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
• Serve as a trusted investment advisor in client meetings
• Represent the firm in client-facing portfolio and market update presentations
• Contribute investment and macroeconomic perspectives to strategy discussions

Requirements

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

Preferred Qualifications

• MBA, CFA, or CFP credentials

About the Company

SCS Financial is a leading fiduciary wealth and investment management firm focusing on ultra-high-net-worth individuals, families, and institutions. Managing over $42 billion in assets, SCS provides integrated family office and investment management services.