Hiring: Relationship Manager Company: Oxford Financial Group, Ltd. Location: Grand Rapids, MI Job Posted Time: 2026-09-16 11:44:01 Employment Type: On-site Target Skills & Keywords : CFP, Financial Planning, Microsoft Excel, Microsoft Office, Salesforce About the job Required Skills: •Oxford is hiring a Relationship Manager to be based in one of our six market locations: Indianapolis, Chicago, Grand Rapids, Cincinnati, Minneapolis, Atlanta or Palm Beach. •Deliver an excellent client experience •Operation within the team’s client service strategy to ensure high standard of service •Respond professionally and provide timely resolution to client inquiries or concerns •Troubleshoot client issues and follow through to resolution •Coordinate efforts across all areas of Oxford, as needed •Prepare client reports and analysis •Partner with technical teams to prepare required reports and analysis Qualifications: •Bachelor's degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients •Professional designations of CFP®, CPWA® or CPA strongly preferred •Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM platforms, with specific experience in Salesforce preferred •Proven ability to thrive in a fast-paced environment, effectively managing multiple workflows, checklists and priorities with accuracy and efficiency •Strong analytical skills with the ability to interpret and analyze financial data with impeccable attention to detail •Excellent written, verbal and interpersonal communication skills for interacting with UHNW clients, internal colleagues and external advisors •Strong industry expertise, including a deep understanding of personal financial planning concepts and the ability to interpret complex legal and estate documents •Excellent written, verbal, and interpersonal communication skills for interacting with UHNW clients, internal executives, and external advisors. •Highly organized and self-directed, with a rigorous approach to task management and follow-through •Professional demeanor with an uncompromising respect for discretion and confidential matters Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!