A

Aon

Global risk, retirement, health solutions provider

Vice President Wealth Advisor Services & Operations

Full-TimeDeadline 6/30/27
$117k - $200k/yr+ Performance-based incentives
Expert
Bachelor's
New York, NY, USA
In Person

About the job

Requirements
  • A four-year college degree.
  • At least 10 years of experience in financial services or operations, including process improvement and performance analysis.
  • Strong analytical and key performance indicator interpretation skills.
  • Ability to identify trends and recommend practical improvements.
  • Strong organization and prioritization skills.
  • Ability to support multiple initiatives.
  • Effective communication and collaboration skills.
  • Ability to navigate and improve complex systems.
  • Experience supporting training or onboarding efforts.
  • Knowledge of broker-dealer operations and regulatory frameworks, including the Financial Industry Regulatory Authority and Securities and Exchange Commission.
  • Knowledge of asset management products, including managed money, annuities, alternatives, and high-net-worth products.
  • Knowledge of operational systems and workflows.
  • Knowledge of investment and market fundamentals.
  • Knowledge of process improvement principles.
Responsibilities
  • Evaluate key operational processes to identify inefficiencies and improvement opportunities.
  • Analyze workflows to identify delays, errors, and trends.
  • Recommend enhancements to improve efficiency, quality, and scalability.
  • Partner with leadership to support ongoing process improvements.
  • Facilitate delivery of new products and processes, including process formulation, documentation, internal and external training, communications, and client delivery.
  • Monitor and report on key performance indicators across operations.
  • Track error rates, turnaround times, and not-in-good-order trends.
  • Identify areas for improvement and recommend actionable solutions.
  • Support development of reporting and dashboards for leadership visibility.
  • Support prioritization of operational initiatives in partnership with leadership.
  • Assist in tracking progress against key milestones.
  • Help coordinate execution and identify risks or delays.
  • Provide updates and insights to support decision-making.
  • Act as a subject matter expert on operational systems and workflows.
  • Ensure accurate and consistent data usage across processes.
  • Identify gaps in system usage and data quality.
  • Partner with technology teams to provide input on enhancements.
  • Support adherence to Financial Industry Regulatory Authority, Securities and Exchange Commission, and broker-dealer requirements.
  • Monitor operational metrics tied to compliance, including error rates and audit findings.
  • Partner with Compliance to identify risks and implement improvements.
  • Ensure processes align with regulatory expectations.
  • Coordinate and support training programs for employees and advisors.
  • Develop training materials aligned with processes and systems.
  • Deliver flexible training approaches tailored to varying experience levels.
  • Coordinate resources to deliver timely and effective training.
  • Evaluate training effectiveness and recommend improvements.
  • Collaborate across operations, advisory, compliance, and technology teams.
  • Provide insights and recommendations to support business decisions.
  • Support alignment across teams to improve consistency and execution.
Desired Qualifications
  • An advanced degree.
  • Series 7 license.
  • Series 24 license.

About the company

Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals through consulting, brokerage, and software tools. It uses data and analytics to tailor insights and advice across risk assessment, benefits design, and workforce optimization, with revenue from fees and commissions. Its global footprint and mix of services enable integrated risk, retirement, and health solutions that go beyond firms focused on a single area. Its goal is to shape decisions to protect and enrich lives worldwide by helping clients manage risk and optimize benefits.

Company Size

10,001+

Company Stage

IPO

Headquarters

London, United Kingdom

Founded

1919

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Simplify Jobs

Simplify's Take

What believers are saying

  • Aon announced USI on August 31, 2026, creating the premier U.S. middle-market platform.
  • September 2026 launches for property, casualty, cyber, and power risk expand wallet share.
  • Q2 2026 maintained 5% organic growth and affirmed 2026 guidance despite restructuring costs.

What critics are saying

  • The $17 billion USI deal loads debt and delays buybacks until deleveraging.
  • Bryan Clayton v. Aon, filed May 2026, attacks Aon Savings Plan fiduciary oversight.
  • USI integration and NFP restructuring threaten broker retention, client continuity, and execution through 2027.

What makes Aon unique

  • Aon combines brokerage, analytics, and consulting across 120 countries, not simple insurance placement.
  • Its lifecycle programs bundle construction through operations coverage for data centers and power projects.
  • PathWise, CyQu, and Cyber Risk Analyzer turn risk data into buying decisions.

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Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

↑ 12%

1 year growth

↑ 12%

2 year growth

↑ 12%
Intelligent Insurer
Sep 29th, 2026
Aon unveils risk tools to sharpen property, casualty decisions.

Aon unveils risk tools to sharpen property, casualty decisions. Aon has launched two new diagnostic tools designed to help organisations assess risk exposure, prioritise action and make decisions on resilience and insurance strategy. If you don't have a login or your access has expired, you will need to purchase a subscription to gain access to this article, including all its online content. To request a FREE 2-week trial subscription, please signup. NOTE - this can take up to 48hrs to be approved. For multi-user price options, or to check if your company has an existing subscription that Intelligent Insurer can add you to for FREE, please email Adrian Tapping at [email protected] More on this story. 29 September 2026 AdA Managing Agency will oversee Lloyd's Syndicate 2024. 29 September 2026 Appointee moves from Asia-Pacific underwriting chief as successor search begins. 28 September 2026 Parametric pre-occurrence trigger of 937mb signals relief for Mexican government. Editor's picks. 28 September 2026 24 September 2026 23 September 2026

PR Newswire
Sep 28th, 2026
Aon launches Power Lifecycle Program to support conventional gas power projects powering digital infrastructure growth.

