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 Research Analyst
New York, NY
The Senior Research Analyst (SRA) is responsible for the firm’s manager and funds due diligence, in addition to impact measurement and management and making recommendations to the Investment Committee.
The SRA supports the Director of Research, Managing Director of Research, Chief Investment Officer (CIO), Investment Committee, and the Investment Working group. The Senior Research Analyst will assist in the development of Veris’ Capital Markets analysis. This position is also responsible for writing articles and papers to be distributed internally and publicly on impact investing topics.
The Senior Research Analyst will be able to articulate our investment philosophy, services, and our impact investing vision.
Read the full job description here.
HOW TO APPLY:
To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to margie@newlevelresources.com with NY Veris / Senior Research Analyst and your name written in the subject line. Resumes will be reviewed as received.
Wealth Manager
New York, NY or Portsmouth, NH
The Wealth Manager (WM) is responsible for supporting Senior Wealth Managers (SWMs) as well as leading client relationships on their own by advising prospective and existing clients on how to achieve their financial objectives, while aligning their wealth with their values. The WM is responsible for preparing for and attending meetings, analysis, research, and the execution of all trades (with qualification and approval). The WM is responsible for drafting and delivering financial plans, interfacing with the Client Service Associates (CSAs), and ensuring all prospective and existing client service follow-ups and needs are met.
HOW TO APPLY:
Veris has retained an Executive Recruiting Firm, International Search Consultants, for this search, please click here to apply via their website. You may also reach out via email with the subject line “Veris Wealth Manager Role” to Anna Souers annas@iscjobs.com and Lisa Finch lisaf@iscjobs.com
Senior Wealth Manager
New York, New York
The Senior Wealth Manager (SWM) is responsible for leading prospective and existing client relationships and advising prospective and existing clients on how to achieve their financial objectives while aligning their wealth with their values. The SWM will help clients develop their impact and financial guidelines or Investment Policy Statement (IPS), create customized impact investment portfolios, provide financial planning, estate and tax planning coordination as needed, and more. The SWM is responsible for personal business development initiation and team closing support. The SWM is responsible for office supervision, supervising and/or mentoring CSAs and WMs, and leadership.
Veris has retained an Executive Recruiting Firm, International Search Consultants, for this search, please click here to apply via their website. You may also reach out via email with the subject line “Veris Senior Wealth Manager Role” to Anna Souers annas@iscjobs.com and Lisa Finch lisaf@iscjobs.com
Equal Opportunity Employer
Veris is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
