Director, Practice Management

Oxford Financial GRP; Grand Rapids (MI); On-site; USD 180,000 - 260,000; Full time

Job summary

Oxford Financial Group, Ltd. seeks a Director of Practice Management to support the CDO and Managing Directors by improving workflows, policy adoption and client service consistency across practices.

The role acts as an implementation partner, delivering practical tools, monitoring adoption, and coordinating with operations, compliance, technology and HR to enable MDs to focus on clients and business development, with travel up to 25%.

Qualifications

• Bachelor’s degree in Business, Finance or related field (advanced degree preferred).
• Minimum 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 with the ability to work effectively with senior leaders.
• Highly organized, detail-oriented and capable of managing multiple priorities across practices.
• Comfort operating in a fast-paced, evolving environment.
• Willing to travel up to 25%.

Responsibilities

• Help 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 to prevent future friction.
• Partner with Managing Directors to evaluate practice workflows and operational processes with a focus on efficiency, scalability and consistency.
• Develop and implement practical tools and resources that simplify day-to-day practice management and client service delivery.
• Help Managing Directors prioritize initiatives and manage competing demands within their practices.
• Support the rollout of firm policies, procedures, and new technologies by monitoring adoption and identifying gaps or obstacles within individual practices.
• Act as a liaison between Managing Directors and internal teams (operations, compliance, technology, HR) to ensure clear communication and smooth implementation.
• Provide targeted training and guidance related to client service standards, operational efficiency, technology usage and practice management expectations.
• Track adoption metrics and provide feedback to leadership on effectiveness, compliance and opportunities for refinement.
• Analyze existing practice-level processes and recommend enhancements to improve productivity, risk management, and the client experience.
• Ensure Managing Directors and their teams are consistently applying firm policies, service models, and technology tools as intended.
• Identify best practices across the firm and help standardize where appropriate while respecting individual practice needs.
• Leadership & Collaboration: Act as an extension of the Chief Development Officer in executing practice management and firm-wide operational initiatives.
• Build strong working relationships with Managing Directors based on trust, responsiveness and practical value.
• Contribute to firm initiatives focused on improving client service, operational consistency, practice effectiveness and client retention.

Skills

Communication

Problem-solving

Organizational skills

Travel flexibility

Client service awareness

Education

Bachelor's degree in Business, Finance or related field

Advanced degree preferred

Job description

POSITION SUMMARY

The Director, Practice Management will support the Chief Development Officer (CDO) and Oxford’s Managing Directors by serving as a central resource for practice management implementation, practice efficiency and consistent execution of firm initiatives. The role is focused on helping Managing Directors operate more effectively by improving workflows, monitoring adoption of firm policies and technologies and ensuring a high, consistent standard of client service across practices. This individual will act as a practical problem-solver and implementation partner, reducing friction for Managing Directors and enabling them to focus on their clients and business development responsibilities.

DUTIES & RESPONSIBILITIES

Practice Management Support

• Help 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 to prevent future friction.

Practice Management & Efficiency

• Partner with Managing Directors to evaluate practice workflows and operational processes with a focus on efficiency, scalability and consistency.
• Develop and implement practical tools and resources that simplify day-to-day practice management and client service delivery.
• Help Managing Directors prioritize initiatives and manage competing demands within their practices.

Policy, Process & Technology Adoption

• Support the rollout of firm policies, procedures, and new technologies by monitoring adoption and identifying gaps or obstacles within individual practices.
• Act as a liaison between Managing Directors and internal teams (operations, compliance, technology, HR) to ensure clear communication and smooth implementation.
• Provide targeted training and guidance related to client service standards, operational efficiency, technology usage and practice management expectations.
• Track adoption metrics and provide feedback to leadership on effectiveness, compliance and opportunities for refinement.

Operational Execution & Continuous Improvement

• Analyze existing practice-level processes and recommend enhancements to improve productivity, risk management, and the client experience.
• Ensure Managing Directors and their teams are consistently applying firm policies, service models, and technology tools as intended.
• Identify best practices across the firm and help standardize where appropriate while respecting individual practice needs.

Leadership & Collaboration

• Act as an extension of the Chief Development Officer in executing practice management and firm-wide operational initiatives.
• Build strong working relationships with Managing Directors based on trust, responsiveness and practical value.
• Contribute to firm initiatives focused on improving client service, operational consistency, practice effectiveness and client retention.

QUALIFICATIONS

• Bachelor’s degree in Business, Finance or related field (advanced degree preferred).
• Minimum 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 with the ability to work effectively with senior leaders.
• Highly organized, detail-oriented and capable of managing multiple priorities across practices.
• Comfort operating in a fast-paced, evolving environment.
• Willing to travel up to 25%.

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