Client Executive, Private Equity Real Estate

New York City, New York, United States of America

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.

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.
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…