Client Portfolio Manager
SCS FinancialBoston, Massachusetts, United States
Posted September 4, 2025
225000 - 325000 USD year
Full Time
About the Company
SCS Financial is a wealth and investment management firm specializing in ultra-high-net-worth individuals, families, and institutions. We offer personalized, fee-only advisory services with an integrated and customized plan for each client's objectives. As part of Focus Financial Partners, SCS Financial emphasizes integrity, transparency, and a client-first approach, supported by a team of experienced professionals in a collaborative environment.
Job Description
SCS is seeking a full-time Client Portfolio Manager (CPM) to join its Investment Team. This role focuses on providing client-facing support, offering investment advice, and building relationships with client-directed managers in institutions. The CPM will collaborate with various teams, ensuring transparency and alignment within SCS standards.
Requirements
- Design, implement, and oversee custom client portfolios in collaboration with the IG.
- Monitor performance, exposures, and positioning to ensure alignment with client objectives.
- Provide ongoing analysis and recommendations to support client portfolios.
- Partner with PCG Managing Directors on complex client relationships.
- Build comprehensive knowledge of client-directed managers and portfolio positioning.
- Represent SCS in client-facing portfolio and market update meetings.
- Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.
Benefits
- Comprehensive benefits package