Oxford Financial Group is seeking Managing Directors in any of our offices. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.
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 DirectorServes as back-up MD to relationship manager when neededCommunicates with client in a clear and timely mannerListens well to client issues and complaints; follows up appropriatelyMaintains professional credentials and develops individual technical knowledgeProactively communicates, educates and builds consensus about investments appropriate for clients to considerUnderstands client goals/objectives, time frames and risk tolerancesAssists in implementation of techniques with clients and advisorsMeets with clients regularlyUnderstands Oxford’s FOS and TCO offerings and effectively integrates them into solutionsResponsible for highly organized practice management activities
Prepares meeting agendas and reviews meeting files prior to client meetingReturns client phone calls/emails within 24 hoursManages client meeting follow-up letters and oversees delegation within the groupReviews client deliverables for accuracy, timelines and appearanceMasters the Oxford WayEstablishes spirit of teamwork and respect with operational teams within the firmManages and prioritizes workloadEnters time accurately and consistently in TimeTracker systemManages billings with client according to proceduresAttends CIO MD meetings and Joint MD meetings regularlyGrows the Oxford client base through strategic and consistent business development
activities
Performs other duties as assigned
Qualifications:
Bachelor’s or master’s degree in Business or related field and CFA certification preferredMinimum of ten years’ experience in financial services industry with direct client responsibilityMust have a strong working knowledge of investment consulting and high net worth wealth planning techniquesProven track record of consistent business developmentMust have a professional demeanor with the utmost respect for confidential mattersMust be able to work independently and in a team environmentMust have excellent written and verbal communication skills with strong interpersonal skillsMust be detail oriented with excellent organizational skillsMust have ability to multi-taskMust have ability to work in a high stress, fast paced environmentMust have strong work ethic with a positive attitudeWorking Conditions:
Travel as business needs necessitate – approximately 4-6 nights per monthModerate periods of sitting utilizing a computer Read LessOxford Financial Group is seeking Managing Directors in any of our offices. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.
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 DirectorServes as back-up MD to relationship manager when neededCommunicates with client in a clear and timely mannerListens well to client issues and complaints; follows up appropriatelyMaintains professional credentials and develops individual technical knowledgeProactively communicates, educates and builds consensus about investments appropriate for clients to considerUnderstands client goals/objectives, time frames and risk tolerancesAssists in implementation of techniques with clients and advisorsMeets with clients regularlyUnderstands Oxford’s FOS and TCO offerings and effectively integrates them into solutionsResponsible for highly organized practice management activities
Prepares meeting agendas and reviews meeting files prior to client meetingReturns client phone calls/emails within 24 hoursManages client meeting follow-up letters and oversees delegation within the groupReviews client deliverables for accuracy, timelines and appearanceMasters the Oxford WayEstablishes spirit of teamwork and respect with operational teams within the firmManages and prioritizes workloadEnters time accurately and consistently in TimeTracker systemManages billings with client according to proceduresAttends CIO MD meetings and Joint MD meetings regularlyGrows the Oxford client base through strategic and consistent business development
activities
Performs other duties as assigned
Qualifications:
Bachelor’s or master’s degree in Business or related field and CFA certification preferredMinimum of ten years’ experience in financial services industry with direct client responsibilityMust have a strong working knowledge of investment consulting and high net worth wealth planning techniquesProven track record of consistent business developmentMust have a professional demeanor with the utmost respect for confidential mattersMust be able to work independently and in a team environmentMust have excellent written and verbal communication skills with strong interpersonal skillsMust be detail oriented with excellent organizational skillsMust have ability to multi-taskMust have ability to work in a high stress, fast paced environmentMust have strong work ethic with a positive attitudeWorking Conditions:
Travel as business needs necessitate – approximately 4-6 nights per monthModerate periods of sitting utilizing a computer Read LessOxford Financial Group is seeking Managing Directors in any of our offices. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.
