Top 10 Managing director Jobs in Grand Rapids, Mi

Managing Director - CIO
Oxford Financial GRP —Grand Rapids, MI
- Full-time
- Office
- Master's degree
- Bachelor's degree
Quick Apply
Project Management Director (Commercial)
Aspen Surgical —Caledonia, MI
- Full-time
- Surgery
- Bachelor's degree
- Organizational skills
Managing Editor - Zonderkidz and Celebrate
HarperCollins Publishers —Grand Rapids, MI
- Email
- Writing skills
- Office
- 3 years
1d
Managing Director & Oxford Investment Fellow
Oxford Financial GRP —Grand Rapids, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Managing Client Advisor
Acrisure Great Lakes Partners Insurance Services, LLC —Grand Rapids, MI
- Full-time
- Customer service
- 8 years
- Bachelor's degree
- Commuter assistance
- Paid parental leave
3d
Managing Editor - Zonderkidz and Celebrate
News Corp —Grand Rapids, MI
- Email
- Writing skills
- Office
- 3 years
2d
Bagger Dave's Assistant Managing Partner
Bagger Dave's Burger Tavern —Grand Rapids, MI
- Full-time
- Sales
- ServSafe
- Computer literacy
Quick Apply
Federal Tax Managing Director, Lead Tax Services
Crowe —Grand Rapids, MI
- $173,200 - $365,300 a year
- Full-time
- Hybrid work
- CPA
- Sales
- Research
Quick Apply
2d
Experienced Managing Consultant Construction Claims and Dispute Resolution
Merge Associates —United States
- $120,000 - $300,000 a year
- Full-time
- Remote
- Background check
- Engineering
- 11+ years
- Health savings account
- Paid holidays
Quick Apply

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Managing Director
WealthBridge Financial Group —New Albany, OH
WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. FINRA Series 6/7 and 63/66 licenses preferred (sponsorship…
$150,000 - $225,000 a year
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Director or Managing Director of Finance
KIPP Columbus —Columbus, OH
Bachelor's degree in Accounting, Finance, Business Administration, or a related field required. CPA, MBA, or Master's degree in a related field preferred.
Quick Apply

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managing director jobs near grand rapids, mi

Managing Director - CIO

Oxford Financial GRP
Grand Rapids, MI

Quick Apply

Job Details

Full-time

Qualifications

Business development management
Confidential information handling
Business development within consulting
Portfolio management advisory services
Investment client management
Business development within finance
Financial services
Customer complaint resolution

Full Job Description

Oxford Financial Group is seeking Managing Directors in any of our offices. 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

Quick Apply

Refine Your Search

managing director jobs in grand rapids, mi

Managing Director - CIO

Project Management Director (Commercial)

Managing Editor - Zonderkidz and Celebrate

Managing Director & Oxford Investment Fellow

Managing Client Advisor

Managing Editor - Zonderkidz and Celebrate

Bagger Dave's Assistant Managing Partner

Federal Tax Managing Director, Lead Tax Services

Experienced Managing Consultant Construction Claims and Dispute Resolution

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