Director, Practice Management

Oxford Financial Advisors • Atlanta, GA

6d

About The Position

The Director, Practice Management supports the Chief Development Officer (CDO) and Oxford’s Managing Directors as a central resource for practice management implementation, practice efficiency, and consistent execution of firm initiatives. The role helps Managing Directors operate more effectively by improving workflows, monitoring adoption of firm policies and technologies, and supporting a consistent standard of client service across practices. The Director serves as a practical problem-solver and implementation partner, reducing friction for Managing Directors so they can focus on clients and business development.

The position partners with Managing Directors to assess and improve practice workflows, develop practical tools and resources, prioritize initiatives, and support the adoption of firm policies, procedures, and technologies. It coordinates with internal teams, provides targeted training and guidance, tracks adoption metrics, analyzes practice-level processes, and shares recommendations and feedback with leadership. The Director also acts as an extension of the CDO in firm-wide initiatives and helps identify and standardize effective practices while respecting individual practice needs.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• At least 10 years of relevant experience in wealth management, financial services, consulting, or professional services.
• Demonstrated experience in practice management, operations, client service, or internal consulting roles supporting senior professionals.
• Strong understanding of client service models, operational workflows, and practice management within a client-facing financial organization.
• Excellent communication and problem-solving skills, including the ability to work effectively with senior leaders.
• Highly organized and detail-oriented, with the ability to manage multiple priorities across practices.
• Comfort operating in a fast-paced, evolving environment.
• Willingness to travel up to 25%.

Nice To Haves

• Advanced degree preferred.

Responsibilities

• Assess the nature, urgency, and root cause of client-related challenges and coordinate with internal teams to drive timely resolution.
• Identify recurring practice management issues and recommend process or policy improvements.
• Partner with Managing Directors to evaluate workflows and operational processes for efficiency, scalability, and consistency.
• Develop and implement tools and resources to simplify practice management and client service delivery.
• Help Managing Directors prioritize initiatives and manage competing demands within their practices.
• Support rollout of firm policies, procedures, and technologies by monitoring adoption and identifying gaps or obstacles.
• Liaise between Managing Directors and internal operations, compliance, technology, and HR teams to support communication and implementation.
• Provide targeted training and guidance on client service standards, operational efficiency, technology usage, and practice management expectations.
• Track adoption metrics and provide leadership with feedback on effectiveness, compliance, and opportunities for refinement.
• Analyze practice-level processes and recommend enhancements to productivity, risk management, and client experience.
• Ensure Managing Directors and their teams consistently apply firm policies, service models, and technology tools as intended.
• Identify best practices across the firm and help standardize them where appropriate while respecting individual practice needs.
• Act as an extension of the Chief Development Officer in executing practice management and firm-wide operational initiatives.
• Build trusted, responsive, and value-focused working relationships with Managing Directors.
• Contribute to firm initiatives to improve client service, operational consistency, practice effectiveness, and client retention.

What This Job Offers

• Job Type: Full-time
• Career Level: Director