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 DirectorServes as back-up MD to relationship manager when neededCommunicates with client in a clear and timely mannerListens well to client issues and complaints; follows up appropriatelyMaintains professional credentials and develops individual technical knowledgeProactively communicates, educates and builds consensus about investments appropriate for clients to considerUnderstands client goals/objectives, time frames and risk tolerancesAssists in implementation of techniques with clients and advisorsMeets with clients regularlyUnderstands Oxford’s FOS and TCO offerings and effectively integrates them into solutionsResponsible for highly organized practice management activities
Prepares meeting agendas and reviews meeting files prior to client meetingReturns client phone calls/emails within 24 hoursManages client meeting follow-up letters and oversees delegation within the groupReviews client deliverables for accuracy, timelines and appearanceMasters the Oxford WayEstablishes spirit of teamwork and respect with operational teams within the firmManages and prioritizes workloadEnters time accurately and consistently in TimeTracker systemManages billings with client according to proceduresAttends CIO MD meetings and Joint MD meetings regularlyGrows the Oxford client base through strategic and consistent business development
activities
Performs other duties as assigned
Qualifications:
Bachelor’s or master’s degree in Business or related field and CFA certification preferredMinimum of ten years’ experience in financial services industry with direct client responsibilityMust have a strong working knowledge of investment consulting and high net worth wealth planning techniquesProven track record of consistent business developmentMust have a professional demeanor with the utmost respect for confidential mattersMust be able to work independently and in a team environmentMust have excellent written and verbal communication skills with strong interpersonal skillsMust be detail oriented with excellent organizational skillsMust have ability to multi-taskMust have ability to work in a high stress, fast paced environmentMust have strong work ethic with a positive attitudeWorking Conditions:
Travel as business needs necessitate – approximately 4-6 nights per monthModerate periods of sitting utilizing a computer Read LessOxford Financial Group is seeking Managing Directors in any of our offices. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.
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 DirectorServes as back-up MD to relationship manager when neededCommunicates with client in a clear and timely mannerListens well to client issues and complaints; follows up appropriatelyMaintains professional credentials and develops individual technical knowledgeProactively communicates, educates and builds consensus about investments appropriate for clients to considerUnderstands client goals/objectives, time frames and risk tolerancesAssists in implementation of techniques with clients and advisorsMeets with clients regularlyUnderstands Oxford’s FOS and TCO offerings and effectively integrates them into solutionsResponsible for highly organized practice management activities
Prepares meeting agendas and reviews meeting files prior to client meetingReturns client phone calls/emails within 24 hoursManages client meeting follow-up letters and oversees delegation within the groupReviews client deliverables for accuracy, timelines and appearanceMasters the Oxford WayEstablishes spirit of teamwork and respect with operational teams within the firmManages and prioritizes workloadEnters time accurately and consistently in TimeTracker systemManages billings with client according to proceduresAttends CIO MD meetings and Joint MD meetings regularlyGrows the Oxford client base through strategic and consistent business development
activities
Performs other duties as assigned
Qualifications:
Bachelor’s or master’s degree in Business or related field and CFA certification preferredMinimum of ten years’ experience in financial services industry with direct client responsibilityMust have a strong working knowledge of investment consulting and high net worth wealth planning techniquesProven track record of consistent business developmentMust have a professional demeanor with the utmost respect for confidential mattersMust be able to work independently and in a team environmentMust have excellent written and verbal communication skills with strong interpersonal skillsMust be detail oriented with excellent organizational skillsMust have ability to multi-taskMust have ability to work in a high stress, fast paced environmentMust have strong work ethic with a positive attitudeWorking Conditions:
Travel as business needs necessitate – approximately 4-6 nights per monthModerate periods of sitting utilizing a computer Read LessOxford Financial Group is seeking Managing Directors in any of our offices. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.
