{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/6008765004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5160000004,"location":{"name":"West Palm Beach, FL"},"metadata":null,"id":6008765004,"updated_at":"2026-06-03T09:19:33-04:00","requisition_id":"768","title":"Associate, Client Advisor","company_name":"SCS Financial","first_published":"2026-05-28T20:23:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in West Palm Beach, FL.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the implementation and maintenance of clients’ investment and strategic financial plans\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate account openings, transfers, and ongoing portfolio administration\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare customized client meeting materials, presentations, and reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor portfolios to ensure alignment with target asset allocations and investment guidelines\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Confirm and track trading activity and other investment-related transactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as a point of contact for client inquiries, ensuring timely and accurate responses\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain a high level of accuracy, organization, and discretion in handling confidential client information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure all client-related activities are compliant with firm policies and regulatory standards\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Minimum of a Bachelor’s degree in Finance, Economics or other related discipline\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;1+ years of relevant professional experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent organizational, prioritization, and time management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Analytical with a strong attention to detail; problem solve effectively\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong written and oral communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $60,000–$75,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4046716004,"name":"West Palm Beach, FL","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/5733372004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5017907004,"location":{"name":"Portsmouth, NH"},"metadata":null,"id":5733372004,"updated_at":"2026-05-27T13:06:21-04:00","requisition_id":"386","title":"Associate, Client Operations","company_name":"SCS Financial","first_published":"2025-12-09T12:50:06-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team.\u0026amp;nbsp;Within the Operations \u0026amp;amp; Analytics (“O\u0026amp;amp;A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients’ financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS’ pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients’ portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O\u0026amp;amp;A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Exude SCS’s core values and focus on healthy organization best practices\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Be an advocate and subject matter expert for the team’s primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Support the maintenance of SCS’ alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Participate in strategic initiatives designed to improve the overall client experience\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Complete additional ad hoc assignments in a timely, accurate and well-communicated manner\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Adherent to compliance rules and standard operating procedures\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;1 - 3+ years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong organization and communication skills, both written and oral\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Bachelor’s degree and a demonstrated track record of academic success\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The annualized base pay range for this role is expected to be between $60,000-$70,000.\u0026amp;nbsp; 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\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4061210004,"name":"Portsmouth, NH","location":"Portsmouth, New Hampshire, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/5980261004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146373004,"location":{"name":"Boston, Massachusetts; Portsmouth, New Hampshire"},"metadata":null,"id":5980261004,"updated_at":"2026-05-20T14:58:07-04:00","requisition_id":"678","title":"Associate, Client Service Solutions","company_name":"SCS Financial","first_published":"2026-04-23T13:36:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is looking for an Associate to join the Client Service Solutions team.\u0026amp;nbsp; This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‐focused, energetic, and team‐oriented. The right candidate is a self‐starter with a strong work ethic who has excellent communication skills and the ability to think critically.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;This role can be located in Boston, MA; Portsmouth, New Hampshire.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Interface directly with external custodian banks in the account opening and asset transfer process.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support alternative investment processing procedures on behalf of clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist in all ad hoc information or report requests from advisors.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;1+ years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to multi‐task\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong communication skills, both written and oral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactive and solutions oriented; consistently willing to take initiative to solve problems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficient in Microsoft Excel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with financial services technology – investment accounting platforms, client relationship management (CRM) tools and client reporting software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience managing processes and reviewing colleagues’ work in prior roles\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an\u0026amp;nbsp;exempt\u0026amp;nbsp;position. The annualized base pay range for this role is expected to be between\u0026amp;nbsp;$60,000–$70,000\u0026amp;nbsp;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4061210004,"name":"Portsmouth, NH","location":"Portsmouth, New Hampshire, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/5640636004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4976169004,"location":{"name":"Boston, MA"},"metadata":null,"id":5640636004,"updated_at":"2026-05-20T14:58:07-04:00","requisition_id":"273","title":"Client Portfolio Manager","company_name":"SCS Financial","first_published":"2025-09-04T10:16:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based in Boston, MA. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Investment Portfolio Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, implement, and oversee custom client portfolios in collaboration with the IG.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Client \u0026amp;amp; Relationship Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts, including diagnostic reviews and RFP responses.