Family Office Executive, Private Risk - Insurance Advisory Solutions

The Baldwin Group

Deep knowledge of multiple lines of coverage
Strong consultative relationship management skills
Advanced problem-solving for complex risks
The Family Office Executive serves as a recognized subject matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment

Job Summary

  • The Family Office Executive serves as a recognized subject matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment.
  • This role provides strategic guidance and day-to-day service administration for bespoke insurance solutions tailored to family offices while operating with significant autonomy.
  • The position requires partnering with clients, their advisors, and internal teams to deliver innovative risk management strategies and exceptional client experiences.

Matching Summary

The Family Office Executive serves as a recognized subject matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment.

Skills & Requirements

Must-have

  • Deep knowledge of multiple lines of coverage
  • Strong consultative relationship management skills
  • Advanced problem-solving for complex risks

Nice-to-have

  • Ability to influence senior advisors and clients
  • Experience with bespoke insurance programs
  • Participation in industry forums and education

Key Requirements

  • 6–8 years in Private Risk or High Net Worth insurance brokerage
  • Active Property & Casualty license required
  • Bachelor's degree in business, finance, or related field preferred

Work Rights

Not specified

Tailored Resume

Cover Letter