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Associate Managing Director information

What are the key skills and qualifications needed to thrive as an associate managing director, and why are they important?

To thrive as an Associate Managing Director, you typically need strong leadership abilities, strategic planning skills, and a background in business administration or a related field, often supported by an advanced degree such as an MBA. Familiarity with financial management systems, project management tools, and relevant industry software is usually required. Exceptional communication, decision-making, and team-building skills help you motivate teams and drive organizational success. These competencies are crucial for effectively overseeing operations, achieving business goals, and fostering a high-performance culture.

What is the difference between Associate Managing Director vs Senior Director?

AspectAssociate Managing DirectorSenior Director
Required CredentialsTypically requires advanced degrees (MBA, Master's) and industry experienceSimilar credentials, often with more extensive leadership experience
Work EnvironmentHigh-level strategic roles within organizations, often in finance, consulting, or corporate sectorsSenior leadership roles overseeing departments or divisions
Employer & Industry UsageCommon in finance, consulting, and corporate sectorsPrevalent in similar industries, often as a step before Vice President

The Associate Managing Director and Senior Director roles share similar credentials and work environments, with the main difference being the level of seniority and scope of responsibilities. The Associate Managing Director often focuses on strategic initiatives with a broader organizational impact, while the Senior Director typically manages specific departments or functions. Both positions are key leadership roles within their industries.

What is an associate managing director?

An Associate Managing Director is a senior leadership position within an organization, typically responsible for assisting the Managing Director in overseeing daily operations, strategic planning, and team management. They help implement company policies, coordinate between departments, and support the organization’s long-term goals. This role often serves as a bridge between upper management and other teams, ensuring that objectives are met efficiently. Associate Managing Directors may also take on specific projects or business initiatives and are often prepared to step into the Managing Director role if needed.

What are some common challenges faced by associate managing directors, and how can they be addressed?

Associate Managing Directors often navigate the challenge of balancing strategic oversight with day-to-day operational management. They must ensure alignment across multiple departments while meeting performance targets and supporting their teams. Effective communication, delegation, and prioritization skills are essential to manage diverse responsibilities and stakeholder expectations. Building strong relationships with both senior leaders and direct reports can help address these challenges and foster a collaborative work environment.

What are the most commonly searched types of Managing Director jobs in Chicago, IL?

The most popular types of Managing Director jobs in Chicago, IL are:

What are popular job titles related to Associate Managing Director jobs in Chicago, IL?

For Associate Managing Director jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Associate Managing Director jobs in Chicago, IL look for?

The top searched job categories for Associate Managing Director jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Associate Managing Director jobs?

Cities near Chicago, IL with the most Associate Managing Director job openings:

Associate Managing Director jobs near you
Infographic showing various Associate Managing Director job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

Managing Director & Family Office Fellow

Oxford Financial GRP

Chicago, IL • On-site

Full-time

Re-posted 19 days ago

Job description

POSITION SUMMARY

As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.

DUTIES AND RESPONSIBILITIES:

Produces and performs review of complex client estate and wealth planning deliverables

  • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
  • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
  • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
  • Reviews, analyzes and summarizes sophisticated estate planning documents.
  • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
  • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
  • Anticipates client questions.

Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings

  • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
  • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
  • Participates in client/prospect/advisor meetings as needed.
  • Participates in feedback/debrief meetings and takes a active approach to continuous improvement.

Serves as a technical resource for and to the firm

  • Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
  • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
  • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
  • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
  • Reviews or creates and maintains estate planning related technical education summaries and materials.
  • Provides subject matter expertise and training opportunities to internal associates.

Performs other duties as assigned

QUALIFICATIONS

  • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
  • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
  • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
  • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
  • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
  • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
  • Must have ability to explain complex estate planning strategies in a client friendly manner.
  • 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 fast paced environment.
  • Must have strong work ethic with a positive attitude.

WORKING CONDITIONS

  • Limited travel as business needs necessitates
  • Long periods of sitting utilizing a computer
  • 100% onsite