Managing Director
6 days ago
The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development activities and help formulate and implement investment and financial planning advice. The ideal candidate will have excellent experience in business development and thrive on building a pipeline as well as growing existing client relationships. Strong communication skills and the ability to be a team player are a must. Duties & Responsibilities: Leads client engagements and delivers effective and appropriate advice Serves as lead relationship manager to clients or as co-lead relationship manager for clients with another Managing Director On larger relationships may serve as an additional team member with other MDs in lead Actively listens to client concerns and needs Maintains professional credentials and develops individual technical knowledge at the expert level for UHNW clients Proactively communicates, educates and builds consensus with clients, their families and advisors about techniques appropriate to consider understanding the familys goals/objectives, time frames and risk tolerance Assists in implementation of planning techniques with client and advisors Effectively prepares for quarterly clients meetings including development of agendas and action items Establishes spirit of teamwork and respect with operational team within the firm Responsible for highly organized Practice Management activities: Prepares meeting agendas and reviews meeting files prior to client meeting Returns client phone calls/emails within 24 hours Manages client follow-up and oversees delegation within the firm Manages and prioritizes workload Masters the Oxford Way Manages billings with client according to procedures Attends firm meetings regularly including the FOS Technical roundtables, MD meetings and Joint MD meetings Grows the Oxford client base through aggressive Practice Management activities: Pursues new client leads locally and in assigned markets Communicates Oxford Story to prospects and advisors Identifies opportunities for referrals to Oxford Develops strong relationships with client advisors Creates, implements and updates individual Practice Management Plan. Develops an appropriate direct campaign. Participates in Practice Management meetings and training programs Works closely with Practice Management Manager and the Value Council on new opportunities Makes joint calls with Oxford personnel Performs other duties as assigned. Qualifications: Bachelors degree in Business or related field with CFP strongly preferred and additional professional designations such as CPA, JD, LLM, PFS, etc. helpful Minimum of ten years experience in financial services industry leading client engagements Proven track record of consistent business development Strong working knowledge of financial planning techniques, investments, insurance, income/estate taxes, retirement planning and estate planning techniques Effective Practice Management leader High integrity is vital on both personal and professional level Team player able to work in a collegial and close collaboration environment Excellent written and verbal communication skills with strong interpersonal skills Detail oriented with excellent organizational skills Able to multi-task in a high stress, fast paced environment Working Conditions: Travel as business needs necessitate approximately 4-6 nights per month Moderate periods of sitting utilizing a computer Oxford Financial Group, Ltd. Oxford Financial Group, Ltd. is the premier multi-family office in the Midwest. Oxford was ranked in the Financial Advisor 2022 RIA Ranking, the Investment News 2022 Top Fee-Only RIAs list and the Caproasia list of 2020 Top 10 Largest Multi-Family Offices in the World. Oxford is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management). Oxford has 20 Managing Directors in seven market offices who serve over 700 family and institutional clients in 35 states. Oxford Financial Group, Ltd. is an E-Verify employer. Benefits: 401k, Dental Insurance, Life Insurance, Medical Insurance, Vision J-18808-Ljbffr
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Managing Director
5 days ago
Indianapolis, United States Southeast Managing Partners Full timeJob Highlights Title: Managing Director (Public Finance) Type: Full Time Experience: 5 Years Function: Banking/Management Location: Indianapolis, IN, United States Company: Fifth Third Bank Company Profile Fifth Third Bank operates four main businesses: commercial banking, branch banking, consumer lending, and wealth/asset management. Job...
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Managing Director
7 days ago
Indianapolis, United States Southeast Managing Partners Full timeJob Highlights Title: Managing Director (Public Finance) Type: Full Time Experience: 5 Years Function: Banking/Management Location: Indianapolis, IN, United States Company: Fifth Third Bank Company Profile Fifth Third Bank operates four main businesses: commercial banking, branch banking, consumer lending, and wealth/asset management. Job...
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Managing Director
6 days ago
Indianapolis, United States Oxford Financial Group, Ltd. Full timeThe Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development activities and help formulate and implement investment and financial planning...
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Managing Director, Healthcare Advisory
6 months ago
Indianapolis, United States BDO Full timeJob Summary: The Managing Director, Healthcare Advisory (HCA) is responsible for all aspects of client engagement services delivery, satisfaction, management,, and retention, with a central focus on healthcare business operations, value creation, and strategy. This role will experience senior level negotiations, project management, and giving...
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Project Director
2 days ago
Indianapolis, Indiana, United States F.A. Wilhelm Construction Co., Inc. Full timeJob OverviewF.A. Wilhelm Construction Co., Inc. is a leading construction company that puts people first by providing meaningful partnerships, making a positive community impact, and ensuring safety above all else.We are seeking an experienced Project Director to join our team as a Senior Project Manager. This role requires a strong leader who can manage...
