Talent.com
Managing Director & Family Office Fellow
Managing Director & Family Office FellowOxford Financial Group, Ltd. • Cincinnati, OH, United States
Managing Director & Family Office Fellow

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_description

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

  • Collaborates 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.

    • Serves as a technical resource for and to the firm

  • 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.

    • Performs other duties as assigned

    QUALIFICATIONS

  • College degree with a postgraduate degree of JD, L.L.M or MST and / or a professional designation of CPA, CFP

    • and / or CPWA

    and 10 years relevant experience in estate and tax planning and / or fiduciary and trust planning and administration.

  • 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.

    • WORKING CONDITIONS

  • Limited travel as business needs necessitates
  • Long periods of sitting utilizing a computer
  • 100% onsite
    • serp_jobs.job_alerts.create_a_job

    Managing Director • Cincinnati, OH, United States

    Job_description.internal_linking.related_jobs
    Licensed Marriage & Family Therapist (LMFT)

    Licensed Marriage & Family Therapist (LMFT)

    LifeStance Health • Glencoe, KY, US
    serp_jobs.job_card.full_time
    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
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Freelance Consumer Research Panelist (Hiring Immediately)

    Freelance Consumer Research Panelist (Hiring Immediately)

    Maxion Research • White Oak, Ohio, US
    serp_jobs.job_card.part_time
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Assistant Director, Secondary Enrollment Partnerships, Enrollment Management

    Assistant Director, Secondary Enrollment Partnerships, Enrollment Management

    InsideHigherEd • Cincinnati, Ohio, United States
    serp_jobs.job_card.full_time
    Current UC employees must apply internally via.Next Lives at the University of Cincinnati.Founded in 1819, the University of Cincinnati ranks among the nation’s best urban public research universit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Strategic Programs

    Director, Strategic Programs

    Element Materials Technology • Fairfield, OH, United States
    serp_jobs.job_card.full_time
    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
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Family Medicine

    Family Medicine

    Premise Health • Hamilton, Ohio, US
    serp_jobs.job_card.full_time
    Family Medicine physician job in Ohio : .Premise's mission is to help people get, stay, and be well.We hope you will join us in our mission and experience why amazing health starts with amazing heal...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Mercor • Hamilton, Ohio, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Mercor is seeking • •native Mandarin speakers • • who can read / write • •Traditional Chinese • • and are also • •finance professionals • • based in Taiwan. This role combines your • •financial analysis and inv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Flexible Work From Home - Supplement Your Income

    Flexible Work From Home - Supplement Your Income

    Finance Buzz • Williamstown, Kentucky, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    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
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Partner Director, Household Essentials

    Senior Partner Director, Household Essentials

    Fetch • Cincinnati, Ohio, USA
    serp_jobs.job_card.full_time
    What were building and why were building it.Every month millions of people use Americas Rewards App earning rewards for buying brands they love and a whole lot more. Whether shopping in the grocery ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Family Medicine

    Family Medicine

    CompHealth • Covington, KY, United States
    serp_jobs.job_card.full_time
    Family Medicine physician job in Kentucky : CompHealth exists to make the locums process easier.Not only will we search for jobs that fit your interests, we'll be here to handle all the details lik...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Family Medicine

    Family Medicine

    Enterprise Medical Recruiting • Union, KY, United States
    serp_jobs.job_card.full_time
    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
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Restaurant Delivery - Flexible Onboarding

    Restaurant Delivery - Flexible Onboarding

    DoorDash • Crittenden, KY, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • Verona, Kentucky, US
    serp_jobs.job_card.full_time +1
    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
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Strategic Account Manager - OEM

    Strategic Account Manager - OEM

    Hubbell Incorporated • Hamilton, OH, United States
    serp_jobs.job_card.full_time
    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
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Director, Philanthropy

    Senior Director, Philanthropy

    NURFC • Cincinnati, Ohio, USA
    serp_jobs.job_card.full_time
    National Underground Railroad Freedom Center (NURFC).Reporting to the President and COO this role is responsible for planning implementing and managing comprehensive annual and major giving program...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Territory Sales Manager - Grant County, KY

    Territory Sales Manager - Grant County, KY

    Global Medical Response • Williamstown, KY, United States
    serp_jobs.job_card.full_time
    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
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Hamilton, Ohio
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Director Strategy & Intelligence Agency

    Associate Director Strategy & Intelligence Agency

    Advantage Solutions • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    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
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel - CT Technologist

    Travel - CT Technologist

    Titan Medical (Nebraska) • Crittenden, KY, United States
    serp_jobs.job_card.full_time
    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
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted