Client Portfolio Manager

Responsibilities

• Design, implement, and oversee custom client portfolios in collaboration with the Investment Group
• Monitor performance, exposures, and positioning to ensure alignment with client objectives
• Participate in manager due diligence and investment reviews
• Partner with Managing Directors on complex client relationships requiring advanced investment expertise
• Serve as a trusted investment advisor in client meetings
• Represent the firm in client-facing portfolio and market update meetings
• Report directly to the CIO while collaborating with senior leadership

Requirements

• Bachelor’s degree required
• Series 65 required
• 15+ years of professional experience in investment research, portfolio management, or related roles
• Extensive knowledge of global financial markets and portfolio construction
• Experience with traditional and alternative asset classes
• Proven ability to maintain relationships with ultra-high-net-worth individuals and institutions
• Exceptional communication and presentation skills

Preferred Qualifications

• MBA, CFA, or CFP credentials

About the Company

SCS is a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. As part of Focus Financial Partners, SCS provides an integrated family office and investment platform including multi-asset class portfolio management and holistic wealth planning.