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Managing Director

2 months ago

Minneapolis, United States Oxford Financial Group, Ltd. Full time

The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy, and implementation. This individual will manage existing client relationships, participate in new business development activities, and help formulate and implement investment and financial planning advice.

The ideal candidate will have excellent experience in business development and thrive on building a pipeline as well as growing existing client relationships. Strong communication skills and the ability to be a team player are a must.

Duties & Responsibilities:
  • Leads client engagements and delivers effective and appropriate advice
  • Serves as lead relationship manager to clients or as co-lead relationship manager for clients with another Managing Director
  • On larger relationships may serve as an additional team member with other MD’s in lead
  • Actively listens to client concerns and needs
  • Maintains professional credentials and develops individual technical knowledge at the expert level for UHNW clients
  • Proactively communicates, educates and builds consensus with clients, their families, and advisors about techniques appropriate to consider understanding the family’s goals/objectives, time frames, and risk tolerance
  • Assists in implementation of planning techniques with client and advisors
  • Effectively prepares for quarterly clients meetings including development of agendas and action items
  • Establishes spirit of teamwork and respect with operational team within the firm
Responsible for highly organized Practice Management activities
  • Prepares meeting agendas and reviews meeting files prior to client meeting
  • Returns client phone calls/emails within 24 hours
  • Manages client follow-up and oversees delegation within the firm
  • Manages and prioritizes workload
  • Masters the Oxford Way
  • Manages billings with client according to procedures
  • Attends firm meetings regularly including the FOS Technical roundtables, MD meetings, and Joint MD meetings
Grows the Oxford client base through aggressive Practice Management activities
  • Pursues new client leads locally and in assigned markets
  • Communicates Oxford Story to prospects and advisors
  • Identifies opportunities for referrals to Oxford
  • Develops strong relationships with client advisors
  • Creates, implements, and updates individual Practice Management Plan. Develops an appropriate direct campaign.
  • Participates in Practice Management meetings and training programs
  • Works closely with Practice Management Manager and the Value Council on new opportunities
  • Makes joint calls with Oxford personnel

Performs other duties as assigned

Qualifications:
  • Bachelor’s degree in Business or related field with CFP strongly preferred and additional professional designations such as CPA, JD, LLM, PFS, etc. helpful
  • Minimum of ten years’ experience in the financial services industry leading client engagements
  • Proven track record of consistent business development
  • Strong working knowledge of financial planning techniques, investments, insurance, income/estate taxes, retirement planning, and estate planning techniques
  • Effective Practice Management leader
  • High integrity is vital on both personal and professional levels
  • Team player able to work in a collegial and close collaboration environment
  • Excellent written and verbal communication skills with strong interpersonal skills
  • Detail-oriented with excellent organizational skills
  • Able to multi-task in a high-stress, fast-paced environment
Working Conditions:
  • Travel as business needs necessitate – approximately 4-6 nights per month
  • Moderate periods of sitting utilizing a computer

Oxford Financial Group, Ltd.

Oxford Financial Group, Ltd. is the premier multi-family office in the Midwest. Oxford was ranked in theFinancial Advisor2022 RIA Ranking, theInvestment News2022 Top Fee-Only RIAs list, and theCaproasialist of 2020 Top 10 Largest Multi-Family Offices in the World.

Oxford is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement* (which includes assets under management). Oxford has 20 Managing Directors in seven market offices who serve over 700 family and institutional clients in 35 states.**

*As of 12.31.2021
**As of 3.15.2023
Read the disclaimersOFG-2303-10

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

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