Why Veris?
- Competitive pay, health care, and retirement benefits
- A unique, diverse, inclusive work environment
- A company culture driven by its values and mission
- 100% dedicated to impact wealth management
- Paid time off for volunteering
Join The Team
At Veris, we aim to help our clients achieve their financial objectives while seeking to build a more just, equitable, and sustainable world.
Our team of seasoned investment advisors, analysts, and client service professionals are dedicated to helping meet our clients’ needs with integrity and exemplary service.
Our current job openings are listed below.
Current Opportunities
Position: Analyst, National Client Service
Schedule: 8:30 a.m. – 5:00 p.m.
Location: Portsmouth, New Hampshire
The Analyst will be primarily responsible for assisting with the daily administration of the firm’s alternative investments which include CDFIs and private placements. Ongoing work includes supporting the NCS Associate in updating market values and transactions in the performance system(s) and ensuring that investment information is being received from managers and flowing into document collection system.
What You’ll Do:
- Support NCS team efforts to increase firm service efficiencies, uniformity, and increased client service satisfaction
- Update firm-wide private placement control sheets and the CDFI interest rate sheet
- Assist in the monitoring of reports for the National Client Service Team identifying upcoming renewals, new private placements onboarding, capital calls and redemptions
- Complete new client and renewal paperwork for community development financial institution (CDFI) promissory notes and CDs
- Assist in the processing and completion of wires for private placement funding and capital calls (once approved for cashiering)
- Assist in the facilitation of updates to client address, contact information, assignments, and other informational updates for all alternative investments
- Assist in the updating of performance reporting for all alternative investments, including held away assets; quality check for accuracy and troubleshoot any issues
- Assist in the confirmation of client wire details for distributions from private placement managers
- Ensure that new investments are added in Tamarac, Envestnet, and Canoe, and that terminated investments are updated accordingly
- Assist in the updating and maintenance of the following systems: Canoe, ShareFile, Salesforce, Tamarac, and Envestnet
- Assist in large-scale data aggregation and manipulation
- Support NCS team tax season efforts by assisting with the downloading of tax documents from custodial platforms, Canoe, and manager portals
- Perform other assigned duties and projects
What You’ll Need to Succeed:
- Certification or college degree in finance, wealth management, financial planning, or related field preferred
- 1-2 or more years’ experience working in a bank, brokerage, or similar financial institution environment preferred
- Experience working with high-net-worth families preferred
- Experience with investment performance measurement and alternative investments preferred
- Basic knowledge of investment account types, strategies and performance measurement methods
- Familiarity with business related software and systems including, but not limited to Tamarac, Envestnet, and Salesforce
- Strong technical skills; experience with database systems preferred
- Working knowledge of Microsoft applications — Word, Excel, Outlook, PowerPoint and Google Gemini
What Veris Offers You:
- Comprehensive health, dental, and vision coverage with 100% employer premium coverage
- Flexible Spending Accounts (FSA) traditional and dependent care
- 100% employer premium coverage on Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
- 401(k) retirement plan with employer matching
- 3 weeks of Paid Time Off
- 9 days of Sick Leave
- 11 paid Holidays
- Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
- Employee Assistance & Employee Discount Programs
- Professional development opportunities, including tuition reimbursement and training programs
Application Instructions
To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to the following email address: margie@newlevelresources.com.
Please use the following for the subject line “Veris Analyst, National Client Service Application | Your Name”
Resumes will be reviewed as received.
Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location.
About Veris:
Founded in 2007, Veris is a leading investment advisory and wealth management firm dedicated to values-aligned investing. We partner with families and foundations to build portfolios that drive positive impact, combining deep investment expertise with a strong commitment to service excellence.
At Veris, we go beyond traditional wealth management, empowering clients to align 100% of their portfolios with sustainable finance and impact investing. With offices in New York City, San Francisco, Portsmouth, NH, and Denver, CO, we are committed to shaping a responsible and sustainable financial future.
Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.
Veris Wealth Partners provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment at its location.
Position: Client Services Analyst
Location: Oakland, California
Schedule: 8:30 a.m. – 5:00 p.m.
As a Client Services Analyst, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. Working closely with internal teams and custodians, you’ll prepare client materials, maintain accurate account data, and ensure smooth execution of client requests. This position offers the opportunity to deepen your knowledge of impact investing, strengthen your operational expertise, and contribute directly to an exceptional client experience.
What You’ll Do
- Prepare materials for client calls and meetings, including account reviews and presentations for prospective clients
- Process client account forms and manage meeting follow-up tasks.
- Provide back-office support for client requests, including reports, wires, check processing, journals, and tax document assistance.
- Coordinate with service providers to ensure timely and accurate completion of requests.
- Maintain accurate and up-to-date CRM records, client files, and meeting schedules.
- Support the preparation and processing of Veris paperwork for new client relationships, custodian forms for new accounts, asset transfers, and performance reporting setup.
- Update asset allocation spreadsheets and monitor ongoing transactions and performance across client accounts.
- Complete financial transactions (fund transfers, cashiering, etc.) after 3–6 months in the role and with Managing Director approval.
- Assist with administrative functions including daily mail processing, filing, and general office support.
- Provide back-up inbound call support, screen phone calls, and route client needs appropriately.
What You’ll Need to Succeed
- Certification or degree in Finance, Wealth Management, Financial Planning, or a related field (preferred).
- 1+ years of experience in a bank, brokerage, financial institution, or within a Wealth Management/Investment Advisory firm (preferred).
- 1+ years of experience in Sustainable, Responsible, or Impact Investing (preferred)
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent organizational, communication, and writing skills.
- Ability to manage multiple priorities in a dynamic, fast-paced environment.
- Basic knowledge of investment account types and terminology (preferred).
- Interest in values-aligned, sustainable, responsible, and impact investing (preferred).
- Strong client service mindset and collaborative work style.
What Veris Offers You
- Comprehensive health, dental, and vision coverage with 100% employer premium coverage
- Flexible Spending Accounts (FSA) traditional and dependent care
- 100% employer premium coverage on Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
- 401(k) retirement plan with employer matching
- 3 weeks of Paid Time Off
- 9 days of Sick Leave
- 11 paid Holidays
- Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
- Employee Assistance & Employee Discount Programs
- Professional development opportunities, including tuition reimbursement and training programs
Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location.
Compensation will be determined by a number of factors including educational background and experience.
Application Instructions
To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to the following email address: margie@newlevelresources.com.
Please use the following for the subject line “Veris Client Services Analyst Application | Your Name”
Resumes will be reviewed as received.
Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.
About Veris
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives and goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.
Equal Opportunity Employer
Veris provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetics, or veteran status. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment at its location.
We are proud to be an equal opportunity employer.
