Chief development officer Jobs in Carmel, IN
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Chief development officer • carmel in
Last updated: 1 day ago
Chief Wealth Planning Officer that may be located in one of the following office locations : Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis.
The Chief Wealth Planning Officer (CWPO) will ...Show moreLast updated: 27 days ago
Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business?.
Would you like to guide business owners in selling or buying p...Show moreLast updated: 27 days ago
Join Our V3 Team and Elevate Your Career!.Are you a talented and experienced Survey Crew Chief looking for a new challenge? We are seeking a dedicated professional to join our Survey team at our ...Show moreLast updated: 30+ days ago
Lennar Mortgage is centered around personal growth, innovation, and diversity.We are looking for a new team member who shares our passion and dedication to bringing homeownership to life.At Lennar ...Show moreLast updated: 30+ days ago
As a mortgage banking firm, we are dedicated to serving the homeowner / buyer.Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a ...Show moreLast updated: 1 day ago
NexGoal is a corporate recruiting firm that places high-quality, competitive, and driven former athletes in careers with our corporate clients.
Our client is a nationwide mortgage company covering 4...Show moreLast updated: 27 days ago
Cumberland Road - Noblesville, Indiana, 46060.Hamilton County is one of Indiana's fastest growing, highest educated and wealthiest counties in the state and the Midwest.
Two-thirds of the workforce ...Show moreLast updated: 27 days ago
We have a tremendous opportunity for a Chief Accounting Officer with a $5B - $10B Indiana based financial institution who is experiencing tremendous growth.
This role is to provide high level suppor...Show moreLast updated: 30+ days ago
Wells Lawn Care & Landscaping has been serving Bloomington, Ellettsville and surrounding communities since 2006, providing full-service lawn care, landscape design and property maintenance...Show moreLast updated: 29 days ago
ABOUT Effective, secure communication in the cyber domain is essential to the everyday operations of military intelligence in America’s Navy.
Information Professionals who oversee the seamless opera...Show moreLast updated: 27 days ago
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you.Become your...Show moreLast updated: 30+ days ago
The Chief Compliance Officer (“CCO”) is ultimately responsible for the compliance functions of the RIA, Oxford Financial Group, LLC (“Oxford”) and the commodity pool operator.This role is key to en...Show moreLast updated: 30+ days ago
Cumberland Road - Noblesville, Indiana, 46060.Hamilton County is one of Indiana's fastest growing, highest educated and wealthiest counties in the state and the Midwest.
Two-thirds of the workforce ...Show moreLast updated: 1 day ago
Hamilton County, Indiana, just north of Indianapolis.But we are so much more than that.We are place-makers, working with our community partners on product development initiatives.We are innovators ...Show moreLast updated: 30+ days ago
Lennar Mortgage is centered around personal growth, innovation, and diversity.We are looking for a new team member who shares our passion and dedication to bringing homeownership to life.At Lennar ...Show moreLast updated: 30+ days ago
Land Surveyor – All Levels | Field and Office Opportunities.About Us : We are a trusted civil engineering and land surveying firm providing boundary, topographic, ALTA / NSPS, and construct...Show moreLast updated: 22 days ago
TRIN67987 – Chief Fiduciary Officer – Fully remote Indiana.We have a very unique opportunity for a FULLY REMOTE Chief Fiduciary Officer for a very unique boutique trust shop based in the state of I...Show moreLast updated: 30+ days ago
The Sales department is responsible for increasing product sales within an assigned region to achieve company objectives.
The Business Development Manager is responsible for mentoring Branch-based O...Show moreLast updated: 26 days ago
Kuhn & Gustafson Land Surveying is a family-owned company with 40 years of combined experience in the land surveying industry.
