Position Summary

The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
• Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
• Provide support for advisors crafting an investment policy statement for a client
• Help update and maintain investment strategy collateral
• Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
• Support Focus Partners’ thought leaders through data collection and independent research
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
• Demonstrate an understanding of our investment strategies, policies, and procedures 

Qualifications

• 3+ Years of work experience in an investment-related position 

Education/Training 

• B.S. Accounting, Economics, Engineering, Finance, or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred 

Knowledge, Skills, and Abilities 

• Proficient in Microsoft Office applications; excellent Excel skills
• Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
• Bloomberg and/or Morningstar Direct experience preferred
• Excellent quantitative and analytical skills
• Ability to communicate complicated financial topics clearly and simply
• Ability to manage multiple priorities and meet deadlines
• Committed to superb client service  
• Professional attitude and demeanor 

This position is an Exempt position. The annualized base pay range for this role is expected to be between $90,000 - $100,000/year. Actual base pay could 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 for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.

This role is located in Boston, MA.

Primary Responsibilities

• Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.
• Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.
• Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.
• Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.
• Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.
• Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.
• Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.

Qualifications

Required

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.
• Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.
• Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.
• Strong programming skills with experience building analytical workflows, models, and data pipelines.
• Experience working with modern data infrastructure, including Snowflake or similar environments.
• Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.
• Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.

Preferred

• Experience with business intelligence and data visualization platforms such as Power BI.
• Familiarity with cloud environments such as AWS, Azure, or GCP.
• Experience applying machine learning or AI tools in production or business workflows.
• Experience with agentic workflows using tools such as Copilot Studio or Claude.
• Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.
• Exposure to investment manager research, underwriting, or portfolio analytics is a plus.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 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 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’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

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Position Summary

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. 

This role is based in Boston, MA.  

Primary Responsibilities

Investment Portfolio Management

• Design, implement, and oversee custom client portfolios in collaboration with the IG.
• Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.
• Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.
• Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.

Client & Relationship Management

• Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.
• Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.
• Support business development efforts, including diagnostic reviews and RFP responses.
• Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.

Thought Leadership & Communication

• Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.
• Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.
• Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.

Governance & Cross-Team Collaboration

• Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group.
• Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration.
• Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios.
• Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities.

Qualifications

• Bachelor’s degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required. 
• 15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.
• Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
• Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.
• Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences.
• Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.
• Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.
• High degree of professionalism, integrity, and attention to detail.

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized base pay range for this role is expected to be between $225,000-$325,000.  Actual base pay could 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 for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Position Summary

Focus is seeking a well-rounded corporate attorney to join our in-house Legal team as Assistant Vice President, Senior Associate Counsel – Corporate. Reporting to Focus’ Deputy General Counsel/Head of Legal – Corporate, this role will help drive execution and deliver polished work product across the corporate legal function, including corporate governance and board processes, equity matters, corporate treasury/financing and securities-related work, and other corporate initiatives as needed. The work is high-impact and requires strong judgment, responsiveness, and precision. The ideal candidate combines strong drafting and organizational skills with proactive issue-spotting, attention to detail, and the ability to manage shifting priorities without sacrificing quality.

This role can be located in New York, NY; St. Louis, MO; Boston, MA.

Primary Responsibilities

Corporate Governance & Board / Committee Support

• Draft and maintain corporate governance records (e.g., consents, minutes, resolutions) and related corporate books/files.
• Prepare and quality-check Board and Committee materials, including PowerPoint presentations and supporting documentation.
• Maintain and update key organizational and governance documents, including amendments to organizational documents, director and officer appointments and related approvals.
• Coordinate governance cadence and logistics, including tracking when approvals are needed, managing timelines and action items, and administering the board portal (experience with Boardvantage a plus).

Equity Plan Administration & Equity Documentation

• Manage equity matters, including equity transfers, co-investment agreements and coordinate preparation of related approvals.
• Partner with Human Resources and Finance teams to execute and administer equity-related actions accurately and timely, including through applicable equity administration platforms.
• Maintain and update equity plan documentation, templates, and supporting materials; assist with periodic updates and communications.

