Client Portfolio Manager
SCS Financial is seeking a full-time Client Portfolio Manager (CPM) to join its Investment Team in Boston, MA. The CPM will act as a key liaison between the Investment Group, Investment Services, and Private Client Group, directly supporting institutionally sized, investment-focused clients. This role is integral to maintaining alignment with SCS's standards and best practices, fostering transparency and collaboration across teams.
The CPM's primary responsibilities include designing, implementing, and overseeing custom client portfolios in partnership with the Investment Group. The role involves monitoring portfolio performance, conducting manager due diligence, participating in investment reviews, and contributing to Investment Committee discussions. Additionally, the CPM will provide ongoing analysis and recommendations, leveraging expertise from asset class specialists.
Candidates must possess a bachelor's degree, with advanced credentials such as an MBA, CFA, or CFP strongly preferred. A minimum of 15 years of professional experience in investment research, portfolio management, or related client-facing roles is required. Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes is essential. The ideal candidate will demonstrate exceptional communication skills, strong analytical and organizational abilities, and a collaborative, team-oriented approach.
The annualized base salary for this position ranges from $225,000 to $325,000, depending on experience, expertise, and geographic location. Additional compensation may include an annual cash bonus and a comprehensive benefits package.
SCS Financial is a leading fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. The firm is committed to transforming wealth into possibility, helping clients protect and amplify their capital, align it with their purpose, and build multi-generational legacies. SCS offers an integrated family office and investment platform, providing sophisticated multi-asset class portfolio management, access to private investments, holistic wealth and estate planning, next-generation education, and purpose-driven advisory services.