We specialize in boundary surveys, topographic surveys and construc...Show moreLast updated: 30+ days ago
About America's Navy has the most modern, advanced fleet of ships in the entire world.Surface Warfare Officers (SWOs) are trained extensively to maintain and operate these ships, their crews and th...Show moreLast updated: 30+ days ago
- Promoted
Chief Wealth Planning Officer
Oxford Financial Group, Ltd.Carmel, IN, USFull-time
Chief Financial Officer - B2B EXIT & B2B CFO
B2B CFOCarmel, IN, USFull-time
- Promoted
Survey Crew Chief
V3 CompaniesCarmel, IN, United StatesFull-time
Loan Officer
Lennar HomesCarmel, IN, USFull-time
- Promoted
Loan Officer
Guild MortgageFishers, IN, United StatesFull-time
- Promoted
Mortgage Loan Officer
NexGoalZionsville, IN, USFull-time
- Promoted
Corrections Officer - Jail
Hamilton County IndianaNoblesville, IN, USFull-time
Chief Accounting Officer
MRINetworkIndiana, United StatesPermanent
Landscaping Chief Operating Officer at Wells Lawn Care and Landscaping LLC
People Solutions CenterIndiana, United StatesFull-time
- Promoted
Intelligence Officer
NavyNoblesville, IndiaFull-time
- Promoted
Loan Officer
Caliver Beach Mortgage, LLCFishers, IN, USFull-time
Chief Compliance Officer
Oxford Financial Group, LtdCarmel, INFull-time
- Promoted
Reserve Officer
Hamilton CountyNoblesville, IN, United StatesFull-time
Chief Executive Officer
Hamilton County TourismCarmel, INFull-time
- Promoted
Loan Officer
LennarCarmel, IN, USFull-time
Survey Crew Chief I
GpacFishers, Indiana, United StatesFull-time
Chief Fiduciary Officer
Adams, Inc.Fully remote Indiana, USRemote
Full-time
- Promoted
Business Development Mgr.
Emser TileFishers, IN, USFull-time
Survey Crew Chief
KUHN & GUSTAFSON LAND SURVEYING INCZionsville, IN, USFull-time
- Promoted
Surface Warfare Officer
US NavyCarmel, IN, United StatesFull-time
- product management (from $ 72,500 to $ 250,000 year)
- solutions architect (from $ 121,250 to $ 208,900 year)
- operations management (from $ 92,500 to $ 200,000 year)
- veterinary (from $ 35,100 to $ 200,000 year)
- technology (from $ 27,300 to $ 200,000 year)
- client advisor (from $ 46,810 to $ 197,750 year)
- sales engineer (from $ 56,250 to $ 185,815 year)
- cath lab (from $ 116,844 to $ 179,400 year)
- technical director (from $ 70,000 to $ 176,250 year)
- director of construction (from $ 93,750 to $ 172,500 year)
The average salary range is between $ 100,000 and $ 192,500 year , with the average salary hovering around $ 132,468 year .
