Director, Client Advisor
BostonRemote (US)director$175K – $200K
Posted today · via Workday
About this role
Job Description Summary: SCS Financial is seeking an experienced and highly credentialed Director, Client Advisor to join our Boston, MA office. This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments and foundations. The ideal candidate is a seasoned wealth management professional with a proven track record of advising sophisticated clients across complex financial landscapes. They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible. We factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
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