Financing & Securities Matters

• Coordinate financing and securities-related matters and transactions, including internal coordination and preparation of approvals and deliverables.
• Manage the legal workstream for financing and securities-related matters by coordinating internal inputs, tracking deliverables, and reviewing drafts prepared by outside counsel (including synthesizing comments and coordinating responses).
• Maintain recurring monthly charts/trackers and other supporting materials required under debt documents, and help coordinate ongoing compliance and reporting deliverables.

Intellectual Property Portfolio & Communications Support

• Help manage Focus’ overall intellectual property and brand portfolio, including maintaining records and supporting related processes.
• Review select corporate communications and brand-related materials in partnership with internal stakeholders, as needed.

Qualifications

• J.D. from an accredited law school.
• Admitted and in good standing in all jurisdictions of admission.
• 3+ years of relevant experience at a major law firm (corporate/M&A, finance, or similar) and/or in-house supporting corporate legal matters.
• Demonstrated strength in corporate drafting and issue-spotting, with the ability to translate complex concepts into clear, practical written work product.
• Experience supporting corporate governance, including drafting/reviewing minutes, consents, and resolutions and preparing board/committee materials, strongly preferred.
• High proficiency in PowerPoint and strong writing skills, including the ability to produce polished, board-audience materials.
• Comfort using Boardvantage (or similar board portal software) and Carta (or similar equity administration platforms) is a plus.
• Experience with financing and/or securities matters is a plus.
• Familiarity with intellectual property/brand portfolio support and/or review of corporate communications is a plus.
• Proactive, hard-working, and able to manage competing priorities, take ownership of matters (with appropriate supervision), and drive action items to completion in a fast-paced environment.
• Highly organized with exceptional attention to detail and sound judgment, including the ability to maintain confidentiality and collaborate effectively with stakeholders across the business.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$185,000 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.

Position Summary

Focus is seeking a litigation attorney to join our in-house Legal team as Assistant Vice President, Senior Associate Counsel – Litigation. Under the direction of senior members of the Focus Legal team, in this newly-created role, you will support a rapidly growing organization by helping to manage a range of commercial, business and employment-related claims and disputes, including mediations, arbitrations, administrative claims and litigation. You will work closely with internal stakeholders and outside counsel, with a particular focus on responding to subpoena and third-party record requests, assisting in the assessment, defense and resolution of disputes, and supporting insurance carrier claims and correspondence. This role is ideal for a detail-oriented, business-minded litigation attorney who thrives in a fast-paced environment and is eager to build and grow an in-house litigation practice.

This role can be based in St. Louis, MO (preferred); New York, NY; Boston, MA.

Primary Responsibilities

Litigation & Dispute Support

• Support management and resolution of claims and disputes, including drafting and reviewing claims, pleadings, motions, correspondence and internal matter summaries.
• Coordinate with Focus Legal and business teams, and outside counsel, on assessment, defense and resolution strategy in the context of demands, mediations, arbitrations, administrative claims and litigation.
• Lead administration of dispute-related processes, including insurance notices and claims management, document production, litigation holds, internal status reporting and budgeting.
• Assist with internal fact-gathering and review of case-related materials.

Insurance Coverage & Carrier Updates

• Assist with insurance claim notifications and maintenance of carrier contact information and correspondence files.
• Prepare and deliver periodic updates to insurance carriers on case status, key developments, budgets and upcoming milestones, working with supervising attorneys and outside counsel.
• Coordinate collection and sharing of pleadings, discovery, invoices and other supporting materials requested by carriers, consistent with confidentiality and privilege requirements.
• Help track defense costs and other coverage-related information needed for reporting and internal review.

