Senior Vice President - Global Financial Institutions Re...
London, United Kingdom
003858
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Schedule
Full Time Permanent
Job type
Experienced Professional
Workplace
Hybrid
Your Responsibilities
Lockton is recruiting a Senior Client Account Executive / Broker to join our Global Financial Institutions (GFI) Retail team in London. This is a senior role with line management responsibility, focused on delivering market-leading service to Lockton’s Retail FI clients while supporting growth, retention and talent development within the team. This role will join the GFI leadership team.
Role Purpose
To provide strategic account management and broking services to Lockton’s GFI Retail clients, including programme placement for complex risks. The role will promote and oversee the delivery of excellent client service, retention and growth, while contributing to new business development, RFP responses and the onboarding of new clients. The position also includes leadership responsibility, mentoring junior colleagues and ensuring compliance with Lockton procedures and client KPIs.
Key Responsibilities:
- Line management of team members
- Mentor and develop junior colleagues, acting as a role model and supporting future leadership talent within GFI
- Act as lead broker and account executive for large, complex Financial Institution clients, delivering market-leading service standards
- Provide FI broking and account handling for significant regional and London-based clients
- Represent Lockton GFI in new business pitches and RFPs; lead onboarding of new clients
- Partner with Producers and GFI Retail leadership to achieve growth targets and maintain high client retention
- Identify and deliver cross-selling opportunities, collaborating with specialist teams (e.g. Cyber, General Insurance)
- Support the development of insurer products, facilities and binder solutions to improve efficiency for smaller business
- Advise clients on emerging and changing risk exposures and prepare them for optimal renewal outcomes
- Develop and execute placement strategies in line with client needs and Lockton compliance requirements
- Produce renewal reports and attend client review, debrief and feedback meetings
- Ensure prompt, accurate resolution of client and market queries
- Liaise with insurers and clients to support Strategic Insurer Partners, Producers and Account Executives
- Conduct SPOE checks on quotes, slips and invoices prior to client release
- Ensure timely and accurate provision of information to Accounts, Audit and Compliance teams in line with KPIs
Qualifications
About You:
- Deep, market-leading knowledge of Financial Institutions insurance, gained from a broking or underwriting background
- Significant experience in Financial Institutions insurance, operating at senior level
- Proven ability to design and execute effective placement strategies
- Strong understanding of the full broking lifecycle and regulatory environment
- Established relationships with key GFI markets
- Strong relationship-building skills with clients, insurers and colleagues, and excellent written and verbal communication skills
- Strong time management, prioritisation and attention to detail
- Analytical and problem-solving capability, including research and investigation
- Commitment to continuous professional development
- Demonstrated ability to identify and convert business development opportunities
- Professional presence and credibility when representing Lockton at senior levels
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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December 11, 2025
When Rose Miller walked into her Lockton interview five years ago, she didn’t know much about insurance. What she did know was that she had found something rare: a company that genuinely cared about its community. After 15 years in oil and gas, a COVID-related layoff had left her searching for a new path. What she discovered at Lockton was more than a job. She found her purpose. “I didn’t know giving back was a real passion until Lockton,” Rose says. “I’ve always been blessed and wanted to help people, but it never came to fruition. From day one here, I signed up for everything I could bring to Pittsburgh.”
