Family Office Practice Leader – National Private Risk Management

🕒 Julho 22

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The Baldwin Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💼 Consultoria

🏥 Saúde

⚖️ Jurídico

💰 $170.000.000 Post IPO debt em 2023-10

Consulting • Healthcare • Legal

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• Establish and influence the long-term strategic vision, market direction, and growth strategy for the Family Office practice within the PRM organization. • Serve as the organization's senior authority on family office risk management, advising executive leadership on emerging trends, market opportunities, business strategy, and competitive positioning. • Drive the development of innovative service models, advisory capabilities, and risk management solutions designed specifically for family offices, UHNW families, and complex wealth structures. • Identify emerging business opportunities and market trends that impact family offices, wealth preservation strategies, and affluent client segments. • Influence enterprise-level strategic initiatives and business planning activities impacting the Family Office and Private Risk Management practices. • Serve as the lead advisor and escalation resource for the firm's most sophisticated family office relationships and highest-profile private client engagements. • Consult on highly complex personal and commercial risk structures involving family offices, trusts, private aviation, marine portfolios, luxury real estate, investment partnerships, family foundations, cybersecurity, executive protection, and global exposures. • Act as a thought leader and recognized authority within the private risk management and family office community through speaking engagements, authorship, industry participation, and strategic advisory activities.

🎯 Requisitos

• Bachelor's degree in business, finance, insurance, risk management, economics, or related field required. • 10+ years of progressive experience in private risk management, family office advisory services, insurance brokerage, wealth management, or private banking serving family office, UHNW, private wealth, or complex client segments. • Expert-level knowledge of family office operations, wealth preservation strategies, trust and estate structures, private wealth management, and sophisticated risk management practices. • Industry-leading expertise in private risk management, UHNW client advisory services, specialty insurance solutions, and complex personal risk exposures. • Comprehensive understanding of insurance brokerage operations, carrier markets, underwriting strategies, and wealth-related risk management programs. • Exceptional strategic thinking capabilities with demonstrated ability to influence business strategy, practice growth, and organizational direction. • Recognized authority and thought leader within the family office, private wealth, or private client insurance marketplace. • Demonstrated ability to influence executive stakeholders, strategic partners, industry leaders, and sophisticated clients through expertise and credibility. • Exceptional business development and relationship management skills focused on executive-level relationships and complex opportunity development. • Advanced problem-solving and consultative capabilities addressing highly complex and ambiguous business and client challenges. • Superior communication, presentation, and executive influence skills.

🏖️ Benefícios

• Health insurance • Retirement plans • Paid time off • Flexible working arrangements • Professional development