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Oxford Financial Group, Ltd.

Senior MD, CIO — Wealth Management & Client Growth

northern, KY

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About this opportunity

Oxford Financial Group, Ltd. lists this Senior MD, CIO — Wealth Management & Client Growth opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Oxford Financial Group, Ltd. is seeking a Managing Director – CIO in Florida to lead client engagements, deliver investment advice, and drive business development for the Oxford CIO practice.

The role emphasizes relationship management, strategic oversight of client goals, and collaboration with operations and advisory teams to integrate Oxford's offerings. Travel and leadership responsibilities are inherent to the position.

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