# VP, Wealth Advisor Services & Operations at Aon

Aon is hiring a VP, Wealth Advisor Services & Operations in New York, United States. It pays $117k-$200k a year and Level rates it Little AI ●○○○; you can [apply on Aon](https://jobsbylevel.com/go/92ff413c-ef26-4bf6-ac5a-289f8062c027?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. New York, New York.

## Details

- Company: [Aon](https://jobsbylevel.com/companies/aon)
- AI level: AI Level 1 (score 36 out of 100)
- Location: New York, New York
- Salary: $117k-$200k
- Posted: June 29, 2026
- Apply: https://jobsbylevel.com/go/92ff413c-ef26-4bf6-ac5a-289f8062c027?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=vp-wealth-advisor-services-operations-at-aon-5f4f6c

## Description

Posting Description Who We Are: Lenox Advisors is a premier MassMutual agency supporting a network of financial professionals who provide insurance, investment, and financial planning solutions to clients nationwide. As part of NFP, an Aon company, we offer the resources of a large organization while maintaining the culture and agility of a high-performing agency. Our team is dedicated to delivering exceptional advisor support, effective supervision, and operational excellence that drive business growth and client confidence. 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/vp-wealth-advisor-services-operations-at-aon-5f4f6c

Source: https://jobsbylevel.com/jobs/vp-wealth-advisor-services-operations-at-aon-5f4f6c

## Cite this page

Level. https://jobsbylevel.com/jobs/vp-wealth-advisor-services-operations-at-aon-5f4f6c.

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