Oxford Financial Group, Ltd.
Relationship Manager
Oxford Financial Group, Ltd., Chicago, Illinois, United States,
Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% on-site.
Position Summary:
The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client. Relationship Managers will support multiple Managing Directors located in any of Oxford’s market locations by enhancing the client experience through servicing and administrative functions including new client onboarding, account opening, account maintenance, processing cash flows, working with third-party vendors, and assisting with meeting preparation for client and prospect presentations.
Duties and Responsibilities:
Client Service
Creates an excellent client experience
Operate within the team’s client service strategy to ensure high quality client service
Respond professionally and provide timely resolution of client inquires or concerns
Troubleshoots client issues and directs effort to conclusion
Coordinates the efforts between all areas throughout Oxford
Attends prospect, client or advisor meetings
Prepare reports and analysis for clients
Partners with technical teams on needed reports and analysis
Creates and updates clients financial statements
Gathers and shares required data/information with Technical and operational teams
Coordinates timely and efficient completion of reports and analysis
Client information management
Assist in completing and maintaining the Client Profile Questionnaire
Monitors and updates Salesforce as appropriate
Determine PSR template and delivery
Review client information on an annual basis to ensure accuracy
Assigns workflow as needed to fulfill client needs
IPS and IAS
FOS Estate flow chart and recommendations
Private Market Securities (Initial purchases, calls and liquidations)
Client Directed trade requests
Cash Management
Deposits, withdrawals, journals, wires, etc.
Coordinates information needed for lines of credit renewals
Other Workflow processes as needed
Client Onboarding
Owns and manages the completion of assigned onboarding checklist items
Coordinates client deliverables as needed as part of the agreed upon relationship with the client, obtaining signatures when necessary
Creates an Oxford quality experience in the transition from a prospect to a client
Monitors the progress of account transfers, asset location and cost basis reconciliation, among other on-boarding information
Attends ACE meeting with new client/MD and confirm status of all items completed or in process
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
Completes TimeTracker entries timely and accurately
Reads, handles and responds to email and voicemail messages
Attends team and firm meetings
Stays current with technical developments and resources
Establishes spirit of teamwork and respect with other areas of the firm
Performs other duties as assigned
Participates in formal education/training to enhance areas of expertise, technical skills and leadership/management skills
Strives to increase technical skills through personal research/reading
Handles special projects as assigned by Director, Relationship Management
Qualifications:
College degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
Professional designations of CFP, CPWA or CPA preferred
Previous experience creating and updating financial statements
Computer proficiency in Microsoft Outlook, Word and Excel
Must have strong analytical skills; the ability to interpret/analyze data and accurate attention to detail
Must have industry expertise and high level of knowledge in personal financial planning concepts
Must have the ability to read and understand legal documents
Must have a professional demeanor with the utmost respect for confidential matters
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be able to work independently and in a team environment
Must have strong work ethic with a positive attitude
Must be detail oriented with excellent organizational skills
Must have ability to multi task
Must have ability to work in fast paced environment
Must be a self-starter and results oriented
Working Conditions:
Limited travel as business needs necessitate
Long periods of sitting, utilizing a computer
Working onsite five days
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Position Summary:
The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client. Relationship Managers will support multiple Managing Directors located in any of Oxford’s market locations by enhancing the client experience through servicing and administrative functions including new client onboarding, account opening, account maintenance, processing cash flows, working with third-party vendors, and assisting with meeting preparation for client and prospect presentations.
Duties and Responsibilities:
Client Service
Creates an excellent client experience
Operate within the team’s client service strategy to ensure high quality client service
Respond professionally and provide timely resolution of client inquires or concerns
Troubleshoots client issues and directs effort to conclusion
Coordinates the efforts between all areas throughout Oxford
Attends prospect, client or advisor meetings
Prepare reports and analysis for clients
Partners with technical teams on needed reports and analysis
Creates and updates clients financial statements
Gathers and shares required data/information with Technical and operational teams
Coordinates timely and efficient completion of reports and analysis
Client information management
Assist in completing and maintaining the Client Profile Questionnaire
Monitors and updates Salesforce as appropriate
Determine PSR template and delivery
Review client information on an annual basis to ensure accuracy
Assigns workflow as needed to fulfill client needs
IPS and IAS
FOS Estate flow chart and recommendations
Private Market Securities (Initial purchases, calls and liquidations)
Client Directed trade requests
Cash Management
Deposits, withdrawals, journals, wires, etc.
Coordinates information needed for lines of credit renewals
Other Workflow processes as needed
Client Onboarding
Owns and manages the completion of assigned onboarding checklist items
Coordinates client deliverables as needed as part of the agreed upon relationship with the client, obtaining signatures when necessary
Creates an Oxford quality experience in the transition from a prospect to a client
Monitors the progress of account transfers, asset location and cost basis reconciliation, among other on-boarding information
Attends ACE meeting with new client/MD and confirm status of all items completed or in process
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
Completes TimeTracker entries timely and accurately
Reads, handles and responds to email and voicemail messages
Attends team and firm meetings
Stays current with technical developments and resources
Establishes spirit of teamwork and respect with other areas of the firm
Performs other duties as assigned
Participates in formal education/training to enhance areas of expertise, technical skills and leadership/management skills
Strives to increase technical skills through personal research/reading
Handles special projects as assigned by Director, Relationship Management
Qualifications:
College degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
Professional designations of CFP, CPWA or CPA preferred
Previous experience creating and updating financial statements
Computer proficiency in Microsoft Outlook, Word and Excel
Must have strong analytical skills; the ability to interpret/analyze data and accurate attention to detail
Must have industry expertise and high level of knowledge in personal financial planning concepts
Must have the ability to read and understand legal documents
Must have a professional demeanor with the utmost respect for confidential matters
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be able to work independently and in a team environment
Must have strong work ethic with a positive attitude
Must be detail oriented with excellent organizational skills
Must have ability to multi task
Must have ability to work in fast paced environment
Must be a self-starter and results oriented
Working Conditions:
Limited travel as business needs necessitate
Long periods of sitting, utilizing a computer
Working onsite five days
#J-18808-Ljbffr