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Asset Mgmt Associate (Wealth) (Hybrid)

Company

AON

Location

New York, NY

Type

Full-time

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 of the Role: The Asset Management Associate (AMA) role serves as the primary point of operational execution and success for the Lenox Asset Management department. Based on a team approach, AMAs’ daily duties include liaising with a variety of internal and external parties, and must maintain the highest level of organization and communication skills. Lenox Relationship Managers (Financial Advisors), Lenox Asset Management’s Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annu...

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