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...