Oxford Financial Group, Ltd.
Managing Director (FOS)
Oxford Financial Group, Ltd., Chicago, Illinois, United States, 60290
Oxford Financial Group is seeking Managing Directors in our Chicago office. Successful candidates will work with high net worth individuals and families, by providing financial planning services and investment strategy and implementation. This individual manages existing client relationships, participates in new business development activities and formulates and implements investment and financial planning advice.
Duties and 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 Managing Directors 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
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
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 fast paced environment
Working Conditions:
Travel as business needs necessitate – approximately 35-50%
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Duties and 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 Managing Directors 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
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
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 fast paced environment
Working Conditions:
Travel as business needs necessitate – approximately 35-50%
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