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Asset Management Operations Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-03
Listing for:
Work180
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Lenox Advisors in New York seeks an Asset Management Associate to drive operational execution across managed portfolios and annuities. You will coordinate onboarding, client service, and account maintenance with Relationship Managers, Asset Managers, and vendors.
The role emphasizes CRM accuracy, timely processing of deposits and transfers, and generating client proposals under guidance. A strong grasp of markets and investment solutions for high‑net‑worth clients is essential.
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