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Indianapolis, Indiana, United States ESFM Full timeOverviewWe are seeking a highly skilled Facilities Management Director to lead our team at ESFM, a corporate integrated facilities management division. The ideal candidate will have experience in managing supervisors, finances, client relations, and personnel performance.Job SummaryThis is a critical role that requires strong leadership skills, excellent...
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Director of Nursing
2 weeks ago
Indianapolis, United States Brickyard Healthcare Full timeWe rely on our Director of Nursing to plan, coordinate, and manage the nursing department. Why Work For Us? Excellent pay with multiple incentives: Shift pick up More available, ask us for details! Excellent health benefits packages Career advancement opportunities Education reimbursement program of up to $7,500 per year Flexible...
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Executive Director
7 days ago
Indianapolis, United States Five Star Senior Living Full timeWork With Purpose At Five Star Senior Living, our people are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities for...
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Executive Director
6 days ago
Indianapolis, United States Sonida Senior Living Full timeFind your joy here, at The Harrison, a Sonida Senior Living community We offer a comprehensive benefit package to include competitive wage/salary, health and dental insurance, 401k with company match & much more The Harrison, a premier retirement community in Indianapolis, Indiana provides quality care to residents in an Assisted Living and Memory Care...
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Executive Director
7 days ago
Indianapolis, United States Sonida Senior Living Full timeFind your joy here, at The Harrison, a Sonida Senior Living community! We offer a comprehensive benefit package to include competitive wage/salary, health and dental insurance, 401k with company match & much more! The Harrison, a premier retirement community in Indianapolis, Indiana provides quality care to residents in an Assisted Living and Memory Care...
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Director of Accounting IN
2 weeks ago
Indianapolis, United States Creative Financial Staffing Full timeJob Title: Director of Accounting for NON-Profit You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Location: Indianapolis, IN About Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community in Indianapolis....
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Director of Accounting IN
2 weeks ago
indianapolis, United States Creative Financial Staffing Full timeJob Title: Director of Accounting for NON-Profit Location: Indianapolis, IN About Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community in Indianapolis. Rooted in unwavering faith, they have dedicated themselves to serving those in need, providing solace, support, and...
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Director of Accounting IN
2 weeks ago
indianapolis, United States Creative Financial Staffing Full timeJob Title: Director of Accounting for NON-Profit Location: Indianapolis, IN About Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community in Indianapolis. Rooted in unwavering faith, they have dedicated themselves to serving those in need, providing solace, support, and...
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Assistant Director of Nursing
5 days ago
Indianapolis, United States Brickyard Healthcare Full timeAssistant Director of Nursing at Brickyard Healthcare summary: The Assistant Director of Nursing plays a crucial role in the planning, coordination, and management of nursing services. This position ensures high standards of care for the residents and oversees daily operations in the absence of the Director of Nursing. Candidates should be a licensed RN...
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Nursing Department Director
5 days ago
Indianapolis, Indiana, United States Brickyard Healthcare Full timeDirector of Nursing at Brickyard Healthcare OverviewWe are seeking an experienced and skilled Director of Nursing to oversee the nursing department and ensure the delivery of high-quality patient care consistent with our company standards. This role includes responsibilities for managing daily operations, supervising nursing staff, and providing career...
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Director of Accounting IN
1 week ago
Indianapolis, United States Creative Financial Staffing Full timeJob Title: Director of Accounting for NON-ProfitYou can get further details about the nature of this opening, and what is expected from applicants, by reading the below.Location: Indianapolis, INAbout Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community in Indianapolis....
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Director of Accounting IN
1 week ago
Indianapolis, United States Creative Financial Staffing Full timeJob Title: Director of Accounting for NON-ProfitYou can get further details about the nature of this opening, and what is expected from applicants, by reading the below.Location: Indianapolis, INAbout Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community in Indianapolis....
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Director of Community Relations
1 month ago
Indianapolis, United States CommuniCare Health Services Corporate Full timeCommuniCare Health Services is seeking an experienced health care professional with sales and marketing abilities for the position of Director of Community Relations covering the Indianapolis, IN market. This position focuses on community marketing and will serve as a backup for admissions while being an advocate and example of superior customer...
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Indianapolis, United States FedEx SupplyChain Full timeGeneral Summary The Managing Director provides leadership and oversight of the IT Professional Services team to deliver an elite customer experience through implementation and daily support of our technology offerings and WMS applications.The Managing Director contributes to our product portfolio with reliable, scalable, and innovative 3PL IT solutions...
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Director National Clinical Account Management
2 weeks ago
Indianapolis, United States Elevance Health Full timePreferred Location: Georgia. This position is hybrid and will require the associate to report to the office at least 1-2 times per week. The ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations. Director National Clinical Account Management Responsible for the working directly with clients and sales prospects to...
