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
