Managing Director (CIO)

Oxford Financial Group•Carmel, IN

About The Position

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. 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 management activities 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 Oxford Financial Group, Ltd.™ Oxford Financial Group, Ltd. is the premier multi-family office in the Midwest. Oxford was ranked in the Financial Advisor 2022 RIA Ranking, the Investment News 2022 Top Fee-Only RIAs list and the Caproasia list of 2020 Top 10 Largest Multi-Family Offices in the World. Oxford is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management). Oxford has 20 Managing Directors in seven market offices who serve over 700 family and institutional clients in 35 states. As of 12.31.2021 As of 3.15.2023 Read the disclaimers OFG-2303-10 Oxford Financial Group, Ltd. is an E-Verify employer.

Requirements

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

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 management activities
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