews for both internal and external meetings.
  • Periodically act on behalf of senior managers and truly partner on solving complex client needs.
  • Responsible for logistical and contract review for client event planning.
  • Coordinate all document tracking and retention while ensuring their accessibility.
  • Handle ad-hoc projects and assignments as the business dictates.
  • The role requires a high attention to details as well as exposure to confidential information.


Required Qualifications

  • Bachelor’s Degree preferred
  • Exceptional written and verbal communication skills
  • Excellent organizational and time management skills; Strong problem solving and negotiation skills; Strong ability to grasp concepts and processes; Ability to partner and influence
  • A self-starter able to multitask and set priorities
  • Detail oriented with strong follow-up skills
  • Flexibility in a fast-paced corporate environment
  • A willingness to work overtime, as necessary
  • Solid proficiency with Microsoft Word, Excel, Access, PowerPoint, Visio and Lotus Notes






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*Based on revenue as reported by “Fortune 500, Ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, June 15, 2015.  See  for methodology.


1. Operating earnings is the key measure use by management to track Company’s profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US(GAAP), with certain adjustments Company believes to be appropriate as a measurement approach ( non GAAP), primarily the removal of gains or losses on investments and related adjustments.


2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.

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