Manager, Investment Consulting

Aon plc; Northern (KY); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Medical, dental, vision insurance

Paid time off

12 paid holidays

Tuition assistance

Commuter benefits

Employee assistance program

Job summary

Aon plc is seeking a Manager, Investment Consultant to lead the Bid and Pursuit Management Team for complex client opportunities. This is a remote, virtual role enabling work from anywhere in the U.S.

The position reports to the Director of Wealth Solutions and involves coordinating cross-functional teams to deliver compelling, compliant submissions. The ideal candidate has 8+ years in pursuit management and investment consulting, with exceptional communication and project leadership skills.

Qualifications

• 8+ years in proposal/pursuit management or related field supporting complex client opportunities.
• Experience in Investment Consulting, retirement consulting, or broader financial services environments.
• Proven success leading complex projects, managing stakeholders, and delivering results in deadline-driven environments.

Responsibilities

• Lead strategic Investment Consulting pursuits and develop winning strategies aligning client needs with investment objectives.
• Direct end-to-end pursuit lifecycle: planning, coordination, stakeholder engagement, risk management, finalist presentations, and proposal delivery.
• Collaborate with sales, legal, compliance, and client teams to create compelling, client-centric solutions.
• Drive process improvements and leverage data and market insights to raise win rates and efficiency.

Skills

Proposal management

Pursuit management

Investment consulting

Communication & presentation

Sales enablement

Tools

Microsoft Office

Proposal management software

Job description

We're seeking a Manager, Investment Consultant, to join our Bid and Pursuit Management Team. This is an exciting opportunity to work alongside some of the most experienced and respected Professionals in the industry.

This is a Virtual position that enables you to work remotely!

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 team and we are passionate about helping our colleagues and clients succeed.

How this opportunity is different

Lead the Investment Consulting Pursuit team and drive the end-to-end pursuit process for complex and high-priority RFPs and finalist presentations. The role is accountable for mobilizing the right resources, establishing a disciplined pursuit strategy and timeline, maintaining momentum, resolving barriers, and ensuring every submission is compelling, accurate, compliant, on brand, and delivered on time. Reporting to the Director of Wealth Solutions, this leader manages team workflow and performance while serving as the primary connection among Sales, Solutions Leaders, client teams, Compliance, Legal, and Pursuit & Creative colleagues.

What the Day Will Look Like

• Lead Aon's most strategic Investment Consulting pursuits, developing winning strategies that align client needs, investment objectives, and business priorities while differentiating Aon in a competitive marketplace.
• Direct the end-to-end pursuit lifecycle, including planning, resource coordination, stakeholder engagement, risk management, executive reviews, finalist presentations, and successful proposal delivery. Strong capabilities in strategic planning, process improvement, data analysis, risk management, business planning, and translating investment strategies into compelling client solutions.
• Partner with sales, consulting, legal, compliance, and client-facing teams to create compelling, client-centric solutions that strengthen relationships, enhance the client experience, and support business growth.
• Drive operational excellence by using data, market insights, research, and pursuit outcomes to improve processes, increase efficiency, enhance quality, and elevate win rates.
• Manage, inspire, and cultivate a high-performing team through performance management, feedback, mentoring, and continuous learning opportunities that build organizational capability and engagement.
• Facilitate decision-making, resolve complicated priorities, and align interested parties around pursuit strategies that support Wealth Solutions' broader business and growth objectives.
• Analyze pursuit performance, market intelligence, client feedback, and win/loss data to identify trends, improve decision-making, and enhance pursuit effectiveness.
• Maintaining alignment with organizational objectives and ensuring exceptional team performance.

Skills and Experience That Will Lead to Success

• 8+ years of demonstrated experience in proposal management, pursuit management, consulting, sales enablement, business development, or a related field supporting complex client opportunities.
• Experience in Investment Consulting, investment management, retirement consulting, or broader financial services environments.
• Demonstrated success leading complex projects, managing stakeholders, facilitating executive discussions, and delivering results in deadline-driven environments.
• Exceptional communication, presentation, and influencing skills, supported by advanced proficiency in Microsoft Office applications and proposal management technologies.

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 $100,000 - $115,000 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.

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.

A summary of all the benefits offered for this position:

• 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
• 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
• an employee assistance program that includes free counseling sessions
• Eligibility for benefits is governed by the applicable plan documents and policies.