Client Relationship Leader Family Office -Private Risk
Overland Park, Kansas, United States of America
Management
2600NW
Client Relationship Leader Family Office -Private Risk
Overland Park, Kansas, United States of America
Management
2600NW
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.
Business unit
Lockton Private Risk Solutions
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
Remote
Your Responsibilities
The Client Relationship Leader – Family Office is responsible for managing and expanding complex Family Office client relationships within Lockton Private Risk Solutions. This role serves as a trusted advisor to Family Office clients, delivering strategic risk management guidance while supporting retention, growth, and service excellence.
The role includes responsibility for overseeing the work of assigned associates and account team members, providing day-to-day guidance, support, and development, while partnering closely with Division and PRS leadership to ensure alignment with Lockton’s client service standards and business objectives.
Key Responsibilities
• Oversee and support assigned associates and account team members to ensure effective service delivery and professional development.
• Serve as a trusted advisor to Family Office and ultra-high-net-worth clients, providing strategic risk management and insurance guidance.
• Build and sustain strong client relationships to support retention and profitable growth.
• Ensure consistent execution of Private Risk Solutions service standards through ongoing oversight and collaboration with account teams.
• Participate in client discovery meetings, key renewals, and proposal presentations as needed.
• Support revenue growth through new business opportunities and cross-selling initiatives.
• Develop and maintain strong carrier, vendor, and market relationships to support complex placements.
• Share technical expertise, best practices, and industry knowledge to support associate development.
• Remain current on industry trends, market conditions, and regulatory requirements.
Qualifications
• Bachelor’s degree in a business-related field preferred, or equivalent education and experience.
• Typically 5+ years of Private Risk or ultra-high-net-worth brokerage experience, including complex insurance programs for Family Offices or UHNW clients.
• Minimum of 3+ years of experience directly servicing High-Net-Worth clients.
• Demonstrated experience overseeing or supporting associate work and development.
• Strong verbal, written, and interpersonal communication skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Ability to maintain licensing and complete continuing education requirements.
• Strong organizational skills and ability to manage multiple priorities.
Additional Requirements
• Ability to attend company, department, and industry meetings and training sessions.
• Flexibility to work extended hours as business needs require.
• Ability to travel by automobile and aircraft.
• Legally authorized to work in the United States.
• Ability to work in-office 3–5 days per week.
• Open to all locations.
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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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