What are the responsibilities and job description for the Managing Director (CIO) position at Oxford Financial Group, Ltd.?
Oxford Financial Group is seeking Managing Directors in our Indianapolis market. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.
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Duties & Responsibilities :
Leads client engagements and delivers effective and appropriate investment advice.
Serves as lead relationship manager to clients or as a co-lead relationship manager for clients with another Managing Director
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 investments 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
Responsible for highly organized practice managementactivities
Prepares meeting agendas and reviews meeting files prior to client meeting
Returns client phone calls / emails within 24 hours
Manages client meeting follow-up letters 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
Grows the Oxford client base through strategic and consistent business development
activities
Pursues new client leads locally and in assigned markets
Executes Oxford’s formal practice development strategy and process
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 the Chief Practice Development Officer on new opportunities
Makes joint calls with OFG personnel
Performs other duties as assigned
Qualifications :
Bachelor’s or master’s 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
Working Conditions :
Travel as business needs necessitate – approximately 4-6 nights per month
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