Executive MD, CIO: Wealth & Client Strategy

Automatic Data Processing, Inc.; Grand Rapids (MI); On-site; USD 200,000 - 350,000; Full time

Job summary

Oxford Financial Group is seeking an accomplished Managing Director for the CIO practice in Florida. The role leads client engagements, delivers investment advice, and acts as lead or co-lead relationship manager for high-net-worth clients.

Expect proactive client service, strategic business development, and active participation in MD meetings. The role requires a decade of financial services experience, CFA preferred, and a track record of building client relationships with strong communication

Qualifications

• Bachelor’s or master’s degree in Business or related field; CFA certification preferred.
• Minimum of ten years’ experience in financial services with direct client responsibility.
• Strong knowledge of investment consulting and high net worth wealth planning techniques.
• Proven track record of consistent business development.
• Must work independently and in a team environment.
• Excellent written and verbal communication and strong interpersonal skills.
• Detail oriented with excellent organizational skills.
• Ability to multi-task in a high-stress, fast-paced environment.

Responsibilities

• Leads client engagements and delivers investment advice.
• Serves as lead or co-lead relationship manager for clients.
• Communicates with clients clearly and timely.
• Maintains professional credentials and develops technical knowledge.
• Develops and grows Oxford’s client base through strategic business development.
• Prepares agendas, reviews files, and manages follow-up with clients.
• Attends CIO MD and Joint MD meetings regularly.

Skills

Relationship management

Communication skills

Teamwork

Business development

Education

Bachelor's or Master’s in Business

CFA certification preferred

Job description

Oxford Financial Group is seeking an accomplished Managing Director for the CIO practice in Florida. The role leads client engagements, delivers investment advice, and acts as lead or co-lead relationship manager for high-net-worth clients.

Expect proactive client service, strategic business development, and active participation in MD meetings. The role requires a decade of financial services experience, CFA preferred, and a track record of building client relationships with strong communication