VP, Wealth Advisor Services & Operations

Aon is hiring a VP, Wealth Advisor Services & Operations in New York, United States. It pays $117k-$200k a year and Level rates it ; you can apply on Aon.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
Level classifies it as an executive role.
Level lists 1,000+ other open roles at Aon.

AI in this role

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 You... Better Together! NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. #LI-JS3 #LI-JS3 #NFP VPASS015545

How we rate this

VP, Wealth Advisor Services & Operations at Aon rates 34 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.