About this opportunity
AON lists this VP, Asset Management Operations opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
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.
Summary
The Vice President, Asset Management Operations is responsible for supporting the evaluation and continuous improvement of operational processes across asset management functions. This role focuses on analyzing key performance indicators (KPIs), identifying trends and areas for improvement, and partnering with leadership to enhance service delivery, efficiency, and consistency. The role plays a key part in supporting initiative prioritization, improving process execution, and ensuring operational alignment with business and regulatory requirements. A critical component of this position is leveraging and supporting the firm’s core operational platform, ensuring data integrity and effective utilization across teams.
Job Accountabilities
Evaluate key operational processes to identify inefficiencies and improvement opportunities
Analyze workflows to identify delays, errors, and trends
Recommend enhancements to improve efficiency, quality, and scalability
Partner with leadership to support ongoing process improvements
Product/Platform Readiness - Facilitate delivery of new products/processes; from process formulation, documentation, training (internal/external), communications, to client delivery
KPI Monitoring, Reporting & Insights
Monitor and report on KPIs across operations
Track trends such as error rates, turnaround times, and NIGO trends
Identify areas for improvement and recommend actionable solutions
Support development of reporting and dashboards for leadership visibility
Prioritization & Initiative Support
Support prioritization of operational initiatives in partnership with leadership
Assist in tracking progress against key milestones
Help coordinate execution and identify risks or delays
Provide updates and insights to support decision-making
Systems & Data Integrity
Act as a subject matter expert on operational systems and workflows
Ensure accurate and consistent data usage across processes
Identify gaps in system usage and data quality
Partner with technology teams to provide input on enhancements
Compliance Support & Operational Oversight
Support adherence to FINRA, SEC, and Broker Dealer requirements
Monitor operational metrics tied to compliance (error rates, audit findings)
Partner with Compliance to identify risks and implement improvements
Ensure processes align with regulatory expectations
Training & Capability Development
Coordinate and support training programs for employees and advisors
Develop training materials aligned with processes and systems
Deliver flexible training approaches tailored to varying experience levels
Coordinate resources to deliver timely and effective training
Evaluate effectiveness of training and recommend improvements
Collaboration & Stakeholder Support
Collaborate across operations, advisory, compliance, and technology teams
Provide insights and recommendations to support business decisions
Support alignment across teams to improve consistency and execution
Job Competencies
Broker‑dealer operations and regulatory frameworks (FINRA, SEC)
Asset management products (managed money, annuities, alternatives, HNW)
Operational systems and workflows
Investment and market fundamentals
Process improvement principles
Required Skills/Abilities
Strong analytical and KPI interpretation skills
Ability to identify trends and recommend practical improvements
Strong organization and prioritization
Ability to support multiple initiatives
Effective communication and collaboration
Ability to navigate and improve complex systems
Experience supporting training or onboarding efforts
Required Behaviors/Attitudes
Detail-oriented with strong execution focus
Proactive and solution-oriented
Collaborative and team-focused
Adaptable in a changing environment
Strong accountability and ownership
Commitment to continuous improvement
Education/Experience/License Requirements
4-year college degree required. Advanced degree a plus
10+ years in financial services or operations experience in process improvement and performance analysis
Series 7, Series 24 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 because, at the end of the day, we exist to be there for others. The base salary range for this position is $117,000.00 – $200,000.00. 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.
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.