VP of Wealth Management

Company Description Environmental Business Review is a leading print and digital magazine focused on environmental stewardship in business. The publication covers sustainable practices, green technologies, regulatory developments, and corporate responsibility to support organizations in reducing their environmental impact. Through authoritative news, in-depth analysis, and expert opinions, Environmental Business Review helps businesses enhance performance while advancing sustainability goals. Team members contribute to content that informs decision-makers and drives more responsible business practices across industries.
Role Description The VP of Wealth Management is a full-time remote role responsible for developing and leading comprehensive wealth management strategies for the organization and its key stakeholders. This role oversees financial planning initiatives, manages investment portfolios, and ensures that wealth management services align with long-term organizational objectives and risk tolerance. The VP will evaluate investment opportunities, establish and maintain relationships with external financial partners, and provide guidance on asset allocation and financial policies. Day-to-day responsibilities include monitoring market conditions, optimizing investment performance, preparing financial reports for leadership, and contributing to strategic planning that supports both financial sustainability and mission-driven goals.
Qualifications
Demonstrated expertise in financial planning and finance, with the ability to design and oversee comprehensive financial strategies.
Proficiency in wealth management services and investment management, including portfolio construction and risk management.
Strong knowledge of investments and financial markets, with experience evaluating and selecting appropriate investment vehicles.
Proven leadership and strategic decision-making skills, ideally in a senior finance or wealth management role.
Excellent analytical, communication, and stakeholder management skills, with the ability to explain complex financial concepts clearly.
Track record of working effectively in a remote environment and collaborating across multidisciplinary teams.
Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications (e.g., CFP, CFA) are highly beneficial.
Interest in or experience with sustainability-focused organizations or impact investing is a plus.

Work arrangement
No