Family Office Executive, Private Risk

The Baldwin Group; United States; Remote; USD 180,000 - 240,000; Full time

Job summary

The Baldwin Group seeks an experienced Family Office Executive in Private Risk to manage complex, multi-line risk portfolios for ultra-high-net-worth clients. You will serve as the primary liaison to clients and their advisors, delivering bespoke risk-management strategies with a high level of autonomy.

You will collaborate with carriers and internal teams to create innovative solutions, lead client reviews, and ensure compliant, accurate billing across portfolios.

Qualifications

• Bachelor's degree or equivalent experience in business, finance, risk management or related field.
• 6–8 years in Private Risk or High Net Worth insurance brokerage with complex family-office accounts.
• Active Property & Casualty license as required by state DoI, or ability to obtain within 90 days.
• Advanced industry designations (CPCU/ARM/CPRIA/CAPI) preferred.

Responsibilities

• Serve as primary contact for family-office clients, managing highly complex risk portfolios and ensuring seamless service delivery.
• Partner with advisors and internal teams to design holistic risk-management solutions for evolving family-office needs.
• Lead quarterly client reviews to assess coverage, identify new risks, and present tailored recommendations.
• Oversee complex agency-bill accounts, ensuring accuracy and regulatory compliance.
• Coordinate cross-functional efforts across Private Risk, Claims, and specialty teams to deliver integrated solutions.
• Utilize data and agency-management systems to enhance portfolio insight and service quality.

Skills

Relationship mgmt

Consultative selling

Problem solving

Verbal & written comms

Portfolio management

Education

Bachelor's degree in business/finance/risk mgmt or related field

Tools

Agency management systems

Job description

The Family Office Executive, Private Risk, serves as a recognized subject-matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment. The role provides strategic guidance and day-to-day service administration for bespoke insurance solutions, operating with significant autonomy. The Family Office Executive partners with clients, their advisors, and internal teams to deliver innovative risk-management strategies and an exceptional client experience, and influences carrier product development for unique exposures.Primary ResponsibilitiesServes as the primary point of contact for family-office clients, managing highly complex risk portfolios and ensuring seamless service delivery.Partners with advisors and internal business segments to design holistic risk-management solutions that address evolving family-office needs.Participates in family-office-focused education, forums, and industry groups to remain at the forefront of emerging trends and best practices.Collaborates with insurance carriers to develop creative solutions for unique and complex exposures, influencing product development and underwriting strategies.Conducts quarterly (or more frequent) client meetings to review coverage, identify new and emerging risks, and present tailored recommendations.Oversees complex agency-bill accounts, ensuring accuracy and simplicity for clients and maintaining compliance with regulatory requirements.Acts as a quarterback for internal relationships, coordinating efforts across Private Risk, Claims, and specialty teams to deliver integrated solutions.Applies data, analytics, and agency management systems to strengthen portfolio insight and service quality.Required Knowledge & ExperienceDeep knowledge of multiple lines of coverage beyond HNW personal lines (e.g., property, liability, and specialty risks).Strong consultative and relationship-management skills, with the ability to influence senior advisors and clients.Advanced problem-solving and critical-thinking skills for complex, multi-faceted risk scenarios.Excellent verbal and written communication skills; ability to present to sophisticated audiences.Proficiency in Microsoft Office Suite and agency management systems; ability to learn new platforms quickly.Demonstrates the firm's core values, exhibiting behavior aligned with the firm's culture.QualificationsBachelor's degree in business, finance, risk management, or a related field preferred, or an equivalent combination of education and experience.6-8 years in Private Risk or High Net Worth insurance brokerage, with demonstrated expertise managing complex family-office accounts.Active Property & Casualty license as required by the applicable State Department of Insurance, or the willingness and ability to obtain all required licenses within the first 90 days of employment.Advanced industry designations (e.g., CPCU, ARM, CPRIA, or CAPI) and experience with bespoke insurance programs for UHNW clients preferred.Functional/Technical SkillsComplex Account Strategy: Engineers long-term risk strategies for the largest, most complex family-office accounts.Specialty Lines Product Knowledge: Recognized subject-matter expert influencing carrier product development and underwriting.Carrier & Market Relations: Collaborates with carriers to develop creative solutions for unique, complex exposures.Exposure Identification: Reviews coverage and identifies new and emerging risks at quarterly client reviews.Account Management & Stewardship: Oversees complex agency-bill accounts, ensuring accuracy, simplicity, and compliance.Problem-Solving: Applies structured methods to resolve complex, multi-faceted risk scenarios.BehaviorsEarns Trust: Serves as primary point of contact for family-office clients, managing highly complex portfolios with autonomy.Client Focus: Delivers strategic guidance and bespoke solutions tailored to each family office.Figures it Out: Applies advanced problem-solving to complex, multi-faceted risk scenarios.Connects People: Quarterbacks internal relationships across Private Risk, Claims, and specialty teams.Intentional Communication: Presents to sophisticated advisor and family audiences with influence.The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.