Financial Services Leader

4 weeks ago


Reston, Virginia, United States Oxford Financial Group, Ltd. Full time

The Oxford Financial Group, Ltd. is seeking a highly skilled Managing Director to lead client engagements and deliver effective and appropriate advice to ultra-high-net-worth (UHNW) individuals and families.

This individual will manage existing client relationships, participate in new business development activities, and help formulate and implement investment and financial planning advice.

Key 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
  • Actively listens and responds 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 client meetings, including development of agendas and action items
  • Establishes a spirit of teamwork and respect with operational team within the firm

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

Business Development:

  • Pursues new client leads locally and in assigned markets
  • Communicates the 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 the Chief Development Officer and the Value Council on new opportunities
  • Makes joint calls with Oxford personnel

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 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 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


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