Subpoenas & Third-Party Records Requests

• Support intake and tracking for subpoenas and third-party discovery/records requests.
• Review and help draft responses, ensuring alignment with legal requirements, internal policies and privacy obligations.
• Coordinate document collection and production with internal partners (e.g., IT, Human Resources, Compliance, etc.).
• Communicate with issuing counsel and agencies on scope and timing under guidance from supervising attorneys.
• Maintain accurate logs and reporting for subpoenas, records requests and related productions.

Discovery, Document Management & Legal Holds

• Assist with document review, including identifying responsiveness, confidentiality and privilege issues.
• Help evaluate and flag confidentiality and privilege risks, and support privilege log preparation as needed.
• Support implementation and administration of legal holds, including tracking acknowledgements and coordinating with custodians.

Matter Management & Process

• Track deadlines, filings, and matter calendars, and escalate issues promptly as needed.
• Help maintain and improve processes, templates, and matter-management tools.

Cross-Functional Partnership & Communications

• Partner with Focus’ compliance, operations, human resources and business teams to gather information, coordinate responses, and provide practical legal support.
• Assist in preparing periodic updates on litigation trends, risks, and outcomes for internal stakeholders.

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active attorney’s license in good standing in relevant jurisdiction(s).
• 2–5+ years of legal experience with a strong foundation in litigation (law firm, government, or in-house). Experience in the registered investment adviser / financial services space is a plus.
• Strong legal writing and analytical skills.
• Familiarity with civil procedure, discovery rules, and privilege concepts.
• Comfort with eDiscovery workflows and common matter-management or document-review tools (experience with specific platforms is helpful but not required).
• Experience supporting subpoena responses and third-party records requests.
• Demonstrated ability to manage insurance carrier reporting and coverage-related communications in connection with litigation is a plus.
• Ability to exercise sound judgment and maintain confidentiality of highly sensitive matters.
• Comfortable in a fast-paced environment and able to adapt to changing priorities.
• Proactive problem solver with strong follow-through and a service mindset.
• Excellent organization and attention to detail, with the ability to manage multiple priorities and deadlines.
• Strong ability to collaborate cross-functionally with business leaders and stakeholders.
• Exceptional written and verbal communication skills, with the ability to convey complex legal concepts to both legal and non-legal audiences.

This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000–$135,000 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.

#LI-SF1

Position Summary

We are seeking a skilled Machine Learning Engineer with approximately three years of hands-on experience designing, deploying, and maintaining production-grade machine learning systems. In this role, you will collaborate closely with data scientists, software engineers, and product teams to translate research models into reliable, scalable, and high-impact applications. You will be deeply involved in the end-to-end ML lifecycle—from data ingestion and feature engineering to deployment, monitoring, and continuous improvement—playing a critical part in shaping our machine learning platform and capabilities.

Primary Responsibilities

• Develop, deploy, and optimize machine learning models for real-world business use cases and client-facing applications.
• Partner with data scientists to operationalize predictive models and ensure scalable, maintainable, and performant production deployments.
• Design and implement data pipelines and workflows that support training, inference, and model lifecycle management.
• Work with large, complex datasets to ensure data quality, reproducibility, and reliable version control across ML workflows.
• Implement model monitoring, logging, and alerting strategies to track performance, detect drift, and support retraining cycles.
• Leverage cloud platforms (AWS, Azure, GCP) to build scalable ML solutions using managed services and infrastructure-as-code practices.
• Write clean, modular, and well-documented code aligned with MLOps and software engineering best practices.
• Stay current on emerging ML tooling, frameworks, and industry best practices to continuously enhance our platform and capabilities.

