Institutional Client Portfolio Lead

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

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.