VP of Wealth Management & Client Strategy

Focus Partners Wealth; Dallas, Northern (TX, KY); Hybrid; USD 120,000 - 130,000; Full time

Job summary

SCS, part of Focus Partners Family Office and OCIO, seeks a Vice President to join the Dallas, TX office. As part of a client advisory team, the VP will work to ensure clients receive a world class wealth management experience, handling investment and financial plans, preparing meetings, and coordinating reporting.

The right candidate will be well organized, self-motivated, with 5-7+ years in wealth management, CFP/CFA preferred, strong communication, and travel willingness for client meetings.

Qualifications

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

Responsibilities

• Actively manage and oversee the client’s investment and financial plans.
• Prepare client meeting presentations and oversee any manual reporting coordination.
• Effectively analyze, develop solutions, and communicate sophisticated wealth management topics.
• Participate in client meetings and assist with client 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.

Skills

Bachelor's degree

CFP or CFA designation

Investment/wealth management

MS Word

MS Excel

PowerPoint

Outlook

Communication skills

Time management

Travel willingness

Education

Bachelor's degree

CFP or CFA designation

Tools

MS Word

MS Excel

PowerPoint

Outlook

Job description

SCS, part of Focus Partners Family Office and OCIO, seeks a Vice President to join the Dallas, TX office. As part of a client advisory team, the VP will work to ensure clients receive a world class wealth management experience, handling investment and financial plans, preparing meetings, and coordinating reporting.

The right candidate will be well organized, self-motivated, with 5-7+ years in wealth management, CFP/CFA preferred, strong communication, and travel willingness for client meetings.