Teams at B. F. Saul Company

Develops new personal insurance business, leads client relationships, grows the book of business, negotiates fees and scope, conducts prospect research, creates client-facing content, participates in industry groups, and executes annual business plans. The role requires strategic thinking, strong communication, business development expertise, client management, and appropriate state insurance licensing.

Leads risk-based operational, financial, compliance, and SOX audits across real estate and hospitality operations. Responsibilities include planning audits, evaluating internal controls, testing financial reporting controls, assessing REIT-related risks, documenting findings, recommending improvements, reporting to management, validating remediation, and collaborating with external auditors and stakeholders. The role also supports risk assessments, special projects, investigations, and continuous improvement through audit technology and data analytics.

Manage client assets on a discretionary basis using the firm's Global Thematic Equity strategy. Conduct macroeconomic and company-level research, maintain portfolio allocations, prepare investment reports, and communicate portfolio performance and financial planning matters to clients and prospects. Support client acquisition, marketing events, professional partner relationships, and client retention while contributing to investment management practices.