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Thought Leadership \u0026amp;amp; Communication\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Governance \u0026amp;amp; Cross-Team Collaboration\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism, integrity, and attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between $225,000 -$325,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SF1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037548004,"name":"Investment Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/5989729004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5151290004,"location":{"name":"Boston, MA"},"metadata":null,"id":5989729004,"updated_at":"2026-05-20T14:58:07-04:00","requisition_id":"719","title":"Quantitative Investment Analyst","company_name":"SCS Financial","first_published":"2026-05-06T12:39:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Boston, MA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;Required\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong programming skills with experience building analytical workflows, models, and data pipelines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working with modern data infrastructure, including Snowflake or similar environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Preferred\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with business intelligence and data visualization platforms such as Power BI.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with cloud environments such as AWS, Azure, or GCP.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience applying machine learning or AI tools in production or business workflows.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with agentic workflows using tools such as Copilot Studio or Claude.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Exposure to investment manager research, underwriting, or portfolio analytics is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037548004,"name":"Investment Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/6004749004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158205004,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":6004749004,"updated_at":"2026-05-22T16:02:59-04:00","requisition_id":"757","title":"Senior Associate, Client Advisor","company_name":"SCS Financial","first_published":"2026-05-22T16:02:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is\u0026amp;nbsp;seeking\u0026amp;nbsp;a highly motivated and detail-oriented Senior\u0026amp;nbsp;Associate,\u0026amp;nbsp;Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship\u0026amp;nbsp;management,\u0026amp;nbsp;investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow,\u0026amp;nbsp;philanthropy\u0026amp;nbsp;and investments. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance\u0026amp;nbsp;analysis\u0026amp;nbsp;and family office services, with a long-term pathway to becoming a lead advisor. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Los Angeles, CA.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client’s goals.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conduct financial analyses and prepare customized reporting packages,\u0026amp;nbsp;including  cash\u0026amp;nbsp;flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews nd tax analysis.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist\u0026amp;nbsp;with the development of client presentation materials and\u0026amp;nbsp;participate\u0026amp;nbsp;in client meetings when\u0026amp;nbsp;appropriate.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain\u0026amp;nbsp;accurate\u0026amp;nbsp;and up-to-date client records, documentation, and reporting within CRM and portfolio systems.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the preparation of proposals and investment materials for prospects and existing clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify\u0026amp;nbsp;process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree\u0026amp;nbsp;required; concentration in Finance, Accounting, Economics, or a related field strongly preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or\u0026amp;nbsp;Masters in Financial Planning\u0026amp;nbsp;strongly preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4–6+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prior experience working with custodians such as Fidelity, Schwab, or Pershing.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent organizational and communication skills; ability to present complex information clearly and professionally.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Detail-oriented and solutions-driven, with a high standard of client service and discretion.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $120,000–$130,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023700004,"name":"Los Angeles, CA","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/5982592004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147510004,"location":{"name":"Boston, MA"},"metadata":null,"id":5982592004,"updated_at":"2026-05-20T14:58:07-04:00","requisition_id":"693","title":"Senior Associate, Finance (Billing Specialist)","company_name":"SCS Financial","first_published":"2026-04-27T14:11:06-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking a Senior Associate to oversee end‑to‑end billing operations and the collection process. This individual will work closely with the Controller, as well as Client Service and Operations teams, to ensure accurate and timely billing while supporting strong revenue controls. The right candidate brings a strong work ethic, excellent attention to detail, and a process‑improvement mindset, with responsibilities that include maintenance of the billing system, internal controls testing, and ongoing efforts to enhance efficiency and accuracy across the function.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is located in Boston, MA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain billing system configuration for all advisory clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Execute quarterly fee collection process\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare monthly and quarterly financial reporting support for internal stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage accounts receivable activities to resolution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Process any billing adjustments in accordance with firm policies and procedures\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support SOX/internal revenue control testing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate with internal and external auditors by gathering requested schedules, support, and explanations for billing and revenue activity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Respond to ad-hoc inquiries from client advisors and other internal partners\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify and drive process improvements and automation; serving as a subject matter expert for the billing function.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with Technology, Operations, Trading, and Compliance to support system enhancements, data quality initiatives, and control improvements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;3–5+ years of experience in billing, financial operations, corporate accounting, or a related finance function.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong Excel skills (e.g., pivot tables, lookups, large dataset manipulation) and high attention to detail.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to analyze data, reconcile results, and communicate findings to finance and non-finance partners.