Family Office Executive, Private Risk

Ladders; United States; Remote; USD 125,000 - 150,000; Full time

Benefits offered by this job

Ongoing education access

Industry forums participation

Autonomy in portfolio management

Job summary

Ladders is seeking a remote Family Office Executive, Private Risk to advise sophisticated family-office clients on tailored risk strategies. You will partner with internal specialists, external advisors, and carriers to protect wealth and legacy.

You will influence underwriting approaches and design creative coverage solutions for complex exposures, conducting quarterly reviews and coordinating cross-team efforts to deliver holistic protection.

Qualifications

• Bachelor's degree in business, finance, risk management, or related field.
• 6-8 years of Private Risk or high net worth insurance brokerage experience.
• Active Property & Casualty license or willingness to obtain within 90 days.
• Designations such as CPCU, ARM, CPRIA, or CAPI preferred.
• Knowledge of multiple coverage lines beyond personal lines.

Responsibilities

• Serve as primary contact for family-office clients, managing complex risk portfolios.
• Partner with advisors to design holistic risk-management solutions.
• Participate in education and industry forums to stay current on trends.
• Collaborate with insurers to develop creative coverage solutions.
• Conduct quarterly meetings to review coverage and present tailored recommendations.
• Oversee complex agency-bill accounts, ensuring accuracy and compliance.
• Coordinate internal teams across Private Risk, Claims, and specialty units.

Skills

Client relationship management

Risk assessment

Communication

Education

Bachelor's degree in business/finance/risk management

CPCU

ARM

CPRIA

CAPI

Property & Casualty license

Tools

Property & Casualty license

Job description

For our client, we are seeking a Family Office Executive, Private Risk to join the team of a leader in the Finance & Insurance space.

This role will serve as a trusted advisor to sophisticated family-office clients, helping shape tailored risk strategies for complex personal and enterprise exposures. You will partner closely with internal specialists, external advisors, and insurance carriers to design holistic solutions that protect wealth, continuity, and legacy. The position also offers the opportunity to influence carrier underwriting approaches and contribute to the development of creative coverage solutions for unique risk scenarios.

Location: Remote

Compensation: $125,000 - $150,000 annually

Responsibilities

• Serve as the primary contact for family-office clients, managing complex risk portfolios
• Partner with advisors to design holistic risk-management solutions
• Participate in family-office education and industry forums to stay current on trends
• Collaborate with insurance carriers to develop creative solutions for unique exposures
• Conduct quarterly client meetings to review coverage and present tailored recommendations
• Oversee complex agency-bill accounts, ensuring accuracy and compliance
• Coordinate internal relationships across Private Risk, Claims, and specialty teams

Qualifications

• Bachelor's degree in business, finance, risk management, or a related field preferred
• 6-8 years of experience in Private Risk or high net worth insurance brokerage managing complex family-office accounts
• Active Property & Casualty license, or willingness to obtain within 90 days
• Advanced industry designations such as CPCU, ARM, CPRIA, or CAPI preferred
• Deep knowledge of multiple lines of coverage beyond high net worth personal lines

Benefits

• Opportunity to influence carrier product development and underwriting strategies
• Autonomy in managing complex family-office accounts
• Access to ongoing education and industry forums
• Collaborative work environment with internal teams and external advisors
• Engagement with sophisticated clients and unique risk scenarios

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification-your background could be exactly what this team needs.