Chief Financial Strategist

6 days ago


Chicago, Illinois, United States Oxford Financial Group, Ltd. Full time
Job Title: Managing Director

Oxford Financial Group, Ltd. is seeking a seasoned Managing Director to join our team in Chicago.

About the Role:

We are looking for a highly experienced professional to lead client engagements and deliver effective financial planning advice. The ideal candidate will have a strong track record of business development and a proven ability to manage client relationships.

Key Responsibilities:
  • Lead client engagements and deliver effective financial planning advice
  • Serve as lead relationship manager to clients or as co-lead relationship manager for clients with another Managing Director
  • Actively listen to client concerns and needs
  • Maintain professional credentials and develop individual technical knowledge at the expert level for UHNW clients
  • Proactively communicate, educate and build consensus with clients, their families and advisors about techniques appropriate to consider understanding the family's goals/objectives, time frames and risk tolerance
  • Assist in implementation of planning techniques with client and advisors
  • Effectively prepare for quarterly clients meetings including development of agendas and action items
  • Establish a spirit of teamwork and respect with operational team within the firm
  • Responsible for highly organized Practice Management activities
  • Prepare meeting agendas and reviews meeting files prior to client meeting
  • Return client phone calls/emails within 24 hours
  • Manage client follow-up and oversees delegation within the firm
  • Manage and prioritize workload
  • Masters the Oxford Way
  • Manage billings with client according to procedures
  • Grows the Oxford client base through strong 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
  • Makes joint calls with Oxford personnel
Requirements:
  • Bachelor's degree in Business or related field with CFP strongly preferred and additional professional designations such as CPA, JD, LLM, PFS, etc.
  • Minimum of ten years' experience in 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 level
  • 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 fast paced environment
Working Conditions:

Travel as business needs necessitate – approximately 35-50%



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