Vice President, Private Capital Practice Leader

• Embody the Virtus Core Values: Better Tomorrow, Fearless Pursuit, One Virtus.
• Are energized by leading people, elevating performance, and building high‑trust teams.
• Manage complex Private Capital / portfolio company placements with confidence and technical mastery.
• Are a disciplined operator who values process, quality, and measurable results.
• Communicate with clarity, conviction, and executive polish.
• Want a seat at the table helping shape the future of the Private Capital Practice.

• 1.Leadership & Team Development

• Lead and mentor a full Private Capital Client Success Unit (AEs, AMs).
• Set the standard for service excellence, technical accuracy, and client experience.
• Conduct workflow reviews, renewal readiness checks, and quality audits.
• Optimize workload distribution and team capacity planning.
• Deliver real time coaching, formal evaluations, and individualized development plans.
• Recruit and retain top performers; support succession and bench strength.
• Serve as senior point of escalation for client issues, carrier obstacles, or process bottlenecks.
• Maintain compliance with all internal systems, documentation, and licensing standards.
• Lead weekly or bi-weekly alignment meetings with the team focused on performance, renewal excellence and career progression.

• Collaborate with Practice Leadership on service model evolution, operational strategy, and staffing structure.
• Participate in leadership meetings and support practice level forecasting and financial planning.
• Lead cross functional improvements to drive efficiency and scalable growth.
• Influence key stakeholders and help roll out new workflows and service innovations.
• Reinforce One Virtus—building cohesion, alignment, and shared accountability.

• Manage a personal portfolio of upper‑middle‑market Commercial Private Capital accounts until a certain Book scale is reached, then exclusively manage the Unit team members.
• Lead the creation of service plans, risk strategies, coverage structures, renewal timelines, and stewardship reports.
• Gain deep knowledge of each client’s business model, risk profile, priorities, and strategic objectives.
• Provide executive‑level guidance to clients on risk management, loss prevention, market conditions, and insurance strategy.
• Explain complex Private Capital–related insurance concepts such as: portfolio level risk strategy vs. company level optimization, D&O, EPLI, Cyber, and Transaction driven exposures, integration risk for add on acquisitions, insurance implications of leverage, EBITDA adjustments, or rapid scaling industry specific risk variation across diverse portfolio holdings.
• Maintain high retention and growth across assigned accounts.

• Provide technical oversight across the unit’s broader portfolio, ensuring coverage accuracy and strategic alignment.
• Review and approve marketing strategies, submissions, proposals, and deliverables before they reach clients. Ensure delivery meets Virtus standards for quality, accuracy, and documentation.
• Strengthen carrier and wholesaler partnerships and utilize market insights to drive strong outcomes.
• Monitor industry trends specific to Private Capital (leverage‑driven cost pressures, insurance market impacts on deal structuring, industry‑specific loss trends, regulatory changes affecting portfolio exits, cyber, EPLI, and D&O severity evolution) and translate insights into client strategies.

• Own unit KPIs: retention, renewal discipline, file quality, service plans, client satisfaction.
• Support practice profitability through revenue execution, margin discipline, and cross‑sell strategies.
• Ensure timely, precise completion of all renewals, endorsements, certificates, audits, and communications.
• Support producers in strategic planning and new business opportunities.

• 5–10+ years commercial insurance experience with proven Private Capital specialization.
• Direct experience leading, coaching, or managing within a brokerage environment.
• Deep technical understanding of Private Equity, portfolio company P&C, management liability, and cyber.
• Strong negotiation skills and ability to build connection quickly.
• Proficient with modern systems, workflows, insurance platforms and Microsoft 365.
• Exceptional communication skills including public speaking and executive presentation.
• Bachelor’s degree preferred; CPCU or related designations strongly preferred.
• Active Property & Casualty license.

• Expertise in large Private Capital programs, alternative risk, captives, aggregate deductibles, and other diverse structures.
• Experience leading large multi‑stakeholder engagements at scale.
• Proven track record of team performance improvement and operational excellence.
• Prior Unit Manager, Client Service Leader, or similar leadership experience at a top brokerage.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.