Director, Practice Management

Job overview

The Director, Practice Management role is onsite in Cincinnati, OH. Compensation is not specified. The director supports the Chief Development Officer and Oxford’s Managing Directors in implementing practice management and firm initiatives across a client-facing financial organization. The role improves practice efficiency and consistent execution by addressing client-related challenges, refining workflows, supporting policy and technology adoption, and providing guidance to Managing Directors. Its purpose is to reduce operational friction and help practices deliver consistent client service while supporting firm-wide goals.

What you'll do

• Assess client-related challenges and coordinate resolution
• identify recurring issues and recommend improvements
• evaluate workflows
• develop tools and resources
• support policy, procedure, and technology adoption
• provide training
• track adoption metrics
• analyze processes
• standardize best practices
• execute firm-wide initiatives with leadership.

What we're looking for

Skills & competencies

director of practice management

cincinnati oh

oxford financial group

practice efficiency

client service

workflow improvement

policy adoption

technology adoption

operational execution

leadership collaboration

travel up to 25%

Work arrangement

• Weekend coverage required

Why this role

Supports Managing Directors and firm-wide practice management initiatives; travel up to 25%.

About the employer

Oxford Financial GRP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.