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Family Office MD & Estate Planning Leader

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Oxford Financial Group, Ltd.
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
  • Management
Job Description & How to Apply Below
A leading financial services firm in Carmel, Indiana is seeking a Managing Director & Family Office Fellow to oversee complex estate and wealth planning deliverables. The ideal candidate will possess a postgraduate degree, at least 10 years of relevant experience in estate and tax planning, and strong analytical and communication skills. This role requires excellent interpersonal abilities and proficiency in Excel.

The position is 100% onsite with limited travel.
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