Qualifications

• Master’s degree in Computer Science, Data Science, Engineering, or a related technical field.
• 6+ years of experience in machine learning engineering, applied ML, or related software engineering roles.
• Strong proficiency in Python and experience with modern ML frameworks such as TensorFlow, PyTorch, or scikit-learn.
• Experience with distributed data processing and compute frameworks (e.g., Pandas, Spark, Dask).
• Hands-on experience with containerization and orchestration technologies such as Docker and Kubernetes.
• Familiarity with CI/CD pipelines, testing automation, and version control using Git.
• Experience working with cloud-based ML platforms or services (e.g., SageMaker, Vertex AI, Databricks, or Snowflake ML) is preferred.
• Strong understanding of model evaluation, feature engineering, and performance optimization in production contexts.
• Excellent analytical, communication, and collaboration skills, with the ability to work effectively in cross-functional teams.

This is an exempt position. The annualized base pay range for this role is expected to be between $140,000-$180,000.  Actual base pay could 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 for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary 

We are seeking a Senior Associate to oversee end‑to‑end billing operations and the collection process. This individual will work closely with the Controller, as well as Client Service and Operations teams, to ensure accurate and timely billing while supporting strong revenue controls. The right candidate brings a strong work ethic, excellent attention to detail, and a process‑improvement mindset, with responsibilities that include maintenance of the billing system, internal controls testing, and ongoing efforts to enhance efficiency and accuracy across the function.

This role is located in Boston, MA.

Primary Responsibilities

• Maintain billing system configuration for all advisory clients
• Execute quarterly fee collection process
• Prepare monthly and quarterly financial reporting support for internal stakeholders
• Manage accounts receivable activities to resolution
• Process any billing adjustments in accordance with firm policies and procedures
• Support SOX/internal revenue control testing
• Coordinate with internal and external auditors by gathering requested schedules, support, and explanations for billing and revenue activity
• Respond to ad-hoc inquiries from client advisors and other internal partners
• Identify and drive process improvements and automation; serving as a subject matter expert for the billing function.
• Partner with Technology, Operations, Trading, and Compliance to support system enhancements, data quality initiatives, and control improvements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience).
• 3–5+ years of experience in billing, financial operations, corporate accounting, or a related finance function.
• Strong Excel skills (e.g., pivot tables, lookups, large dataset manipulation) and high attention to detail.
• Ability to analyze data, reconcile results, and communicate findings to finance and non-finance partners.
• Experience working cross-functionally, managing deadlines in a cyclical/period-close environment.
• Experience with systems such as Addepar, Workday Financials, or billing and ERP systems (preferred).
• Working knowledge of custodians, money movement, and/or wealth management operations (preferred).
• Prior involvement with SOX controls and/or audit support (preferred).
• Experience with automation and reporting tools (e.g., Power Query/Power Pivot, Power BI, Alteryx, or similar).
• Comfort partnering with Technology teams on system enhancements, data quality controls, and process improvements

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000–$100,000 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.

Role Overview

The Head of Cybersecurity Governance is a senior leadership role responsible for establishing, operating, and continuously improving the firm’s cybersecurity governance program. This role owns cybersecurity awareness and training, the development and lifecycle management of all security policies and standards, and the coordination of cybersecurity regulatory compliance efforts in partnership with Legal, Privacy, Compliance, Risk, IT, and business teams.

This leader will build and manage a high‑performing cybersecurity governance team and serve as a key connector between security strategy, regulatory obligations, and business execution. The role reports to the Chief Information Security Officer (CISO) and plays a critical role in enabling a strong, scalable, and compliant cybersecurity posture across the organization.

This role is hybrid with 3 days per week onsite in St. Louis, MO, New York City, NY or Boston, MA

Key Responsibilities

Cybersecurity Governance & Policy Management

• Own the cybersecurity governance framework, ensuring alignment with enterprise risk management, business objectives, and regulatory requirements.
• Lead the creation, maintenance, and periodic review of all cybersecurity policies, standards, procedures, and guidelines.
• Establish and manage a formal policy lifecycle process, including approvals, exceptions, waivers, and annual reviews.
• Ensure policies are practical, enforceable, and clearly mapped to security controls and regulatory obligations.
• Partner closely with Cybersecurity Engineering, Operations, and Risk Management teams to ensure governance is aligned with real‑world controls and practices.

