Vice President, Private Client Group
About The Position
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. Position Summary SCS is seeking a Vice President (“VP”) to join the Dallas, TX 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.
Requirements
- 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 for client meetings
Nice To Haves
- CFP or CFA designation highly preferred
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
