At a Glance
- Tasks: Lead client deliverables and design creative investment solutions.
- Company: Join Aon, a leader in investment consulting with a commitment to inclusivity.
- Benefits: Enjoy flexible work options, wellbeing days, and a comprehensive benefits package.
- Why this job: Be part of a culture that values growth, innovation, and authentic self-expression.
- Qualifications: Bachelor's degree in finance or related field; 6+ years of investment experience required.
- Other info: Aon promotes equal opportunity and encourages diverse applicants to apply.
The predicted salary is between 72000 - 104000 ÂŁ per year.
Aon is looking for a Senior Investment Consultant in Atlanta, GA or Chicago, IL.
Responsibilities:
- Leads all aspects of client deliverables and is responsible for interfacing with other teams within U.S. Investment Consulting.
- Exhibits outstanding knowledge of finance and investment theory and practice, as well as U.S. Investment Consulting’s positions, and the ability to apply this knowledge to client and practice/research area work.
- Demonstrates a keen understanding of the client’s circumstances.
- Exhibits the ability to process complex client needs and design creative solutions.
- Acts as senior support on large clients taking partial ownership for the relationship.
- Exhibits the ability to lead smaller, less complex client relationships and/or serve as secondary consultant on smaller, less complex client relationships.
- Demonstrates ability to lead complex/challenging client meetings, if required.
- Maintains responsibility for a small portfolio of clients.
- Demonstrates clear and proven client relationship management skills.
- Provides contribution to sales efforts – completion of RFP/proposals, assembling customized prospect presentations, etc.
- Is actively involved in continuing personal and professional development and promoting junior colleagues’ development.
Qualifications:
- Bachelor’s degree in relevant area (e.g., business, finance, economics).
- Encouraged to be working toward advanced degree and/or CFA and/or CAIA credential(s).
- 6+ years of work experience within the Investment space.
How we support our colleagues:
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.
If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws: The salary range for this position intended for U.S. applicants is $106,000 to $148,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. The actual salary may vary for applicants in a different geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with Company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
Senior Investment Consultant employer: Aon Hewitt
Contact Detail:
Aon Hewitt Recruiting Team
ReasonableAccommodations@Aon.com
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Consultant
✨Tip Number 1
Network with professionals in the investment consulting field. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the company culture at Aon.
✨Tip Number 2
Familiarise yourself with Aon's recent projects and initiatives in investment consulting. This knowledge will help you demonstrate your interest and understanding of their work during interviews.
✨Tip Number 3
Prepare to discuss your experience with complex client relationships and how you've successfully managed them. Be ready to share specific examples that highlight your problem-solving skills and creativity.
✨Tip Number 4
Showcase your commitment to continuous learning by mentioning any relevant certifications you're pursuing, like CFA or CAIA. This demonstrates your dedication to professional development, which aligns with Aon's values.
We think you need these skills to ace Senior Investment Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment consulting. Emphasise your knowledge of finance and investment theory, as well as any leadership roles you've held with clients.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the client's needs and how you can provide creative solutions. Mention specific examples from your past work that showcase your client relationship management skills.
Highlight Professional Development: Since Aon values continuous learning, mention any ongoing education or certifications you are pursuing, such as CFA or CAIA. This shows your commitment to personal and professional growth.
Showcase Team Collaboration: Aon appreciates an inclusive workforce. Include examples of how you've worked collaboratively with teams in the past, especially in complex client situations, to demonstrate your ability to interface effectively with others.
How to prepare for a job interview at Aon Hewitt
✨Showcase Your Financial Knowledge
As a Senior Investment Consultant, it's crucial to demonstrate your deep understanding of finance and investment theory. Be prepared to discuss specific concepts and how you've applied them in past roles, especially in relation to client needs.
✨Understand Client Circumstances
Exhibit your ability to grasp complex client situations. Prepare examples of how you've tailored solutions to meet unique client requirements, showcasing your problem-solving skills and creativity.
✨Demonstrate Relationship Management Skills
Highlight your experience in managing client relationships. Discuss how you've built trust and maintained strong connections with clients, particularly in challenging situations or during complex meetings.
✨Prepare for Sales Contributions
Since the role involves contributing to sales efforts, be ready to talk about your experience with RFPs and proposals. Share examples of successful presentations you've created and how they led to positive outcomes for your previous employers.