UHNW Client Relationship Manager

Oxford Financial Group, Ltd.; Grand Rapids (MI); On-site; USD 110,000 - 170,000; Full time

Job summary

Oxford Financial Group, Ltd. seeks a Relationship Manager to deliver outstanding service to ultra-high-net-worth individuals and families.

Based in one of six market locations, the RM coordinates between the Managing Director and all service areas, ensuring timely onboarding, account activity, and comprehensive reporting. The role requires 5–7 years working with UHNW clients, and professional designations such as CFP, CPWA or CPA are strongly preferred.

Qualifications

• Bachelor's degree required; 5–7 years working with UHNW clients preferred.
• Designations CFP®, CPWA® or CPA strongly preferred.
• Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM platforms, especially Salesforce.
• Demonstrated ability to manage multiple workflows with accuracy and efficiency.
• Excellent written, verbal, and interpersonal communication with UHNW clients and advisors.

Responsibilities

• Coordinate efforts between MD and service areas to deliver high client service standards.
• Respond professionally to client inquiries and resolve issues.
• Prepare client reports and analysis for planning and implementation.
• Support onboarding, account maintenance, cash flows, and consultation with external advisors.
• Assist with meeting preparation for client and prospect presentations.

Skills

UHNW client service

Cross-functional coordination

CRM Salesforce

MS Office

Attention to detail

Education

Bachelor's degree

CFP/CPWA/CPA preferred

Tools

Salesforce CRM

Microsoft Office

Job description

Oxford Financial Group, Ltd. seeks a Relationship Manager to deliver outstanding service to ultra-high-net-worth individuals and families.

Based in one of six market locations, the RM coordinates between the Managing Director and all service areas, ensuring timely onboarding, account activity, and comprehensive reporting. The role requires 5–7 years working with UHNW clients, and professional designations such as CFP, CPWA or CPA are strongly preferred.