Oxford Financial Group, Ltd.
  • - Directors
  • Minneapolis, MN, 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:

1, Leads client engagements and delivers effective and appropriate investment advice           

  • Serves as lead relationship manager to client
  • 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 techniques 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

2. Responsible for highly organized business development activities

  • Prepares meeting agendas and reviews meeting files prior to client meeting
  • Returns client phone calls/emails within 24 hours
  • Manages dictation turnaround 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

3. Pursues new client leads locally and in assigned markets

  • 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 Practice Management Manager on new opportunities
  • Makes joint calls with OFG personnel
  • Performs other duties as assigned

Anticipated travel is 6 days per month.

Qualifications:

  • College 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 
Oxford Financial Group, Ltd.
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