Cybersecurity Awareness & Training Program

• Design, implement, and continuously improve the enterprise cybersecurity awareness and training program.
• Own mandatory security training, phishing simulations, role‑based training, and executive‑level awareness initiatives.
• Measure training effectiveness through metrics, trends, and risk‑based outcomes.
• Promote a strong security culture across the organization, balancing education, accountability, and business enablement.

Regulatory & Compliance Program Leadership

• Partner with Legal, Privacy, Compliance, and Risk teams to design and operate a cohesive cybersecurity regulatory compliance program.
• Interpret and operationalize cybersecurity‑related laws, regulations, and standards (e.g., NYDFS, GLBA, SEC, GDPR/CCPA, ISO, NIST).
• Maintain regulatory mappings between requirements, policies, controls, and evidence.
• Support regulatory exams, audits, client due diligence, and third‑party assessments related to cybersecurity governance.
• Monitor emerging cyber regulations and assess their impact on the organization.

Cross‑Functional Partnership & Stakeholder Engagement

• Act as the primary cybersecurity governance partner for IT, Legal, Compliance, Privacy, HR, and business leaders.
• Translate regulatory and policy requirements into actionable guidance for technical and non‑technical teams.
• Provide clear, executive‑ready reporting on governance posture, compliance status, and key risk themes.
• Support board‑level and executive governance forums with clear, concise insights.

Team Leadership & Program Management

• Build, lead, and mentor a cybersecurity governance team, including policy, training, and compliance specialists.
• Define team structure, roles, career paths, and performance expectations.
• Establish scalable processes, tooling, and metrics to support governance operations.
• Drive continuous improvement through automation, standardization, and data‑driven decision‑making.

Qualifications & Experience

• 10+ years of experience in cybersecurity, governance, risk, or compliance roles, with increasing leadership responsibility.
• Proven experience building and running cybersecurity governance, policy, and awareness programs in a regulated environment.
• Strong understanding of cybersecurity frameworks and regulatory requirements (e.g., NIST CSF, ISO 27001, NYDFS, GLBA, SEC).
• Demonstrated ability to partner effectively with Legal, Compliance, Privacy, IT, and business teams.
• Experience leading and developing teams and managing complex, cross‑functional initiatives.
• Exceptional written and verbal communication skills, with the ability to influence at senior and executive levels.

#LI-KJ2

This position is an exempt position. The annualized base pay range for this role is expected to be between $200,000–$225,000 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.

This is an exempt position. The annualized base pay range for this role is expected to be between $135,000-$165,0000.  Actual base pay could 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 for employees.  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.

#LI-SF1

Position Summary

The Project Manager role in the Focus IT organization is responsible for planning, executing, and closing projects according to strict deadlines and within budget. This role coordinates internal resources, third-party vendors, and cross-functional teams to deliver projects successfully while managing risks and maintaining stakeholder satisfaction. The Project Manager ensures that project goals align with the organization’s strategic objectives and delivers high-quality results, retrospectives, is responsible for driving the execution, governance, and delivery of enterprise-wide technology programs and initiatives. This project manager will enable projects in the IT Program Management Office (PMO) ensuring alignment of programs with business goals, on-time delivery, and efficient resource allocation. The Project Manager may manage a dynamic team of project managers, business analysts or data analysts. The Project Manager will play an important role in enabling transformation, enforcing standardizing delivery practices, and providing transparency into program performance across the organization.

This role can be located in St. Louis, MO; Boston, MA.

