SCS Financial

HQ
Boston
Total Offices: 4
147 Total Employees
Year Founded: 2002

Jobs at SCS Financial

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Recently posted jobs

6 Days AgoSaved
In-Office
Boston, MA, USA
Financial Services
The role involves partnering with executives on FP&A initiatives, managing budget processes, leading analytical projects, and creating presentations.
14 Days AgoSaved
In-Office
2 Locations
Financial Services
Serve on a client relationship team managing ultra‑high‑net‑worth clients' investment and financial plans. Prepare meeting materials, analyze complex wealth topics, respond to client inquiries, support new business development, and drive process improvements. Participate in client meetings and act as a primary contact for some clients.
19 Days AgoSaved
In-Office
Dallas, TX, USA
Financial Services
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.
19 Days AgoSaved
In-Office
Los Angeles, CA, USA
Financial Services
The VP will manage client investment plans, prepare presentations, analyze wealth management topics, assist in client meetings, and support business development activities.