Position Summary
SCS Financial is seeking an experienced and highly credentialed Director, Client Advisor to join our Boston or Portsmouth office. This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments and foundations. The ideal candidate is a seasoned wealth management professional with a proven track record of advising sophisticated clients across complex financial landscapes. They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele. A high degree of discretion, professionalism, and a commitment to exceptional client service are essential.
This role is based in Boston, MA or Portsmouth, MA.
The annualized base pay range for this role is expected to be between $125,000-190,000. 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.
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.