Managing Director (FOS)

The Managing Director provides financial services to ultra-high-net-worth (UHNW) 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 & 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 MD’s in lead
• Actively listens and responds 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 client 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

Grows the Oxford client base through Practice Management activities with the expectation of originating new business

Performs other duties as assigned

Qualifications :

Working Conditions :

Oxford Financial Group, Ltd. is an E-Verify employer.

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