What are the responsibilities and job description for the SVP, Financial Planning position at Lenox Advisors?
SVPAD013732_2
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.
We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Position Summary & Overall Purpose
Lenox Advisors is redefining what it means to serve clients with integrity, depth, and purpose. As we continue our evolution into a planning-first, fee-based advisory firm, we are seeking a dynamic and experienced leader to serve as SVP, Financial Planning.
This high-impact role sits at the forefront of our strategy—shaping how we deliver holistic advice across both wealth management and insurance planning. The ideal candidate brings deep expertise in estate, tax, and business succession planning, along with a proven ability to coach advisors, drive practice growth, and champion planning as the core of client relationships.
Job Accountabilities
Fee-Based Planning Strategy
Required Knowledge/Skills/Abilities
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 $150,000 to $200,000. 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.
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.
We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Position Summary & Overall Purpose
Lenox Advisors is redefining what it means to serve clients with integrity, depth, and purpose. As we continue our evolution into a planning-first, fee-based advisory firm, we are seeking a dynamic and experienced leader to serve as SVP, Financial Planning.
This high-impact role sits at the forefront of our strategy—shaping how we deliver holistic advice across both wealth management and insurance planning. The ideal candidate brings deep expertise in estate, tax, and business succession planning, along with a proven ability to coach advisors, drive practice growth, and champion planning as the core of client relationships.
Job Accountabilities
Fee-Based Planning Strategy
- Lead Lenox’s transformation to a fee-based financial planning model in alignment with MMLIS and MassMutual compliance standards
- Build scalable infrastructure—tools, talent, and training—to support a planning-first experience
- Elevate financial planning as a core deliverable that drives client trust and advisor success
- Serve as the internal expert for advanced estate, business, and tax planning
- Partner with advisors on custom case design and scenario modeling for high-net-worth clients
- Integrate planning, protection, and portfolio strategy into holistic advice
- Design and lead firmwide financial planning education and credentialing programs (CFP®, ChFC®, CLU®, etc.)
- Coach advisors at every career stage on building balanced practices spanning insurance and investments
- Establish benchmarks for planning proficiency and professional growth
- Align with Lenox leadership to embed planning into strategic business development
- Act as liaison to MassMutual, NFP, and Aon to integrate enterprise-level tax, legal, and product expertise
- Represent Lenox as a thought leader at conferences, internal summits, and client events
- Evaluate and implement planning technology platforms to enhance advisor productivity and client engagement
- Drive continuous feedback and refinement of planning processes across all markets
Required Knowledge/Skills/Abilities
- Expert in financial planning for business owners, executives, and multigenerational families
- Skilled educator and communicator with a passion for advisor enablement
- Experienced in both protection-based and investment planning strategies
- Comfortable navigating MassMutual platforms (MOSAIC, A360, ENV3, etc.)
- Strategic thinker with a track record of leading change and scaling initiatives
- Bachelor's degree required; JD, CPA, or advanced degree in tax/estate planning strongly preferred
- 10 years in financial planning, advanced markets, or wealth advisory leadership
- FINRA Series 7/24 preferred; advanced insurance licensing experience required
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 $150,000 to $200,000. 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.
Salary : $150,000 - $200,000
