Firm Description
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.
Position Summary
SCS is seeking a Business Analyst, Private Client Group and Sales Enablement (“VP”) to join the Boston, MA office. The Business Analyst will play a central role supporting the management of the Private Client Group (PCG) and the Marketing & Sales Strategy team. This role supports the operational, analytical, and strategic functions that allow advisors and client teams to deliver an exceptional client experience, ensure service model consistency, optimize resource planning, and accelerate advisor growth and business development effectiveness. The Business Analyst will partner closely with the National Head of Wealth Management, PCG leadership, the Head of Marketing & Sales Strategy, cross-functional teams, and advisors.
The ideal candidate brings strong analytical rigor, exceptional project and stakeholder management skills, and a proactive, solutions-oriented approach to improving workflows, data infrastructure, advisor adoption of processes, and the overall effectiveness of both the PCG and the firm’s marketing and sales engine.
Primary Responsibilities
Data-Driven Management of the Private Client Group
- Develop data-driven insights that help PCG leadership make decisions on resource allocation, advisor workload balancing, and advisor development priorities.
- Support PCG leadership in the rollout and adoption of standardized service models and workflows across the PCG.
- Help document, update, and socialize policy and procedure changes, including processes for new services (e.g., bill pay) and specific client segments.
- Support the ongoing refinement and application of the firm’s advisor capacity planning framework.
- Drive improvements across workflows, reporting, and technology utilization.
- Maintain and enhance the PCG dashboard, including KPIs covering advisor productivity, pipeline health, service delivery, capacity utilization, and operational risk.
- Assist in administering and organizing all advisor training and development programs.
- Help manage various PCG meetings, including agenda organization, material preparation, and tracking of follow-ups.
Sales Enablement Initiatives
- Partner with the Head of Marketing & Sales Strategy to support business development initiatives, including tracking, ROI, and CRM usage, across the firm.
- Support CRM usage and adoption across the PCG to ensure data integrity, compliance, and proper documentation of activities.
- Manage pipeline reporting and prepare materials for bi‑monthly BD meetings.
- Track and support key lead generation programs (FIP, SAN, solicitors), ensuring conversion metrics and advisor follow up timelines are well managed.
Cross-Departmental Collaboration
- Work with O&A, Finance, HR, and other functions to support PCG initiatives and ensure strong cross-functional alignment.
- Support change management and communication efforts to ensure smooth rollout of new tools, processes, or service models.
Qualifications
- 5+ years of experience in wealth management, financial services, consulting, or a related analytical or operational role.
- Strong analytical abilities with proven experience building KPIs, dashboards, and management ready reporting.
- Experience with CRM systems (Salesforce preferred), marketing automation tools, and wealth management systems (Addepar, Seismic) is a plus.
- Demonstrated ability to work cross functionally and influence without authority.
- Exceptional project management skills and comfort managing multiple workstreams simultaneously.
- Strong proficiency in Microsoft Word, Excel, and PowerPoint
- Strong written and verbal communication skills; able to translate complex information into clear, actionable insights.
- High level of professionalism, discretion, and judgment.
- Self starter mindset with the ability to operate autonomously while maintaining strong alignment with leadership.
The annualized base pay range for this role is expected to be between $120,000 - $135,000. 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.
#LI-JS1
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.
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 violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Top Skills
SCS Financial Boston, Massachusetts, USA Office
888 Boylston Street, Suite 1010, Boston, MA, United States, 02199
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