Oxford Financial Group, Ltd.
  • - Directors
  • Indianapolis, IN, USA
  • Full Time

Oxford Financial Group, Ltd.™ is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity.  Oxford specializes in serving clients with net worth above $5 million.

Position Summary:

The Managing Director provides financial services to high net worth individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development activities and help formulate and implement investment and financial planning advice. 

The ideal candidate will have excellent experience in business development, and thrive on building a pipeline as well as growing existing client relationships. Strong communication skills and the ability to be a team player are a must.

Duties and Responsibilities: 

Leads client engagements and delivers effective and appropriate advice. Serves as lead relationship manager to clients or as back-up relationship manager when needed. Actively listens to client concerns and needs. Proactively communicates, educates and builds consensus about techniques appropriate for clients to consider, understanding the client's goals/objectives, time frames and risk tolerance. Assists in the implementation of planning techniques with client and advisors. Effectively prepares for quarterly client meetings including development of agendas and action items. Establishes spirit of teamwork and respect with operational teams within the firm.

Responsible for highly organized Practice Management activities. Creates, implements and updates individual Practice Management Plan, participates in practice management meetings and training programs. Works closely with the Director, Practice Management on new opportunities.                

Grows the Oxford client base through intentional Practice Management activities. 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.

Anticipated travel is 6 days per month.

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



This position has been closed and is no longer available.
Oxford Financial Group, Ltd.

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