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Chief sustainability officer Jobs in Carmel, IN

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Chief sustainability officer • carmel in

Last updated: 13 hours ago
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Chief Wealth Planning Officer

Chief Wealth Planning Officer

Oxford Financial Group, Ltd.Carmel, IN, US
Full-time
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: 15 hours ago
Chief Financial Officer - B2B EXIT & B2B CFO

Chief Financial Officer - B2B EXIT & B2B CFO

B2B CFOCarmel, IN, US
Full-time
Quick Apply
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: 1 day ago
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Survey Crew Chief

Survey Crew Chief

Custom Concrete Company IncWestfield, IN, US
Full-time
At Forefront Surveying and Engineering, we are often first on the ground, and we embody this position in all we do.Delivering leading-edge accuracy, frontline technology, and best-in-business talen...Show moreLast updated: 30+ days ago
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Survey Crew Chief

Survey Crew Chief

V3 CompaniesCarmel, IN, United States
Full-time
Join our team as a Survey Crew Chief in Indianapolis, Carmel, South Bend, or Martinsville.Manage and perform field survey crew operations for various surveys (ALTA, Boundary, Topographic, etc.Maint...Show moreLast updated: 30+ days ago
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Intelligence Officer

Intelligence Officer

NavyCarmel, IN, US
Full-time
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: 1 day ago
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ARMED Security Officer

ARMED Security Officer

Gamma Team Security IncZionsville, IN, US
Full-time
Please submit a copy of FOID card, Security License and / or 30-hour unarmed training certificate.SSN, Photo (Head and shoulder only, no Hats, No filters) for Company ID, and any other related creden...Show moreLast updated: 22 days ago
Chief Accounting Officer

Chief Accounting Officer

MRINetworkIndiana, United States
Permanent
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
Renewable Energy & Sustainability Manager

Renewable Energy & Sustainability Manager

AccentureCarmel, IN, United States
Full-time
Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accel...Show moreLast updated: 3 days ago
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Survey Crew Chief

Survey Crew Chief

KUHN & GUSTAFSON LAND SURVEYING INCZionsville, IN, US
Full-time
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
Landscaping Chief Operating Officer at Wells Lawn Care and Landscaping LLC

Landscaping Chief Operating Officer at Wells Lawn Care and Landscaping LLC

People Solutions CenterIndiana, United States
Full-time
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: 3 days ago
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Loan Officer

Loan Officer

Caliver Beach Mortgage, LLCFishers, IN, US
Full-time
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: 7 days ago
Chief Compliance Officer

Chief Compliance Officer

Oxford Financial Group, LtdCarmel, IN
Full-time
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
Chief Executive Officer

Chief Executive Officer

Hamilton County TourismCarmel, IN
Full-time
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
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Regional Chief Estimator

Regional Chief Estimator

CDM SmithCarmel, IN, United States
Full-time
Manages and administers the estimating functions in assigned region, area or group to include operating budgets, staffing assignments, and work assignments. Implements established estimating policie...Show moreLast updated: 30+ days ago
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Loan Officer

Loan Officer

LennarCarmel, IN, US
Full-time
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
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Security Officer PRN

Security Officer PRN

Riverview HealthNoblesville, Indiana, USA
Full-time
Respond to calls for assistance from staff patients or hospital visitors in a prompt and professional fashion.Utilize appropriate restraint according to the incident with patients and visitors as n...Show moreLast updated: 13 hours ago
Chief Fiduciary Officer

Chief Fiduciary Officer

Adams, Inc.Fully remote Indiana, US
Remote
Full-time
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
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Resource / Float Chief Executive Officer, CEO - LNHA REQUIRED

Resource / Float Chief Executive Officer, CEO - LNHA REQUIRED

Signature HealthCARE, LLCZionsville, IN, US
Full-time
Executive Director, Licensed Nursing Home Administrator (LNHA), Area Leader –.Be a part of the forthcoming “.Where we can’t stick with the status quo; it’s time for a change...Show moreLast updated: 1 day ago
Loan Officer

Loan Officer

Lennar HomesCarmel, IN, United States
Full-time
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: 22 days ago
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Assistant to the Chief Executive Officer

Assistant to the Chief Executive Officer

Ultimate Technologies GroupFishers, IN, US
Full-time
Salary : Competitive salary with bonus and stock ownership.Ultimate Technologies Group is a family-owned audio-visual technology company headquartered in Fishers, IN. UTG was founded in 2017 by co-ow...Show moreLast updated: 7 days ago
Chief Wealth Planning Officer

Chief Wealth Planning Officer

Oxford Financial Group, Ltd.Carmel, IN, US
15 hours ago
Job type
  • Full-time
Job description

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

  • Work 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

    • Serve as an estate planning technical resource directly to clients / prospects and to the Managing Directors in preparing for client meeting

  • 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.

    • Produce and perform reviews of complex client estate and wealth planning deliverables

  • 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

    • Lead the FOS efforts as internal and external technical resources for and to the firm

  • 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

    • Research, write and publish high-quality articles on complex wealth transfer topics for professional journals, industry publications and online platforms

  • 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

    • Attend and actively engage in various internal meetings, committees and working groups

  • 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

    • Performs other duties as assigned

    QUALIFICATIONS

  • 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.

    • WORKING CONDITIONS

  • Limited travel as business needs necessitate.
  • Extended periods of sitting utilizing a computer.
  • 100% onsite

    • Oxford Financial Group, Ltd. is an E-Verify employer.