TN Visa Private Equity Jobs
Private equity roles in the U.S. can qualify for TN visa sponsorship under the Economist category if your work centers on economic and financial analysis. Canadian citizens can apply at the border with no cap; Mexican citizens go through a U.S. consulate under the annual TN allocation.
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INTRODUCTION
Are you looking to be a member of an industry-leading team? Do you want to deliver innovative and effective solutions to clients? If yes, then our Private Equity Account Executive role is the one for you.
This is a hybrid role with the flexibility to work both virtually and from any of our Florida offices (Jacksonville, Miami or Tampa).
SUMMARY
Responsible for overall total rewards strategy, benefits consulting, vendor management, client service, and growth-related activities for designated clients and prospects. This position will have frequent interactions with clients’ HR, Benefits and Finance executives regarding the delivery of benefits consulting services. Leads client service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation and reporting, promotes the value Aon delivers to clients. Handles predominantly (i.e., 70%+) small and mid-market clients.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
WHAT THE DAY WILL LOOK LIKE
- Develop employee benefits strategies, lead sophisticated benefits consulting projects, manage vendors, develop client reports, lead external meetings and internal resource coordination.
- Maintain and grow long-term client relationships through excellent service.
- Display an in-depth understanding of the Health and Benefits marketplace, as well as Aon’s Health Solutions capabilities.
- Possess experience and expertise in benefit plan design, rate analysis, strategy, RFP development and response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract reviews.
- Demonstrate excellent communication, presentation and interpersonal collaboration skills.
- Form effective teams, share client background and goals, measure results, share ideas, identify process improvements, provide timely and regular coaching and feedback to team members.
- Exhibit thought leadership—understand and be able to articulate ideas to clients.
- Marshal appropriate Aon resources to support client needs.
- Assist with client acquisitions and benefit integrations.
- Arrange Aon compensation for services, whether fee or commission-based, and ensure overall account profitability.
SKILLS TO BE SUCCESSFUL IN THE ROLE
- 7+ years of Health and Benefits background and 5+ plus years of benefits consulting/brokerage experience.
- Client facing experience at a consulting company, insurance company, or brokerage focused on benefits and health services.
- Business development experience.
- Broad business knowledge/perspective.
- Team building skills.
- Proficiency with Microsoft Office tools.
- Working understanding of the Private Equity industry is preferred.
Education
- Bachelor’s degree or applicable experience or equivalent years of industry experience.
- Life/Accident/Health insurance license (or ability to learn license after hire).
PAY TRANSPARENCY LAWS:
The salary range for this position (intended for U.S. applicants) is $107,000 to $143,000 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.
The salary range reflected is based on a primary work location of Miami, FL. The actual salary may vary for applicants in a different 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. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; 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.
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.
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.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
#LI-HL2
#LI-HYBRID

INTRODUCTION
Are you looking to be a member of an industry-leading team? Do you want to deliver innovative and effective solutions to clients? If yes, then our Private Equity Account Executive role is the one for you.
This is a hybrid role with the flexibility to work both virtually and from any of our Florida offices (Jacksonville, Miami or Tampa).
SUMMARY
Responsible for overall total rewards strategy, benefits consulting, vendor management, client service, and growth-related activities for designated clients and prospects. This position will have frequent interactions with clients’ HR, Benefits and Finance executives regarding the delivery of benefits consulting services. Leads client service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation and reporting, promotes the value Aon delivers to clients. Handles predominantly (i.e., 70%+) small and mid-market clients.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
WHAT THE DAY WILL LOOK LIKE
- Develop employee benefits strategies, lead sophisticated benefits consulting projects, manage vendors, develop client reports, lead external meetings and internal resource coordination.
- Maintain and grow long-term client relationships through excellent service.
- Display an in-depth understanding of the Health and Benefits marketplace, as well as Aon’s Health Solutions capabilities.
- Possess experience and expertise in benefit plan design, rate analysis, strategy, RFP development and response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract reviews.
- Demonstrate excellent communication, presentation and interpersonal collaboration skills.
- Form effective teams, share client background and goals, measure results, share ideas, identify process improvements, provide timely and regular coaching and feedback to team members.
- Exhibit thought leadership—understand and be able to articulate ideas to clients.
- Marshal appropriate Aon resources to support client needs.
