Relationship Manager

3 days ago


Atlanta, Georgia, United States Oxford Financial Group, Ltd. Full time
Job Title: Relationship Manager

Oxford Financial Group, Ltd. is seeking a skilled Relationship Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional client experiences to ultra-high-net-worth individuals and families.

Key Responsibilities:
  • Coordinate client service efforts between various teams within the firm
  • Review and analyze client reports and data to inform planning and implementation
  • Support Managing Directors in client meetings and presentations
  • Manage client onboarding and account maintenance processes
  • Process cash flows and work with third-party vendors
Requirements:
  • College degree in a related field with 5-7 years of relevant work experience
  • Professional designations such as CFP, CPWA, or CPA preferred
  • Strong analytical and communication skills
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office and Salesforce
Working Conditions:
  • 100% onsite work
  • Limited travel as business needs require

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