Client Portfolio Manager

scsfinancial

Boston, MA · Boston · United States

Posted Sep 4, 2025

Full-time
Investment Group

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Job description

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.

#LI-SF1

SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

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.