Lenox Advisors
Lenox Advisors is seeking a dynamic and experienced leader to serve as SVP, Financial Planning. This high-impact role sits at the forefront of our strategy—shaping how we deliver holistic advice across both wealth management and insurance planning.
The ideal candidate brings deep expertise in estate, tax, and business succession planning, along with a proven ability to coach advisors, drive practice growth, and champion planning as the core of client relationships.
Job Accountabilities
Lead Lenox’s transformation to a fee-based financial planning model in alignment with MMLIS and MassMutual compliance standards Build scalable infrastructure—tools, talent, and training—to support a planning-first experience Elevate financial planning as a core deliverable that drives client trust and advisor success Advanced Planning Support
Serve as the internal expert for advanced estate, business, and tax planning Partner with advisors on custom case design and scenario modeling for high-net-worth clients Integrate planning, protection, and portfolio strategy into holistic advice Advisor Development
Design and lead firmwide financial planning education and credentialing programs (CFP, ChFC, CLU, etc.) Coach advisors at every career stage on building balanced practices spanning insurance and investments Establish benchmarks for planning proficiency and professional growth Enterprise Collaboration
Align with Lenox leadership to embed planning into strategic business development Act as liaison to MassMutual, NFP, and Aon to integrate enterprise-level tax, legal, and product expertise Represent Lenox as a thought leader at conferences, internal summits, and client events Technology & Innovation
Evaluate and implement planning technology platforms to enhance advisor productivity and client engagement Drive continuous feedback and refinement of planning processes across all markets JOB COMPETENCIES
Expert in financial planning for business owners, executives, and multigenerational families Skilled educator and communicator with a passion for advisor enablement Experienced in both protection-based and investment planning strategies Comfortable navigating MassMutual platforms (MOSAIC, A360, ENV3, etc.) Strategic thinker with a track record of leading change and scaling initiatives Education/Experience
Bachelor's degree required; JD, CPA, or advanced degree in tax/estate planning strongly preferred 10+ years in financial planning, advanced markets, or wealth advisory leadership FINRA Series 7/24 preferred; advanced insurance licensing experience required 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 $200,000 to $230,000. NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
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Lead Lenox’s transformation to a fee-based financial planning model in alignment with MMLIS and MassMutual compliance standards Build scalable infrastructure—tools, talent, and training—to support a planning-first experience Elevate financial planning as a core deliverable that drives client trust and advisor success Advanced Planning Support
Serve as the internal expert for advanced estate, business, and tax planning Partner with advisors on custom case design and scenario modeling for high-net-worth clients Integrate planning, protection, and portfolio strategy into holistic advice Advisor Development
Design and lead firmwide financial planning education and credentialing programs (CFP, ChFC, CLU, etc.) Coach advisors at every career stage on building balanced practices spanning insurance and investments Establish benchmarks for planning proficiency and professional growth Enterprise Collaboration
Align with Lenox leadership to embed planning into strategic business development Act as liaison to MassMutual, NFP, and Aon to integrate enterprise-level tax, legal, and product expertise Represent Lenox as a thought leader at conferences, internal summits, and client events Technology & Innovation
Evaluate and implement planning technology platforms to enhance advisor productivity and client engagement Drive continuous feedback and refinement of planning processes across all markets JOB COMPETENCIES
Expert in financial planning for business owners, executives, and multigenerational families Skilled educator and communicator with a passion for advisor enablement Experienced in both protection-based and investment planning strategies Comfortable navigating MassMutual platforms (MOSAIC, A360, ENV3, etc.) Strategic thinker with a track record of leading change and scaling initiatives Education/Experience
Bachelor's degree required; JD, CPA, or advanced degree in tax/estate planning strongly preferred 10+ years in financial planning, advanced markets, or wealth advisory leadership FINRA Series 7/24 preferred; advanced insurance licensing experience required 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 $200,000 to $230,000. NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
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