Primary Responsibilities

• Lead projects from the IT Program Management Office (PMO) portfolio of projects, follow governance frameworks, enforce standards and best practices.
• Define project scope, goals, and deliverables that support business objectives.
• Develop detailed project plans, schedules, and budgets.
• Coordinate internal resources and third parties/vendors for flawless project execution.
• Identify and manage project risks, issues, and changes throughout the project lifecycle.
• Monitor project progress and report regularly to stakeholders and senior management.
• Lead, motivate, and manage project team members, ensuring clear communication and timely completion of tasks.
• Ensure quality standards and best practices are met in all project deliverables.
• Conduct project reviews and create detailed reports for management and clients.
• Manage relationships with internal clients, vendors, and all relevant stakeholders.
• Facilitate meetings and provide guidance to teams for optimal performance.
• Drive execution on complex, cross-functional IT programs, ensuring workstream alignment, budget adherence, and delivery excellence.
• Partner with business and technology leaders to define program objectives, success criteria, and resource plans.
• Implement and maintain portfolio-level dashboards, KPIs, and reporting to provide transparency to executive stakeholders.
• Manage risk, issue resolution, change control, and stakeholder communication across all key initiatives.
• Manage high-performing team of project managers, develop talent into high performing teams and foster a culture of accountability and execution.

Qualifications

• Bachelor’s degree in business, management, or a related field (Master’s degree preferred).
• Proven experience as a project manager, ideally within a similar industry.
• Demonstrated leadership, organizational, and problem-solving capabilities.
• Strong verbal and written communication skills.
• Proficiency with Asana as a project management tool
• Experience with Power BI as a data illustration tool
• Ability to manage multiple initiatives concurrently in a fast-paced environment.
• Project management certification such as Agile, PMP, PRINCE2, or equivalent (preferred).
• Experience contributing to large, enterprise-wide technology programs (e.g., ERP implementations, cloud migrations, digital transformations).
• Experience leading remote or distributed teams (preferred).
• Ability to navigate complex stakeholder landscapes (preferred).
• Strong analytical, strategic thinking, and adaptability to evolving project and business needs (preferred).

This is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$130,0000.  Actual base pay could 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 for employees.  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.

#LI-SF1

Position Summary

Focus Financial Partners is seeking a proactive and detail-oriented Senior Risk Operations Specialist to support and strengthen our organization’s Cybersecurity program. This role is responsible for supporting key risk pillars: Vulnerability Management and Risk Management. A successful candidate will have knowledge of one or more of these areas and be able to assist with writing policy and process, supporting deployment of technology and handling incident response in a variety of environments. The candidate will also manage and maintain cybersecurity dashboards to track key performance indicators (KPIs) across all partner firms.

This role can be based in St Louis. MO; Boston, MA.

Primary Responsibilities

• Provide input into an evolving enterprise risk program, ensuring risks to data security are identified, quantified and documented.
• Develop and maintain information feeds for new and evolving vulnerabilities.
• Collaborate with other technical teams to assess vulnerability criticality and coordinate patch deployment.
• Participate in audits and assessments to demonstrate compliance and remediate findings.
• Execute cybersecurity training and awareness programs across partner firms.
• Work with the Head of Cybersecurity Risk to establish and track KPIs such as incident response times, policy compliance rates, and training completion.
• Provide regular reports to leadership and stakeholders.
• Act as a liaison between IT, compliance, and external partners to ensure cohesive security practices.

Qualifications

• Bachelor’s degree in Information Security, Computer Science, or a related field (or equivalent experience). Master’s preferred.
• 5+ years of experience in cybersecurity, policy development, or GRC (governance, risk, and compliance).
• Familiarity with cybersecurity frameworks (e.g., NIST, ISO 27001) and regulatory environments in financial services.
• Minimum of 5 years' experience with creating and maintaining real-time dashboards and reports to measure cybersecurity program effectiveness
• Excellent written and verbal communication skills.
• Industry certifications such as CISSP, CISM, or GIAC (GSEC, GCCC) are preferred.
• Prior experience in a multi-partner or financial services environment is preferred.
• Familiarity with privacy regulations such as GDPR or CCPA is preferred.
• Ability to manage multiple projects and stakeholders simultaneously.

