SCS Financial Benefits Overview

The Client Portfolio Manager will oversee custom client portfolios, manage client relationships, provide investment advice, and collaborate with teams to align client objectives with firm standards, requiring extensive investment knowledge and experience.

The role involves advancing investment analytics through data science, developing scalable workflows, and creating analytical models for investment decisions.

Serve on a client relationship team managing ultra‑high‑net‑worth clients' investment and financial plans. Prepare meeting materials, analyze complex wealth topics, respond to client inquiries, support new business development, and drive process improvements. Participate in client meetings and act as a primary contact for some clients.