Verity
Verity is a company that designs high-performance investment research solutions for global asset managers, encompassing public equity, fixed income, private equity, and hybrid funds. Their core offerings include VerityData, which provides award-winning financial data and proprietary insights; VerityRMS, a modern AI-enabled research management system; and VerityESG, an engagement tracker for ESG and impact investing. Verity aims to accelerate fund performance by facilitating collaboration, surface new insights, and provide clear-cut data and analytics, serving over 370 institutional investors with more than $10 trillion in assets under management.
Investment research management
Customer Success Manager
January 19
Verity
Verity is a company that designs high-performance investment research solutions for global asset managers, encompassing public equity, fixed income, private equity, and hybrid funds. Their core offerings include VerityData, which provides award-winning financial data and proprietary insights; VerityRMS, a modern AI-enabled research management system; and VerityESG, an engagement tracker for ESG and impact investing. Verity aims to accelerate fund performance by facilitating collaboration, surface new insights, and provide clear-cut data and analytics, serving over 370 institutional investors with more than $10 trillion in assets under management.
Investment research management
📋 Description
🎯 Requirements
• Proven experience as a Customer Success Manager, or similar role, in the financial services industry, preferably working with investment management clients. • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders. • Results-oriented with a demonstrated ability to meet or exceed targets. • Ability to work independently and collaboratively in a fast-paced environment. • Proficiency in CRM software and Microsoft Office Suite. • Bachelor’s degree or relevant work experience.
🏖️ Benefits
• Competitive compensation • Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!) • Remote-first working environment • Flexible and generous time off policy to balance your work and life • Paid parental leave policies for every type of parent to ensure bonding time with your new addition • 401 (k) retirement plan options to help you invest in your future • Company paid life insurance and long-term disability coverage • VerityGives charitable donation matching program to support the causes important to our employees
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