Wealth Advisory Client Coverage

The Wealth Advisory Client Coverage role is a senior leadership position within the Eagle Strategies Wealth Advisory Group at New York Life, serving as the lead relationship quarterback for advisors and their high-net-worth clients. This position is responsible for directing and coordinating the full client coverage team to ensure a seamless, integrated, and high-touch wealth management experience. The role sits at the intersection of client relationship management, solutions strategy, and team leadership to help families build lasting financial legacies.