Vice President, Private Client Group

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. Scs puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi‑asset class portfolio management including private investments, and a powerful technology platform.

Scs manages over $42 billion in assets and is headquartered in boston with additional offices in atlanta, charlotte, dallas, lexington, los angeles, nashville, new york, portsmouth, providence, tampa, and west palm beach.

scs is seeking a vice president (“vp”) to join the boston, ma or portsmouth, nh office. As part of a client relationship team dedicated to serving the financial and investment needs of clients, the vp will work with the team to ensure that scs clients continue to receive a world‑class experience. We are seeking candidates who are well organized, energetic, and team‑oriented.

The right candidate is a self‑starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.

• 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

• minimum of a bachelor’s degree; cfp or cfa designation highly preferred
• 5-7 years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment
• fluency in planning and/or investment topics
• proficient in microsoft word, excel, power point and outlook applications
• excellent organizational, prioritization, and time management skills
• analytical with a strong attention to detail; problem solve effectively
• high energy and highly self‑motivated with the ability to thrive in an entrepreneurial environment
• strong written and oral communication skills
• willingness to travel on occasion for client meetings

the annualized base pay range for this role is expected to be between $140,000 - $160,000. 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 a meaningful annual cash opportunity and a comprehensive benefits package.

for california applicants: information on your california privacy rights can be found here

for indiana applicants: it is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the united states, a member of the indiana national guard or a member of a reserve component.

for maryland applicants: i understand that under maryland law, an employer may not require or demand, as a condition of employment, prospective employment or continued employment, that any individual submit to or take a polygrap or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100.

for massachusetts applicants: it is unlawful in massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who…