Chief Wealth Planning Officer
Oxford Financial Group, Ltd.Carmel, IN, US27 days ago
Job type
- Full-time
Job descriptionWork with the Board of Directors, CEO and Managing Partners in the formulation and execution Manage client hours and profitability including client time budgets Responsible for pricing FOS client engagements and management of overall P&L for this team Support the firm's growth by developing and executing strategies to attract and retain ultra-high-net-worth clients Identify and address potential risks within the FOS operations Ensure compliance with all relevant regulations, policies and industry standards Drive profitability by optimizing service delivery, managing costs and ensuring that team activities align with the firm's financial objectives Work in conjunction with the Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs Serve as a trusted member to ultra-high-net-worth clients, offering expert guidance on wealth management, estate planning, tax optimization and philanthropic strategies. Build and nurture long-term client relationships, maintaining a deep understanding of their unique needs and objectives. Collaborate with the firm's leadership team to identify and pursue new business opportunities. Review estate flowcharts, wealth projections and other complex deliverables Develop and review technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives / observations and information from Managing Directors, Client Service associates and other members of the broader client cell team are incorporated into the deliverable(s) Lead the technical review of templates for various estate planning reports, analysis and deliverables Participate in feedback / debrief meetings and take an active approach to continuous improvement Provide support, clarity and answers to technical issues / questions Meet and communicate regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors Manage, by actively contributing and effectively delegating, the entire suite of FOS Thought Leadership to ensure accuracy, relevance and adherence to the highest standard of technical authorship in line with the Oxford brand Review, develop and maintain FOS technical materials and educational pieces related to estate and wealth planning and / or lead in this effort through effective management and delegation Lead and manage internal training programs, ensuring all team members are equipped with the knowledge and skills necessary to excel in their roles Provide technical guidance to team members and other departments, ensuring accurate and up-to-date information is consistently utilized Meetings include individual team meetings, Managing Director meetings, Partner meetings, Board of Director meetings, Senior Leadership Team meetings and Town Hall meetings Actively participate in senior-level committees, contributing to the firm's overall strategy, governance and decision-making processes Provide insights and recommendations on emerging trends, risks and opportunities within the wealth management industry College degree with a postgraduate degree such as a JD, L.L.M or MST and / or a professional designation such as CPA, CFP® and / or CPWA® and 15+ years relevant experience in estate and tax planning and / or fiduciary and trust planning and administration, along with demonstrated leadership experience Must possess extensive experience in strategic wealth planning for high-net-worth individuals and multi-generational families. In-depth knowledge of current legislative and case law changes, as well as other technical developments in the estate planning area. Must have a strong ability to interpret and analyze estate planning documents, financial statements and tax returns with meticulous attention to detail. Must have proven excellence in both written and verbal communication, with a history of being a frequent author and presenter of complex estate planning strategies. Must have demonstrated success in leading and growing highly technical, specialized teams of professionals. Must have a proven history of managing P&L and increasing the profitability of specific areas within an RIA or similar wealth management organization. Must have an aptitude for project plan creation and execution. Must maintain a professional demeanor with the utmost respect for confidentiality. Must have computer proficiency in Microsoft Outlook, Excel, Word and PowerPoint. Must be the ability to work independently as well as collaboratively in a team environment with strong interpersonal skills. Must have the ability to effectively manage multiple tasks in a fast-paced environment. Must have strong work ethic paired with a positive attitude. Limited travel as business needs necessitate. Extended periods of sitting utilizing a computer. 100% onsite
Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations : Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis.
The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services (FOS) Technical team. As a player-coach, the CWPO will not only lead and mentor the team but also actively engage in complex, sophisticated estate and wealth planning client work, serving as the lead member of the FOS Team for a select number of client families. This role involves acting as the technical resource for the firm, participating in senior-level committees, supporting business development initiatives, managing risk, driving profitability, and overseeing internal training and external authorship efforts.
DUTIES & RESPONSIBILITIES
Provide overall leadership to the FOS Technical Team and direct management for various senior associates within each team
- Hire, train, coach and evaluate associates providing leadership to the Director of FOS, Family Office Fellows and Manager of PFS
- Conduct 1 : 1 meeting and periodic team meetings
- Responsible for developing and monitoring the budget for assigned teams
- Mentor, lead and inspire by fostering a culture of accountability and collaboration.
- Collaborate with other teams regarding technical and procedural matters
Manage the strategic and day-to-day operations focused on profitability and P&L for the FOS business line
Serve as an estate planning technical resource directly to clients / prospects and to the Managing Directors in preparing for client meeting
Produce and perform reviews of complex client estate and wealth planning deliverables
Lead the FOS efforts as internal and external technical resources for and to the firm
Research, write and publish high-quality articles on complex wealth transfer topics for professional journals, industry publications and online platforms
Attend and actively engage in various internal meetings, committees and working groups
Performs other duties as assigned
QUALIFICATIONS
WORKING CONDITIONS
Oxford Financial Group, Ltd. is an E-Verify employer.