Wealth Pursuit Leader

2 weeks ago

London, United Kingdom Aon Full time

Head of Pursuit Wealth - London/ Hybrid
Are you an experienced Bid Leader/ Head of Pursuit with experience in the Health & Wealth Management industry? Are you keen to work for a globally recognised specialist in the wealth arena? If so, then why not come to join us here at Aon as Head of Pursuit Wealth?
This is a Hybrid role giving you the flexibility to work in the office and virtually at home. Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like
The Bid and Pursuit team is a new cross Aon UK team bringing together colleagues who support on RFPs and pitches. Specifically Pursuit colleagues have deep expertise in both their solution line and also providing support and coaching for sales and client retention opportunities. This role manages the wealth colleagues in this team who currently focus on investment opportunities.
We have a healthy sales pipeline in the investment department and are looking for someone to resource any sales project that comes in and continue to improve the quality of our content. The role would cover all sales channels in the investment department including advisory and fiduciary plus helping on emerging areas such as insurance and responsible investment
You will also need to work closely with all our specialist teams (risk and modelling, manager research, portfolio management etc) to ensure that we are able to work with them effectively, selling their work successfully whilst still allowing them to focus on their day job.
It will be essential to work with other bid and pursuit teams across Aon to share best practice and create DAU opportunities How this opportunity is different
This is an exciting opportunity to join Aon and specialise in the delivery of Wealth Solutions bids. You will regularly collaborate with multiple stakeholders in both the UK and EMEA regions and have the opportunity to connect with global bid teams outside your region.
You will have the opportunity to drive the strategic direction for the investment part of the team and sit on a cross-service line leadership team to ensure we share best practice and drive DAU opportunities. You will directly manage a team of 6 individuals and also act as the key contact for the Heads of DB and DC investment sales. Skills and experience that will lead to success
We are looking for someone who is passionate finding out what a client or prospect really wants and then explaining our service to them in a compelling way. You also need to be enthusiastic about managing a growing team.

**You need to have experience of at least two of the following**:
Managing a team
Contributing to RFPs or pitches
Selling (or upselling) our fiduciary business to clients
Knowledge of DB investment or DC fiduciary (mastertrust, bundled, GPP etc) 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 recognise 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.
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