Senior Level Financial Solutions Specialist Jobs
Senior level financial solutions specialist jobs place experienced professionals in charge of portfolio strategy, complex client relationships, and the cross-functional teams that deliver results. Roles are concentrated across Technology & Software and Insurance, with a mix of on-site, remote, and hybrid settings, and employers like Databricks and Aon hiring at this level now.
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See related jobsHealth Solutions Assistant Vice President OR Vice President, Financial Manager
Additional Locations: Dallas TX, Atlanta GA, Tampa FL, Charlotte NC
Aon is in the business of better decisions.
What The Day Will Look Like
- Be responsible for all financial activities for assigned clients
- Prepare regular (monthly or quarterly) financial reporting packages for clients, leveraging existing templates
- Assist in collecting and completing input for various financial models such as Incurred But Not Reported Claims model, Actuarial Value Plan Model and Pricing Models
- Analyze ad hoc data using advanced functions in Excel and effectively communicate findings with both internal client team and stakeholders at the client
- Conduct ad-hoc projects as needed using appropriate resources (Health Care Reform impact modeling, plan changes, self-funded vs. fully insured analysis, etc.)
- Develop executive summary on all key financial components of marketing and provide recommendations
- Review financial caveats, deviations and other notes in proposals, add appropriate notes to the client RFP results presentation
- Review insurance carrier renewal calculations for medical, dental, vision, life and disability and identify areas for negotiation
- Eight plus of years health and benefits underwriting experience, preferably in a consulting environment.
- Strong proficiency in self-insured and fully insured funding arrangements
- Advanced level proficiency with Microsoft Office
- Bachelor’s Degree in relevant discipline or equivalent experience
- License or Certificate Requirements:
- Appropriate Insurance License/Life and Health or willingness to obtain license as soon as possible
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $130k-$180k annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive [an annual discretionary bonus] in addition to base salary. The amount of any [bonus] varies and is subject to the terms and conditions of the applicable incentive plan.
A summary of all the benefits offered for this position:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
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Health Solutions Assistant Vice President OR Vice President, Financial Manager
Additional Locations: Dallas TX, Atlanta GA, Tampa FL, Charlotte NC
Aon is in the business of better decisions.
What The Day Will Look Like
- Be responsible for all financial activities for assigned clients
- Prepare regular (monthly or quarterly) financial reporting packages for clients, leveraging existing templates
- Assist in collecting and completing input for various financial models such as Incurred But Not Reported Claims model, Actuarial Value Plan Model and Pricing Models
- Analyze ad hoc data using advanced functions in Excel and effectively communicate findings with both internal client team and stakeholders at the client
- Conduct ad-hoc projects as needed using appropriate resources (Health Care Reform impact modeling, plan changes, self-funded vs. fully insured analysis, etc.)
- Develop executive summary on all key financial components of marketing and provide recommendations
- Review financial caveats, deviations and other notes in proposals, add appropriate notes to the client RFP results presentation
- Review insurance carrier renewal calculations for medical, dental, vision, life and disability and identify areas for negotiation
- Eight plus of years health and benefits underwriting experience, preferably in a consulting environment.
- Strong proficiency in self-insured and fully insured funding arrangements
- Advanced level proficiency with Microsoft Office
- Bachelor’s Degree in relevant discipline or equivalent experience
- License or Certificate Requirements:
- Appropriate Insurance License/Life and Health or willingness to obtain license as soon as possible
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $130k-$180k annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive [an annual discretionary bonus] in addition to base salary. The amount of any [bonus] varies and is subject to the terms and conditions of the applicable incentive plan.
A summary of all the benefits offered for this position:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
#LI-KT1
#LI-HYBRID
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Senior Level Financial Solutions Specialist Jobs: Frequently Asked Questions
How do I get a senior level financial solutions specialist job?
Employers at this level look for candidates who have owned complex financial engagements from start to finish, not just contributed to them. Demonstrating experience advising high-value clients, structuring tailored financial solutions, and leading junior staff or cross-functional teams will give you a clear edge. Quantified outcomes, such as portfolio growth or retention improvements, strengthen an application significantly at the senior stage.
Which companies hire senior level financial solutions specialists?
Companies hiring senior level financial solutions specialists right now include Databricks and Aon, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from large financial institutions, regional banks, insurance groups, and wealth management firms that need seasoned professionals to manage complex client books and mentor developing advisors.
Are there remote senior level financial solutions specialist jobs?
Yes, though availability varies by employer and client-facing requirements. About 100% of senior level financial solutions specialist openings are remote or hybrid as of November 2026, reflecting broader flexibility in financial services. Roles with significant relationship management or in-person advisory responsibilities are more likely to require some on-site presence, particularly at the senior level.
What makes a financial solutions specialist role senior level?
Senior level roles are defined by ownership and scope rather than task completion. At this stage, professionals are expected to independently manage complex client relationships, develop and present strategic financial recommendations, and mentor or oversee junior team members. Senior specialists also contribute to product positioning, process improvement, and business development in ways that go well beyond day-to-day execution.
Which industries hire the most senior level financial solutions specialists?
Senior Level financial solutions specialist roles concentrate in Technology & Software and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve clients with sophisticated financial needs, require experienced professionals to manage risk and growth, and depend on senior advisors to retain high-value accounts and develop junior talent within the organization.