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    Managing Director - Chicago, IL, United States - Oxford Financial Group, Ltd.

    Oxford Financial Group, Ltd.
    Oxford Financial Group, Ltd. Chicago, IL, United States

    2 weeks ago

    Default job background
    Description

    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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