Senior Private Equity Relationship Executive

Aon plc; Chicago (IL); On-site; USD 128,000 - 184,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP is seeking an experienced relationship management professional to focus on strategic relationship management and retention of Mid-Market core clients. This role requires building trusted client relationships, cross-functional collaboration, and revenue growth through strategic planning and cross-sell opportunities.

The position emphasizes leadership within client teams, deep product knowledge, and delivering exceptional service. Chicago-based role with travel and a PeopleFirst culture.

Qualifications

• 10+ years in relationship management with face-to-face private equity or similar clients.
• Exceptional interpersonal skills for C-suite engagement and client retention.
• Elite project management, communication, and presentation abilities.

Responsibilities

• Manage the overall relationship with Mid-Market core clients and multiple internal teams.
• Serve as main client contact and ensure ongoing communication with client producers.
• Develop knowledge of internal operations to solve client needs efficiently.
• Maintain records of client contacts and products using account management tools.
• Drive revenue growth through strategic cross-sell opportunities with producers.
• Lead client account teams and contribute to the holistic service strategy.
• Demonstrate broad understanding of insurance products and program design.
• Produce stewardship reports highlighting the client relationship over time.
• Travel 25%–40% to visit clients and engage in development activities.

Skills

Relationship management

C-suite engagement

Project management

Communication

Presentation skills

Time management

Ownership mindset

Customer service

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

CRM software

Account management systems

Job description

NFP is seeking an experienced relationship management professional to focus on strategic relationship management and retention of Mid-Market core clients. This role requires building trusted client relationships, cross-functional collaboration, and revenue growth through strategic planning and cross-sell opportunities.

The position emphasizes leadership within client teams, deep product knowledge, and delivering exceptional service. Chicago-based role with travel and a PeopleFirst culture.