Why Veris?
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
Senior Wealth Manager, New York
Position Summary
We are looking for a Senior Wealth Manager based in our New York City office.
The Senior Wealth Manager’s primary responsibility is to oversee the management of client relationships and execution of impact wealth management services in line with the best practices established by Veris Wealth Partners. The Senior Wealth Manager will serve as the lead advisor for clients assigned to them and play a key role in growing the New York office with new clients.
The ideal candidate will have a strong analytical foundation and current economic and market perspective, as well as an authentic passion for sustainability issues and helping clients have an impact with their wealth. They will have the experience and aptitude to help clients in all stages of wealth management and life stages to articulate their impact and financial goals, and to construct and implement portfolios to meet those goals in a way that aligns with their values.
Please click here for the full job description.
