Family Office Practice Leader – National Private Risk Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Define and shape the long-term strategic vision, market direction, and growth strategy for the Family Office practice within the PRM organization.

• Act as the senior authority on family office risk management, providing guidance to executive leadership on emerging trends, market opportunities, business strategies, and competitive positioning.

• Spearhead the creation of innovative service models, advisory capabilities, and risk management solutions tailored specifically for family offices, ultra-high-net-worth families, and intricate wealth structures.

• Recognize emerging business opportunities and market trends that affect family offices, wealth preservation strategies, and affluent client segments.

• Influence enterprise-wide strategic initiatives and business planning efforts that impact the Family Office and Private Risk Management practices.

• Serve as the primary advisor and escalation resource for the firm's most intricate family office relationships and high-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.

• Establish yourself as a thought leader and recognized authority within the private risk management and family office sectors through speaking engagements, authorship, industry participation, and strategic advisory initiatives.

⛳️ Requirements

• Bachelor's degree in business, finance, insurance, risk management, economics, or a related field is required.

• Over 10 years of progressive experience in private risk management, family office advisory services, insurance brokerage, wealth management, or private banking focused on family office, ultra-high-net-worth, private wealth, or complex client segments.

• Expert-level understanding of family office operations, wealth preservation strategies, trust and estate structures, private wealth management, and advanced risk management practices.

• Leading industry expertise in private risk management, ultra-high-net-worth client advisory services, specialty insurance solutions, and complex personal risk exposures.

• Comprehensive knowledge of insurance brokerage operations, carrier markets, underwriting strategies, and wealth-related risk management programs.

• Exceptional strategic thinking skills with a proven 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 capability to influence executive stakeholders, strategic partners, industry leaders, and sophisticated clients through expertise and credibility.

• Outstanding business development and relationship management abilities centered on executive-level relationships and complex opportunity development.

• Advanced problem-solving and consultative skills to tackle highly complex and ambiguous business and client challenges.

• Excellent communication, presentation, and executive influence skills.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible working arrangements

• Professional development