Family Office Practice Leader – National Private Risk Management

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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