Client Portfolio Manager
Focus Partners Wealth(5 months ago)
About this role
A full-time Client Portfolio Manager at SCS in Boston, MA, focuses on assisting in the development and management of investment portfolios for institutional clients. The role emphasizes coordination with various internal teams, client relationship management, and the delivery of investment insights and strategies. The position involves a blend of client service, investment analysis, and strategic communication.
Required Skills
- portfolio Management
- Asset Classes
- Investment Strategies
- Client Relations
- Market Analysis
- Asset Managers
- Financial Markets
- Portfolio Construction
- Investment Advisory
- Economic Perspectives
Qualifications
- Bachelor’s Degree
- Series 65
- CFA or MBA (preferred)
- 15+ years experience
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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