Private Client Group Intern; Summer

job description summary

program dates: june 8 – august 13, 2027 (10 weeks)

scs, focus partners family office and ocio is seeking interested students for its private client group (pcg) summer internship. This internship will provide students with the opportunity to learn and participate in all facets of the asset management industry, working directly with our advisors to help support our clients.

as a part of a client relationship team dedicated to serving the financial and investment needs of clients, the client advisor interns will work with private client teams and support functional areas across the firm to help deliver sustained superior client service to the families that we work with.

the focus internship program combines meaningful work experience with onboarding and training, mentorship, executive speaker sessions, firmwide networking, social and community engagement opportunities, formal performance feedback, and priority consideration for a full-time client advisor role based on performance and business needs.

focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

• assisting senior team members to implement and maintain clients’ investment and strategic plans
• coordinating the account opening and administration of client portfolios
• preparing client meeting presentations
• preparing/reviewing/confirming trading and other investment activity
• monitoring portfolios against asset allocation targets
• working on ad-hoc projects
• coordinating with accountants and estate attorneys
• assisting with real-time client inquiries and requests as they arrive

interns will also have opportunities to shadow senior members of the private client group throughout the summer and listen-in on external conversations including calls and meetings with accountants, attorneys, and business managers. The internship will include educational sessions throughout the summer with the senior leadership team, a chance to receive informal mentoring and insight from leaders in wealth management.

the base pay for this role is expected to be $25/hr actual base pay may 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.

this position is a non-exempt position.

• currently pursuing a bachelor’s or master’s degree in finance, economics, business, or a related field.
• expected graduation date between december 2027 and spring 2028.
• preferred gpa of 3.5+.
• aptitude for learning deep intellectual concepts.
• excellent verbal and written communication skills.
• strong attention to detail and ability to follow through on projects effectively.
• proficiency in ms office (outlook, power point, excel, onenote, teams, sharepoint).
• ability to work and commute out of scs’s boston office.
• team oriented mindset and propensity for partnership and collaboration.
• candidates must have permanent authorization to work in the u.s.
• ability to complete required assessments and a digital video interview as part of the application process.

scs, focus partners family office and ocio 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…