Lenox Advisors
Overview
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Asset Management Associate (Hybrid)
role at
Lenox Advisors . Summary: The Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and the Senior Asset Management Associate, Team Lead to onboard and service new and existing clients who are placing their trust in Lenox Advisors to manage their total investment needs. The Asset Management Associate will demonstrate proficiency in all new client onboarding and service processes, systems, and procedures, and will support operational and service processes by maintaining documentation, preparing client communications, and assisting 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 onboarding 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 and 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 assist 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 designed for high net worth individuals and proficient in developing 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. The base salary range for this position is $72,000.00 – $80,000.00, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. This base salary may be eligible for performance-based incentives. NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. Additional Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance Industries: Insurance We’re part of NFP, a Best Places to Work award winner in Business Insurance, and NFP helps companies and individuals address risk, wealth management, and retirement challenges through a people-first approach.
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Join to apply for the
Asset Management Associate (Hybrid)
role at
Lenox Advisors . Summary: The Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and the Senior Asset Management Associate, Team Lead to onboard and service new and existing clients who are placing their trust in Lenox Advisors to manage their total investment needs. The Asset Management Associate will demonstrate proficiency in all new client onboarding and service processes, systems, and procedures, and will support operational and service processes by maintaining documentation, preparing client communications, and assisting 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 onboarding 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 and 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 assist 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 designed for high net worth individuals and proficient in developing 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. The base salary range for this position is $72,000.00 – $80,000.00, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. This base salary may be eligible for performance-based incentives. NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. Additional Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance Industries: Insurance We’re part of NFP, a Best Places to Work award winner in Business Insurance, and NFP helps companies and individuals address risk, wealth management, and retirement challenges through a people-first approach.
#J-18808-Ljbffr