Aon

21 hours ago

VP, Business Development

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Drive and deepen client engagement through wealth management and financial planning. This role advances business growth while advising clients and supporting portfolio management, including allocations based on objectives and risk tolerance. You’ll service client accounts, handle administrative and transaction needs, prepare performance reporting, build proposals, and coordinate with client professionals to support meetings, follow-ups, and ongoing portfolio guidance.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Business Development & Partnerships

Seniority: Sr. Director level

Key Responsibilities

•Lead and/or support other advisors in managing client engagements.
•Determine client allocations based on investment objectives, risk tolerance, net worth, income, and experience.
•Perform investment and planning activities including rebalancing and other planning duties.
•Service client accounts by tracking account and asset transfers, processing transaction requests, and preparing paperwork.
•Prepare performance reports, build proposals for prospective clients, and manage meeting follow-up activities.

Pay and Benefits

Perks:Paid Leave401k

Key Requirements

•Minimum 5 years of wealth management experience.
•CFP designation required.
•Ability to independently manage and prioritize multiple projects.
•Excellent written and verbal communication skills.
•Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, law, or related experience.

Experience:5+ yearsWealth managementFinancial planning

Education:Bachelor's in financial planning, business, accounting, finance, economics, law or related experience

Skills:CommunicationProblem-solvingOrganizationInfluence/consensus-buildingInitiative

Certifications:CFP

Languages:English

Tech Stack:Microsoft OfficeCRMPortfolio managementFinancial planning software

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon