SCS Financial · 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 that focuses on ultra-high-net-worth individuals, families, and institutions. They are seeking a full-time Client Portfolio Manager to serve as a liaison between various investment teams and manage client portfolios aligned with SCS standards. The role involves significant client interaction, portfolio management, and collaboration across teams to ensure effective investment strategies.
Financial Services
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
Preferred
advanced credentials such as MBA, CFA, or CFP strongly preferred
Benefits
Annual cash bonus
Comprehensive benefits package
Company
SCS Financial
SCS Financial is an investment and wealth management firm based in Boston. It is a sub-organization of Focus Financial Partners.
51-200 employees
H1B Sponsorship
SCS Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (2)
Funding
Current Stage
Growth StageTotal Funding
unknown2012-01-01Series Unknown
Leadership Team
Lane MacDonald
Chief Investment Officer and Chair of Investment Committee
Recent News
2025-12-10
Company data provided by crunchbase