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working cross-functionally, managing deadlines in a cyclical/period-close environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with systems such as Addepar, Workday Financials, or billing and ERP systems (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Working knowledge of custodians, money movement, and/or wealth management operations (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prior involvement with SOX controls and/or audit support (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with automation and reporting tools (e.g., Power Query/Power Pivot, Power BI, Alteryx, or similar).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comfort partnering with Technology teams on system enhancements, data quality controls, and process improvements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000–$100,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/5824400004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5062055004,"location":{"name":"Boston, MA"},"metadata":null,"id":5824400004,"updated_at":"2026-05-20T14:58:07-04:00","requisition_id":"591","title":"Senior Associate, FP\u0026A","company_name":"SCS Financial","first_published":"2026-03-11T10:50:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will be an integral contributor to the SCS FP\u0026amp;amp;A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set — with experience in data analytics, data engineering, business intelligence, or financial systems — and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Associate will partner closely with the Head of FP\u0026amp;amp;A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid role based in Boston, MA.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Head of FP\u0026amp;amp;A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, and automate recurring analyses where possible\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met in a dynamic environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving skills, with the ability to work with complex datasets and translate findings into clear business narratives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision-making and reduce manual effort\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non-technical audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail-oriented, intellectually curious, and comfortable balancing hands-on data work with executive-level communication and project management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/5803755004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5051907004,"location":{"name":"Dallas, TX"},"metadata":null,"id":5803755004,"updated_at":"2026-05-20T14:58:07-04:00","requisition_id":"524","title":"Vice President, Private Client Group","company_name":"SCS Financial","first_published":"2026-02-13T10:14:42-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Firm Description\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SCS is seeking a Vice President (“VP”) to join the Dallas, TX 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Actively manage and oversee the client’s investment and financial plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare client meeting presentations and oversee any manual reporting coordination\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings and assist with client inquiries and requests in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as first point of contact for some clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think creatively and strategically about client needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Capitalize on experience to drive process and efficiency improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support new business development activities\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of a Bachelor’s degree; CFP or CFA designation highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5-7 years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency in planning and/or investment topics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational, prioritization, and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analytical with a strong attention to detail; Problem solve effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and oral communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to travel for client meetings\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between $120,000 - $130,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4061209004,"name":"Dallas, TX","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/scsfinancial/jobs/6004738004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158200004,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":6004738004,"updated_at":"2026-05-22T15:59:20-04:00","requisition_id":"756","title":"VP, Client Advisor","company_name":"SCS Financial","first_published":"2026-05-22T15:59:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is seeking a\u0026amp;nbsp;Vice President (“VP”)\u0026amp;nbsp;to join the\u0026amp;nbsp;Los Angeles, California office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the\u0026amp;nbsp;VP\u0026amp;nbsp;will\u0026amp;nbsp;work\u0026amp;nbsp;with the team to ensure that SCS clients continue to receive\u0026amp;nbsp;a world\u0026amp;nbsp;class experience.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking candidates who are well organized, energetic, and\u0026amp;nbsp;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.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Los Angeles, CA.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Actively manage and oversee the client’s investment and financial plans;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare client meeting presentations and oversee any manual reporting coordination;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Participate in client meetings and\u0026amp;nbsp;assist\u0026amp;nbsp;with client inquiries and requests\u0026amp;nbsp;in a timely manner;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as first point of contact for some clients;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Think creatively and strategically about client needs;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Capitalize on experience to drive process and efficiency improvements;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support new business development activities\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Minimum of a\u0026amp;nbsp;Bachelor’s\u0026amp;nbsp;degree; CFP or CFA designation preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;5-7+\u0026amp;nbsp;years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Fluency in planning and/or investment topics\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficient in Microsoft Word, Excel,\u0026amp;nbsp;PowerPoint\u0026amp;nbsp;and Outlook applications\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent organizational, prioritization, and time management skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Analytical with a strong attention to detail; Problem\u0026amp;nbsp;solves\u0026amp;nbsp;effectively\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong written and oral communication skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Willingness to travel on occasion for client meetings\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 11.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023700004,"name":"Los Angeles, CA","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":10}}