Aon launches Power Lifecycle Program to support conventional gas power projects powering digital infrastructure growth. Sep 28, 2026, 03:00 ET New multiline insurance solution offers up to $2.5 billion in coverage across construction and operations for utility and digital infrastructure clients DUBLIN, Sept. 28, 2026 /PRNewswire/ - Aon plc (NYSE: AON), a leading global professional services firm, today announced the launch of its Power Lifecycle Program (PLP), a new integrated insurance solution designed to support conventional gas power projects from construction through testing, commissioning and into operations. Reliable power generation is becoming increasingly important as demand for digital infrastructure, cloud computing and artificial intelligence accelerates. PLP is designed to help organizations investing at scale in power generation - whether behind the meter for dedicated digital infrastructure or in front of the meter to serve broader grid demand - address the growing risks associated with power assets required to meet rising energy needs. "As investment in energy infrastructure continues to grow, organizations require risk solutions that evolve alongside increasingly complex power assets," said Joe Peiser, CEO of Risk Capital, Aon. "Our Power Lifecycle Program provides a coordinated insurance solution from construction, testing and commissioning through to operation. By bringing multiple coverages together within a single lifecycle framework, Aon's Power Lifecycle Program helps clients take a more holistic approach to managing project, operational and infrastructure risk." A Lifecycle Approach to Power Risk Developing a conventional power project involves managing interconnected risks across construction, testing, commissioning and early operations - and a loss or interruption at any stage can affect schedules, financing commitments and anticipated revenue - particularly when insurance is arranged separately at each stage. PLP's lifecycle model moves insurance from a series of disconnected placements to a single coordinated risk-transfer strategy that supports a project from site selection and construction through commissioning and ongoing operations. The result is generally better continuity of cover, reduced coverage gaps, improved capital efficiency, and greater confidence for developers, owners, lenders and investors. Key features of PLP generally include: * Up to $2.5 billion in Erection All Risks and Delay in Startup coverage per project, for the construction, testing and commissioning periods * Up to $2.5 billion in Operational Property Damage and Business Interruption coverage per project, for the immediate operational period * Up to $100 million of Construction and Operational Third-Party Liability (excluding U.S. Projects) * Clients can opt for a tailored risk advisory assessment of the risk to projects from natural catastrophe, climate, cyber, casualty, supply chain and business interruption risks, delivering enterprise resilience from site selection through to portfolio scale. Risk Engineering and Casualty consulting available. The program is underpinned by a lead panel of London-based carriers, combining power-sector expertise with meaningful capacity for global clients. Beyond the lead panel, the balance of capacity is predominantly London-based, complemented by significant participation from key local and global markets, providing the breadth, resilience and reach required to support projects worldwide. PLP is available to power infrastructure developers, private equity firms funding power project developments, contractors controlling construction cover and power infrastructure owners for both grid-connected standalone conventional gas power projects and dedicated projects supporting data centers. The launch comes as the rapid expansion of data centers drives significant investment in conventional power generation capacity and builds on Aon's established position supporting digital infrastructure clients through the Data Center Lifecycle Insurance Program that expanded to $5 billion in capacity in July 2026. Together, the two programs reflect Aon's lifecycle approach to helping clients build, operate and scale critical infrastructure with greater confidence. About Aon Aon plc (NYSE: AON) exists to shape decisions for the better - to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses. Media Contact [email protected] Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114 International: +1 312 381 3024 SOURCE Aon plc

Intelligent Insurer
Sep 25th, 2026
Aon launches renewables facility as project investment grows.

Aon launches renewables facility as project investment grows. Aon has launched a global insurance facility for onshore renewable energy projects, providing developers, owners and contractors with access to coverage across construction and operational phases as investment in renewable infrastructure grows. If you don't have a login or your access has expired, you will need to purchase a subscription to gain access to this article, including all its online content. To request a FREE 2-week trial subscription, please signup. NOTE - this can take up to 48hrs to be approved. For multi-user price options, or to check if your company has an existing subscription that Intelligent Insurer can add you to for FREE, please email Adrian Tapping at [email protected] More on this story. 25 September 2026 Insurer expects recoveries to limit financial impact from settlement. 25 September 2026 Syndicate 3939 began underwriting in 2024, admits to slower than planned growth since. 25 September 2026 Growing infrastructure concentration could leave insurers exposed to losses: S&P. Editor's picks. 25 September 2026 24 September 2026 23 September 2026 18 September 2026

Business Insurance
Sep 24th, 2026
Aon names Esser CEO of German reinsurance business.

Aon names Esser CEO of German reinsurance business. Aon plc has appointed Phillip Esser as chief executive officer and Volker Wahl as executive chairman of Aon Reinsurance Solutions in Germany, effective Oct. 1, Global Reinsurance reported. The appointments are part of a planned succession ahead of Jan-Oliver Thofern's retirement on Jan. 1, 2027. September 24, 2026

Commercial Risk
Sep 24th, 2026
Aon names new reinsurance leaders in Germany.

Aon names new reinsurance leaders in Germany. Sarah Jolly September 24, 2026 Aon has appointed Phillip Esser as CEO, reinsurance solutions, Germany, following the announcement in June that Jan-Oliver Thofern will retire on 1 January 2027. Volker Wahl, who has been at Aon for 25 years, will become exec... Want to read this article? ULTIMATE ACCESS PROVIDES YOU WITH * Unrestricted access to Commercial Risk, Commercial Risk Europe and Global Risk Manager news, exclusive expert analysis and opinion * Breaking news, daily and/or weekly Commercial Risk Europe newsletters and regular digital publications * Breaking news, weekly and monthly Global Risk Manager newsletters and quarterly digital Journal * European and global surveys, rankings and special reports * National European local language newsletters * Preferential access to webinars and virtual and physical conferences If you are already a registered user or subscriber you can LOGIN below for ultimate access: