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