Client Portfolio Manager

Focus Financial Partners•Boston, MA

4d•Onsite

About The Position

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner. This role is based in Boston, MA. SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

Requirements

Bachelor’s degree required
Series 65 required
15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.
Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.
Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences.
Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.
Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.
High degree of professionalism, integrity, and attention to detail.

Nice To Haves

Advanced credentials such as MBA, CFA, or CFP strongly preferred

Responsibilities

Design, implement, and oversee custom client portfolios in collaboration with the IG.
Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.
Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.
Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.
Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.
Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.
Support business development efforts, including diagnostic reviews and RFP responses.
Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.
Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.
Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.
Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.
Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group.
Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration.
Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios.
Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities.