Senior Wealth Advisor & Client Strategy Leader

LE0219 SCS Capital Management LLC; New York (NY); On-site; USD 140,000 - 160,000; Full time

Job summary

SCS Capital Management LLC is seeking a Vice President to join the New York office, supporting a client relationship team in delivering world-class wealth management experiences. The VP will prioritize tasks, manage client investment and financial plans, and prepare presentations with strong attention to detail and confidentiality.

The role emphasizes excellent communication skills, team collaboration, and the ability to travel for client meetings, with a base salary range and comprehensive

Qualifications

• Bachelor’s degree required or equivalent; CFP or CFA designation highly preferred.
• 5-7+ years of relevant experience in investment/wealth management, estate planning, or tax/accounting environment.
• Fluency in planning and/or investment topics.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
• Excellent organizational, prioritization, and time management skills.
• Analytical with strong attention to detail; problem solving.
• High energy and self-motivated; thrives in an entrepreneurial environment.
• Strong written and oral communication skills.
• Willingness to travel occasionally for client meetings.

Responsibilities

• Actively manage and oversee the client’s investment and financial plans.
• Prepare client meeting presentations and oversee manual reporting coordination.
• Communicate sophisticated wealth management topics clearly and concisely.
• Participate in client meetings and assist with inquiries and requests in a timely manner.
• Serve as first point of contact for some clients.
• Think creatively and strategically about client needs.
• Capitalize on experience to drive process and efficiency improvements.
• Support new business development activities.

Job description

SCS Capital Management LLC is seeking a Vice President to join the New York office, supporting a client relationship team in delivering world-class wealth management experiences. The VP will prioritize tasks, manage client investment and financial plans, and prepare presentations with strong attention to detail and confidentiality.

The role emphasizes excellent communication skills, team collaboration, and the ability to travel for client meetings, with a base salary range and comprehensive