VP, Wealth Management — Client Strategy & Growth

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

Job summary

SCS is seeking a Vice President to join the New York office and support a client relationship team delivering financial and investment services to clients. The VP will help ensure a world-class experience, requiring organization, energy, teamwork, and a strong work ethic with exceptional communication and confidentiality.

Responsibilities include managing client investment plans, preparing meetings, and analyzing wealth topics; you will also assist with client inquiries, meet deadlines, and

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 highly self-motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills
• Willingness to travel on occasion 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 in a concise, understandable manner
• 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

Communication

Teamwork

Organizational skills

Attention to detail

Time management

Self-starter

Travel readiness

Education

Bachelor's degree

CFP or CFA designation

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

SCS is seeking a Vice President to join the New York office and support a client relationship team delivering financial and investment services to clients. The VP will help ensure a world-class experience, requiring organization, energy, teamwork, and a strong work ethic with exceptional communication and confidentiality.

Responsibilities include managing client investment plans, preparing meetings, and analyzing wealth topics; you will also assist with client inquiries, meet deadlines, and