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Private Equity Client Onboarding Jobs (NOW HIRING)

Private Equity Mentor

New York, NY · On-site

$200 - $500/hr

Role Overview Initio Sphere is onboarding Private Equity Mentors to provide strategic, operational, and capital-market guidance to fund managers, investors, and deal sponsors. This is not a ...

Global Private Equity Director

Denver, CO · On-site

$137K - $257K/yr

Serves as client executive for a portfolio of approximately 20 top-tier private equity clients and their majority-owned portfolio companies, acting as their primary point of contact and coordinating ...

Global Private Equity Director

Dallas, TX · On-site

$137K - $257K/yr

Serves as client executive for a portfolio of approximately 20 top-tier private equity clients and their majority-owned portfolio companies, acting as their primary point of contact and coordinating ...

Private Equity Deal Scout

New York, NY · On-site

$1.0K - $10K/mo

Role Overview Initio Sphere is onboarding Private Equity Deal Scouts to identify, originate, and introduce qualified private equity investment opportunities to our investor and fund manager network.

Serves as client executive for a portfolio of approximately 20 top-tier private equity clients and their majority-owned portfolio companies, acting as their primary point of contact and coordinating ...

Private Equity Associate Company Summary: A Chicago-based private equity firm is seeking a Private ... and client service level requirements, adopting a bespoke combination of solutions to ensure ...

Showing results 41-60

Private Equity Client Onboarding information

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$14

$32

$53

How much do private equity client onboarding jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for private equity client onboarding in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

What is private equity client onboarding?

Private Equity Client Onboarding is the process of integrating new investors or clients into a private equity firm’s operations and investment products. This process typically involves verifying client identities, conducting due diligence, collecting necessary documentation, and ensuring compliance with relevant regulations such as anti-money laundering (AML) and know your customer (KYC) requirements. Effective onboarding ensures a smooth client experience, mitigates risk for the firm, and lays the groundwork for a strong and compliant business relationship.

What are the key skills and qualifications needed to thrive as a private equity client onboarding specialist?

To excel in Private Equity Client Onboarding, you need a strong understanding of financial products, compliance regulations, and client relationship management, often supported by a degree in finance, business, or a related field. Familiarity with KYC/AML systems, CRM platforms, and onboarding workflow tools is typically required. Outstanding attention to detail, problem-solving skills, and effective communication are essential soft skills for managing complex onboarding processes and ensuring client satisfaction. These skills ensure accurate client setup, regulatory compliance, and a positive experience, which are critical for building trust and long-term client relationships in private equity.

What are the main challenges faced during the private equity client onboarding process, and how can they be effectively managed?

One of the main challenges in private equity client onboarding is handling complex documentation and regulatory compliance requirements, which often vary by client and jurisdiction. Professionals in this role must coordinate with legal, compliance, and operations teams to ensure all necessary due diligence is completed accurately and efficiently. Effective communication and organization skills are critical, as onboarding often involves managing multiple stakeholders and tight timelines. Staying up-to-date with evolving regulations and maintaining a client-centric approach helps streamline the process and build strong client relationships.

What are popular job titles related to Private Equity Client Onboarding jobs?

For Private Equity Client Onboarding jobs, the most frequently searched job titles are:

Infographic showing various Private Equity Client Onboarding job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Global Private Equity Director

Los Angeles, CA • On-site

Liberty Mutual
Insurance Services • 10K+ employees

Full-time

Re-posted 10 days ago


Liberty Mutual rating

8.5

Company rating: 8.5 out of 10

Based on 163 frontline employees who took The Breakroom Quiz


Job description

Description

We are looking for a Global Private Equity Director to serve as the dedicated client executive for a portfolio of approximately 20 top-tier private equity clients and their majority-owned portfolio companies, while also owning Liberty Mutual's broker partnerships across the Midwest, South Central, and West regions. This role is built around two connected priorities: managing a named book of strategic private equity clients as their primary point of contact across all Liberty Mutual product lines, and driving submissions, new business, and cross-sell opportunities through deep, consultative relationships with the brokers who place and service private equity business in these territories.

Partnering closely with brokers throughout the Midwest, South Central, and West regions, this role represents the full breadth of Liberty Mutual's product suite, spanning Global Risk Solutions (GRS), National Insurance, and North America Specialty (inclusive of Ironshore US), and works hand in hand with senior leaders across all business segments to remove friction, drive ease of doing business, and turn broker relationships into submission flow and closed business. This role leads cross-enterprise marketing, communication, and cross sell initiatives, and acts as the primary escalation point and internal advocate for this top-tier book of business, delivering innovative solutions to complex problems for high priority clients and their broker partners.

Responsibilities:

  • Serves as client executive for a portfolio of approximately 20 top-tier private equity clients and their majority-owned portfolio companies, acting as their primary point of contact and coordinating engagement across all Liberty Mutual product lines.
  • Builds and maintains strategic relationships with brokers placing private equity business across the Midwest, South Central, and West regions, representing the full Liberty Mutual brand across all business segments, including Global Risk Solutions (GRS), National Insurance, and North America Specialty (inclusive of Ironshore US).
  • Drives submission flow and new business opportunities by proactively engaging broker partners, identifying pipeline gaps, and positioning Liberty Mutual's full product suite against market opportunities.
  • Clearly understands the underwriting appetite and business strategy across all Liberty Mutual segments and articulates and supports these to both clients and broker partners in the private equity marketplace.
  • Structures and leads cross sell initiatives that align client and broker relationships with regional growth plans and market opportunities.
  • Leads development of client facing and broker facing marketing communication plans, including communications and events, to strengthen relationships across the region.
  • Prospects and develops new private equity client and broker relationships across the Midwest, South Central, and West regions, identifying new areas of opportunity and expanding submission activity.
  • Level of role may vary depending on applicant experience.

    If the selected candidate lives within 50 miles of a GRS office, then the selected candidate needs to come into the office two days/week. This policy is subject to change.

    Ideally, the selected candidate lives within the Central, Mountain or Pacific Time Zone. Candidates in the Eastern time zone will still be considered.

    Qualifications
    • 10+ Years of relevant Insurance Industry experience
    • Underwriting experience
    • Strong relationships with senior leadership at key brokerages
    • Strong understanding of product offerings and relationships with profit center leadership Business development/sales skills
    • Leadership skills - ability to influence without authority Interpersonal/social skills - able to foster trusted relationships
    • People management skills - able to nurture professional growth; fosters team effectiveness
    • Undergraduate degree preferred
    • Private Equity experience is preferred.
    • Travel is approximately 25% but additional travel may be needed.
    About Us

    Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefitsLiberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.Fair Chance Notices

    • California
    • Los Angeles Incorporated
    • Los Angeles Unincorporated
    • Philadelphia
    • San Francisco
    Employment Type: FULL_TIME

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    About Liberty Mutual

    Sourced by ZipRecruiter

    Since 1912, we've grown into the fifth largest global property and casualty insurer based on 2022 gross written premium. We also rank 86 on the Fortune 100 list of largest corporations in the US based on 2022 revenue. ​At Liberty Mutual Insurance we work hard every day to support our customers and our people, so they can protect their families, build their businesses and invest in their futures. We are headquartered in Boston, but our people, our customers and our reach span the globe. So to better serve our global customers and employees, we are organized into three business units.

    Industry

    Insurance services

    Company size

    10,000+ Employees

    Headquarters location

    Boston, MA, US

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