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Human Capital Account Executive Private Equity/M&A

Job

Oliver James

New York, NY (In Person)

Full-Time

Posted 3 days ago (Updated 1 day ago) • Actively hiring

Expires 7/20/2026

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Job Description

Key Responsibilities Pre-Close / Diligence Participate in portfolio company audits and evaluations. Review employee benefits programs and "look under the hood" of existing plans.
Identify:
Cost savings opportunities Program optimizations Risk areas Approach engagements similarly to evaluating a prospective client. Post-Close / Ongoing Relationship Management Maintain and grow client relationships after transactions close. Lead the service side of the relationship. Convert diligence and audit engagements into recurring business. Manage long sales cycles and stay engaged with opportunities over time. Client Profile Private equity funds and portfolio companies. Middle-market focus.
Typical company size:
100-2,000 employees .
Mix of:
Fully insured plans (majority) Self-funded plans (some) Ideal experience 7-15 years in retail broking environment. Enjoys the sales process and business development. Wants autonomy and the ability to manage their own book of business.
Comfortable:
Prospecting Managing long sales cycles Growing client relationships Leading junior team members Able to balance both consultative sales and account management responsibilities. Apply Now