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 DirectorServes as back-up MD to relationship manager when neededCommunicates with client in a clear and timely mannerListens well to client issues and complaints; follows up appropriatelyMaintains professional credentials and develops individual technical knowledgeProactively communicates, educates and builds consensus about investments appropriate for clients to considerUnderstands client goals/objectives, time frames and risk tolerancesAssists in implementation of techniques with clients and advisorsMeets with clients regularlyUnderstands Oxford’s FOS and TCO offerings and effectively integrates them into solutionsResponsible for highly organized practice management activities
Prepares meeting agendas and reviews meeting files prior to client meetingReturns client phone calls/emails within 24 hoursManages client meeting follow-up letters and oversees delegation within the groupReviews client deliverables for accuracy, timelines and appearanceMasters the Oxford WayEstablishes spirit of teamwork and respect with operational teams within the firmManages and prioritizes workloadEnters time accurately and consistently in TimeTracker systemManages billings with client according to proceduresAttends CIO MD meetings and Joint MD meetings regularlyGrows the Oxford client base through strategic and consistent business development
activities
Performs other duties as assigned
Qualifications:
Bachelor’s or master’s degree in Business or related field and CFA certification preferredMinimum of ten years’ experience in financial services industry with direct client responsibilityMust have a strong working knowledge of investment consulting and high net worth wealth planning techniquesProven track record of consistent business developmentMust have a professional demeanor with the utmost respect for confidential mattersMust be able to work independently and in a team environmentMust have excellent written and verbal communication skills with strong interpersonal skillsMust be detail oriented with excellent organizational skillsMust have ability to multi-taskMust have ability to work in a high stress, fast paced environmentMust have strong work ethic with a positive attitudeWorking Conditions:
Travel as business needs necessitate – approximately 4-6 nights per monthModerate periods of sitting utilizing a computer Read LessOxford Financial Group is seeking Managing Directors in any of our offices. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients.
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 DirectorServes as back-up MD to relationship manager when neededCommunicates with client in a clear and timely mannerListens well to client issues and complaints; follows up appropriatelyMaintains professional credentials and develops individual technical knowledgeProactively communicates, educates and builds consensus about investments appropriate for clients to considerUnderstands client goals/objectives, time frames and risk tolerancesAssists in implementation of techniques with clients and advisorsMeets with clients regularlyUnderstands Oxford’s FOS and TCO offerings and effectively integrates them into solutionsResponsible for highly organized practice management activities
Prepares meeting agendas and reviews meeting files prior to client meetingReturns client phone calls/emails within 24 hoursManages client meeting follow-up letters and oversees delegation within the groupReviews client deliverables for accuracy, timelines and appearanceMasters the Oxford WayEstablishes spirit of teamwork and respect with operational teams within the firmManages and prioritizes workloadEnters time accurately and consistently in TimeTracker systemManages billings with client according to proceduresAttends CIO MD meetings and Joint MD meetings regularlyGrows the Oxford client base through strategic and consistent business development
activities
Performs other duties as assigned
Qualifications:
Bachelor’s or master’s degree in Business or related field and CFA certification preferredMinimum of ten years’ experience in financial services industry with direct client responsibilityMust have a strong working knowledge of investment consulting and high net worth wealth planning techniquesProven track record of consistent business developmentMust have a professional demeanor with the utmost respect for confidential mattersMust be able to work independently and in a team environmentMust have excellent written and verbal communication skills with strong interpersonal skillsMust be detail oriented with excellent organizational skillsMust have ability to multi-taskMust have ability to work in a high stress, fast paced environmentMust have strong work ethic with a positive attitudeWorking Conditions:
Travel as business needs necessitate – approximately 4-6 nights per monthModerate periods of sitting utilizing a computer Read LessPOSITION SUMMARY
The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.
