Remote Investment Consulting Pursuit Manager

Aon

Illinois

Remote

USD 100,000 - 115,000

Full time

14 days+
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

Aon seeks a Manager, Investment Consultant to join our Bid and Pursuit Management Team. This is a Virtual position that enables you to work remotely, reporting to the Director of Wealth Solutions and coordinating with Sales, Solutions Leaders, and Compliance.

The role leads strategic Investment Consulting pursuits, directing end-to-end processes, and ensuring proposals are compelling, accurate, compliant, on brand, and delivered on time.

Qualifications

  • 8+ years in proposal management, pursuit management, consulting, sales enablement, or related field.
  • Experience in Investment Consulting, investment management, retirement consulting, or financial services.
  • Proven success leading complex projects with stakeholder management and tight deadlines.
  • Excellent communication, presentation, and influencing skills; proficient in Microsoft Office and proposal tools.

Responsibilities

  • Lead Investment Consulting pursuits and develop winning strategies.
  • Direct end-to-end pursuit lifecycle: planning, coordination, risk, and finalist presentations.
  • Collaborate with Sales, Legal, Compliance, and client teams to create compelling solutions.
  • Drive operational excellence using data, insights, and pursuit outcomes to improve processes.
  • Manage and mentor a high-performing team with ongoing learning opportunities.
  • Align pursuit strategies with Wealth Solutions' growth objectives.
  • Analyze pursuit performance and market data to improve win rates.
  • Maintain alignment with organizational objectives and strong team performance.

Skills

Proposal management
Pursuit management
Consulting
Sales enablement
Business development
Complex client opportunities

Tools

Microsoft Office
Proposal management tech

Job description

Aon seeks a Manager, Investment Consultant to join our Bid and Pursuit Management Team. This is a Virtual position that enables you to work remotely, reporting to the Director of Wealth Solutions and coordinating with Sales, Solutions Leaders, and Compliance.

The role leads strategic Investment Consulting pursuits, directing end-to-end processes, and ensuring proposals are compelling, accurate, compliant, on brand, and delivered on time.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Investment Pursuit Leader - Bid Management
Remote Investment Pursuit Leader - Bid Management

Aon • Chicago (IL)

Remote
USD 100,000 - 115,000
401(k) plan
Employee stock purchase plan
Medical, dental and vision insurance
+4
Senior Investment Pursuit Manager (Remote)
Senior Investment Pursuit Manager (Remote)

Aon Corporation • Illinois

Hybrid
USD 100,000 - 115,000
401(k) plan
Employee stock purchase plan
Medical, dental, and vision insurance
+2
Manager, Bid Management - Investing Consulting
Manager, Bid Management - Investing Consulting

Aon Corporation • Illinois

Hybrid
USD 100,000 - 115,000
401(k) plan
Employee stock purchase plan
Medical, dental, and vision insurance
+2
Manager, Bid Management - Investing Consulting
Manager, Bid Management - Investing Consulting

Aon • Illinois

On-site
USD 100,000 - 115,000
Remote Investment Analyst — Growth & Strategy
Remote Investment Analyst — Growth & Strategy

TEEMA Solutions Group • New York (NY)

Remote
USD 70,000 - 110,000
Flexible remote work
Competitive base salary
Investment Consultant
Investment Consultant

Aon plc • United States

Hybrid
USD 79,000 - 119,000
Global Wellbeing Days
Smart Working
Remote Investment Consultant — Grow HNW Portfolios
Remote Investment Consultant — Grow HNW Portfolios

City National Bank • Columbia (SC)

Remote
USD 101,000 - 172,000
Healthcare benefits
401(k) plan with company match
Tuition reimbursement
Remote Investment Consultant for High‑Net‑Worth Clients
Remote Investment Consultant for High‑Net‑Worth Clients

City National Bank • Nashville (TN)

Remote
USD 101,000 - 172,000
Comprehensive healthcare coverage
Generous 401(k) matching
Tuition reimbursement
Remote Benefits Intake Consultant
Remote Benefits Intake Consultant

Lever, Inc. • Pocatello (ID)

Remote
USD 52,000 - 78,000
Work from home
Full training
No cold calling
+1
Remote Management Consultant
Remote Management Consultant

Placements24 • United States

Remote
USD 120,000 - 170,000
Remote work setup allowance
Healthcare coverage
Professional development budget
+2