Chicago-based Senior Private Equity Relationship Manager

NFP Corp; Chicago (IL); On-site; USD 128,000 - 184,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP Corp, an Aon company, is seeking an experienced relationship management professional to focus on strategic relationship management and retention of Mid-Market core clients in Chicago. The role requires managing multiple relationships, serving as the primary client contact, and driving cross-sell opportunities with producers.

Ideal candidates have 10+ years in relationship management, superior interpersonal and presentation skills, and a strong foundation in project management.

Qualifications

• 10+ years of relationship management experience with face-to-face private equity or similar clients
• Exceptional interpersonal, communication, and presentation skills with C-suite audiences
• Elite project management, communication, and presentation skills
• Strong time management and multi-tasking abilities
• Entrepreneurial attitude with ownership of client relationships
• Commitment to exceptional customer service and results
• Problem solving through critical thinking and collaboration
• Team-oriented with respect and integrity in collaboration
• Proficient in Microsoft Office products

Responsibilities

• Manage overall relationships with assigned Mid-Market core clients and develop multiple relationships within the client organization
• Serve as primary contact and communication conduit for NFP, keeping client producers informed
• Cultivate internal/external relationships to ensure collaboration, advocacy and trust
• Develop broad knowledge of internal operations to solve client needs efficiently
• Maintain accurate records of client contacts and products in management systems
• Drive revenue growth through strategic cross-sell opportunities with producers
• Lead client account teams and own the success of client relationships
• Contribute to service strategy and quality standards to improve client experience
• Understand insurance products, coverage, industry trends and program design
• Develop expertise in assigned client industry and NFP capabilities; pursue continuing education
• Produce annual/bi-annual stewardship reports highlighting NFP efforts
• Implement formal NFP strategic relationship management cadence
• Seek annual client feedback on NFP performance
• Travel 25-40% to visit clients in person at least twice yearly

Skills

Relationship management

C-suite client interactions

Project management

Time management

Entrepreneurial mindset

Customer service

Critical thinking

Team collaboration

MS Office

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

NFP Corp, an Aon company, is seeking an experienced relationship management professional to focus on strategic relationship management and retention of Mid-Market core clients in Chicago. The role requires managing multiple relationships, serving as the primary client contact, and driving cross-sell opportunities with producers.

Ideal candidates have 10+ years in relationship management, superior interpersonal and presentation skills, and a strong foundation in project management.