National Financial Partners
Asset Management Associate (Hybrid)
National Financial Partners, New York, New York, us, 10261
Responsibilities
Assist new clients through the new relationship onboarding process. Understand what paperwork is needed for every new account by investment and account type when a new account request is made.municate with clients, Relationship Managers, Asset Managers, Vendors, and MMLISI (broker-dealer) during the new account onboarding process. Acts as liaison between Asset Managers and other business partners and subsidiaries to ensure that high quality andprehensive client service is provided to our clients in accordance with defined parameters. Client service includes client calls, transaction processing and the accurate recording in our proprietary CRM (Mosaic), inquiry response / research and account maintenance. Be able to quickly identifyplex requests regarding investment accounts, contributions and distributions, policies and procedures, and promptly elevate to Lenox Asset Management Leadership when necessary. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, andmunicating with Clients, Relationship Managers, Asset Managers, and Vendors. Inclusive of expediting all wire transfers, distributions, withdrawals, ACAT's, portfolio rebalancing, and redemption requests. Generate client proposals with the direction of Relationship Managers and / or Asset Managers. Foster a developing understanding of the various investment programs available through Lenox Asset Management and provide assistance in regularly updating internal marketing platforms (Lenox Intranet) with timely marketing materials. Directly support VP, Operations Manager in thepletion of special projects as required. Develop relationships with Lenox vendors in order to facilitate the maintenance of clients' accounts. Practice consistent usage of Lenox's proprietary CRM (MOSAIC) and other critical platforms and develop a functional understanding of how these systems interact with one another. Serve as an operational resource to Relationship Managers directly conducting Asset Management business without the assisted involvement of an Asset Manager. Be proficient in evolving broker-dealer technology as pertains to new account onboarding and reporting. AMAs are accountable for maintaining best-of-breed knowledge on system functionality within various technology platforms. Current responsibilities include Lenox's proprietary CRM (Mosaic), A360, ProGen, WealthScape, Envestnet, Tamarac, RightBridge, Broadridge and DST Vision. Be proficient in evolving custodian technology inclusive of Charles Schwab, Fidelity, National Financial Services (NFS), and more. 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 and 66 preferred What We Offer
We're proud to offer apetitive 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 $62, $75, The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. Job ID 22318721
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Assist new clients through the new relationship onboarding process. Understand what paperwork is needed for every new account by investment and account type when a new account request is made.municate with clients, Relationship Managers, Asset Managers, Vendors, and MMLISI (broker-dealer) during the new account onboarding process. Acts as liaison between Asset Managers and other business partners and subsidiaries to ensure that high quality andprehensive client service is provided to our clients in accordance with defined parameters. Client service includes client calls, transaction processing and the accurate recording in our proprietary CRM (Mosaic), inquiry response / research and account maintenance. Be able to quickly identifyplex requests regarding investment accounts, contributions and distributions, policies and procedures, and promptly elevate to Lenox Asset Management Leadership when necessary. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, andmunicating with Clients, Relationship Managers, Asset Managers, and Vendors. Inclusive of expediting all wire transfers, distributions, withdrawals, ACAT's, portfolio rebalancing, and redemption requests. Generate client proposals with the direction of Relationship Managers and / or Asset Managers. Foster a developing understanding of the various investment programs available through Lenox Asset Management and provide assistance in regularly updating internal marketing platforms (Lenox Intranet) with timely marketing materials. Directly support VP, Operations Manager in thepletion of special projects as required. Develop relationships with Lenox vendors in order to facilitate the maintenance of clients' accounts. Practice consistent usage of Lenox's proprietary CRM (MOSAIC) and other critical platforms and develop a functional understanding of how these systems interact with one another. Serve as an operational resource to Relationship Managers directly conducting Asset Management business without the assisted involvement of an Asset Manager. Be proficient in evolving broker-dealer technology as pertains to new account onboarding and reporting. AMAs are accountable for maintaining best-of-breed knowledge on system functionality within various technology platforms. Current responsibilities include Lenox's proprietary CRM (Mosaic), A360, ProGen, WealthScape, Envestnet, Tamarac, RightBridge, Broadridge and DST Vision. Be proficient in evolving custodian technology inclusive of Charles Schwab, Fidelity, National Financial Services (NFS), and more. 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 and 66 preferred What We Offer
We're proud to offer apetitive 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 $62, $75, The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. Job ID 22318721
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