Senior Family Office Private Risk Advisor

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 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.