Director, Private Client Group Boston, MA

SCS Financial; Boston (MA); On-site; USD 80,000 - 150,000; Full time

Job summary

Join a leading fiduciary wealth management firm that specializes in ultra-high-net-worth individuals and families. This role as a Client Advisor offers the opportunity to work closely with clients, providing top-notch service and strategic financial planning. You will leverage your extensive experience in wealth management to oversee investment plans, lead client meetings, and communicate complex topics in an accessible manner. The firm prides itself on its client-first approach, ensuring that families and institutions feel secure in their financial futures. If you are a motivated professional with a passion for helping clients achieve their goals, this is the perfect opportunity for you.

Qualifications

• 7+ years of experience in wealth management or investment.
• Bachelor’s degree required; CFP or CFA preferred.

Responsibilities

• Manage and oversee client investment and financial plans.
• Lead client meetings and develop solutions for wealth management.

Skills

Client Service

Wealth Management

Analytical Skills

Problem Solving

Communication Skills

Time Management

Attention to Detail

Creativity

Education

Bachelor’s Degree

CFP or CFA designation

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

SCS Financial seeks a motivated and qualified individual for the position of Client Advisor. 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.

Primary responsibilities for this position include:

1. Actively manage and oversee the client’s investment and financial plans;
2. Lead client meetings and presentations;
3. Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner;
4. Participate in client meetings and assist with client inquiries and requests in a timely manner;
5. Serve as first point of contact for some clients;
6. Think creatively and strategically about client needs;
7. Capitalize on experience to drive process and efficiency improvements;

Qualifications:

1. Minimum of a Bachelor’s degree; CFP or CFA designation preferred
2. 7 + years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment
3. Fluency in planning and/or investment topics
4. Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
5. Excellent organizational, prioritization, and time management skills
6. Analytical with a strong attention to detail; Problem solve effectively
7. High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
8. Strong written and oral communication skills
9. Willingness to travel on occasion for client meetings

This is an Exempt position.

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.