Oxford Financial Group is seeking Managing Directors in our Minneapolis market. Successful candidates will work with high net worth individuals and families, by providing financial planning services and investment strategy and implementation. This individual manages existing client relationships, participates in new business development activities and formulates and implements investment and financial planning advice.

Duties and 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 Managing Directors in lead
• Actively listens 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 clients 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

Grows the Oxford client base through strong Practice Management activities

• 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
• Makes joint calls with Oxford personnel

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 fast paced environment

Working Conditions:

• Travel as business needs necessitate - approximately 35-50%

Oxford Financial Group, Ltd. is the premier multi-family office in the Midwest. Oxford was named the #5 Largest Multi-Family Office in the World by Caproasia in 2020. Oxford was named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA in 2020 (based upon assets under management).*

One of the largest independent RIA firms in the country with oversight of approximately $27.96 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 significant families and prodigious institutional clients in 37 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 40 years.

The Caproasia list of top 10 largest multi-family offices in the world is based on assets as reported in the Form ADV as of December 31, 2019. This list excludes multi-family offices that are operated within banking groups or a subsidiary of banking groups. The Financial Planning magazine lists of the 2020 Top 15 Firms and the 2013-2017 Top 150 RIA Firms are based on assets under management as reported in the Form ADV. The lists contain independent fee-only planning firms. Broker-dealers, insurance company affiliations and firms with substantial outside ownership stakes held by private equity firms and some outside investors are excluded. The lists do not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included. The rating may not be representative of a client's experience and is not indicative of future performance. Oxford did not pay a fee for inclusion in the rankings, but may purchase reprints.
*As of 10.1.20
**As of 12.31.19