Senior Investment Consultant

Aon Hewitt; Birmingham; Hybrid; USD 106,000 - 148,000; Full time

Job summary

An established industry player is seeking a Senior Investment Consultant to lead client deliverables and manage relationships. This role requires outstanding investment knowledge and the ability to design creative solutions for complex client needs. The ideal candidate will have over six years of experience in the investment space and a relevant bachelor's degree. The company fosters a diverse and inclusive environment, promoting personal and professional development while ensuring work-life balance through flexible working options. Join a team that values your contributions and empowers you to reach your fullest potential.

Benefits

401(k) savings plan

Employee stock purchase plan

Medical, dental, and vision insurance

Paid time off including 12 paid holidays

Tuition assistance

Commuter benefits

Employee assistance program

Qualifications

• 6+ years of experience in the investment space.
• Bachelor’s degree in a relevant area required.

Responsibilities

• Lead client deliverables and manage client relationships.
• Design creative solutions based on complex client needs.

Skills

Client Relationship Management

Investment Knowledge

Financial Analysis

Problem Solving

Education

Bachelor’s degree in business, finance, or economics

Advanced degree or CFA/CAIA credential(s)

Job description

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 a diverse workforce. Plus, 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 recognize 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.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.

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.

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 [e-mail]

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.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.

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, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, 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.

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