Position Summary
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.
Primary Responsibilities
Investment Portfolio Management
- 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.
Client & Relationship Management
- 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.
Thought Leadership & Communication
- 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.
Governance & Cross-Team Collaboration
- 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.
Qualifications
- Bachelor’s degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; 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.
The annualized base pay range for this role is expected to be between $225,000 -$325,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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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.
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results.
SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.
The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform.
We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
