Business Analyst, Private Client Group and Sales Enablement
SCS Financial(5 days ago)
About this role
SCS Financial is a wealth management firm serving ultra-high-net-worth individuals, families, and institutions. The company offers integrated financial and investment management services, leveraging technology and extensive expertise, to help clients achieve financial security and growth.
Required Skills
- Excel
- PowerPoint
- CRM
- Data Analysis
- Project Management
- Financial Modeling
- Stakeholder Management
- Reporting
- Business Intelligence
About SCS Financial
scsfinancial.comSCS Financial is an investment and wealth management firm offering personalized, consultative financial planning and investment management. With offices in Boston, New York, California and Rhode Island, the firm helps clients develop tailored strategies for retirement, wealth preservation, and portfolio management. SCS emphasizes an ongoing, relationship-driven approach to managing clients’ financial lives.
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