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Senior Family Office Risk & Strategy Leader
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-07-31
Listing for:
The-Baldwin-Group
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
The Baldwin Group seeks a Sr Principal, Family Office Practice Leader in Private Risk Management to shape strategy, grow the practice, and establish market-leading capabilities for UHNW families, trusts, foundations, and private wealth structures.
As a trusted advisor to executives, you will lead thought leadership, client advisory, and enterprise growth initiatives, partnering with carriers, wealth firms, and legal professionals to enhance risk management and wealth preservation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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