Vice President, Private Client Group (Investments)

Position Summary

SCS is seeking a Vice President (“VP”) to join the Boston, MA or Portsmouth, NH office. As 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. 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.

Primary Responsibilities

• Actively manage and oversee the client’s investment and financial plans
• Prepare client meeting presentations and oversee any manual reporting coordination
• Effectively analyze, ...