UHNW Wealth Management Director — Client Growth & Strategy

Automatic Data Processing, Inc.; Carmel (IN); On-site; USD 180,000 - 300,000; Full time

Job summary

Oxford Financial Group, Ltd. in Atlanta, GA, seeks a Managing Director (FOS) to lead engagements for ultra-high-net-worth clients, guiding financial planning and investment strategy with a strong focus on business development and client relationship growth.

You will manage senior client relationships, collaborate with other MDs, and drive strategies across families and their advisors, ensuring high-quality service and adherence to the Oxford approach.

Qualifications

• Bachelor’s degree in Business or related field; CFP strongly preferred
• Minimum of ten years’ experience in financial services leading client engagements
• Proven track record of consistent business development
• Strong working knowledge of financial planning techniques, investments, insurance, income/estate taxes, retirement planning and estate planning techniques
• High integrity is vital on both personal and professional level
• Team player able to work in a collegial and close collaboration environment
• Excellent written and verbal communication skills with strong interpersonal skills
• Detail oriented with excellent organizational skills
• Able to multi-task in a high stress, fast paced environment

Responsibilities

• Leads client engagements and delivers effective and appropriate advice
• Serves as lead relationship manager to clients or as co-lead relationship manager for clients with another Managing Director
• On larger relationships may serve as an additional team member with other MD’s in lead
• Actively listens and responds to client concerns and needs
• Maintains professional credentials and develops individual technical knowledge at the expert level for UHNW clients
• Proactively communicates, educates and builds consensus with clients, their families and advisors about techniques appropriate to consider understanding the family’s goals/objectives, time frames and risk tolerance
• Assists in implementation of planning techniques with client and advisors
• Effectively prepares for quarterly client meetings including development of agendas and action items
• Establishes spirit of teamwork and respect with operational team within the firm
• Prepares meeting agendas and reviews meeting files prior to client meeting
• Returns client phone calls/emails within 24 hours
• Manages client follow-up and oversees delegation within the firm
• Manages and prioritizes workload
• Masters the Oxford Way
• Manages billings with client according to procedures
• Attends firm meetings regularly including the FOS Technical roundtables, MD meetings and Joint MD meetings
• Grows the Oxford client base through Practice Management activities with the expectation of originating new business
• Pursues new client leads locally and in assigned markets
• Communicates Oxford Story to prospects and advisors
• Identifies opportunities for referrals to Oxford
• Develops strong relationships with client advisors
• Creates, implements and updates individual Practice Management Plan. Develops an appropriate direct campaign.
• Participates in Practice Management meetings and training programs
• Works closely with Chief Development Officer and the Value Council on new opportunities
• Makes joint calls with Oxford personnel
• Performs other duties as assigned

Job description

Oxford Financial Group, Ltd. in Atlanta, GA, seeks a Managing Director (FOS) to lead engagements for ultra-high-net-worth clients, guiding financial planning and investment strategy with a strong focus on business development and client relationship growth.

You will manage senior client relationships, collaborate with other MDs, and drive strategies across families and their advisors, ensuring high-quality service and adherence to the Oxford approach.