Managing Director & Family Office Fellow

Job overview

The Managing Director & Family Office Fellow role is onsite in Minneapolis, MN. Compensation is not specified. The position supports Oxford Financial GRP’s Family Office Services team and provides firm-wide technical support on tax and estate planning. The role produces and reviews complex estate and wealth-planning work, develops proactive recommendations, and helps prepare for and participate in client meetings. It also strengthens the firm’s technical resources through research, published articles, educational materials, and training for associates.

What you'll do

• Produce and review complex estate and wealth-planning deliverables
• analyze estate-planning documents and financial information
• develop planning observations and recommendations
• collaborate with Managing Directors and client teams
• support client and advisor meetings
• provide technical guidance on tax and estate planning
• research and publish articles
• maintain educational materials and train associates.

What we're looking for

Skills & competencies

managing director

family office fellow

estate planning

wealth planning

tax planning

client meetings

technical resource

training

onsite

minneapolis mn

oxford financial grp

Work arrangement

• Weekend coverage required

Why this role

Requires a college degree plus a postgraduate degree or professional designation and 10 years of relevant experience in estate, tax, fiduciary, or trust planning and administration.

About the employer

Oxford Financial GRP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.