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Relationship Manager - Financial

Company: Oxford Financial Group, Ltd.
Location: Grand Rapids
Posted on: January 15, 2022

Job Description:

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 $26.7 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 39 years. For additional information, call 800.722.2289 or visit www.ofgltd.com.

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

On behalf of the financial client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client.

Duties and Responsibilities:
Client Service
Creates an excellent client experience
Takes client calls and handles client inquiries
Troubleshoots client issues and directs effort to conclusion
Coordinates the efforts between all areas throughout Oxford
Is available to attend prospect, client or advisor meetings
Prepare reports and analysis for clients
Partners with technical teams on needed reports and analysis
Gathers and shares required data/information with Technical and operational teams
Coordinates timely and efficient completion of reports and analysis
Client information management
Assist in completing and maintaining the Client Profile Questionnaire
Monitors and updates Salesforce as appropriate
Determine PSR template and delivery
Review client information on an annual basis to ensure accuracy
Assigns workflow as needed to fulfill client needs
IPS and IAS
FOS Estate flow chart and recommendations
Private Market Securities (Initial purchases, calls and liquidations)
Client Directed trade requests
Cash Management
Deposits, withdrawals, journals, wires, etc.
Coordinates information needed for lines of credit renewals
Other Workflow processes as needed
Client Onboarding
Owns and manages the completion of assigned onboarding checklist items
Coordinates client deliverables as needed as part of the agreed upon relationship with the client, obtaining signatures when necessary
Creates an Oxford quality experience in the transition from a prospect to a client
Monitors the progress of account transfers, asset location and cost basis reconciliation, among other on-boarding information
Attends ACE meeting with new client/MD and confirm status of all items completed or in process

Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
Completes TimeTracker entries timely and accurately
Reads, handles and responds to email and voicemail messages
Attends team and firm meetings
Stays current with technical developments and resources
Establishes spirit of teamwork and respect with other areas of the firm
Performs other duties as assigned
Participates in formal education/training to enhance areas of expertise, technical skills and leadership/management skills
Strives to increase technical skills through personal research/reading
Handles special projects as assigned by Director, Relationship Management

Qualifications:
College degree in a related field with five to seven years relevant work experience
Candidate for a professional designation of CFP - or CPA
Computer proficiency in Microsoft Outlook, Word and Excel
Must have strong analytical skills; the ability to interpret/analyze data and accurate attention to detail
Must have industry expertise and high level of knowledge in personal financial planning concepts
Must have the ability to read and understand legal documents
Must have a professional demeanor with the utmost respect for confidential matters
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be able to work independently and in a team environment
Must have strong work ethic with a positive attitude
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 be a self-starter and results oriented

Working Conditions:
Limited travel as business needs necessitate
Long periods of sitting, utilizing a computer
After a training period, associate may work remote one day a week.
Located in Grand Rapids, MI area.

Keywords: Oxford Financial Group, Ltd., Grand Rapids , Relationship Manager - Financial, Accounting, Auditing , Grand Rapids, Michigan

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