Vice President, Private Client Group
SCS Financial, a leading fiduciary wealth and investment management firm, is seeking a Vice President to join its Private Client Group in Dallas, TX. SCS specializes in serving ultra-high-net-worth individuals, families, and institutions, managing over $42 billion in assets. The firm offers an integrated approach to family office and investment management, encompassing financial planning, multi-asset class portfolio management, and a robust technology platform.
The Vice President will actively manage and oversee clients' investment and financial plans, ensuring a world-class experience. Responsibilities include preparing client meeting presentations, analyzing and communicating complex wealth management topics, participating in client meetings, and addressing client inquiries promptly. The role also involves serving as the primary point of contact for certain clients, developing strategic solutions to client needs, driving process improvements, and supporting new business development activities.
Candidates should possess a minimum of a Bachelor's degree, with a CFP or CFA designation highly preferred. A minimum of 5-7 years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting is required. Proficiency in financial planning and investment topics, as well as Microsoft Word, Excel, PowerPoint, and Outlook, is essential. The ideal candidate will demonstrate excellent organizational, prioritization, and time management skills, strong analytical abilities with attention to detail, high energy and self-motivation, and strong written and oral communication skills. Willingness to travel for client meetings is also necessary.
The annualized base pay for this role is expected to be between $120,000 and $130,000. Actual base pay may vary based on factors such as experience, subject matter expertise, geographic location, and the applicant's skill set. In addition to base pay, the compensation package includes a meaningful annual cash opportunity and a comprehensive benefits package.
SCS Financial fosters a collaborative and client-centric culture, emphasizing professionalism, confidentiality, and a commitment to delivering exceptional service. The firm offers growth opportunities within an entrepreneurial environment, encouraging team members to contribute to process improvements and strategic initiatives. Joining SCS provides the chance to work with a dynamic team dedicated to helping clients achieve their financial goals.