Managing Director & Family Office FellowOxford Financial Group, Ltd. • Cincinnati, OH, United States
Managing Director & Family Office Fellow
Oxford Financial Group, Ltd. • Cincinnati, OH, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
- serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_descriptionCollaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs. Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings. Participates in client / prospect / advisor meetings as needed. Participates in feedback / debrief meetings and takes a active approach to continuous improvement. Provides support, clarity and answers to technical issues / questions related to tax and estate planning. Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing. Meets / communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning. Reviews or creates and maintains estate planning related technical education summaries and materials. Provides subject matter expertise and training opportunities to internal associates. College degree with a postgraduate degree of JD, L.L.M or MST and / or a professional designation of CPA, CFP Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families. Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area. Must have strong analytical skills and the ability to interpret / analyze estate planning documents, financial statements and tax returns with strong attention to detail. Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies. Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred. Must have ability to explain complex estate planning strategies in a client friendly manner. Must have a professional demeanor with the utmost respect for confidential matters. Must be able to work independently and in a team environment. Must have excellent written and verbal communication skills with strong interpersonal skills. Must be detail oriented with excellent organizational skills. Must have ability to multi-task. Must have ability to work in a fast paced environment. Must have strong work ethic with a positive attitude. Limited travel as business needs necessitates Long periods of sitting utilizing a computer 100% onsite
POSITION SUMMARY
As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.
DUTIES AND RESPONSIBILITIES :
Produces and performs review of complex client estate and wealth planning deliverables
- Reviews estate flowcharts and prepares / reviews other complex estate planning technical deliverables.
- Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
- Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives / observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
- Reviews, analyzes and summarizes sophisticated estate planning documents.
- Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
- Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
- Anticipates client questions.
Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings
Serves as a technical resource for and to the firm
Performs other duties as assigned
QUALIFICATIONS
and / or CPWA
and 10 years relevant experience in estate and tax planning and / or fiduciary and trust planning and administration.
WORKING CONDITIONS
serp_jobs.job_alerts.create_a_job
Managing Director • Cincinnati, OH, United States
Job_description.internal_linking.related_jobs
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
Managing Director, Financial Services Resilience.Leading accounting & consulting firm.The Company is seeking a Managing Director for Financial Services Resilience.
The successful candidate will ...serp_jobs.internal_linking.show_more
Our team is growing, and we’re looking for top-caliber Occupational Therapists to join us in Kenwood and surrounding locations in Ohio.
Pioneer of Geriatric House Calls™ to older adults in their com...serp_jobs.internal_linking.show_more
Are you a high school student looking to make a difference in your community? Are you passionate about education and want to develop leadership skills for college and beyond? If this is you, please...serp_jobs.internal_linking.show_more
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_more
Job Description & Requirements.Director of Heart Failure & Transplantation.StartDate : ASAP Pay Rate : $450000.The Department of Internal Medicine, Division of Cardiovascular Health and Disease at th...serp_jobs.internal_linking.show_more
Element is seeking an experienced, highly dynamic, and organized.Aerospace & Energy Business Unit.The Director, Strategic Programs will serve as a trusted thought partner to executive leadership wi...serp_jobs.internal_linking.show_more
As an outpatient pediatric clinician, you will have the chance to work with many children from birth to age twenty-one.Our teammates are dedicated to the treatment of our young patients, providing ...serp_jobs.internal_linking.show_more
DNA Diagnostics Center is the world leader in DNA relationship testing, processing over one million DNA samples from customers all over the world.
Our broad portfolio of products includes our Patern...serp_jobs.internal_linking.show_more
We’re seeking reliable and motivated individuals who want to earn extra income from home.This flexible position allows you to set your own hours and work around your existing commitments.Are you th...serp_jobs.internal_linking.show_more
Family Medicine physician job in Ohio : .We are seeking Family Medicine physicians in Cincinnati, Ohio, tojoina strong PrimaryCare team.
Supported by over 300 employed Specialists / Surgeons and five l...serp_jobs.internal_linking.show_more
Adecco is seeking a travel Physical Therapist for a travel job in Fairfield, Ohio.Job Description & Requirements.Where Motion Meets Mission—PT Careers that Matter.
Now Hiring : Travel Physical Therap...serp_jobs.internal_linking.show_more
The Strategic Account Manager is responsible for overseeing and nurturing relationships with a portfolio of key TIER 1 OEM customers, ensuring their ongoing satisfaction and business growth.This ro...serp_jobs.internal_linking.show_more
Territory Sales Manager - Grant County, KY.Hybrid (90% field-based within the market; 10% remote).Candidate must live within 50 to 75 miles of.
Base Salary : $35,000 - Non-negotiable, Car Allowance, ...serp_jobs.internal_linking.show_more
Associate Director Strategy & Intelligence Agency.US-AR-Fayetteville | US-OH-Cincinnati.Primary Posting Location : City.Primary Posting Location : State / Province.
Primary Posting Location : Postal C...serp_jobs.internal_linking.show_more)
WHEN YOU WORK FOR US, WE WORK FOR YOU.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country.
You also get unmatched service.From the moment you...serp_jobs.internal_linking.show_more
Student Support Services / Occupational Therapist.Fairfield City School District.Fairfield City School District.Must hold a valid Ohio Occupational Therapist license.
Will be expected to work in a col...serp_jobs.internal_linking.show_more
We’re changing lives every day.For both our patients and our team members.Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with y...serp_jobs.internal_linking.show_more
Licensed Marriage & Family Therapist (LMFT)
LifeStance Health • Glencoe, KY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Managing Director, Financial Services Resilience
Confidential • Cincinnati, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Occupational Therapist - Kenwood, OH
Fox Rehabilitation • Hamilton, OH, United States
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Mentors Needed in Cincinnati, Ohio
Future Minds Inc • Cincinnati, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
United States Customs and Border Protection Officer
U.S. Customs and Border Protection • Crittenden, Kentucky, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director of Heart Failure & Transplantation
AMN Healthcare • Cincinnati, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director, Strategic Programs
Element Materials Technology • Fairfield, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Pediatric Occupational Therapist - PRN
Ivy Rehab • Hamilton, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Engagement Specialist
KY Staffing • Hamilton, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Flexible Work From Home - Supplement Your Income
Finance Buzz • Crittenden, Kentucky, US
serp_jobs.filters.remote
serp_jobs.job_card.temporary
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Family Medicine
Enterprise Medical Recruiting • Union, KY, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Physical Therapist - $2,085 per week
Adecco • Fairfield, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Strategic Account Manager - OEM
Hubbell Incorporated • Hamilton, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Territory Sales Manager - Grant County, KY
Global Medical Response • Williamstown, KY, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Associate Director Strategy & Intelligence Agency
Advantage Solutions • Cincinnati, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel - CT Technologist
Titan Medical (Nebraska) • Crittenden, KY, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Occupational Therapist- District
Butler County Area Application Consortium • Fairfield, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Intensive Community Manager (RN)
ChenMed • Groesbeck, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new