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 to lead 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, elevate 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 sales team and internal partners (Marketing, Service, Product, etc.) to maximize sales targets and 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. Employees are eligible for an annual discretionary bonus and may also participate in an incentive program.

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

Company Overview
At New York Life, our 180‑year legacy of purpose and integrity fuels our future. As we evolve into a more technology‑, data‑, and AI‑enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem‑solving, and purpose‑driven innovation. Here, you’ll find the rare balance of long‑standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

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.

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.

Job Requisition ID: 93864

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