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 and communicating operational/legal procedures, multiple systems and financial industry policies while working in a fast-paced environment. Additional duties and tasks (processing, special projects, etc.) will be required dependent upon business needs. Learn the inner workings of an RIA at a 176-year-old fortune 100 company from the ground up. Go on a career journey to acquire skillsets, industry licensing and other professional credentials along the way. The RIA Senior Specialist will be responsible for providing outstanding customer service by handling incoming calls from our Eagle Adviser, their staff and from clients. Incoming calls will come across two different telephone queues which include the client line and Eagle Adviser line consisting of product & account information, investment and account performance, and financial processing requests. What You'll Do: - - Handle incoming calls on all product types (stocks, bonds, mutual funds) - Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas. - Provide subject matter expertise for Weathscape and Envestnet platforms to advisers, peers, management and key business stake holders. - Provide subject matter expertise in one of our competencies (i.e. New Business, Cashiering, Goal Mods) - Assist management to educate and train new hired staff. - Handle escalated cases from advisers submitted through junior staff or assigned by management. - Ability to take on multiple job responsibilities such as money movement, transfers, correspondence etc. - Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity - Proactively respond to inquiries from Eagle Strategies Advisors - Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise - Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently - Identify and resolve operational and compliance issues that may arise during daily activities What You'll Bring: - - Bachelor's Degree - 1-2 years of relevant experience - Holds Series 7 or is a Subject Matter expert in very specific Eagle core processing functions - Knowledge of the managed account industry - Proficiency with Microsoft Office - Strong customer service skills and comfort with inbound/outbound calls - Schedule flexibility and strong work ethic #LI - EM1 #LI - REMOTE Pay Transparency Salary Range: $50,000 - $58,500 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No 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. 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, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site. 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. Click here to learn more about New York Life's leadership in this space. 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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93496

• Diagnose. Work closely with health system leadership — CMOs, VPs of Population Health, CFOs — to identify the highest-value operational challenges such as care gap closure, risk adjustment leakage, referral management breakdowns, and readmission hotspots. You’ll go deeper than a traditional consultant because you’re not writing a report, you’re building the solution. • Build. Lead Healthcare AI Bootcamps, working alongside a dedicated engineering team to use the customer’s own data to build AI-powered workflows in real time. Customers will see their patient populations risk-stratified, care gaps identified, and AI agents deployed — not in a demo environment, but on their actual data. • Sell. Present outcomes to C-suite executives and translate technical results into financial impact: quality bonuses captured, risk adjustment revenue recovered, and readmissions avoided. You will carry a revenue target because your work is central to both winning and expanding customer partnerships. • Scale. Own the customer relationship from the initial bootcamp through enterprise-wide deployment. Identify new use cases, enable the customer’s team to self-serve, and help establish a Center of Excellence built on Innovaccer’s platform. • Shape the Product. Bring field insights directly into the product roadmap. The patterns you see across customers will help define the next generation of platform capabilities. You’re not just deploying AI you’re helping shape the future Healthcare Operating System.

• Diagnose. Work closely with health system leaders such as CMOs, VPs of Population Health, and CFOs to identify high-value operational challenges like care gap closure, risk adjustment leakage, referral management breakdowns, and readmission hotspots. You’ll go deeper than a traditional consultant because you’re not writing a report you’re helping build the solution. • Build. Support Healthcare AI Bootcamps, where you collaborate with engineering teams to use the customer’s own data to build working AI-powered workflows in real time. Customers will see their patient populations risk-stratified, care gaps identified, and AI agents deployed — not in a demo environment, but on their actual data. • Sell. Present results to operational and executive stakeholders, translating technical outcomes into business impact such as quality bonuses captured, risk adjustment revenue recovered, and readmissions avoided.You will contribute to revenue goals because your work helps drive both initial adoption and expansion with customers. • Scale. Support the customer journey from the first bootcamp through enterprise-wide deployment. Identify new use cases, help train customer teams to self-serve, and contribute to building a Center of Excellence powered by Innovaccer’s platform. • Shape the Product. Bring field insights directly into the product roadmap. The patterns you observe across customers help shape the next generation of platform capabilities. You’re not just deploying AI you’re helping define the future Healthcare Operating System.

• Lead CHAI's clinical AI portfolio, defining strategy and priorities for AI-powered Clinical Decision Support initiatives across CHAI's global programs • Build and manage a small team focused on clinical AI, providing mentorship, setting direction, and ensuring high-quality execution • Develop and maintain partnerships with AI labs, technology companies, academic institutions, and other organizations working on clinical AI tools relevant to LMIC settings • Serve as a key translator between LMIC Ministry of Health partners and technology organizations, ensuring that clinical AI tools are adapted to local clinical workflows, infrastructure constraints, and health system priorities • Work closely with CHAI country teams and government counterparts to design, implement, and scale clinical AI pilots, ensuring strong government ownership and sustainability • Provide clinical and technical guidance on AI tool selection, validation, and deployment, drawing on expertise in clinical practice, AI capabilities, and product development • Contribute to CHAI's broader AI strategy and learning agenda, including developing frameworks for responsible AI deployment in clinical settings • Represent CHAI externally on clinical AI topics, including at conferences, in donor meetings, and with global health partners • Support fundraising efforts for clinical AI work, including contributing to proposal development, donor engagement, and reporting • Travel internationally during intensive project periods (50%+), with overall travel averaging 10-25% annually