Investment Consultant Team Lead - Regional

Aon; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading consulting firm is seeking a Senior Investment Consultant to lead a client service team while advising large institutional clients. This hybrid role offers the chance to develop leadership skills in a supportive and inclusive environment. Candidates should have expertise in investment markets, strong communication abilities, and a proven track record in team management. This position allows for significant influence on team direction and client engagement, with vast opportunities for professional growth.

Benefits

Global Wellbeing Days

Comprehensive benefits package

Flexible working solutions

Qualifications

• Experience in building relationships and advising asset owners.
• Ability to distil complex information for clients.
• Experience managing and motivating a team.

Responsibilities

• Own key client relationships and deliver advice to asset owners.
• Lead and manage a regional client service team.
• Identify opportunities for innovation and efficiency.

Skills

Knowledge of investment markets

Excellent communication skills

Proven team management

Fostering inclusivity

Desire for new challenges

Job description

Do you want a lead investment consulting role advising large institutional clients supported by Aon’s breadth of specialist knowledge and expertise? Would you enjoy leading a diverse regional consulting team focused on driving positive outcomes for both clients and colleagues? If you’re passionate about joining an innovative and market leading business, then read on!

This is a hybrid working role with flexibility to work both virtually and from our Birmingham office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

As a Senior Investment Consultant and Team Leader, you will not only own key client relationships and deliver advice to asset owners (including DB pension schemes, endowments, charities, and other institutional clients), but also play a pivotal role in leading and managing a regional client service team. Given the breadth of capability at Aon, you will be supported by a team of dedicated client‑facing colleagues as well as expertise from our many specialist teams such as risk & modelling, investment manager research, asset allocation, and more.

Your day‑to‑day focus will include:

• Building relationships with clients to understand and solve the challenges they face.
• Driving business results through efficient delivery of client service and connecting and working with colleagues across Aon’s specialist teams.
• Identifying opportunities to innovate and drive efficiency.
• Developing junior colleagues into future consultants.
• Promoting an inclusive culture across Aon.

In your capacity as Team Leader, you will also:

• Be responsible for the day‑to‑day management of the client service team, empowering and motivating colleagues through regular meetings and development opportunities.
• Foster an inclusive environment where all colleagues feel valued and engaged.
• Support colleagues to bring best ideas to clients, ensuring the team is aware of the latest ideas and solutions and actively considers their appropriateness for clients.
• Oversee resource management, ensuring clients are sufficiently resourced and collaborating across offices to manage surplus or deficit of resource efficiently.
• Oversee the team’s financial management, including client billing, profitability, and compensation cycles.

This dual focus ensures you will have the opportunity to develop and test your leadership skills, influence the success and direction of the Birmingham team, and work closely with senior business managers to implement and drive positive change.

How this opportunity is different

This is a unique opportunity to work as a senior investment consultant whilst also flexing your leadership skills to manage a high performing team.

At Aon, the opportunity is much wider than just the local consulting team. You’ll quickly build a network across different offices, business areas and Aon teams, working with a variety of clients. With a persistently developing investment backdrop, we quickly allocate teams and dedicate resource to respond to market developments, providing a vast array of opportunities for consultants to specialise and create their own role within the business. A great example is the rapid development and growth of our OCIO capability over recent years as well as growth in the Other Asset Owner space as part of our strategy to diversify our client base.

Aon has a wealth of market‑leading specialists prepared to support you in your role, producing thought‑provoking content and assisting with the delivery of bespoke advice to clients. Continued investment in our infrastructure and systems that support our 50,000 strong global workforce ensures you can efficiently manage your time to drive value and business results.

There is a strong focus on sharing of ideas and working as a team within the UK investment team and more broadly across Aon. During each week there are multiple department wide video conference calls keeping consultants up to date on latest business results, ideas from specialist teams and opportunities for colleagues to put themselves forward to support new initiatives.

Recent joiner from a competitor: “At my previous company we had one person responsible for the vast majority of thought leadership and market updates. My mind was blown when I learned that at Aon we have dedicated teams of economists, risk settlement experts, a risk and modelling team and other specialist teams! As well as making us so much more dynamic when responding or anticipating market or industry events, it also gives colleagues great opportunities to specialise in different emerging areas.”

Skills and experience that will lead to success

We’re looking for individuals with:

• Knowledge of investment markets, with experience of building relationships and providing advice to asset owners. You understand their needs and deliver solutions tailored to them.
• Excellent communication and leadership skills, with the ability to distil complex information for clients, and act as a conduit between the business and the team.
• Proven ability to manage and motivate a team of colleagues, delegate effectively, and empower others through regular meetings and development opportunities.
• Experience in fostering an inclusive and diverse team environment, ensuring all colleagues feel valued and engaged.
• A desire for new challenges, including the opportunity to influence the direction of the team, collaborate across offices, and drive positive change within the organisation.

How we support our colleagues

In addition to our comprehensive benefits package, our agile, inclusive 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, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!

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.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [e-mail]

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

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