- Assist with client acquisitions and benefit integrations.
- Arrange Aon compensation for services, whether fee or commission-based, and ensure overall account profitability.
SKILLS TO BE SUCCESSFUL IN THE ROLE
- 7+ years of Health and Benefits background and 5+ plus years of benefits consulting/brokerage experience.
- Client facing experience at a consulting company, insurance company, or brokerage focused on benefits and health services.
- Business development experience.
- Broad business knowledge/perspective.
- Team building skills.
- Proficiency with Microsoft Office tools.
- Working understanding of the Private Equity industry is preferred.
Education
- Bachelor’s degree or applicable experience or equivalent years of industry experience.
- Life/Accident/Health insurance license (or ability to learn license after hire).
PAY TRANSPARENCY LAWS:
The salary range for this position (intended for U.S. applicants) is $107,000 to $143,000 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.
The salary range reflected is based on a primary work location of Miami, FL. The actual salary may vary for applicants in a different 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. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; 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.
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.
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.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
#LI-HL2
#LI-HYBRID
See all 63+ Private Equity jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Private Equity
Align your credentials to the Economist category
TN visa eligibility for private equity roles depends on fitting the Economist classification. A degree in economics, finance, or a related quantitative field strengthens your case. A pure MBA without an underlying economics degree creates risk at the port of entry.
Document your analytical work scope precisely
Officers scrutinize private equity job descriptions carefully. Your employer's support letter must show your duties center on economic or financial analysis, not deal execution, fundraising, or general management. A role heavy on client relationship management rarely clears TN review.
Target firms with established cross-border hiring history
Private equity firms experienced with visa sponsorship understand the TN process and can prepare a support letter efficiently for qualified candidates. Look for employers with recent work visa filings to identify firms familiar with sponsoring international talent in analyst and economist-focused roles.
Use Migrate Mate to find firms actively offering sponsorship
Migrate Mate surfaces private equity employers with active TN visa sponsorship history, so you skip firms that don't have a track record. Run your search filtered to Economist-category roles before you start applying.
Negotiate employer letter specifics before your border appointment
Canadian citizens apply for TN status directly at a port of entry, which means your employer's support letter is your only document reviewed on the spot. Confirm it specifies your exact title, economic analysis duties, degree requirement, and intended duration before you travel.
Understand Mexican applicants face a consular timeline
Mexican citizens must schedule a consulate interview rather than using port-of-entry processing. Build at least four to eight weeks into your start date timeline and confirm your employer can hold the offer while your consular appointment processes through the annual TN allocation.
Private Equity jobs are hiring across the US. Find yours.
Find Private Equity JobsPrivate Equity TN Visa: Frequently Asked Questions
Do private equity jobs qualify for TN visa sponsorship?
Private equity roles can qualify under the TN Economist category, but only if your core duties involve economic or financial analysis. Roles focused primarily on deal sourcing, investor relations, or portfolio operations rather than analytical work face higher scrutiny at the border or consulate and may not qualify without a carefully written employer support letter.
How does TN compare to H-1B for private equity professionals?
TN has no lottery and no annual cap for Canadian citizens, so you can start working as soon as your status is approved at the port of entry. H-1B requires winning a lottery with roughly a one-in-four chance before any petition is filed. For Canadian private equity professionals whose role fits the Economist category, TN is faster and more predictable than H-1B.
How do I find private equity employers that will sponsor a TN visa?
Migrate Mate is built specifically to connect Canadian and Mexican professionals with U.S. employers who have a track record of TN visa sponsorship. Searching there filters out firms that have no history of sponsoring international professionals, which saves time early in your job search and increases your odds of a smooth offer and filing process.
What happens if my private equity job title does not say Economist?
Your job title does not need to be Economist, but your duties must match the classification. Titles like Financial Analyst, Investment Analyst, or Economic Consultant have cleared TN review when the employer letter thoroughly documents economic analysis as the primary function. A title like Vice President or Associate can still qualify if the duty description is precise and degree-aligned.
Can I switch private equity employers while on TN status?
Yes, but you cannot start working for the new employer until new TN status is obtained. Canadian citizens can get a new TN approved at a port of entry the same day they present the new employer's support letter. Mexican citizens need a new consulate appointment. There is no grace period that authorizes work for the new firm while the new TN is pending.
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