Senior Investment Consultant

Senior Investment Consultant

Location: Hybrid in Atlanta, GA;
Bannockburn, IL;
Chicago, IL;
Norwalk, CT

• 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
• Experience or heavy interest in Public and/or Taft/Hartley plans is a plus.
• 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

• 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

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self. 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 for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves.

Aon is proud to be an equal opportunity workplace and 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. People with criminal histories are encouraged to apply. 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 Rea 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.

The salary range for this position intended for U.S. applicants is $106,000 to $163,000 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.

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;

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.