Director, Private Client Group

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. 

Role 

SCS is seeking a Director, Client Advisor to join the Portsmouth or Boston office. As part of the client relationship team dedicated to serving the financial and investment needs of clients, this individual will work with clients to provide comprehensive wealth management services. 

The ideal candidate will be a highly accomplished wealth management professional who possesses a track record of working with UHNW individuals, families and family offices as well as endowments and foundations. This person will thoroughly understand the issues, nuances and key topics relevant to this client base and be willing to provide the highest level of client service, professionalism and confidentiality.   

Key responsibilities for the role include: 

• Actively manage and oversee the client’s financial strategy;                                                                         (vs. investment and financial plans)
• Lead client meeting and presentations;
• 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;
• Participate or support in new business development activities

Qualifications:

• Minimum of a Bachelor’s degree; CFP, CPA or estate attorney preferred
• 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, PowerPoint 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