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Job Description & How to Apply Below
We are seeking a forward-thinking, experienced Director of Private Client Concierge Insurance to lead and elevate our Private Client division. This role is responsible for overseeing the end-to-end delivery of service and sales to high-net-worth (HNW) individuals and families. You will ensure exceptional client experiences while driving growth through strategic sales leadership, advisor coaching, and operational discipline. This is a hands-on leadership position that demands deep expertise in risk management, superior service delivery standards, and the ability to cultivate a performance-driven, client-first culture.
What You’ll Do
Leadership and Strategy
Provide strategic oversight and direction for the Private Client Insurance team across service and sales.
Champion a high-performance culture grounded in accountability, integrity, and trust.
Collaborate with executive leadership to align team goals with broader business strategy.
Ensure compliance with all regulatory and internal policy requirements.
Sales Oversight
Lead and manage the sales team, ensuring alignment with strategic goals and effective collaboration across advisors and producers.
Drive revenue growth through effective pipeline management, producer enablement, and sales performance tracking.
Coach advisors and producers on complex risk placements and sales strategies tailored to HNW clients.
Monitor market trends to adapt and refine value propositions and sales tactics.
Service Delivery
Lead the service team to deliver white-glove client experiences, balancing responsiveness with tailored solutions.
Ensure policies are accurately placed and maintained in line with client needs, lifestyle shifts, and asset acquisitions.
Develop scalable service processes that retain personalization while improving efficiency.
Team Development
Recruit, mentor, and retain top talent in both service and sales functions.
Promote continuous learning and professional development across the team.
Conduct regular performance reviews and identify opportunities for role clarity, growth, or repositioning.
Client Relationship Management
Act as executive sponsor or escalation point for top-tier client relationships.
Support strategic relationship building with centers of influence, wealth advisors, and referral sources.
Represent the Private Client team at client meetings, events, and market functions when appropriate.
Personally service a small, dedicated book of ultra high net worth clients, ensuring direct oversight and continuity for the firm’s most complex relationships.
What You Bring
8+ years of progressive leadership experience in insurance, preferably in a private client or high-net-worth environment.
RIBO, or relevant provincial licensing required ; CIP, CRM, or CAIB is an asset.
Proven ability to lead both sales and service teams with measurable results.
Deep understanding of personal risk management and HNW client expectations.
Exceptional communication and executive presence.
Strong business acumen with a focus on execution, process, and results.
Ability to influence across organizational levels and collaborate cross-functionally.
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK
180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit
What’s In It For You
NFP’s People First culture offers a multitude of benefits to employees and is a great place to call home.
A hybrid environment approach that keeps the best interests of our staff and our clients in mind
Annual bonus plan for all employees
Matching RRSP plan of 5% of salary
Referral Commission Plan
Generous benefits plan…
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