This is an exempt position. The annualized base pay range for this role is expected to be between $100,000- $120,000.  Actual base pay could 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 for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary

SCS Financial is seeking to add a high-performing professional to its Office Administration team. This role is an excellent opportunity for candidates with experience managing a broad range of administrative support responsibilities who can work independently with minimal supervision. The ideal candidate is highly organized, adaptable, and thrives in a fast-paced environment. In addition, the candidate must demonstrate exceptional professionalism, discretion, and strong communication skills when interacting with SCS clients and colleagues at all levels.

 This role is located in Boston, MA.

Primary Responsibilities 

• Manage the front desk by answering and directing phone calls, greeting clients and visitors, and receiving deliveries.
• Provide administrative support, including coordinating meetings, ordering meals for client and staff meetings, and preparing and resetting conference rooms.
• Support client deliverables by assisting with the preparation, printing, and binding of presentations and coordinating outgoing client correspondence.
• Coordinate employee travel arrangements (air, hotel, and ground transportation) and support expense report preparation and submission.
• Perform general clerical duties, including copying, scanning, mailing, and filing.
• Notarize and certify client and fund documents, as needed.
• Provide rotating coverage and share responsibilities with the other support staff.
• Complete additional ad hoc duties and projects. 

Qualifications

• Bachelor’s degree preferred; equivalent experience will be considered.
• 1+ years of experience in an administrative, office coordination, or client service role (internships and relevant part-time experience considered).
• Strong scheduling and coordination skills, with the ability to manage calendars and organize meetings.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Outlook); willingness to learn advanced features.
• Experience assisting with travel arrangements and expense reports is a plus.
• Ability to prioritize tasks, meet deadlines, and follow instructions with strong attention to detail.
• Professional, service-oriented approach with strong communication skills, discretion, and a commitment to teamwork.

This position is an exempt position. The annualized base pay range for this role is expected to be between $80,000–$90,000 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.

Position Summary

SCS Financial is looking for an Associate to join the Client Service Solutions team.  This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‐focused, energetic, and team‐oriented. The right candidate is a self‐starter with a strong work ethic who has excellent communication skills and the ability to think critically.

 This role can be located in Boston, MA; Portsmouth, New Hampshire.

Primary Responsibilities 

• Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.
• Interface directly with external custodian banks in the account opening and asset transfer process.
• Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database
• Support alternative investment processing procedures on behalf of clients.
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
• Assist in all ad hoc information or report requests from advisors.
• Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.

Qualifications

• Bachelor’s degree
• 1+ years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered.
• Strong attention to detail
• Ability to multi‐task
• Strong communication skills, both written and oral
• Proactive and solutions oriented; consistently willing to take initiative to solve problems
• Proficient in Microsoft Excel
• Experience with financial services technology – investment accounting platforms, client relationship management (CRM) tools and client reporting software
• Experience managing processes and reviewing colleagues’ work in prior roles

This position is an exempt position. The annualized base pay range for this role is expected to be between $60,000–$70,000 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.

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. 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.

#LI-CH1

 Position Summary

SCS is seeking to hire a full-time compliance analyst to join its compliance team. As a member of the firm’s compliance team, the Compliance Analyst will be responsible for supporting the Chief Compliance Officer and the implementation of the firm’s compliance program. The position offers diversified experience across all functional areas of a complex investment advisory firm and interaction with a broad range of internal and external stakeholders.

Primary Responsibilities

• Compliance testing and internal audit projects
• Implementation of the firm’s code of ethics
• Preparation of regulatory filings
• Prioritize tasks and consistently meet deadlines in multiple functional areas
• Working with and understanding large data sets
  
  

Qualifications

• 1+ years of relevant investment advisor or investment fund manager operations, legal, or compliance experience
• Minimum of a bachelor’s degree in finance, economics, or other related discipline
• Familiarity with investment adviser compliance requirements under the Investment Advisers Act of 1940 a plus
• Interest in, and familiarity with, basic wealth management business and investment concepts
• Excellent organizational, prioritization, and time management skills
• Analytical mindset with a strong attention to detail
• High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills 
• Proficiency in Microsoft Excel, Word, Co-Pilot (or similar LLM), and Outlook applications 
  
  

This is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $90,000.  Actual base pay could 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 for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

Position Summary

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. 

