7 fund services associate jobs found

New York Life Insurance Company Location Designation: Fully Remote This position is fully remote Role Overview: Senior Associate role will be critical in supporting the team's oversight of vendor performance. This role will be responsible for owning various projects and initiatives spanning across the Retail Life, DI, and LTC lines of business. Additionally, this role will entail training and development of other junior staff. What You'll Do: Ownership of the maintenance of the Vendor Governance Program documents for all vendors and all lines of business Proactively identify and implement solutions to address operational issues with limited management oversight Support other team members by providing guidance and informal leadership on cooperative projects. Compile, generate, and provide analysis of vendor performance metrics Develop and maintain Tableau dashboards to assist in the monitoring of various performance metrics to measure against SLAs and other...

New York Life Insurance Company Location Designation: Fully Remote Eagle Strategies LLC is a Registered Investment Adviser and a wholly owned subsidiary of New York Life, one of the world's largest mutual insurers with more than 170 years in the industry. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. Eagle Strategies has over 90 investment professionals who can act as an extension of our Financial Advisors' team. We provide comprehensive investment advisory and financial planning capabilities along with offering arrays of innovative solutions and is headquartered in New York City. Role Overview: This is a very structured position that includes learning...

New York Life Insurance Company Location Designation: Fully Remote Role Overview: The Implementation Specialist is accountable for the end-to-end delivery of assigned New York Life Group Benefit Solutions (GBS) product implementations for new and existing clients. This role leads implementations from point of sale through transition to ongoing account management, ensuring timely, accurate, and high-quality execution. Operating under manager oversight, the Implementation Specialist independently manages a portfolio of low to moderate complexity cases and is responsible for overall implementation outcomes. The role provides structured client guidance, applies professional judgment within established guidelines, and drives cross-functional coordination to deliver a positive and seamless client experience. What You'll Do: End-to-End Implementation Ownership Owns the full lifecycle of assigned implementations, including enrollment readiness, data exchange...

New York Life Insurance Company Location Designation: Fully Remote Eagle Strategies LLC is a Registered Investment Adviser and a wholly owned subsidiary of New York Life, one of the world's largest mutual insurers with more than 170 years in the industry. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. Eagle Strategies has over 90 investment professionals who can act as an extension of our Financial Advisors' team. We provide comprehensive investment advisory and financial planning capabilities along with offering arrays of innovative solutions and is headquartered in New York City. Role Overview: This is a very structured position that includes learning...

New York Life Insurance Company Location Designation: Fully Remote Role Overview : The Strategic Partnerships Senior Associate plays a key role in optimizing strategic vendor and Business Process Outsourcing (BPO) relationships that enable Group Benefit Solutions (GBS) operations at scale. This position combines operational execution, vendor governance, process engineering, and cross-functional collaboration to drive service excellence, cost efficiency, and transformation initiatives. This role is ideal for a highly analytical, solutions-oriented professional who thrives in a matrixed environment and is motivated by improving end-to-end operational performance through strong partnership management. What You'll Do : Strategic Partner Execution & Governance Manage day-to-day execution of strategic partner engagements, ensuring delivery aligns with SLAs, contractual commitments, and business objectives. Support governance of MSAs, SOWs, and...

New York Life Insurance Company Location Designation: Fully Remote Role Overview: The Enroller Manager is a senior individual-contributor role within New York Life Group Benefit Solutions, accountable for the strategic planning, execution, and continuous improvement of enrollment staffing operations. This role leads the end-to-end lifecycle of vendor enrollers (benefit counselors), ensuring enrollment events are staffed with high-quality, credentialed professionals who deliver an exceptional client and participant experience. Operating with a high degree of autonomy, the Enroller Manager serves as a subject matter expert (SME) for enrollment staffing strategy, group benefits enrollment practices, and vendor performance management. The role partners closely with Sales, Service, and Field Leadership to align staffing decisions with business priorities, cost efficiency, and client complexity. What You'll Do: Strategic Staffing & Workforce Planning...

New York Life Insurance Company Location Designation: Hybrid - 1 day per quarter Role Overview: Our External wholesaler is responsible for representing New York Life annuity products through Wire House, Independent and Bank advisors in specific territories. Preferred location for this role is Charlotte area but must live in NC or SC to apply. What You'll Do: * Work to develop sales of Immediate, Fixed Deferred, Indexed and Variable annuities in an existing territory * Generate sales * Develop a business plan to maximize market share, assets and profitability for assigned territory * Present New York Life products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to its competitors * Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics * Work closely and communicate effectively with...