Teams at Oxford Financial Group

Manages relationships with ultra-high-net-worth clients and families, coordinating service teams, client reporting, onboarding, account maintenance, cash flows, investment workflows, and financial planning support. Resolves client inquiries, maintains CRM records, coordinates vendors and deliverables, prepares meetings, and ensures accurate completion of client service processes. Requires strong financial planning knowledge, analytical ability, confidentiality, organization, and communication skills.

Leads strategic sourcing and full-cycle talent acquisition for Managing Director candidates. Builds passive-candidate pipelines, develops executive recruiting strategies, partners with firm leadership, analyzes recruiting metrics, improves processes, manages candidate experience, and promotes the firm as an employer of choice within the wealth management community.

Provides administrative support to Managing Directors by coordinating client meetings, preparing materials, managing schedules and travel, processing expenses, maintaining databases and records, handling communications, supporting office operations, and coordinating cross-functional administrative tasks. The role requires strong organization, discretion, communication, attention to detail, and proficiency with Microsoft Office and Salesforce. It is full-time onsite in Buckhead, Georgia, with minimal business travel as needed.