VP, Wealth Management & Client Strategy

LE0219 SCS Capital Management LLC; Boston (MA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Annual cash bonus

Benefits package (medical, dental, 401

401(k)

Job summary

SCS Capital Management LLC seeks a Vice President to join the Boston, MA or Portsmouth, NH office. You will lead client relationships, develop investment plans, and present sophisticated wealth topics. This role emphasizes organization, teamwork, and exceptional client service across a boutique wealth team.

The candidate should have 5-7+ years of relevant experience, a bachelor’s degree, and CFP/CFA designations preferred. Travel to meet clients may be required.

Qualifications

• Minimum of a Bachelor’s degree; CFP or CFA designation highly preferred.
• 5-7+ years of relevant professional experience in investment/wealth management.
• Fluency in planning and/or investment topics; strong communication skills.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook; excellent time management.

Responsibilities

• Actively manage and oversee the client’s investment and financial plans.
• Prepare client meeting presentations and oversee manual reporting coordination.
• Analyze and communicate sophisticated wealth topics clearly.
• Participate in client meetings and assist with inquiries promptly.
• Serve as first point of contact for some clients and drive efficiencies.
• Support new business development activities.

Skills

Organization

Team-oriented

Self-starter

Communication skills

Attention to detail

Time management

Client service

Willingness to travel

Education

Bachelor’s degree

CFP designation

CFA designation

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

SCS Capital Management LLC seeks a Vice President to join the Boston, MA or Portsmouth, NH office. You will lead client relationships, develop investment plans, and present sophisticated wealth topics. This role emphasizes organization, teamwork, and exceptional client service across a boutique wealth team.

The candidate should have 5-7+ years of relevant experience, a bachelor’s degree, and CFP/CFA designations preferred. Travel to meet clients may be required.