Job Description
Posting Description
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.
This role will report into the New York City office on a hybrid cadence.
Position Summary:
Responsible for all the Sales Administrative and operational activities performed in NY & Baltimore. Responsible for the On-Boarding, Off-boarding, training and coordination of the Relationship Manager.
Job Responsibilities:
Knowledge and Experience:
+ Can define and explain Lenox’s infrastructure (i.e. Lenox, NFP, FAF, MassMutual, MMLIS, LWA, LBIS)
+ Can effectively navigate within Lenox, MassMutual, NFP for support/resources
+ Has kno...
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.
This role will report into the New York City office on a hybrid cadence.
Position Summary:
Responsible for all the Sales Administrative and operational activities performed in NY & Baltimore. Responsible for the On-Boarding, Off-boarding, training and coordination of the Relationship Manager.
Job Responsibilities:
Knowledge and Experience:
+ Can define and explain Lenox’s infrastructure (i.e. Lenox, NFP, FAF, MassMutual, MMLIS, LWA, LBIS)
+ Can effectively navigate within Lenox, MassMutual, NFP for support/resources
+ Has kno...