Transaction Solutions Client Manager

About the role

Aon's Transaction Solutions (TS) practice partners with private equity firms, corporate clients, and legal advisors to help navigate and reduce transaction-related risks throughout the deal lifecycle. Our team delivers specialized expertise that helps clients complete transactions with greater confidence and certainty. We are looking for a highly organized and proactive professional to collaborate closely with Transaction Solutions leadership.

Responsibilities

• Serve as a trusted partner to TS leadership, helping manage central initiatives, business priorities, and day-to-day operations.
• Act as a liaison between clients, prospects, and internal collaborators to facilitate communication, drive follow-up, and ensure a high level of responsiveness.
• Aid in business growth initiatives by recognizing potential opportunities, preparing meeting documents and market insights, coordinating proposals, and monitoring pipeline progress.
• Coordinate Aon Connect functions for the TS team and contribute to business growth activities within the Private Equity sector.
• Coordinate M&A deal onboarding activities, including NDA requests, documentation management, and related administrative processes.
• Support client management planning efforts, including annual client reviews, action plan development, collaborator coordination, and follow-up on key initiatives.
• Manage sponsorship requests, charitable initiatives, foundation requests, and associated payment processes.
• Oversee executive calendar management, meeting coordination, travel arrangements, expense reporting, and prioritization of communications.
• Cook up team resources, carrier appointments, technology onboarding, internal communications, and special projects.
• Collaborate with leadership teams from Central and Southwest Transaction Solutions to promote strategic objectives and business goals.
• Act on behalf of leadership, as needed, in meetings and internal discussions to promote efficiency and keep momentum on key initiatives moving forward.

Qualifications

• 5+ years of experience supporting senior leaders in a business operations, executive support, client service, sales enablement, project management, or related role.
• Demonstrated ability to manage multiple priorities and projects while maintaining exceptional attention to detail.
• Strong business insight and ability to exercise sound judgment when working with sensitive or confidential information.
• Experience supporting business development activities, proposal management, client communications, and central initiatives.
• Outstanding written and verbal communication skills with the ability to build effective relationships across all levels of an organization.
• Highly organized, resourceful, and self-directed with a proactive approach to problem-solving.
• Proficiency with Microsoft Office Suite, CRM platforms, and collaboration tools.

Skills

• Bachelor's degree or equivalent experience in Business, Communications, Marketing, or a related field.