SCS Financial Benefits Overview

The role involves supporting client portfolio management and alternative investments, ensuring data quality, collaborating with Advisors, and optimizing workflows within the Client Operations team.

Serve as a client-facing VP on a relationship team, managing investment and financial plans, preparing presentations and reports, supporting client meetings and inquiries, driving process improvements, and aiding new business development.

The VP will manage client investment plans, prepare presentations, analyze wealth management topics, assist in client meetings, and support business development activities.