Executive MD, CIO: Wealth & Client Strategy

Oxford Financial Group is seeking an accomplished Managing Director for the CIO practice in Florida. The role leads client engagements, delivers investment advice, and acts as lead or co-lead relationship manager for high-net-worth clients.

Expect proactive client service, strategic business development, and active participation in MD meetings. The role requires a decade of financial services experience, CFA preferred, and a track record of building client relationships with strong communication