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 the sales team and internal partners (Marketing, Service, Product, etc.) to maximize our ability to hit sales targets and cultivate a 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)
This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting
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 may also be eligible to participate in an incentive program.
Employees are eligible for an annual discretionary bonus.

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