DUTIES & RESPONSIBILITIES
Deliver an excellent client experience
Operation within the team’s client service strategy to ensure high standard of serviceRespond professionally and provide timely resolution to client inquiries or concernsTroubleshoot client issues and follow through to resolutionCoordinate efforts across all areas of Oxford, as needed
Prepare client reports and analysis
Maintain client information
Assist in completing and maintaining the Client Profile QuestionnaireMonitor and update the CRM, Salesforce, as appropriateDetermine Portfolio Summary Report template and delivery Review client information on an annual basis to ensure accuracyAssign and coordinate workflow to support client needs
Investment Policy Statement (ISP) and Investment Allocation or Asset Allocation Summary (IAS) Family Office Services (FOS) Estate flow chart and recommendationsPrivate Market Securities (Initial purchases, calls and liquidations)Client-directed trade requestsCash managementDeposits, withdrawals, journals, wires, etc.Coordinates information needed for lines of credit renewals Other Workflow processes as neededSupport Client Onboarding
Own and manage completion of assigned onboarding checklist itemsCoordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessaryCreate a high-quality Oxford experience during the transition from prospect to clientMonitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding itemsAttend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress itemsAdministrative Responsibilities and Professional Development
Complete TimeTracker entries accurately and on timeRead, handle and respond to email and voicemail messagesAttend team and firm meetingsStay current on technical developments and available resourcesMaintain a spirit of teamwork and respect across the firmParticipate in formal education and training to strengthen areas of expertise, technical skills and leadership skillsPerform other duties as assignedQUALIFICATIONS
Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients CFP®, CPWA® or CPA strongly preferredProficiency in Microsoft Outlook, Word and ExcelStrong analytical skills; the ability to interpret and analyze data and accurate attention to detailDemonstrated knowledge of personal financial planning concepts and broader industry expertiseAbility to follow established procedures with accuracy and consistencyAbility to read and interpret legal documentsProfessional demeanor and the highest regard for confidentialityExcellent written and verbal communication skillsAbility to work independently as well as collaboratively in a team environmentStrong work ethic and positive attitudeExcellent organizational skillsAbility to manage multiple priorities in a fast-paced environmentWORKING CONDITIONS
Limited travel as business needs requireExtended period of sitting and working at a computerOnsite position, 100% in office Read LessPOSITION SUMMARY
The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.
DUTIES & RESPONSIBILITIES
Deliver an excellent client experience
Operation within the team’s client service strategy to ensure high standard of serviceRespond professionally and provide timely resolution to client inquiries or concernsTroubleshoot client issues and follow through to resolutionCoordinate efforts across all areas of Oxford, as needed
Prepare client reports and analysis
Maintain client information
Assist in completing and maintaining the Client Profile QuestionnaireMonitor and update the CRM, Salesforce, as appropriateDetermine Portfolio Summary Report template and delivery Review client information on an annual basis to ensure accuracyAssign and coordinate workflow to support client needs
Investment Policy Statement (ISP) and Investment Allocation or Asset Allocation Summary (IAS) Family Office Services (FOS) Estate flow chart and recommendationsPrivate Market Securities (Initial purchases, calls and liquidations)Client-directed trade requestsCash managementDeposits, withdrawals, journals, wires, etc.Coordinates information needed for lines of credit renewals Other Workflow processes as neededSupport Client Onboarding
Own and manage completion of assigned onboarding checklist itemsCoordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessaryCreate a high-quality Oxford experience during the transition from prospect to clientMonitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding itemsAttend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress itemsAdministrative Responsibilities and Professional Development
Complete TimeTracker entries accurately and on timeRead, handle and respond to email and voicemail messagesAttend team and firm meetingsStay current on technical developments and available resourcesMaintain a spirit of teamwork and respect across the firmParticipate in formal education and training to strengthen areas of expertise, technical skills and leadership skillsPerform other duties as assignedQUALIFICATIONS
Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients CFP®, CPWA® or CPA strongly preferredProficiency in Microsoft Outlook, Word and ExcelStrong analytical skills; the ability to interpret and analyze data and accurate attention to detailDemonstrated knowledge of personal financial planning concepts and broader industry expertiseAbility to follow established procedures with accuracy and consistencyAbility to read and interpret legal documentsProfessional demeanor and the highest regard for confidentialityExcellent written and verbal communication skillsAbility to work independently as well as collaboratively in a team environmentStrong work ethic and positive attitudeExcellent organizational skillsAbility to manage multiple priorities in a fast-paced environmentWORKING CONDITIONS
Limited travel as business needs requireExtended period of sitting and working at a computerOnsite position, 100% in office Read LessPOSITION SUMMARY
The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.
