Family Office Executive – Private Risk

🕒 October 21

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎲 Risk

👻 Ghost score 10%

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Serve as the primary point of contact for family-office clients, managing highly complex risk portfolios and ensuring seamless service delivery • Partner with advisors and internal business segments to design holistic risk-management solutions • Participate in family-office-focused education, forums, and industry groups • Collaborate with insurance carriers to develop creative solutions for unique and complex exposures and influence product development and underwriting strategies • Conduct quarterly or more frequent client meetings to review coverage, identify emerging risks, and present tailored recommendations • Oversee complex agency-bill accounts while maintaining accuracy, simplicity, and regulatory compliance • Coordinate internal relationships across Private Risk, Claims, and specialty teams to deliver integrated solutions • Apply data, analytics, and agency management systems to strengthen portfolio insight and service quality • Engineer long-term risk strategies for complex family-office accounts • Present strategic guidance and bespoke solutions to sophisticated advisors and family audiences

🎯 Requirements

• Deep knowledge of multiple lines of coverage beyond HNW personal lines, including property, liability, and specialty risks • Strong consultative and relationship-management skills • Advanced problem-solving and critical-thinking skills • 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 and behavior aligned with the firm's culture • Bachelor's degree in business, finance, risk management, or a related field preferred, or 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 willingness and ability to obtain required licenses within the first 90 days of employment • Advanced industry designations (e.g., CPCU, ARM, CPRIA, or CAPI) preferred • Experience with bespoke insurance programs for UHNW clients preferred

🏖️ Benefits

• Full-time employment • Opportunity to participate in family-office-focused education, forums, and industry groups • Exposure to advanced industry designations such as CPCU, ARM, CPRIA, or CAPI

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