Vice President, Private Client Group (Investments)

Position Summary SCS is seeking a Vice President (“VP”) to join the Boston, MA or Portsmouth, NH office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience. We are seeking candidates who are well organized, energetic, and team-oriented.

The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.

This role can be located in Boston, MA; Portsmouth, NH.

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

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 The annualized

Base Pay Range

for this role is expected to be between $140,000 - $160,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Compensation

package for employees.

Benefits

package. #LI-SF1 SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience. SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.