Scsfinancial
Client Portfolio Manager
Boston, MA · Full-time
Sponsorship not specified$225k-$325kDetected 62 days ago
Project ManagementBusiness DevelopmentResearchLeadershipCommunicationCollaboration
About the role
- SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team.
- Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams.
- Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.
Responsibilities
- The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices.
- Design, implement, and oversee custom client portfolios in collaboration with the IG.
- Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.
- Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.
- Support business development efforts, including diagnostic reviews and RFP responses.
- Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.
Requirements
- 15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.
- Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
- High degree of professionalism, integrity, and attention to detail.
- Bachelor's degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required.
- Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.
- Exceptional communication skills - able to present complex investment concepts clearly and persuasively to diverse audiences.
- Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.
- Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.
- The annualized base pay range for this role is expected to be between $225,000 -$325,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
- SCS is a fiduciary wealth and investment management firm serving some of the world's most ambitious wealth creators - ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.
- SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS's team is supported by a modern, scalable technology infrastructure that enhances SCS's ability to deliver a seamless, proactive, white‑glove client experience.
- SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.
Nice to have
- Bachelor's degree required
- advanced credentials such as MBA, CFA, or CFP strongly preferred
- series 65 required.
Compensation
- The annualized base pay range for this role is expected to be between $225,000 -$325,000.
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