DUTIES & RESPONSIBILITIES
Deliver an excellent client experience
Operation within the team’s client service strategy to ensure high standard of serviceRespond professionally and provide timely resolution to client inquiries or concernsTroubleshoot client issues and follow through to resolutionCoordinate efforts across all areas of Oxford, as needed
Prepare client reports and analysis
Maintain client information
Assist in completing and maintaining the Client Profile QuestionnaireMonitor and update the CRM, Salesforce, as appropriateDetermine Portfolio Summary Report template and delivery Review client information on an annual basis to ensure accuracyAssign and coordinate workflow to support client needs
Investment Policy Statement (ISP) and Investment Allocation or Asset Allocation Summary (IAS) Family Office Services (FOS) Estate flow chart and recommendationsPrivate Market Securities (Initial purchases, calls and liquidations)Client-directed trade requestsCash managementDeposits, withdrawals, journals, wires, etc.Coordinates information needed for lines of credit renewals Other Workflow processes as neededSupport Client Onboarding
Own and manage completion of assigned onboarding checklist itemsCoordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessaryCreate a high-quality Oxford experience during the transition from prospect to clientMonitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding itemsAttend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress itemsAdministrative Responsibilities and Professional Development
Complete TimeTracker entries accurately and on timeRead, handle and respond to email and voicemail messagesAttend team and firm meetingsStay current on technical developments and available resourcesMaintain a spirit of teamwork and respect across the firmParticipate in formal education and training to strengthen areas of expertise, technical skills and leadership skillsPerform other duties as assignedQUALIFICATIONS
Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients CFP®, CPWA® or CPA strongly preferredProficiency in Microsoft Outlook, Word and ExcelStrong analytical skills; the ability to interpret and analyze data and accurate attention to detailDemonstrated knowledge of personal financial planning concepts and broader industry expertiseAbility to follow established procedures with accuracy and consistencyAbility to read and interpret legal documentsProfessional demeanor and the highest regard for confidentialityExcellent written and verbal communication skillsAbility to work independently as well as collaboratively in a team environmentStrong work ethic and positive attitudeExcellent organizational skillsAbility to manage multiple priorities in a fast-paced environmentWORKING CONDITIONS
Limited travel as business needs requireExtended period of sitting and working at a computerOnsite position, 100% in office Read LessPOSITION SUMMARY
The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.
DUTIES & RESPONSIBILITIES
Deliver an excellent client experience
Operation within the team’s client service strategy to ensure high standard of serviceRespond professionally and provide timely resolution to client inquiries or concernsTroubleshoot client issues and follow through to resolutionCoordinate efforts across all areas of Oxford, as needed
Prepare client reports and analysis
Maintain client information
Assist in completing and maintaining the Client Profile QuestionnaireMonitor and update the CRM, Salesforce, as appropriateDetermine Portfolio Summary Report template and delivery Review client information on an annual basis to ensure accuracyAssign and coordinate workflow to support client needs
Investment Policy Statement (ISP) and Investment Allocation or Asset Allocation Summary (IAS) Family Office Services (FOS) Estate flow chart and recommendationsPrivate Market Securities (Initial purchases, calls and liquidations)Client-directed trade requestsCash managementDeposits, withdrawals, journals, wires, etc.Coordinates information needed for lines of credit renewals Other Workflow processes as neededSupport Client Onboarding
Own and manage completion of assigned onboarding checklist itemsCoordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessaryCreate a high-quality Oxford experience during the transition from prospect to clientMonitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding itemsAttend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress itemsAdministrative Responsibilities and Professional Development
Complete TimeTracker entries accurately and on timeRead, handle and respond to email and voicemail messagesAttend team and firm meetingsStay current on technical developments and available resourcesMaintain a spirit of teamwork and respect across the firmParticipate in formal education and training to strengthen areas of expertise, technical skills and leadership skillsPerform other duties as assignedQUALIFICATIONS
Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients CFP®, CPWA® or CPA strongly preferredProficiency in Microsoft Outlook, Word and ExcelStrong analytical skills; the ability to interpret and analyze data and accurate attention to detailDemonstrated knowledge of personal financial planning concepts and broader industry expertiseAbility to follow established procedures with accuracy and consistencyAbility to read and interpret legal documentsProfessional demeanor and the highest regard for confidentialityExcellent written and verbal communication skillsAbility to work independently as well as collaboratively in a team environmentStrong work ethic and positive attitudeExcellent organizational skillsAbility to manage multiple priorities in a fast-paced environmentWORKING CONDITIONS
Limited travel as business needs requireExtended period of sitting and working at a computerOnsite position, 100% in office Read Less