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Jobs at SCS (Now Hiring) — 4 open

SCS logoSCS

VP, Client Advisor

Los Angeles, California, United States · On-site

$150k–$175k/yr

Senior

Position Summary SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will …

Skills: Wealth Management, Investment Planning, Financial Planning, Client Relationship Management, Estate Planning

SCS logoSCS

Associate, Client Service Solutions

Boston, Massachusetts, United States · On-site

$60k–$70k/yr

Entry level

Position Summary SCS Financial is looking for an Associate to join the Client Service Solutions team. This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business manage…

Skills: Cashiering, Money Movements, Client Onboarding, Account Opening, Microsoft Excel

SCS logoSCS

Associate, Focus Investment Partners

Boston, Massachusetts, United States · Hybrid

$65k–$70k/yr

Entry level

Associate, Focus Investment Partners Boston, MA / New York, NY (Hybrid) Position Summary: The Associate, Focus Investment Partners will support the firm’s private equity and venture capital fundraising platform through a…

Skills: Project Management, Investor Relations, Microsoft Excel, Microsoft PowerPoint, CRM Systems

SCS logoSCS

Vice President, Private Client Group (Investments)

Boston, Massachusetts, United States · On-site

$140k–$160k/yr

Senior

Position Summary SCS is seeking a Vice President (“VP”) to join the Boston, MA or Portsmouth, NH office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP …

Skills: Wealth Management, Investment Planning, Financial Analysis, Client Relationship Management, Estate Planning

SCS logo

VP, Client Advisor

SCS

Los Angeles, California, United States • On-site

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Senior

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  • $150k–$175k/yr
  • Full-time
  • bachelor degree, professional certificate
  • Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, 401(k), Annual Cash Bonus
  • Posted 12d ago
  • ~40 hrs/week

Responsibilities

Manage and oversee client investment and financial plans while preparing meeting presentations and reporting. Serve as a primary point of contact for clients to provide high-level service and support business development activities.

Requirements

Requires a bachelor's degree and 5-7+ years of professional experience in wealth management, investment, or tax environments. Proficiency in Microsoft Office and strong analytical skills are required, with CFP or CFA designations preferred.

Full job description

Position Summary

SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.  

We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.  

This role is located in Los Angeles, CA. 

 

Primary Responsibilities

  • Actively manage and oversee the client’s investment and financial plans; 
  • Prepare client meeting presentations and oversee any manual reporting coordination; 
  • Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner; 
  • Participate in client meetings and assist with client inquiries and requests in a timely manner; 
  • Serve as first point of contact for some clients; 
  • Think creatively and strategically about client needs; 
  • Capitalize on experience to drive process and efficiency improvements; 
  • Support new business development activities 

Qualifications

  • Minimum of a Bachelor’s degree; CFP or CFA designation preferred 
  • 5-7+ years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment 
  • Fluency in planning and/or investment topics 
  • Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications 
  • Excellent organizational, prioritization, and time management skills 
  • Analytical with a strong attention to detail; Problem solves effectively 
  • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment 
  • Strong written and oral communication skills 
  • Willingness to travel on occasion for client meetings 

 

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$175,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

 

#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 [email protected].

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.

Related keywords

CFPCFAWealth ManagementInvestment ManagementFamily OfficeUltra-High-Net-WorthEstate PlanningFinancial PlanningFiduciaryMulti-Asset Class Portfolio ManagementPrivate InvestmentsMicrosoft OfficeClient AdvisoryFinancial Services

About SCS

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Headquarters
Boston, MA
LinkedIn followers
10,151

At SCS, our purpose is to transform wealth into possibility. Founded in 2002, we work with wealth creators and independent thinkers navigating the complexity that comes with significant capital across investment management, wealth advisory, and family office services.   Built on a foundation of trust, our work often extends beyond the technical, helping ultra‑high‑net‑worth families create thoughtful structures for communication and decision‑making as their priorities evolve over time. SCS is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about SCS is also available on the SEC's website at https://adviserinfo.sec.gov/firm/summary/122258.

Offices: 888 Boylston Street, Suite 1010, Boston, MA 02199, US · 780 3rd Ave, New York, 10017, US · 9777 Wilshire Blvd, Suite 818, Beverly Hills, California 90212, US · 10 Memorial Blvd, Providence, Rhode Island 02903, US · 515 N Flagler Dr, Suite 1900, West Palm Beach, Florida 33401, US

Financial Services
View all jobs at SCS

About SCS

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Headquarters
Boston, MA
LinkedIn followers
10,151

At SCS, our purpose is to transform wealth into possibility. Founded in 2002, we work with wealth creators and independent thinkers navigating the complexity that comes with significant capital across investment management, wealth advisory, and family office services.   Built on a foundation of trust, our work often extends beyond the technical, helping ultra‑high‑net‑worth families create thoughtful structures for communication and decision‑making as their priorities evolve over time. SCS is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about SCS is also available on the SEC's website at https://adviserinfo.sec.gov/firm/summary/122258.

Offices: 888 Boylston Street, Suite 1010, Boston, MA 02199, US · 780 3rd Ave, New York, 10017, US · 9777 Wilshire Blvd, Suite 818, Beverly Hills, California 90212, US · 10 Memorial Blvd, Providence, Rhode Island 02903, US · 515 N Flagler Dr, Suite 1900, West Palm Beach, Florida 33401, US

Financial Services
View all jobs at SCS

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