Senior MD, CIO — Wealth Management & Client Growth

Oxford Financial Group, Ltd.; Florida; Hybrid; USD 250.000 - 420.000; Vollzeit

Zusammenfassung

Oxford Financial Group, Ltd. is seeking a Managing Director – CIO in Florida to lead client engagements, deliver investment advice, and drive business development for the Oxford CIO practice.

The role emphasizes relationship management, strategic oversight of client goals, and collaboration with operations and advisory teams to integrate Oxford's offerings. Travel and leadership responsibilities are inherent to the position.

Qualifikationen

• Bachelor's or master's degree in Business or related field; CFA certification preferred.
• Ten years' experience in financial services with direct client responsibility.
• Strong working knowledge of investment consulting and high net worth wealth planning techniques.
• Proven track record of consistent business development.
• Professional demeanor with respect for confidentiality.
• Ability to work independently and in a team environment.
• Excellent written and verbal communication skills with strong interpersonal skills.
• Detail oriented with excellent organizational skills; multi-tasking ability.
• Ability to work in a high stress, fast paced environment.
• Strong work ethic with a positive attitude.

Aufgaben

• Leads client engagements and delivers effective and appropriate investment advice.
• Serves as lead relationship manager to clients or 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 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.
• 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.

Kenntnisse

Excellent written and verbal written &

Strong interpersonal skills

Detail oriented

Excellent organizational skills

Ability to multi-task

Ability to work in high stress, fast‑p

Team collaboration

Ausbildung

Bachelor's or master's degree in Business or related field

CFA certification preferred

Jobbeschreibung

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Managing Director - CIO

Full Time Florida, Palm Beach, FL, US

30+ days ago Requisition ID: 1038

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 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

Qualifications:

• 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

Working Conditions:

• Travel as business needs necessitate – approximately 4-6 nights per month
• Moderate periods of sitting utilizing a computer