Managing Director (FOS) ID - 1465

December 14, 2024

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

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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
Effective Practice Management leader
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.

Benefits

401k, Dental Insurance, Life Insurance, Medical Insurance, Vision

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

DISCLAIMER

Other Jobs You May Be Interested In

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

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