Client Executive, Private Equity Real Estate - Digital Infrastructure & Data Centers

Lockton; New York (NY); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Travel opportunities for PE-focused on

Performance-based bonuses

Job summary

Lockton Northeast seeks a seasoned Client Executive to lead the insurance strategy for a portfolio of data center and digital infrastructure clients. You will guide the client service team, align with PE sponsors, and ensure execution across Lockton practices with a focus on property, casualty, and construction risk unique to mission-critical assets.

You will drive pre-acquisition due diligence, develop risk strategies, and lead cross-functional teams to deliver best-in-class client service.

Qualifications

• Proven ability to manage a complex client portfolio and multi-task under tight PE timelines.
• Strong interpersonal, presentation and written communication skills for all stakeholder levels.
• Knowledge of data center/digital infrastructure risk, including property and business interruption.

Responsibilities

• Leads the Lockton team and oversees service delivery for real estate, data center and digital infrastructure clients.
• Maintains relationships with clients, PE sponsors, and senior stakeholders; acts as subject-matter lead for digital infrastructure risk.
• Drives pre-acquisition due diligence for new PE platforms and designs/P&C programs as needed.
• Leads business development within the data center vertical and aligns internal resources to client strategy.

Skills

Relationship management

Communication skills

Data center risk knowledge

Analytical mindset

Education

Bachelor's degree in business or related field

MBA or J.D. a plus

Tools

Microsoft Office Suite

PowerPoint

Job description

About Lockton Northeast

For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.

Your Responsibilities

For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.

We offer a flexible & hybrid work environment that allows our Associates to split their time between in‑person and remote.

Position Overview

The Client Executive (CE) – PERE, Digital Infrastructure & Data Centers leads Lockton Northeast’s insurance strategy for a portfolio of private equity sponsors and portfolio companies concentrated in data centers, digital infrastructure and related real‑estate investments. The portfolio includes hyperscale and colocation campuses, edge facilities, and related mission‑critical infrastructure, as well as the broader real‑estate assets and investment platforms that support these operations. The CE leads the Lockton service team, establishes and drives client strategy, and ensures execution across all Lockton practices, with particular depth in the property, casualty, and construction risk unique to mission‑critical digital infrastructure assets. The CE is responsible for aligning the strategic objectives and priorities of the client and other relevant stakeholders with the full breadth of Lockton’s technical expertise and capabilities. The CE serves first as a strategic advisor to the client’s risk leadership, with brokerage as an output of that advisory relationship rather than an end in itself. The CE is also a key leader in pre‑acquisition insurance due diligence and new‑platform placement for data center and digital infrastructure investments, working alongside PERE Transaction Advisors to assess target companies and, when appropriate, design, negotiate, and place new P&C programs. A high‑performing CE is a strategic leader with deep sector fluency, drives business development within the digital infrastructure vertical, and ensures the Lockton team delivers excellent client service.

Core Responsibilities:

• Leads the Lockton team, establishes client strategy, and oversees service delivery across all practices for an assigned portfolio of real‑estate, data center and digital infrastructure clients
• Maintains strong relationships with key Client and PE sponsor contacts; coordinates senior‑level Client communications with Producers where applicable Provides visible leadership, both internally and externally, as Lockton's subject‑matter lead for digital infrastructure and data center risk
• Maintains broad knowledge of Clients' business, industry, and risk – including financial, operational, and strategic goals – specific to data center and digital infrastructure operations
• Leads pre‑acquisition P&C insurance due diligence for new PE platform investments in the sector, working with PERE Transaction Advisors to deliver a comprehensive program review and analysis, identify deal‑impactful exclusions or coverage deficiencies, and assess catastrophic and business interruption exposure
• When appropriate, designs, negotiates, and places new P&C programs on new platform data center / digital infrastructure companies, leveraging key private equity and specialty market relationships
• Proactively identifies the optimal go‑forward service and placement team for new platform investments and ensures a smooth, seamless post‑closing hand‑off
• Drives new business development within the data center and digital infrastructure vertical, including ongoing marketplace presence and development with key M&A/PE and specialty insurance markets
• Uses understanding of Client's business and financial profile to help Clients and the Lockton team build long‑term risk strategy
• Responsible for best‑in‑class Client deliverables (RSM, Renewal Proposals, Stewardship documents, etc.)
• Stays abreast of industry trends, capital flows, and regulatory developments affecting data center and digital infrastructure investment and insurance
• Works with Producers to develop strategy, identify / align internal resources, and support new business opportunities across the digital infrastructure vertical
• Performs other responsibilities and duties as needed

A successful candidate will have:

• Strong interpersonal, communication, and presentation skills to communicate effectively and professionally to all levels, both externally (Clients, PE sponsors, Lenders, other stakeholders) and internally (Producers & Associates)
• An ability to manage a complex and demanding Client portfolio, excelling at multi‑tasking, adapting to change, and working on tight deadlines – including the accelerated timelines of PE transactions
• Demonstrated knowledge of, or strong interest in developing expertise in, the risk profile of data centers and digital infrastructure – power and mechanical systems, high‑value property and business interruption exposure, construction/builder's risk for campus build‑outs, and the operating models (hyperscale, colocation, edge) that shape them
• Existing relationships with, or the ability to quickly build relationships with, private equity sponsors, owner‑operators, and specialty carriers/MGAs active in the data center and digital infrastructure space
• The intellectual curiosity and quantitative mindset to leverage analytics to inform strategy, support negotiation, and assist Clients in making decisions
• An ability to lead the Lockton Client service team, ensuring consistent execution aligned with agreed Client strategies and objectives

Qualifications

• Bachelor's degree in a business‑related program preferred, or equivalent education and/or experience required; MBA or J.D. a plus
• A minimum of ten years of commercial Property and Casualty insurance experience and / or insurance broking / consulting experience required'
• Experience with real estate, construction, data center, digital infrastructure, or other mission‑critical facilities insurance or risk management strongly preferred, including an understanding of relevant insurance and risk management concepts associated with these asset classes
• Prior experience in private equity due diligence and transaction advisory work strongly preferred
• Established relationships with senior underwriters, underwriting manager and other leadership across major carrier partners with the ability to leverage those relationships strongly preferred
• Ability to analyze and interpret financial information to facilitate decision making and develop an understanding of the financial condition of Clients and prospects
• Must have exceptional verbal, written, and interpersonal skills to instill confidence in Clients and Associates at all levels of responsibility Must have the ability to lead a Client service team
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Willingness and ability to work outside of normal business hours and travel as needed
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Must be legally authorized to work in the United States, and not require sponsorhip now or in the future.