That decision changed everything. Today, Rose’s name is synonymous with service. Her volunteer resume reads like a roadmap of compassion: Harvest Street Mission, Ronald McDonald House Charities, Hosanna House, Light of Life Ministries, Living in Liberty, Latino Community Center—the list goes on. Each organization reflects her unwavering commitment to lifting those who need it most. For years, Rose has spent Sundays serving warm meals and distributing seasonal supplies to hundreds of people experiencing homelessness through Harvest Street Mission. It was during this work that she witnessed stories that reshaped her perspective—like a young woman who had been trafficked and, with support, found a job and a new beginning. “Seeing that journey was incredible,” Rose recalls. “It made me want to do more.” Her connections and desire to do more led her to Jeremiah’s Place, Pittsburgh’s only crisis nursery. Beyond childcare, the organization offers overnight accommodation for children, a store for mothers in need, and a lifeline for families fleeing unsafe situations. Rose jumped in immediately by organizing clothing drives, rallying donations, and even connecting local Lockton Producers to provide toys. When Rose learned she had won the Lockton Cares Community Impact Award, she was stunned. “I was shocked. I’d won a smaller award before, so I never thought I’d win again,” she says. “When Tom Cook started reading off names of places I’d volunteered, I thought, ‘Wow, who else is doing all this?’ Then someone next to me said, ‘Rose, that’s you!’ I was blessed. Truly blessed.” The Lockton Cares Community Impact Awards recognize Lockton Associates worldwide who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, which will be funded directly by the Lockton family. For Rose, the award is more than recognition—it’s fuel for her mission. The donation will help Jeremiah’s Place renovate its new building, expand services, and continue providing safe spaces for children and mothers in crisis. “It’s going to make a real difference. They were in tears when I reached out,” she says. “They didn’t know how they were going to fund renovations.” Volunteering changed Rose’s outlook on life. “I used to have complaints about the little things. Then I’d go out on Sundays and see people with real struggles. It puts everything in perspective.” Professionally, it’s strengthened her connection to Lockton’s caring culture. “I work with amazing people who share the same passion. Our local team of Associates, Producers, and leaders is incredibly supportive. The entire Lockton group is truly amazing. It’s great to work for a company that shares the same passion you do.” Rose’s goals don’t stop here. She dreams of organizing mission trips to spread Lockton’s spirit of giving. “It’s not always about work,” she says. “Life after Lockton will still include volunteering. That will never end.” After a career pivot, Rose found more than employment: she found her passion. “I knew nothing about insurance,” she laughs. “But I found my niche here—community and giving back. I’m grateful I found a company that shares my excitement to make an impact.” Rose’s story is a powerful reminder that passion paired with purpose can transform lives—starting with one person’s decision to say, “How can I help?”
October 1, 2025
The Community Impact Award, funded by the Lockton family, recognizes Associates who exceed expectations in improving their communities through volunteerism and philanthropy. This recognition enables each award recipient to direct a $25,000 donation to a charity of their choice. Julia Klaas earned recognition for her work with Gilda's Club, a nonprofit organization dedicated to providing emotional and social support to patients battling cancer. Julia's journey with Gilda's Club began three years ago when a fellow Lockton Associate asked Julia if she would be interested in joining the board. However, the work of Gilda's Club has long been close to her heart. Gene Wilder founded Gilda's Club to honor his late wife, Gilda Radner, who passed away after battling ovarian cancer. Since then, the organization has evolved into a national network that serves people of all ages by providing social and emotional support, regardless of the type of cancer. Julia found the organization when her sister was battling cancer, sending her resources from the Gilda's Club website up until her passing in 2023. Julia is on the board of Gilda's Club Kansas City (GCKC), which serves patients in both Kansas and Missouri. However, it is a smaller chapter, leading to challenges with fundraising. This is why Julia chose Gilda's Club to be the beneficiary of Lockton's Community Impact Award. "Lockton's donation provided an important boost. I was honored to be able to do that for the organization," Julia said. In 2024, Gilda's Club served 2,817 unique patients at its facility in Kansas City, MO, with a total of 6,406 visits. With funds from the Community Impact Award, their goal for 2025 is to serve 3,000 patients. "One thing about Lockton is that we are encouraged to go out and get involved," Julia said. Last year, she chaired a fundraising auction for the organization and said the support from her Lockton colleagues was unmatched. "I had so many of my colleagues and peers come. I had someone from London who was in town, and even he wanted to come. That is just the spirit of Lockton," she said. For Julia, her commitment to giving back to her community is an integral part of her identity, and when she joined Lockton, she discovered how closely the company's goals aligned with her core beliefs. "We are encouraged to take extra time to give back to our communities, and I think that is a very unique and special thing," Julia said. She shared that Gilda's Club is even making a difference in the Lockton community. When one of her colleagues called her and asked for information about Gilda's Club, she felt how valuable the organization truly is. The motto of Gilda's Club is "No one should face cancer alone," and through Julia's work and Lockton's support, she has made a lasting impact, helping the organization uphold that goal. Julia's work with Gilda's Club has already made a meaningful difference in our community, and she will continue advocating for the organization's goals far into the future. "Even when I'm off the board, I will continue to be engaged and involved in Gilda's Club," Julia said. A Statement from Gilda's Club Kansas City "We are so appreciative of Julia and Lockton for this wonderful gift. Funding will enable us to reach more people with a cancer impact in our community through educational workshops, support groups, short-term counseling, healthy lifestyle classes, and mental health resources and referrals, all offered free to participants." Thank you, Julia, for your dedication to making a positive impact in your community and at Lockton.
