Vice President

Focus Financial Partners•New York, NY

48d•$140,000 - $160,000

About The Position

SCS is seeking a Vice President to join its New York office as part of a client relationship team serving clients’ financial and investment needs. The role works with the team to provide clients with a high-quality experience. The successful candidate is organized, energetic, team-oriented, self-starting, and committed to strong communication, attention to detail, client service, professionalism, and confidentiality. The role requires effectively prioritizing tasks and consistently meeting deadlines. The Vice President actively manages and oversees clients’ investment and financial plans, prepares meeting presentations, coordinates manual reporting, and explains sophisticated wealth management topics clearly. The role participates in client meetings, responds to client inquiries and requests, serves as the first point of contact for some clients, identifies creative and strategic ways to address client needs, improves processes and efficiency, and supports new business development. SCS is a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. It provides an integrated family office and investment platform encompassing multi-asset-class portfolio management, private investments, wealth and estate planning, next-generation education, and purpose-driven advisory, supported by technology designed to enable a proactive client experience. SCS is part of Focus, a financial services firm offering wealth management, family office, and business management services. This is an exempt position. The expected annual base salary range is $140,000–$160,000; actual pay may vary based on factors including experience, expertise, work location, and skills. Other components may include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education. Occasional travel for client meetings is required.

Requirements

Bachelor’s degree or higher.
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.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
Excellent organizational, prioritization, and time-management skills.
Analytical ability, strong attention to detail, and effective problem-solving skills.
High energy and self-motivation, with the ability to thrive in an entrepreneurial environment.
Strong written and oral communication skills.
Willingness to travel occasionally for client meetings.

Nice To Haves

CFP or CFA designation is highly preferred.

Responsibilities

Actively manage and oversee clients’ investment and financial plans.
Prepare client meeting presentations and oversee manual reporting coordination.
Analyze sophisticated wealth management topics, develop solutions, and communicate them concisely and understandably.
Participate in client meetings and respond to client inquiries and requests in a timely manner.
Serve as the first point of contact for some clients.
Think creatively and strategically about client needs.
Use experience to drive process and efficiency improvements.
Support new business development activities.