Managing Director (FOS)

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Managing Director (FOS)
Full Time Carmel, IN, US
30+ days ago Requisition ID: 1024
The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development activities and help formulate and implement investment and financial planning advice.
The ideal candidate will have excellent experience in business development and thrive on building a pipeline as well as growing existing client relationships. Strong communication skills and the ability to be a team player are a must.
Duties & 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

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 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
Qualifications

Bachelor’s degree in Business or related field with CFP strongly preferred and additional professional designations such as CPA, JD, LLM, PFS, etc. helpful
Minimum of ten years’ experience in financial services industry 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

Working Conditions

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

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