The Baldwin Group
Family Office Practice Leader - National Private Risk Management
Remote US
Sponsorship not specifiedDetected 7 hours ago
CRMBusiness DevelopmentLeadershipCommunicationProblem SolvingUnderwriting
About the role
- The Sr Principal, Family Office Practice Leader, PRM is the organization's most senior individual contributor and enterprise authority for Family Office risk management solutions within the Private Risk Management (PRM) practice.
- As an pre-eminent professional, this role has broad organizational impact, influences business strategy across multiple practices, and is recognized both internally and externally as an industry authority.
- Primary Responsibilities Enterprise Family Office Strategy & Practice Leadership Establish and influence the long-term strategic vision, market direction, and growth strategy for the Family Office practice within the PRM organization.
Responsibilities
- Drive the development of innovative service models, advisory capabilities, and risk management solutions designed specifically for family offices, UHNW families, and complex wealth structures.
- Develop innovative approaches to risk management, insurance program design, and wealth preservation that support complex family enterprise objectives.
- Support strategic client retention, growth, and acquisition efforts involving key family office, UHNW, and influential client relationships.
- Partner with producers and business leaders to pursue complex opportunities involving significant revenue potential and strategic importance.
- Carrier & Market Leadership Maintain strategic relationships with carrier executives, specialty markets, underwriting leadership, and industry innovators.
- The Sr Principal leads through expertise, thought leadership, strategic influence, and relationship capital rather than formal organizational authority.
- Complex Client Advisory & Thought Leadership Serve as the lead advisor and escalation resource for the firm's most sophisticated family office relationships and highest-profile private client engagements.
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