Job Description Summary: SCS is seeking a Vice President ("VP") to join the Dallas, TX office. As a part of a client advisor 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.
Job Description: 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, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
- Participate in client meetings and assist with client inquiries and requests in a timely manner
- Serve as first point of contact for some clients
- Think creatively and strategically about client needs
- Capitalize on experience to drive process and efficiency improvements
- Support new business development activities
Qualifications- Minimum of a Bachelor's degree; CFP or CFA designation highly preferred
- 5-7+ years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment
- Fluency in planning and/or investment topics
- Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
- Excellent organizational, prioritization, and time management skills
- Analytical with a strong attention to detail; Problem solve effectively
- High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
- Strong written and oral communication skills
- Willingness to travel for client meetings
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.
SCS, Focus Partners Family Office and OCIO 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.
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 is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white-glove client experience.
SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.
