Chief Investment Officer

7 days ago


Minneapolis, Minnesota, 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 Indianapolis. As a key member of our leadership team, you will be responsible for driving business growth, delivering exceptional client service, and leading high-performing teams.

Key Responsibilities:
  • Lead client engagements and provide expert investment advice to high net worth individuals and families.
  • Develop and execute business development strategies to grow the Oxford client base.
  • Manage and prioritize workload, ensuring timely delivery of high-quality results.
  • Collaborate with cross-functional teams to deliver integrated solutions and exceptional client experiences.
  • Stay up-to-date with industry trends, regulatory changes, and best practices to maintain expertise and provide informed guidance to clients.
Requirements:
  • Bachelor's or master's degree in Business or related field and CFA certification preferred.
  • Minimum of ten years' experience in financial services industry with direct client responsibility.
  • Proven track record of consistent business development and exceptional client service.
  • Strong working knowledge of investment consulting and high net worth wealth planning techniques.
  • Excellent written and verbal communication skills, with strong interpersonal and leadership skills.
Working Conditions:
  • Travel as business needs necessitate – approximately 4-6 nights per month.
  • Moderate periods of sitting utilizing a computer.
Benefits:

401k, Dental Insurance, Life Insurance, Medical Insurance, Vision.



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