Chief Financial Institution Strategist

2 weeks ago

Melbourne, Victoria, Australia beBeeLeadership Full time $180,000 - $220,000

Senior Leadership Role

Job Description

This senior leadership position is responsible for overseeing Aon's Financial Institutions and Professions division nationally.

  • Develop and embed the Financial Services Group business strategy, including cross-sell initiatives across solution lines.
  • Identify and pursue new business opportunities, lead tender responses and proposals, and contribute to the growth and retention of Aon's FI&P portfolio.
  • Leverage Aon's proprietary data and analytics to articulate competitive advantage and drive client acquisition.
  • Drive innovation by anticipating client needs and market dynamics, identifying opportunities for product development and market expansion.
  • Provide expert advice on insurance coverage, claims, emerging risks and regulatory changes affecting financial and professional sectors.
  • Maintain strategic relationships with insurers and underwriters, staying abreast of market trends, capacity shifts and product innovation.
  • Monitor and interpret industry trends, competitor activity and regulatory developments, disseminate insights to internal and external stakeholders.
  • Represent Aon at industry forums and speaking engagements to elevate brand visibility and thought leadership in the FI&P space.
  • Build trusted relationships across the business, fostering collaboration and alignment with company culture.
  • Lead a high-performing team through coaching, performance management and career development planning.
  • Manage profit and loss performance, ensuring alignment with financial goals and strategic targets.
  • Lead and support operational changes resulting from restructuring activities, embedding agile practices and modern tools to enhance efficiency.
Key Skills and Qualifications

Required Experience:

  • Extensive experience within the Financial Lines Insurance market with a distinct focus on risk identification and risk transfer for Financial Institutions / Professions clients.
  • Strong technical understanding of a broad range of Financial Lines Insurance products and risk solutions, including PI, D&O and Crime.
  • An in-depth level of understanding of client profitability.
  • An inclusive leader with demonstrated success in building, leading and inspiring teams to achieve continued success.
  • Proven experience dealing with senior-level client relationships.
  • Excellent cross-selling abilities.
  • A keen entrepreneurial spirit and flair for business development.
  • Excellent oral and written communication skills.
  • Qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance).

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