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Portfolio & Asset Management Wealth Management Financial Advisor / Consultant

Senior Client Portfolio Strategist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: SCS Financial
Full Time position
Listed on 2026-04-30
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 225000 - 325000 USD Yearly USD 225000.00 325000.00 YEAR
Job Description & How to Apply Below
SCS Financial in Boston, MA is seeking a full-time Client Portfolio Manager to collaborate with the Investment Team. The role involves managing client portfolios and building trusted relationships with ultra-high-net-worth individuals and institutions. Candidates should possess a Bachelor's degree, preferably an MBA, CFA, or CFP, along with 15+ years of relevant experience. The expected salary is between $225,000 and $325,000 annually, reflecting the candidate's experience and skill set, with additional cash bonuses and benefits included.
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Position Requirements
10+ Years work experience
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