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: Senior Associate, Strategic Growth
Location: New York, NY
The Senior Associate, Sales supports the execution of the firm’s strategic growth initiatives by partnering closely with the Managing Director of Strategic Growth, Marketing, Operations and Advisory teams. This role plays a critical function in driving business development effectiveness, supporting lead generation efforts and enhancing sales infrastructure.
The ideal candidate is highly organized, relationship-oriented, technologically curious, and passionate about impact investing and mission-driven wealth management. This individual thrives in a collaborative environment and is comfortable supporting multiple business development initiatives simultaneously.
What You’ll Do:
- Strategic Growth & Sales Support
- Support the Managing Director in executing the firm’s sales and business development strategy
- Assist in tracking strategic growth initiatives, pipeline activity, and business development priorities
- Collaborate with advisors and leadership to support coordinated sales efforts and enterprise growth objectives
- Help ensure consistency and follow-through across business development initiatives
Marketing & Business Development Collaboration
- Partner closely with Marketing to support integrated lead generation and prospect engagement efforts
- Assist with the development and execution of campaigns targeting high net worth (HNW) individuals, foundations, and mission-aligned organizations
- Support content distribution, follow-up communications, and campaign tracking efforts
- Coordinate business development activities tied to webinars, events, conferences, and thought leadership initiatives
RFP & Sales Infrastructure Management
- Lead or support improvements to the firm’s RFP database, response process, and related workflows in partnership with Operations and Marketing
- Coordinate RFP submissions, maintain response libraries, and improve process efficiency and consistency
- Support development of scalable sales infrastructure and documentation
Identify opportunities to improve workflows through automation, AI-enabled tools, or process enhancements
CRM Management & Reporting
- Support CRM data integrity, maintenance, and reporting processes
- Assist in tracking pipeline activity, lead sources, conversion metrics, and business development performance
- Prepare regular sales and pipeline reporting for leadership and advisors
- Help improve CRM utilization and adoption across the organization
Lead Generation & Qualification
- Support website lead intake, qualification, routing, and follow-up coordination
- Assist in developing and maintaining referral relationships and centers of influence (COIs)
- Conduct research and outreach support for prospective HNW individuals, foundations, and institutional relationships
- Help advisors execute individual business development plans and prospecting activities
Events, Conferences & Follow-Up
- Attend or support employees attending industry conferences, webinars, networking events, and firm-sponsored events as needed
- Coordinate event logistics, attendee tracking, and post-event follow-up activities
- Support lead capture, outreach, and ongoing prospect engagement following events
- Help maximize business development opportunities generated through external engagement efforts
What You’ll Need to Succeed:
- Bachelor’s degree in business, finance, marketing, communications, or a related field preferred
- 3-7 years supporting sales, business development or marketing functions in wealth management, private banking, asset management, or impact investment organization
- Experience managing or supporting complex sales processes, including RFP responses and high-level prospect presentations.
- Familiarity with CRM systems, pipeline reporting, and sales operations workflows
- Experience working with sophisticated clients and stakeholders, including high-net-worth individuals, family offices, foundations, endowments, or institutional investors, preferred.
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.
Application Instructions
To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to the following email address: interest@west-us.com.
Please use the following for the subject line: “Veris Sr Associate, Sales and Strategic Growth Position | Your Name”
Resumes will be reviewed as received.
Position: Associate, Advisor, Client Services
Location: New York, NY or Philadelphia, PA
Veris Wealth Partners is seeking an Associate Advisor, Client Services to join our NY/Philadelphia team. This is a meaningful role for a service-driven wealth management professional who brings both technical depth and genuine curiosity, someone who is energized by complex planning work, thrives in collaborative client relationships, and wants their career to contribute to something larger than returns.
What You’ll Do:
- Build and support client relationships alongside Advisors and Senior Advisors, delivering personalized wealth management strategies aligned with clients’ financial goals and impact values.
- Act as a responsive, knowledgeable point of contact, coordinating with internal teams and external partners, including tax, estate, and legal advisors, to ensure a seamless client experience.
- Manage the full client and prospect lifecycle, from financial plan drafting and portfolio monitoring through meeting preparation, facilitation, and follow-up.
- Assist with portfolio construction, manager and fund analysis, and trade execution in support of comprehensive advisory services.
- Contribute to business development and take ownership of smaller client accounts, including supporting the closing of prospective relationships.
- Mentor junior team members and help foster a culture of excellence, collaboration, and continuous growth.
What You’ll Need to Succeed:
- Three or more years of experience supporting advisors with complex family or institutional client relationships in wealth management or investment advisory services
- Solid working knowledge of financial planning, retirement planning, trusts, cash flow analysis, portfolio construction, and asset allocation
- Strong communicator and relationship builder with a high standard for professionalism and attention to detail
- Proficient in Microsoft Office and familiar with CRM, custodial, and performance reporting platforms
- Genuine commitment to impact investing, sustainability, and equity
What Sets You Apart
- A degree or formal training in finance, wealth management, or financial planning
- Active progress toward CFP, CPWA, CIMA, or CFA designation
- Curiosity about global markets and a long-term mindset when it comes to client outcomes
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
- Flexible work arrangements, including remote work options
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:
Salary ranges:
- New York: $95,000 – $115,000
- Philadelphia: $85,000 – $105,000
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: careers@veriswp.com.
Please use the following for the subject line: “Veris Associate Advisor Position | Your Name”
Resumes will be reviewed as received.
About Veris
Founded in 2007, Veris is an independent, SEC-registered investment advisory and wealth management firm focused on helping high-net-worth families and individuals align their investments with their values and foundations and endowments activate their investments in service of their missions.
A Certified B Corporation since 2011 and a majority-women- and majority-employee-owned firm, Veris brings investment rigor across public and private markets to the pursuit of financial goals alongside measurable social and environmental impact. We serve clients across the United States from offices in New York, NY; Oakland, CA; Portsmouth, NH; Philadelphia, PA; and Denver, CO.
Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not currently seeking new agencies or third-party recruiters to work with at this time. Thank you for your understanding.
Equal Opportunity Employer
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 in every location in which the company has facilities.
We are proud to be an equal opportunity employer.
