Vice President

SCS is seeking a Vice President to join the Dallas, TX office. As 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 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, excellent communication skills, and keen attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality while efficiently prioritizing tasks and consistently meeting deadlines.

About the Role

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving 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. The firm delivers an integrated family office and investment platform that combines 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.

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

Requirements

• 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

Pay

The annualized base pay range for this role is $120,000–$130,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location, and skill set. The base pay is one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package.

Benefits

• Medical, dental, and vision insurance
• Life insurance
• 401(k) retirement plan