Family Office Practice Leader

Job Summary

Serving as the foremost expert in Family Office risk management solutions, the full-time Family Office Practice Leader will shape strategic direction, advise ultra-high-net-worth families and organizations, and drive innovation in a remote environment.

Key responsibilities

• Establish and influence the long-term strategic vision and growth strategy for the Family Office practice within the Private Risk Management organization
• Serve as the lead advisor for complex family office relationships, providing consultation on sophisticated risk management and wealth preservation challenges
• Develop executive-level relationships and generate high-value business opportunities through strategic networking and market engagement

Required qualifications

• Bachelor's degree in business, finance, insurance, risk management, economics, or a related field required
• 10+ years of progressive experience in private risk management, family office advisory services, or related fields
• Demonstrated experience advising family offices and complex wealth organizations
• Nationally recognized expertise in Family Office risk management or private client advisory services preferred
• Professional designations such as CPRIA, CPCU, CIC, CRM, or equivalent strongly preferred