Executive Financial Strategist

3 days ago

Sydney, New South Wales, Australia beBeeLeadership Full time $180,000 - $250,000
Senior Financial Leadership Opportunity

This is a senior leadership position offering an exciting opportunity to drive growth and deliver exceptional risk advisory and broking services in NSW. The role involves leading our Financial Institutions and Professions division, partnering with the Managing Director and Sales & Growth Strategy leads to manage internal channel distribution relationships and drive strategic sales initiatives.

  • Identify and convert new business opportunities, lead tender responses and proposals, and contribute to the growth and retention of Aon's FI&P portfolio.
  • Oversee open market placement activities, ensuring alignment with go-to-market strategies and compliance with broking standards.
  • Proactively manage a portfolio of Financial Institutions/Professions clients, including the strategic management of client relationships at a senior level.
  • Deliver a client-centric, cross-solution line approach to servicing clients.
  • Monitor and interpret industry trends, competitor activity, and regulatory developments, sharing insights with internal and external stakeholders.
  • Participate in key speaking opportunities at industry events to raise awareness of Aon's brand and capabilities in the Financial Institutions/Professions space.
  • Manage P&L and margin performance for assigned portfolio, ensuring alignment with financial goals and strategic targets.
  • Lead and support operational changes, embedding agile practices and modern tools to enhance efficiency and client outcomes.
  • Coach and lead a high-performing team, supporting career development, performance management, and succession planning.
  • Maintain strategic relationships with insurance carrier partners in all key markets and negotiate appropriate risk.

The ideal candidate will have strong leadership skills, excellent communication, and the ability to build and maintain relationships with clients and stakeholders.

Aon is a leading global professional services firm that helps organizations navigate complex challenges and achieve their goals. As a Senior Financial Leader, you will be part of a dynamic team that is passionate about delivering exceptional results and making a positive impact on people's lives.

Key Responsibilities:

  • Drive growth and deliver exceptional risk advisory and broking services in NSW.
  • Lead our Financial Institutions and Professions division.
  • Partner with the Managing Director and Sales & Growth Strategy leads.
  • Manage internal channel distribution relationships.
  • Drive strategic sales initiatives.

Requirements:

  • Strong leadership skills.
  • Excellent communication.
  • Ability to build and maintain relationships with clients and stakeholders.
  • Experience in financial services.
  • Proven track record of success in senior leadership roles.

What We Offer:

  • Opportunity to work with a leading global professional services firm.
  • Dynamic and passionate team.
  • Exceptional training and development opportunities.
  • Competitive salary and benefits package.

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