State Licensed Family Office Executive

Job Summary

Serving as a recognized subject-matter expert, the full-time State Licensed Family Office Executive in Private Risk will manage complex risk portfolios for multi-generational families, providing strategic guidance and bespoke insurance solutions while working remotely.

Key responsibilities

• Acts as the primary point of contact for family-office clients, ensuring seamless service delivery and managing complex risk portfolios
• Partners with advisors and internal teams to design holistic risk-management solutions tailored to evolving family-office needs
• Conducts quarterly client meetings to review coverage, identify emerging risks, and present tailored recommendations

Required qualifications

• Bachelor's degree in business, finance, risk management, or a related field preferred, or equivalent education and experience
• 6-8 years of experience in Private Risk or High Net Worth insurance brokerage, with expertise in managing complex family-office accounts
• Active Property & Casualty license or willingness to obtain required licenses within the first 90 days of employment
• Advanced industry designations (e.g., CPCU, ARM, CPRIA, or CAPI) preferred
• Deep knowledge of multiple lines of coverage beyond HNW personal lines, including property, liability, and specialty risks