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The Robert Toigo Foundation

Wealth Manager

New Level Resources
Published
September 27, 2022
Location
751 Big Horn Court, Camarillo, California
Category
Job Type
City
New York
State
  • New York

Description

Company Summary

Veris Wealth Partners is an independent, SEC registered, impact wealth management firm founded in 2007 by five partners who share a deep conviction in the interdependence of values and wealth.  Veris clients include individuals, foundations, non-profit organizations, family offices, and investment advisory firms. At Veris, this philosophy of aligning wealth with values to create meaningful impact is central to the company’s identity and culture and mission to utilize financial markets to direct capital to sustainable and regenerative endeavors.

 Veris’ vision is to create an equitable, just and sustainable world. Justice, equity, diversity and inclusion touch every aspect of our work: how we hire and create a culture of belonging, how we select vendors, and how we invest. Veris believes investors can have positive social and environmental impact across all asset classes and strategies through ESG integrated investing, shareholder advocacy and thematic investing. Veris invests through four impact themes – a) climate solutions and the environment, b) sustainable and regenerative agriculture, c) racial and gender equity and d) community wealth building. 

Veris is recognized as both a pioneer and leader in the field of sustainable, responsible and impact investing, and is strongly equipped to provide solutions for clients seeking to create change through their wealth while meeting financial objectives. 

Veris is a proud B Corp and Best for the World® Overall Honoree (2019, 2018, 2017, 2016, 2015, 2014, 2013). 

Veris has offices in New York City, San Francisco, Portsmouth, NH, and Boulder, CO.  For more information, please visit our website: www.veriswp.com.

Position Summary

The Wealth Manager (WM) is responsible for supporting Senior Wealth Managers (SWMs) and providing support to their 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. 

Essential Functions

  • Maintain familiarity with clients’ financial and impact goals; work with Senior Wealth Managers (SWM) to develop, maintain and manage clients Wealth Management plans
  • Respond to client inquiries and support the SWM in oversight and direction of all client service needs. Coordinate with clients’ tax, estate, and other advisors 
  • Monitor ongoing transaction activity and performance of client accounts and present updates on managers/funds in client meetings
  • Proactively prepare, schedule, and attend periodic portfolio review meetings and document client meeting discussions, decisions, and follow-ups
  • Develop financial plans for clients and develop appropriate portfolio allocation proposals to meet clients’ financial and impact investing objectives; rebalance, recommend, execute trends, and implement portfolio changes
  • Support the SWMs’ process for identifying and cultivating prospects and in transitioning prospective clients to established clients
  • May have additional responsibilities that include managing smaller client accounts, participating in new business closing teams, personal business development, initiating goals, and chairing a firm committee
  • Oversee and review quality and completion of work of Client Service Associates (CSAs). Provides leadership and supervision through managing expectations (targets and objectives). Proactively focuses on professional development for direct reports including but not limited to Client Service Associates (CSAs)
  • Perform other duties and projects as assigned

Knowledge, Skills, Abilities

  • A commitment to impact investing and the advancement of Veris' mission and values
  • Strong oral and written communication skills and exceptional interpersonal skills
  • Exceptional client service skills, builds trust with clients in all stages of financial planning and Wealth Management to help achieve client goals
  • Working knowledge of financial and estate planning considerations as well as foundation/endowment management considerations, and the ability to help navigate complex issues
  • Working knowledge of economic and market activity, the impact investing industry, and impact investing managers and funds
  • Ability to interpret and analyze qualitative and quantitative data
  • Working knowledge of new business development and conversion skills
  • Advanced skills in Microsoft Office, Outlook, Word, Excel and PowerPoint
  • Working knowledge of systems and investment options for client servicing including custodian performance reporting
  • Working knowledge of portfolio construction and implementation, including trading 
  • Intellectual curiosity and a demonstrated ability to work collaboratively
  • Working knowledge of mentorship, supervisory and leadership skills with some experience developing staff

Education and Experience

  • Certification or college degree in Finance, Wealth Management, Financial Planning or related field preferred
  • CFP® or CPWA or CIMA® certified or CFA candidate preferred
  • Working knowledge and experience with sustainable and impact investing preferred
  • 3 or more years of experience with financial products and financial planning preferred
  • 3 or more years of experience with portfolio construction, asset allocation, and monitoring preferred
  • 3 or more years of experience supporting complex family and/or institutional relationships preferred
  • 3 or more years of experience supporting business development preferred
  • 1 or more years supervisory responsibility preferred

EEO Statement

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.

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