Document Type

Article

Domestic/International

Domestic

Publication Date

2026

Abstract

This summer I worked as a Relationship Manager intern at Lenox Advisors, a New York–based wealth management firm that operates as a subsidiary of NFP, an Aon company. My role focused on business development, specifically prospecting high-net-worth clients. Using tools like LinkedIn Sales Navigator and ZoomInfo, I identified and researched potential clients within targeted niches, and helped develop strategies for reaching them. Beyond prospecting, I learned how the firm operates, from its corporate structure and broker-dealer relationships to the different career tracks available to advisors. The internship gave me a hands-on look at how wealth management firms grow their client base and confirmed my interest in pursuing a career in the industry after graduation.

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The views expressed in this paper are solely those of the author.