Client Portfolio Manager

<p><strong>Position Summary</strong></p> <p>SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner.&nbsp;</p> <p>&nbsp;</p> <p>This role is based in Boston, MA. &nbsp;</p> <p>&nbsp;</p> <p><strong>Primary Responsibilities</strong></p> <p>Investment Portfolio Management</p> <ul> <li>Design, implement, and oversee custom client portfolios in collaboration with the IG.</li> <li>Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.</li> <li>Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.</li> <li>Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.</li> </ul> <p>Client &amp; Relationship Management</p> <ul> <li>Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.</li> <li>Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.</li> <li>Support business development efforts, including diagnostic reviews and RFP responses.</li> <li>Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.</li> </ul> <p>Thought Leadership &amp; Communication</p> <ul> <li>Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.</li> <li>Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.</li> <li>Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.</li> </ul>