Firm Description

Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance for multi-asset class portfolios, a powerful technology platform. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients. SCS employs over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles, and West Palm Beach.   

Role

SCS is seeking a Director to join the 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:

Directly engaging with clients to understand their needs, goals and risk tolerance;
Thinking creatively and strategically about client needs and leading the development of client financial and investment plans 
Communicating complex financial solutions to clients and providing key strategic advice to clients, utilizing interpersonal communication and relationship-building skills. 
Connecting clients to the firm’s vast planning and investing expertise. 
Leading client meetings and designing the strategic framework for client presentations and analysis 
Developing and maintaining client relationships, ensuring a positive client experience. 
Serving in a leadership role on advisor team, mentoring and coaching junior advisors

Qualifications

Minimum of a Bachelor’s degree; CFP or CFA designation preferred
8+ years of experience in a relationship management role at a similar wealth management firm, investment management organization or private bank
Fluency in planning and/or investment topics
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

SCS Financial

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