October 16, 2025
The Community Impact Award, funded by the Lockton family, recognizes Associates who exceed expectations in improving their communities through volunteerism and philanthropy. This recognition enables each award recipient to direct a $25,000 donation to a charity of their choice. Sherri Harrison earned this recognition for her work with Operation Help a Hero (OHH), a nonprofit organization providing support to military families. Sherri's journey with Operation Help a Hero (OHH) began with a simple Google search. As the spouse of an active-duty Navy SEAL for the past 28 years, she has experienced firsthand the emotional challenges that come with military life. Always looking for ways to support other military families, Sherri brought that passion with her when she joined Lockton. Wanting to find a cause her new team could rally behind, she discovered Operation Help a Hero, which was a perfect fit for both her values and the team. Operation Help a Hero is a nonprofit organization dedicated to supporting American military members and their families as they prepare for separation, endure the challenges of deployment, and transition back to the U.S. The organization began as a grassroots Marine Ministries and Pen Pal group shortly after the September 11, 2001, attacks. It was founded by Cindy Farnum, who was inspired after a special event at her school. At the time, she had her middle school students welcome local Marines to the school for a Veterans' Day celebration. Over the past 24 years, the organization has evolved into a valuable resource for military families nationwide. After over three years of volunteering and fundraising for OHH, Sherri and the Lockton Southern California team have made a significant difference in the lives of military families across California, specifically through Operation Christmas Spirit, where Lockton Associates come together during the holiday season to buy gifts, gift cards, toys, and other needs of the families and wrap them. Over the years, the event has brought the Lockton San Diego/Irvine and Los Angeles teams together to collaborate on wrapping and delivering these holiday gifts. Often, families with members in the military on deployment are unable to celebrate holidays or milestones with their loved ones. This is why Sherri chose OHH to be the beneficiary of Lockton's Community Impact Award. "I experienced that myself," Sherri said. "Having two boys and with my husband on deployment over the years, I can relate to the emotional experience of worrying about my loved ones. I am aware of the need for support. I am so grateful to Lockton. It is an honor for me and an impact for OHH." Since 2022, when Sherri first introduced OHH initiatives at Lockton, Associates have raised a total of $22,110 to support nine military families through the Operation Christmas Spirit program. And each year, these family adoptions from Lockton Associates increase. In 2024, Sherri organized a full adoption of four families across California and raised a total of $12,900 to help with various challenges the families were facing. "Lockton and its Associates and Producers have been so generous over the years. Their generosity is why we have been able to increase the number of families that we have been able to adopt each year," Sherri said. Cindy Farnum, Director of OHH, said that because of both Sherri and Associates here at Lockton, support for military families through OHH is growing: "It is a huge undertaking. When Sherri reaches out to help families, I will sometimes ask if we can give her a larger family, and she always says yes. I know I can always reach out to her. One thing about Sherri is that she is always flexible and willing to offer her help when it is needed." Although Sherri's community impact through OHH has already helped many military families in a profoundly positive way, she said that she wants to continue expanding this support. "I'm hoping within Lockton, it continues to grow," she said. "We have incredible people at Lockton, and there is something to be said when we all come together to help others. That was something I saw when I first joined Lockton -- not just the willingness to help others, but how it also brings our teams together." Not only will Lockton's donation help support Operation Christmas Spirit this year, but the organization also plans to use the donation to help support Operation Rack Pack. In this barracks project, volunteers will clean barracks rooms, hang welcome posters, fill fridges with drinks and food, and leave welcome home packages for Marines returning from deployment this fall. "The $25,000 Sherri earned through her hard work is game-changing for us. We will serve over 1,000 single Marines and sailors returning from deployment, 10 families through Operation Christmas Spirit, and 10 families in crisis. We sincerely appreciate the help. Thank you to Sherri and everybody at Lockton because we cannot do this without you," Cindy said. Thank you, Sherri, for your dedication to making a positive impact in your community!