Manager, Private Client Group and Concierge Ultra High Net Worth
Aon plc
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Benefits offered by this job
Job summary
NFP, an Aon company, is seeking a Manager for Private Client Concierge (Ultra High Net Worth) in Toronto. You will lead a team of Client Managers delivering white-glove service to our affluent clients, while maintaining select UHNW relationships as Executive Sponsor.
Strong leadership, risk-management expertise, and carrier knowledge are essential. The role emphasizes service excellence, client retention, team development, and advancing the UHNW segment within a hybrid work model.
Qualifications
- Active RIBO license (other provincial licenses/designations are a plus).
- 10+ years of P&C and/or VIP personal insurance experience desired.
- Experience with high-end carriers like Chubb, Aviva Ovation, Unica Live Easy, Northbridge Onyx, Intact Prestige.
Responsibilities
- Lead and develop a team of Client Managers serving Ultra High Net Worth clients.
- Establish performance expectations aligned with KPI service model.
- Provide technical guidance on complex coverage, placement and risk management strategies.
- Mentor emerging leaders and support succession planning.
- Act as Executive Sponsor for select Ultra High Net Worth relationships.
Skills
Tools
Job description
The Manager, Private Client Concierge (Ultra High Net Worth Segment) is responsible for
leading a team of Client Managers dedicated to servicing the firm's most complex and
affluent clients. This role provides strategic and operational leadership to ensure an
exceptional client experience, strong retention results, and consistent execution of the
Private Client Concierge service model. The Manager serves as a technical leader, mentor, and trusted advisor to both team members and leadership colleagues, helping elevate expertise across the organization.
In addition to leading the segment, the Manager maintains a small portfolio of select Ultra High
Net Worth client relationships and acts as Executive Sponsor for key client and advisor
partnerships. While growth remains an important component of the role, the primary focus is ensuring
service excellence, client retention, team development, and the continued advancement of
the Ultra High Net Worth segment.
The base salary range for this position is $100,000 to 125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
- Lead and develop a team of Client Managers responsible for servicing Ultra High Net Worth clients and families.
- Establish clear performance expectations and accountability measures aligned with the Private Client Concierge KPI service model.
- Champion a white-glove service culture focused on responsiveness, advocacy, and proactive risk management.
- Ensure client portfolios are reviewed and managed in alignment with evolving exposures, lifestyle changes, and asset acquisitions.
- Serve as a recognized subject matter expert in High Net Worth and Ultra High Net Worth risk management.
- Provide technical guidance and consultation to Client Managers, Producers, and leadership teams on complex coverage, placement, and risk management strategies.
- Act as a mentor to emerging leaders and managers across the organization, helping build technical capability and succession readiness.
- Act as Executive Sponsor for select Ultra High Net Worth client relationships and strategic advisor partnerships.
- Personally manage a small portfolio of highly complex or strategically important client relationships.
- Partner with producers and business development leaders on strategic Ultra High Net Worth opportunities.
- Provide technical expertise and consultation during complex prospect engagements and presentations.
- Active RIBO license (other provincial licenses and designations would be an asset)
- At least 10 years of P&C and or VIP personal insurance experience is desired
- Minimum of 5 - 7 years’ experience especially with high-end carries such as Chubb Insurance, Aviva Ovation, Unica Live Easy, Northbridge Onyx and Intact Prestige
- Excellent computer skills expected EPIC fluency an asset
- Strong customer service skills in order to maintain long-term growth and retention
- Strong Quotation skills for new business, cross selling, upselling and remarketing to ensure clients’ needs are consistently met or exceeded
- Excellent organizational, planning and prioritizing skills
- Adaptable to change
- A talent for listening, establishing trust and is dedicated to crafting solutions for clients
- Strong oral and written communications skills including presentation skills
- Detail and goal oriented, highly motivated and resourceful to achieve results
- Positive attitude with a strong work ethic
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca
NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
- A hybrid environment approach that keeps the best interests of our staff and our clients in mind
- Annual bonus plan for all employees
- Matching RRSP plan of 5% of salary
- Referral Commission Plan
- Generous benefits plan including Health Care Spending Account starting on the first day of employment
- Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
- Reimbursement of license fees and professional membership dues
- A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.
Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.
Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work.
We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.
Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.
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