Senior Investment Consultant jobs in United States
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Aon · 8 hours ago

Senior Investment Consultant

Aon is looking for a Senior Investment Consultant to lead client deliverables and interface with other teams within U.S. Investment Consulting. The role requires outstanding knowledge of finance and investment theory, along with the ability to design creative solutions for complex client needs.

ConsultingProfessional ServicesRisk Management
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H1B Sponsor Likelynote

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
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

Qualification

Investment ConsultingFinance knowledgeClient relationship managementCFA credentialCAIA credentialAdvanced degreePublic plans experienceTaft/Hartley plans experienceSales efforts contributionProfessional development

Required

Bachelor's degree in relevant area (e.g., business, finance, economics)
6+ years of work experience within the Investment space

Preferred

Experience or heavy interest in Public and/or Taft/Hartley plans is a plus
Encouraged to be working toward advanced degree and/or CFA and/or CAIA credential(s)

Benefits

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
An employee assistance program that includes free counseling sessions

Company

Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.

H1B Sponsorship

Aon has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (19)
2023 (13)
2022 (1)
2021 (21)
2020 (6)

Funding

Current Stage
Public Company
Total Funding
$1.94B
Key Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO

Leadership Team

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Alejandro Galizia
CEO Latin America, AON
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Andy Marcell
Global CEO, Risk Capital & Reinsurance Solutions
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Company data provided by crunchbase