Careers at Veris Wealth Partners

Create Impact Every Day

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 A-Team

At Veris, we help individuals and families achieve their financial objectives and create a more sustainable and just world.

We’re looking for the best and the brightest to help us achieve our goal.

Interested in working for one of the pioneers in impact investing? Consider Veris.

Current Opportunities

Operations Manager, San Francisco

This role is ideal for a candidate interested in both socially responsible investing and systems/operations, with an entrepreneurial mindset.

The Operations Manager will have a national role of managing firm wide operations, under the supervision of the COO, but will also support the Chief Compliance Officer at times.

The Operations Manager will be responsible for managing, designing, implementing and maintaining the operations activities of the firm including day-to-day operations in accordance with the policies and goals of the firm. The Operations Manager has responsibility for workflow, processes and systems firm wide. Click here for more information.

To apply, please submit your resume and a cover letter by February 28, 2020 outlining your specific interest in this opportunity to: David@newlevelresources.com with Veris/Operations Manager and your name written in the subject line.

Wealth Manager, San Francisco

The Wealth Manager’s primary responsibility is to support Senior Wealth Managers in the management of significant client relationships and execution of impact wealth management services in line with the best practices established by Veris Wealth Partners by providing financial planning and prospective client proposal support. The Wealth Manager’s secondary responsibility is to take over lead management of legacy investment advisory client relationships as assigned.

The ideal candidate will have strong client service and analytical skills, understanding of current economic and market perspective, as well as an authentic passion for sustainability issues and helping clients have an impact with their wealth. Click here for more information.

To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to: David@newlevelresources.com with SF Veris/Wealth Manager and your name written in the subject line.

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