Client Advisor, Private Client Group

Firm Description

SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $39 billion in assets and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

Role

SCS Financial is seeking a Portfolio Manager to join the Charlotte office – a former Edge Capital office.  As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the Portfolio Manager will work closely with the team to oversee portfolios, generate investment recommendations, coordinate the financial planning process, and communicate actions and performance, freeing up the lead strategic advisor to be out of the office with clients and prospects.  We are seeking candidates with a keen attention to detail and experience in portfolio management, financial planning, capital markets research, and client-facing activities such as portfolio reviews.

Responsibilities

• Management of client portfolios and implementation of firm’s investment recommendations using ETFs, mutual funds, SMAs and LP structures
• Support Senior Financial Advisors (SFA) in all aspects relating to client and prospective client inquiries, portfolios, and communication
• Work in close partnership with the Financial Planning team, providing assessments to clients where appropriate
• Developing tailored material to prospective client situations in the business development effort
• Communicating and working directly with clients and prospective clients in support of the SIA
• Responding to inquiries from advisors on investment topics and products
• Work with the Strategy team to shape the capital market views of the firm
• Integrate financial and client data sources to produce client account review materials
• Research and conduct quantitative and qualitative analysis 
• Work independently and manage significant projects from start to finish

Success at SCS

• Ability to analyze complex or diverse information, use intuition and experience to respond to inquiries, exhibit sound and accurate judgment in a fast-paced environment
• Respond promptly to team needs in a professional manner
• Efficient time-management is a must
• Accountable, adaptable and flexible
• Team oriented
• Strong work ethic with an ability to meet deadlines
• Attention to detail & ability to multi-task   
• Proactively participate in ongoing learning and development to enhance support capacity
• Strong analytical and/or quantitative background
• Ability to develop an idea and defend conclusion

Education and/or Experience

• Minimum of a bachelor’s degree (B.A.) from four-year College or University
• 4 years’ prior experience as a portfolio manager (or equivalent role)
• Willing to acquire applicable registrations (as required by individual states)
• Desire to develop professionally through industry designations or other courses of study

Computer Skills

• Proficient knowledge of Microsoft Office Products (Word, Excel, PowerPoint and Outlook)
  • Advanced experience with Microsoft PowerPoint, Word and Excel
• Comfort with the adoption and use of new technology tools
  • Familiarity with eMoney, Morningstar, Black Diamond, Redblack (order management system)