Lenox Advisors
Who We Are
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.
Summary of the Role:
The Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and Senior Asset Management Associate, Team Lead to successfully onboard and service new and existing clients who are placing their trust in Lenox Advisors to take care of their total investment needs. The Asset Management Associate shall demonstrate proficiency in all new client onboarding and service processes, systems, and procedures. In addition, the Asset Management Associate supports operational and service processes by helping to maintain documentation, prepare client communications, and assist with process improvements as directed. Special projects may be assigned at the discretion of Lenox leadership. Essential Duties And Responsibilities
Proficient in standard new client onboardings and service processes, systems, and procedures. Manage RM/Client work items independently with expediency and superior customer service Develop a strong understanding of Lenox Asset Management (LAM) subject matter, strong understanding of the LAM new business and service processes, systems, and procedures Possess a strong understanding of the MMLIS platform, services, and personnel Identify challenges and make recommendations in the development and revision of departmental policies and procedures Periodically assists the SVP on special projects to ensure continuous and efficient workflow Foster strong relationships with Relationship Managers, Asset Managers, neighboring departments, MMLISI, and vendors as well as the end client. Education And/or Experience
Bachelor’s Degree preferred 1-3 years prior investment/client relationship/sales experience Familiar with sophisticated investment solutions specifically designed for high net worth individuals and be proficient in the development of asset allocation strategies Series 7 a plus What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $72,000.00 – $80,000.00. NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
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The Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and Senior Asset Management Associate, Team Lead to successfully onboard and service new and existing clients who are placing their trust in Lenox Advisors to take care of their total investment needs. The Asset Management Associate shall demonstrate proficiency in all new client onboarding and service processes, systems, and procedures. In addition, the Asset Management Associate supports operational and service processes by helping to maintain documentation, prepare client communications, and assist with process improvements as directed. Special projects may be assigned at the discretion of Lenox leadership. Essential Duties And Responsibilities
Proficient in standard new client onboardings and service processes, systems, and procedures. Manage RM/Client work items independently with expediency and superior customer service Develop a strong understanding of Lenox Asset Management (LAM) subject matter, strong understanding of the LAM new business and service processes, systems, and procedures Possess a strong understanding of the MMLIS platform, services, and personnel Identify challenges and make recommendations in the development and revision of departmental policies and procedures Periodically assists the SVP on special projects to ensure continuous and efficient workflow Foster strong relationships with Relationship Managers, Asset Managers, neighboring departments, MMLISI, and vendors as well as the end client. Education And/or Experience
Bachelor’s Degree preferred 1-3 years prior investment/client relationship/sales experience Familiar with sophisticated investment solutions specifically designed for high net worth individuals and be proficient in the development of asset allocation strategies Series 7 a plus What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $72,000.00 – $80,000.00. NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
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