- Oxford Financial Group, Ltd. (Carmel, IN)
- The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and ... manager to clients or as co-lead relationship manager for clients with another Managing Director On larger relationships may serve as an additional team… more
- Oxford Financial Group, Ltd. (Carmel, IN)
- POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing ... for and attend client meetings. The role of the Managing Director & Family Office Fellow also...beneficial relationships with outside advisors. Reviews, develops and maintains FOS technical materials and educational pieces related to estate… more
