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Family Office Executive, Private Risk - Insurance Advisory Solutions

Baldwin Insurance Group INC Class - Remote US

Posted Jun 6, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Not verified
Verification
Not verified
Salary
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401(k) match
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Market context

U.S. role benchmark (BLS OEWS)
$78,856 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Customer Success From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026
Work mode
Remote From the posting source checked Jun 20, 2026
In-office days
0 days From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Family Office Executive, Private Risk - Insurance Advisory Solutions Remote US The Family Office Executive serves as a recognized subject matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment. This role provides strategic guidance and day-to-day service administration for bespoke insurance solutions tailored to family offices. Operating with significant autonomy, the Family Office Executive partners with clients, their advisors, and internal teams to deliver innovative risk management strategies and exceptional client experiences. Position Summary The Family Office Executive serves as a recognized subject matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment. This role provides strategic guidance and day-to-day service administration for bespoke insurance solutions tailored to family offices. Operating with significant autonomy, the Family Office Executive partners with clients, their advisors, and internal teams to deliver innovative risk management strategies and exceptional client experiences. Primary Responsibilities 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 that address evolving family office needs. Participate in family office-focused education, forums, and industry groups to remain at the forefront of emerging trends and best practices. Collaborate with insurance carriers to develop creative solutions for unique and complex exposures, influencing product development and underwriting strategies. Conduct quarterly (or more frequent) client meetings to review coverage, identify new risks, and present tailored recommendations. Oversee complex agency

Read the full description at baldwin.wd1.myworkdayjobs.com. FewerJobs shows a preview and links to the original posting.

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Apply link verified; last checked Aug 10, 2026.

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