Senior Wealth Manager

To apply, please send a cover letter and resume to [email protected]

Are you interested in shaping the future of delivering financial advice? Are you adept at helping people solve complex challenges and supporting them through change? Do you want to be part of a team working toward a shared goal? Are you committed to professional development and personal success?

Versant Senior Wealth Managers focus on a holistic suite of services that encompass all parts of a person’s financial well-being, including investment management and financial planning, accounting and tax consultingservices, retirement planning, next-generation education, philanthropic and legacy planning, and estate planning, among others.

Versant Senior Wealth Managers are the primary managers of our client relationships. They formulate and implement advice and rely on technical specialists to develop recommendations within a given area of expertise. Senior Wealth Managers are expected to develop new client relationships and often work with, train, and supervise other staff in wealth management and client service delivery.

Focus Areas

Client relationship development and management, including ongoing and regular client contact and communications
Wealth management, including managing client workflow and coordination of complete financial plan (analysis, estate planning, tax planning, retirement planning, risk management, portfolio management)
Leading and collaborating with the client’s team of outside experts
Meet with clients/prospects, and potentially with attorneys and CPAs, or other relevant professionals to obtain information necessary to develop and complete a financial plan
Develop the client’s overall financial plan with alternatives and recommendations, and frame the plan for presentation/delivery to the client
Client service, including planning updates, portfolio changes and reviews, goals-based performance, and new opportunity identification
Staff supervision, management, development, and reviews, including oversight and mentoring of client-facing staff, as needed
Providing ongoing, actionable intellectual contributions to work processes and intellectual capital base, focusing on one or two areas of expertise
Maximizing productive use of one or more technology platforms involved in executing other duties and responsibilities


10 years of wealth management experience advising high net worth, multi-generational families
CFA, CFP, CPA, or MBA designation required
Series 65 or 66
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, Junxure or other CRM, Mindjet, portfolio accounting and trading platforms
Financial planning/wealth management acumen, judgment and experience
Excellent communication and listening skills
Clientfirst mindset
Team player with strong mentoring and leadership skills
Desire/ability to work successfully in a small firm environment

Salary and Benefits

$150,000-$200,000 depending on experience
5 weeks (25 business days) of PTO, 1 week (5 days) PST
Paid holidays
Flex schedule of work-from-home, in-office, and remotely during travel
Eligible for discretionary bonus pool, incentive compensation, and equity opportunities
Paid health, dental, vision insurance
Paid short- and long-term disability insurance
Paid parental leave
Cell phone allowance
401(k) and Profit Sharing including a minimum 3% employer match
Matching gift charitable donation program
Tuition reimbursement for professional accreditation/continuing education requirements, and other education/training opportunities
Paid covered parking
Firm-sponsored outings, professional development opportunities, retreats
Beautiful office suite in a desirable location at the Phoenix financial district
Developmental assistance and/or leveraging of networks to join non-profit and other outside boards

At Versant Capital Management, we strive to achieve a healthy work/life balance. We enjoy celebrating successes and having fun. We’re driven to continue building a workplace, based on inclusive behaviors and equitable systems, where all employees can feel engaged and share their perspectives as valued members of our team.