Annuity Relationship Manager, Third-Party Distribution
Location Designation: Hybrid - 1 day per month
Role Overview
The Relationship Management team is responsible for managing and strengthening New York Life's home office relationships with key third-party partner firms. This role serves as a central point of coordination across sales, product, and operations, ensuring a seamless and strategic partnership experience.
The Relationship Manager will work closely with internal stakeholders and external partners tolead development of partner-specific strategies and drive alignment with enterprise distribution goals. This individual will play a key role in interpreting business trends, influencing strategic direction, and driving measurable business outcomes across partner relationships.
What You'll Do:
• Serve as the primary relationship contact for assigned partner firms at the home office level
• Lead development and execution of strategic plans for assigned partner firms aligned to enterprise growth objectives
• Partner with firms on strategic initiatives across sales, product, and operations
• Analyze partner performance data to identify trends, risks, and growth opportunities; deliver data-driven recommendations
• Support business growth by identifying opportunities within existing partner relationships
• Drive complex, cross-functional initiatives to improve distribution effectiveness and partner experience
• Coordinate cross-functional efforts internally (sales, product, operations, service teams) to deliver a consistent partner experience
• Act as a liaison to resolve partner issues, escalate concerns, and drive timely solutions
• Own resolution of complex and ambiguous partner challenges requiring cross-functional alignment
• Maintain a strong understanding of partner firm priorities, structure, and key decision-makers
• Assist in business planning, pipeline tracking, and execution of firm-specific initiatives
• Support onboarding of new partners and ongoing relationship development
• Provide insights and feedback from partners to inform product development and operational improvements
• Influence internal stakeholders and senior leadership using insights derived from partner interactions and market trends
• Lead business reviews with partner firms and present strategic recommendations to internal and external stakeholders
• Build and maintain relationships with our sales team and internal partners (Marketing, Service, Product, etc.) to maximize our ability to hit sales targets and to maintain our team focused culture of "winning together"
• Serve as a subject matter resource on third-party distribution and partner strategy, providing guidance to peers and junior team members
What You'll Bring:
• 5-8+ years of experience in financial services, preferably within annuities, asset management, or insurance distribution
• Experience working with or supporting third-party distribution partners (wirehouse, Independent and banks)
• Demonstrated ability to build and maintain professional relationships with external partners
• Strong understanding of distribution, product positioning, and/or operational processes within financial services
• Excellent communication and organizational skills, with the ability to manage multiple priorities
• Demonstrated ability to lead cross-functional initiatives and influence outcomes without direct authority
• Experience analyzing business performance and translating insights into strategic actions
• Ability to work cross-functionally and influence without direct authority
• Existing relationships within broker-dealer (preferred)
• Familiarity with annuity products and platform distribution models (preferred)
• Experience in a client-facing, sales support, or relationship management role (preferred)
• FINRA licenses (Series 6/7, 63) and/or insurance licenses (preferred)
• Experience presenting to or influencing senior-level stakeholders (preferred)
Pay Transparency
Salary Range: 90,000 - 125,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
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.
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Role Overview
The Relationship Management team is responsible for managing and strengthening New York Life's home office relationships with key third-party partner firms. This role serves as a central point of coordination across sales, product, and operations, ensuring a seamless and strategic partnership experience.
The Relationship Manager will work closely with internal stakeholders and external partners tolead development of partner-specific strategies and drive alignment with enterprise distribution goals. This individual will play a key role in interpreting business trends, influencing strategic direction, and driving measurable business outcomes across partner relationships.
What You'll Do:
• Serve as the primary relationship contact for assigned partner firms at the home office level
• Lead development and execution of strategic plans for assigned partner firms aligned to enterprise growth objectives
• Partner with firms on strategic initiatives across sales, product, and operations
• Analyze partner performance data to identify trends, risks, and growth opportunities; deliver data-driven recommendations
• Support business growth by identifying opportunities within existing partner relationships
• Drive complex, cross-functional initiatives to improve distribution effectiveness and partner experience
• Coordinate cross-functional efforts internally (sales, product, operations, service teams) to deliver a consistent partner experience
• Act as a liaison to resolve partner issues, escalate concerns, and drive timely solutions
• Own resolution of complex and ambiguous partner challenges requiring cross-functional alignment
• Maintain a strong understanding of partner firm priorities, structure, and key decision-makers
• Assist in business planning, pipeline tracking, and execution of firm-specific initiatives
• Support onboarding of new partners and ongoing relationship development
• Provide insights and feedback from partners to inform product development and operational improvements
• Influence internal stakeholders and senior leadership using insights derived from partner interactions and market trends
• Lead business reviews with partner firms and present strategic recommendations to internal and external stakeholders
• Build and maintain relationships with our sales team and internal partners (Marketing, Service, Product, etc.) to maximize our ability to hit sales targets and to maintain our team focused culture of "winning together"
• Serve as a subject matter resource on third-party distribution and partner strategy, providing guidance to peers and junior team members
What You'll Bring:
• 5-8+ years of experience in financial services, preferably within annuities, asset management, or insurance distribution
• Experience working with or supporting third-party distribution partners (wirehouse, Independent and banks)
• Demonstrated ability to build and maintain professional relationships with external partners
• Strong understanding of distribution, product positioning, and/or operational processes within financial services
• Excellent communication and organizational skills, with the ability to manage multiple priorities
• Demonstrated ability to lead cross-functional initiatives and influence outcomes without direct authority
• Experience analyzing business performance and translating insights into strategic actions
• Ability to work cross-functionally and influence without direct authority
• Existing relationships within broker-dealer (preferred)
• Familiarity with annuity products and platform distribution models (preferred)
• Experience in a client-facing, sales support, or relationship management role (preferred)
• FINRA licenses (Series 6/7, 63) and/or insurance licenses (preferred)
• Experience presenting to or influencing senior-level stakeholders (preferred)
Pay Transparency
Salary Range: 90,000 - 125,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
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.
Apply tot his job
Apply To this Job