Focus Financial Partners · 4 months ago
Client Portfolio Manager
Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
$225K/yr - $325K/yr
15+ years expSCS Financial is a leading fiduciary wealth and investment management firm focusing on ultra-high-net-worth individuals, families, and institutions. They are seeking a Client Portfolio Manager to serve as a liaison between various investment teams and manage client portfolios, ensuring alignment with client objectives and firm standards.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Design, implement, and oversee custom client portfolios in collaboration with the IG
Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards
Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions
Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists
Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise
Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries
Support business development efforts, including diagnostic reviews and RFP responses
Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience
Represent SCS in client-facing portfolio and market update meetings, calls, and presentations
Contribute investment and macroeconomic perspectives in PCG and client strategy discussions
Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams
Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group
Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration
Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios
Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities
Qualification
Required
Bachelor's degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred
15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles
Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes
Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions
Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences
Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines
Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes
High degree of professionalism, integrity, and attention to detail
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
Business Wire
2025-12-13
Company data provided by crunchbase