Non-profit Sales Director, Investment Consulting

Aon Hewitt; Illinois; Remote; USD 138,000 - 217,000; Full time

Job summary

An established industry player is seeking a Non-profit Sales Director to lead investment consulting for endowments and foundations. This role emphasizes building relationships and executing a go-to-market strategy to enhance brand visibility and drive business development. The ideal candidate will possess a strong background in investment solutions, with a hands-on approach to navigating the sales cycle. Join a diverse and innovative team that values your contributions and supports your professional growth. Enjoy a comprehensive benefits package and a flexible working environment that prioritizes your wellbeing.

Benefits

401(k) savings plan with employer contributions

Employee stock purchase plan

Medical, dental and vision insurance

Paid time off including 12 paid holidays

Tuition assistance

Commuter benefits

Employee assistance program

Short-term and long-term disability insurance

Adoption assistance

Free counseling sessions

Qualifications

• Experience with investment solution sales and building pipeline.
• Bachelor's degree in finance or related field is preferred.

Responsibilities

• Grow the non-profit segment through relationship building and networking.
• Navigate the full sales cycle and respond to RFPs.

Skills

Investment solution sales

Business development

Relationship building

Sales cycle navigation

Networking

Education

Bachelor's degree in finance, economics, accounting or business

Tools

Sales materials development

RFP response

Job description

Aon is looking for a Non-profit Sales Director for the Investment Consulting practice

This position is focused on endowments, foundations and non-profit healthcare investment pools. The Sales Director sells the spectrum of investment solutions from advisory/non-discretionary to OCIO/discretionary services.

The Sales Director is an integral member of Aon’s Non-Profit Solutions Team, leveraging the resources of our top tier investment team to grow and manage the suite of investment solutions, and position Aon Investments as a global leader for Investment Solutions for endowments, foundations, and healthcare asset pools.

The Non-profit Sales Director is charged with developing and executing an integrated go-to-market strategy for the Non-Profit Solutions. This includes building and nurturing relationships with key third-party evaluators and ensuring they fully understand Aon Investments’ breadth of capabilities, driving the business development process, both internally and externally, and fully understanding the competitive dynamics of the industry to ensure Aon Investments is differentiated.

Responsibilities:

• Primary responsibility is growing non-profit segment.
  • Identify and build relationships
  • Work with the RFP, client, and compliance teams in responding to RFPs
  • Responsible for navigating full sales cycle from identifying opportunities, responding to RFPs, participating in finals.
  • Develop visibility in the E&F space through networking, conference attendance/participation with the objective to build and enhance Aon Investments’ brand
  • Navigate Aon internal network to source leads
• Build Aon awareness and brand with the Third Party Evaluators (TPEs) to generate new opportunities
• Work within a team environment leveraging the skills of colleagues

Requirements:

• Bachelor's degree in finance, economics, accounting or business is preferred
• Experience with investment solution sales, prospecting and building pipeline, and successfully delivering on sales goals
• Partner in development of sales materials, from pitch decks to other necessary collateral
• Engage with non-profit solutions team in identifying ways to continue to improve client deliverables
• Experience working with non-profit investors; familiarity with issues of non-profit investors
• Willing to take a hands-on approach
• Expect to spend significant time on the road (40%+) building a pipeline, developing business opportunities and relationships, and joining proposed consulting teams for presentations
• Securities licenses Series 7 and 63

Preferred:

• CFA preferred

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 $138,000 to $217,000 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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