Client Portfolio Manager

Scsfinancial; Boston (MA); On-site; USD 225,000 - 325,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Scsfinancial is hiring a full-time Client Portfolio Manager (CPM) to work in Boston, MA. This position requires 15+ years of experience in investment management and a strong understanding of client relationship dynamics.

The CPM will play a crucial role in managing client portfolios, conducting investment analyses, and serving as a trusted advisor. Exceptional communication skills are essential for presenting complex investment insights clearly to clients.

The salary range for this position is between $225,000 to $325,000, with additional bonuses and benefits.

Qualifications

• 15+ years of professional experience in investment research or portfolio management.
• Extensive knowledge of global financial markets and asset classes.
• Demonstrated ability to build trusted client relationships.

Responsibilities

• Design and oversee custom client portfolios with the Investment Group.
• Serve as a trusted investment advisor in client meetings.
• Represent SCS in client-facing meetings and presentations.

Skills

Investment research

Portfolio management

Client relationship management

Communication skills

Analytical skills

Education

Bachelor’s degree

MBA or CFA

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.

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.

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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