Primary Responsibilities

•    Create, edit, and present financial plans through planning software
•    Lead the development of financial planning recommendations to clients
•    Identify advanced planning opportunities and develop internal best practices
•    Ability to model and resolve complex financial questions and client situations
•    Serve as primary advisor for a select number of clients
•    Manage individual and team prospect pipeline, including the onboarding of new clients
•    Ability to business develop independently and, in a team environment 
•    Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
•    Mastery of technology stack offered, including CRM system and custodian websites
•    Create holistic investment strategy for each client, monitor risk tolerance over time as needed
•    Ability to independently lead daily client communications and interactions
•    Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
•    Diligent recording of client communication and information within client relationship platform
•    Resource and collaboration with other Associate Wealth Advisors (AWAs)
•    Complete client billing reviews and ensure compliance for the advisory team
•    Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
•    Independently interact and communicate with clients through emails, calls, and client presentations
•    The ability to meet with clients in person. Some travel may be required

Qualifications

•    Bachelor’s Degree
•    5+ years of financial service experience
•    CFP or equivalent (ChFC or CPA + PFS) required
•    Proven experience in financial analysis, modeling, and strategic planning
•    Strong understanding of investment strategies, risk management, tax planning, and estate planning
•    Excellent analytical skills and attention to detail
•    Strong interpersonal skills: with the ability to explain complex financial concepts to clients
•    Team-orientated approach
•    Knowledge of financial industry, financial products, and financial planning concepts
•    Experience in managing prospect pipelines and onboarding new clients
•    Business development skillset
•    Clean U4

The Senior Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $140,000/year. 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.

#LI-CH1

Position Summary 

We are looking for a Junior Attorney with approximately 2 years of post-bar admission experience in financial services, with a focus on private funds, to join our Legal Team. This role will provide legal support across SCS’s private funds business including regulatory compliance, investment opportunities, operations, and transactional documentation. You will work closely with business partners (advisors, investments, operations, compliance, and risk) and outside and corporate counsel to help drive business initiatives, manage risk, and ensure compliance with applicable laws and regulations.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. 

Primary Responsibilities 

• Serve as the lead legal representative in supporting SCS’ private funds business, which includes, but is not limited to, reviewing a variety of fund documents, non-disclosure agreements, and investment agreements relating to external investment managers.
  
• Participate in special projects, such as launching new private funds, secondary sale transactions, or other business initiatives.
  
• Coordinate and manage outside counsel on discrete matters or projects.
  
• Support the development and implementation of compliance programs and internal policies, working cross-functionally with Compliance, Risk, Investment and Operations teams.
  
• Assist in preparing marketing disclosures and regulatory filings, as needed.
  
• Work proactively to identify risks and propose solutions aligned with business goals
  

Qualifications

• J.D. from an accredited law school and admitted to practice for approximately 2 years.
  
• Relevant experience in financial services, ideally within private funds practice, investment advisory, or asset management environments.
  
• Strong understanding of U.S. securities laws and regulatory frameworks (Investment Advisers Act, SEC, FINRA).
  
• Proven ability to review legal agreements and provide practical, business-oriented legal guidance.
  
• Excellent research, writing, and analytical skills with strong attention to detail.
  
• Ability to manage multiple projects, prioritize effectively, and operate in a fast-paced, highly regulated environment.
  
• Strong interpersonal and communication skills with the ability to partner across legal, compliance, operations, and business teams.
  
• High integrity, sound judgment, and discretion when handling sensitive information.
  
• Strong working knowledge of alternative investment structures, fund documentation and fund formation.
  

This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000-$150,000 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.

#LI-BG1