Relationship Manager

1 month ago

Carmel IN United States Oxford Financial Group, Ltd. Full time

Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% onsite.


Position Summary:

The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client. Relationship Managers will support multiple Managing Directors located in any of Oxford’s market locations by enhancing the client experience through servicing and administrative functions including new client onboarding, account opening, account maintenance, processing cash flows, working with third-party vendors, and assisting with meeting preparation for client and prospect presentations.


Duties and Responsibilities:


Client Service

  • Creates an excellent client experience
  • Operate within the team’s client service strategy to ensure high quality client service
  • Respond professionally and provide timely resolution of client inquires or concerns
  • Troubleshoots client issues and directs effort to conclusion
  • Coordinates the efforts between all areas throughout Oxford
  • Attends prospect, client or advisor meetings

Prepare reports and analysis for clients

  • Partners with technical teams on needed reports and analysis
  • Creates and updates clients financial statements
  • Gathers and shares required data/information with Technical and operational teams
  • Coordinates timely and efficient completion of reports and analysis

Client information management

  • Assist in completing and maintaining the Client Profile Questionnaire
  • Monitors and updates Salesforce as appropriate
  • Determine PSR template and delivery
  • Review client information on an annual basis to ensure accuracy

Assigns workflow as needed to fulfill client needs

  • IPS and IAS
  • FOS Estate flow chart and recommendations
  • Private Market Securities (Initial purchases, calls and liquidations)
  • Client Directed trade requests
  • Cash Management
  • Deposits, withdrawals, journals, wires, etc.
  • Coordinates information needed for lines of credit renewals
  • Other Workflow processes as needed

Client Onboarding

  • Owns and manages the completion of assigned onboarding checklist items
  • Coordinates client deliverables as needed as part of the agreed upon relationship with the client, obtaining signatures when necessary
  • Creates an Oxford quality experience in the transition from a prospect to a client
  • Monitors the progress of account transfers, asset location and cost basis reconciliation, among other on-boarding information
  • Attends ACE meeting with new client/MD and confirm status of all items completed or in process

Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development

  • Completes TimeTracker entries timely and accurately
  • Reads, handles and responds to email and voicemail messages
  • Attends team and firm meetings
  • Stays current with technical developments and resources
  • Establishes spirit of teamwork and respect with other areas of the firm
  • Performs other duties as assigned
  • Participates in formal education/training to enhance areas of expertise, technical skills and leadership/management skills
  • Strives to increase technical skills through personal research/reading
  • Handles special projects as assigned by Director, Relationship Management


Qualifications:

  • College 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
  • Previous experience creating and updating financial statements
  • Computer proficiency in Microsoft Outlook, Word and Excel
  • Must have strong analytical skills; the ability to interpret/analyze data and accurate attention to detail
  • Must have industry expertise and high level of knowledge in personal financial planning concepts
  • Must have the ability to read and understand legal documents
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must be able to work independently and in a team environment
  • Must have strong work ethic with a positive attitude
  • Must be detail oriented with excellent organizational skills
  • Must have ability to multi task
  • Must have ability to work in fast paced environment
  • Must be a self-starter and results oriented


Working Conditions:

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

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