Client Portfolio Manager

Focus Financial Partners; Boston (MA); On-site; USD 225,000 - 325,000; Full time

Job summary

SCS Financial in Boston, MA seeks a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), delivering investment-focused portfolios and clear client guidance.

You will design and oversee custom client portfolios, monitor performance, participate in due diligence, and present sophisticated investment concepts to ultra-high-net-worth clients.

Qualifications

• Bachelor's degree required; MBA, CFA or CFP preferred; Series 65 required.
• 15+ years in investment research, portfolio management, or related client-facing roles.
• Extensive knowledge of global markets, portfolio construction, and investments.
• Proven ability to build trusted relationships with UHNW individuals, families and institutions.
• Excellent communication, presenting complex concepts clearly to diverse audiences.
• Strong analytical and organizational skills; capable of managing multiple priorities.
• Highly collaborative with a track record across teams to deliver client outcomes.
• Professionalism, integrity and attention to detail.

Responsibilities

• Design, implement, and oversee custom client portfolios with the Investment Group.
• Monitor performance, exposures, and positioning to align with client objectives.
• Participate in manager due diligence, investment reviews, and committees.
• Provide ongoing analysis and recommendations across asset classes.
• Partner with PCG MDs on complex client relationships and advisory meetings.
• Support business development through diagnostic reviews and RFPs.
• Represent and translate investment views in client meetings and strategy discussions.
• Collaborate across IG, IS and senior leadership for transparency and alignment.

Skills

Portfolio management

Client relationship management

Investment analysis

Communication skills

Collaboration

Education

Bachelor's degree

MBA

CFA

CFP

Series 65

Job description

Position Summary

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner.

This role is based in Boston, MA.

Primary Responsibilities

Investment Portfolio Management

• 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.

Client & Relationship Management

• 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.

Thought Leadership & Communication

• 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.

Governance & Cross-Team Collaboration

• 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.

Qualifications

• Bachelor’s degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required.
• 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.

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized base pay range for this role is expected to be between $225,000-$325,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

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If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

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