Asset Management Associate (Hybrid) presso 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 Responsabilities: 

• 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 and 66 preferred  

 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. 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. 

We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. 

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.