Vice President, Private Client Group

Focusfinancialpartners

Dallas, TX, United States
Base: $120,000 - $130,000; bonus/equity: meaningfu...
On-site
Client relationship management
Investment and financial plan oversight
Client meeting presentations
SCS Financial is a leading fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions

Job Summary

  • SCS Financial is a leading fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions.
  • The Vice President will actively manage and oversee client investment and financial plans, participate in client meetings, and serve as a point of contact.
  • The role requires strong analytical, communication, and organizational skills, with a willingness to travel for client meetings.

Matching Summary

SCS Financial is a leading fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions.

Salary

Base: $120,000 - $130,000; Bonus/Equity: Meaningful annual cash opportunity; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client relationship management
  • Investment and financial plan oversight
  • Client meeting presentations
  • Sophisticated wealth management topics analysis
  • Client inquiries and requests handling
  • Process and efficiency improvements

Nice-to-have

  • World-class client experience
  • Entrepreneurial environment adaptability
  • Confidentiality and professionalism

Key Requirements

  • Bachelor's degree
  • CFP or CFA designation highly preferred
  • 5-7 years of relevant professional experience
  • Proficiency in Microsoft Office Suite
  • Excellent organizational, prioritization, and time management skills
  • Willingness to travel

Work Rights

Not specified

Tailored Resume

Cover Letter