Managing Director (CIO)

Oxford Financial Group is seeking Managing Directors in our Indianapolis market. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.

Duties & Responsibilities:

Leads client engagements and delivers effective and appropriate investment advice.

Serves as lead relationship manager to clients or as a co-lead relationship manager for clients with another Managing Director

Serves as back-up MD to relationship manager when needed

Communicates with client in a clear and timely manner

Listens well to client issues and complaints; follows up appropriately

Maintains professional credentials and develops individual technical knowledge

Proactively communicates, educates and builds consensus about investments appropriate for clients to consider

Understands client goals/objectives, time frames and risk tolerances

Assists in implementation of techniques with clients and advisors

Meets with clients regularly

Understands Oxford’s FOS and TCO offerings and effectively integrates them into solutions

Responsible for highly organized practice managementactivities

Prepares meeting agendas and reviews meeting files prior to client meeting

Returns client phone calls/emails within 24 hours

Manages client meeting follow-up letters and oversees delegation within the group

Reviews client deliverables for accuracy, timelines and appearance

Masters the Oxford Way

Establishes spirit of teamwork and respect with operational teams within the firm

Manages and prioritizes workload

Enters time accurately and consistently in TimeTracker system

Manages billings with client according to procedures

Attends CIO MD meetings and Joint MD meetings regularly

Grows the Oxford client base through strategic and consistent business developmentactivities

Pursues new client leads locally and in assigned markets

Executes Oxford’s formal practice development strategy and process

Communicates OFG/TCO story to prospects and advisors

Identifies opportunities for referrals to OFG

Develops strong relationships with client advisors

Creates, implements and updates individual business development plan

Participates in Practice Management meetings and training programs

Works closely with the Chief Practice Development Officer on new opportunities

Makes joint calls with OFG personnel

Performs other duties as assigned

Qualifications:

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

Must have a strong working knowledge of investment consulting and high net worth wealth planning techniques

Proven track record of consistent business development

Must have a professional demeanor with the utmost respect for confidential matters

Must be able to work independently and in a team environment

Must have excellent written and verbal communication skills with strong interpersonal skills

Must be detail oriented with excellent organizational skills

Must have ability to multi-task

Must have ability to work in a high stress, fast paced environment

Must have strong work ethic with a positive attitude

Working Conditions:

Travel as business needs necessitate – approximately 4-6 nights per month

Moderate periods of sitting utilizing a computer

#J-18808-Ljbffr