Vice President, Private Client Group
SCS FinancialDallas, Texas, United States
Posted February 13, 2026
120000 - 130000 USD
Full Time
About the Company
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions.
Job Description
SCS Financial is seeking a Vice President to join the Dallas, TX office. The ideal candidate is well organized, energetic, and team-oriented with excellent communication skills and attention to detail. They must be able to provide the highest level of client service, professionalism, and confidentiality.
Requirements
- Actively manage and oversee the client’s investment and financial plans
- Prepare client meeting presentations and oversee any manual reporting coordination
- Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
- Participate in client meetings and assist with client inquiries and requests in a timely manner
- Serve as first point of contact for some clients
- Think creatively and strategically about client needs
- Capitalize on experience to drive process and efficiency improvements
- Support new business development activities
Benefits
- Annual cash opportunity
- Comprehensive benefits package
