About this opportunity
Aon lists this VP, Wealth Advisor Services & Operations opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Posting Description
nWho We Are:
nLenox 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.
nSummary: 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.
nThe 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.
nJOB ACCOUNTABILITIES:
nnnEvaluate key operational processes to identify inefficiencies and improvement opportunities
n
nnAnalyze workflows to identify delays, errors, and trends
n
nnRecommend enhancements to improve efficiency, quality, and scalability
n
nnPartner with leadership to support ongoing process improvements
n
nnProduct/Platform Readiness - Facilitate delivery of new products/processes; from process formulation, documentation, training (internal/external), communications, to client delivery
n
n nKPI Monitoring, Reporting & Insights
nnnMonitor and report on KPIs across operations
n
nnTrack trends such as error rates, turnaround times, and NIGO trends
n
nnIdentify areas for improvement and recommend actionable solutions
n
nnSupport development of reporting and dashboards for leadership visibility
n
n nPrioritization & Initiative Support
nnnSupport prioritization of operational initiatives in partnership with leadership
n
nnAssist in tracking progress against key milestones
n
nnHelp coordinate execution and identify risks or delays
n
nnProvide updates and insights to support decision-making
n
n nSystems & Data Integrity
nnnAct as a subject matter expert on operational systems and workflows
n
nnEnsure accurate and consistent data usage across processes
n
nnIdentify gaps in system usage and data quality
n
nnPartner with technology teams to provide input on enhancements
n
n nCompliance Support & Operational Oversight
nnnSupport adherence to FINRA, SEC, and Broker Dealer requirements
n
nnMonitor operational metrics tied to compliance (error rates, audit findings)
n
nnPartner with Compliance to identify risks and implement improvements
n
nnEnsure processes align with regulatory expectations
n
n nTraining & Capability Development
nnnCoordinate and support training programs for employees and advisors
n
nnDevelop training materials aligned with processes and systems
n
nnDeliver flexible training approaches tailored to varying experience levels
n
nnCoordinate resources to deliver timely and effective training
n
nnEvaluate effectiveness of training and recommend improvements
n
n nCollaboration & Stakeholder Support
nnnCollaborate across operations, advisory, compliance, and technology teams
n
nnProvide insights and recommendations to support business decisions
n
nnSupport alignment across teams to improve consistency and execution
n
n nJOB COMPETENCIES:
nnnBroker-dealer operations and regulatory frameworks (FINRA, SEC)
n
nnAsset management products (managed money, annuities, alternatives, HNW)
n
nnOperational systems and workflows
n
nnInvestment and market fundamentals
n
nnProcess improvement principles
n
n nRequired Skills/Abilities
nnnStrong analytical and KPI interpretation skills
n
nnAbility to identify trends and recommend practical improvements
n
nnStrong organization and prioritization
n
nnAbility to support multiple initiatives
n
nnEffective communication and collaboration
n
nnAbility to navigate and improve complex systems
n
nnExperience supporting training or onboarding efforts
n
n nRequired Behaviors/Attitudes
nnnDetail-oriented with strong execution focus
n
nnProactive and solution-oriented
n
nnCollaborative and team-focused
n
nnAdaptable in a changing environment
n
nnStrong accountability and ownership
n
nnCommitment to continuous improvement
n
n nEDUCATION/EXPERIENCE/LICENSE REQUIREMENTS:
nnn4-year college degree required. Advanced degree a plus
n
nn10+ years in financial services or operations experience in process improvement and performance analysis
n
nnSeries 7, Series 24 a plus
n
n nWhat We Offer:
nWe'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.
nNFP and You... Better Together!
nNFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
n#LI-JS3
n#LI-JS3
n#NFP
nVPASS
nWho We Are:
nLenox 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.
nSummary: 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.
nThe 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.
nJOB ACCOUNTABILITIES:
nnnEvaluate key operational processes to identify inefficiencies and improvement opportunities
n
nnAnalyze workflows to identify delays, errors, and trends
n
nnRecommend enhancements to improve efficiency, quality, and scalability
n
nnPartner with leadership to support ongoing process improvements
n
nnProduct/Platform Readiness - Facilitate delivery of new products/processes; from process formulation, documentation, training (internal/external), communications, to client delivery
n
n nKPI Monitoring, Reporting & Insights
nnnMonitor and report on KPIs across operations
n
nnTrack trends such as error rates, turnaround times, and NIGO trends
n
nnIdentify areas for improvement and recommend actionable solutions
n
nnSupport development of reporting and dashboards for leadership visibility
n
n nPrioritization & Initiative Support
nnnSupport prioritization of operational initiatives in partnership with leadership
n
nnAssist in tracking progress against key milestones
n
nnHelp coordinate execution and identify risks or delays
n
nnProvide updates and insights to support decision-making
n
n nSystems & Data Integrity
nnnAct as a subject matter expert on operational systems and workflows
n
nnEnsure accurate and consistent data usage across processes
n
nnIdentify gaps in system usage and data quality
n
nnPartner with technology teams to provide input on enhancements
n
n nCompliance Support & Operational Oversight
nnnSupport adherence to FINRA, SEC, and Broker Dealer requirements
n
nnMonitor operational metrics tied to compliance (error rates, audit findings)
n
nnPartner with Compliance to identify risks and implement improvements
n
nnEnsure processes align with regulatory expectations
n
n nTraining & Capability Development
nnnCoordinate and support training programs for employees and advisors
n
nnDevelop training materials aligned with processes and systems
n
nnDeliver flexible training approaches tailored to varying experience levels
n
nnCoordinate resources to deliver timely and effective training
n
nnEvaluate effectiveness of training and recommend improvements
n
n nCollaboration & Stakeholder Support
nnnCollaborate across operations, advisory, compliance, and technology teams
n
nnProvide insights and recommendations to support business decisions
n
nnSupport alignment across teams to improve consistency and execution
n
n nJOB COMPETENCIES:
nnnBroker-dealer operations and regulatory frameworks (FINRA, SEC)
n
nnAsset management products (managed money, annuities, alternatives, HNW)
n
nnOperational systems and workflows
n
nnInvestment and market fundamentals
n
nnProcess improvement principles
n
n nRequired Skills/Abilities
nnnStrong analytical and KPI interpretation skills
n
nnAbility to identify trends and recommend practical improvements
n
nnStrong organization and prioritization
n
nnAbility to support multiple initiatives
n
nnEffective communication and collaboration
n
nnAbility to navigate and improve complex systems
n
nnExperience supporting training or onboarding efforts
n
n nRequired Behaviors/Attitudes
nnnDetail-oriented with strong execution focus
n
nnProactive and solution-oriented
n
nnCollaborative and team-focused
n
nnAdaptable in a changing environment
n
nnStrong accountability and ownership
n
nnCommitment to continuous improvement
n
n nEDUCATION/EXPERIENCE/LICENSE REQUIREMENTS:
nnn4-year college degree required. Advanced degree a plus
n
nn10+ years in financial services or operations experience in process improvement and performance analysis
n
nnSeries 7, Series 24 a plus
n
n nWhat We Offer:
nWe'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.
nNFP and You... Better Together!
nNFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
n#LI-JS3
n#LI-JS3
n#NFP
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.