In 2019, OE Consulting (under its previous brand, Schaffer&Combs) performed a successful Executive Search for Veris Wealth Partner’s inaugural Chief Operating Officer.
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, investing in companies focused on sustainability and Environmental, Social and Governance (ESG) principles. Veris hired us to help them find their inaugural COO to build out their capacity to carry out strategic initiatives.
The challenge was to find a COO to build out this brand new role and function for the organization as it prepared for growth, while also holding potential to be a possible successor to the existing CEO. This person needed to be capable of co-designing innovative growth strategies while also stewarding their implementation, while at the same time being steeped in industry best practices to ensure the organization is designed and structured for scale.
The search focused on identifying candidates with particular strengths in the areas of RIA / Wealth Management / Financial Services, Organizational Capacity Building & Strategy, Relationship Building & Change Management, Leadership and Entrepreneurialism, and Alignment with Veris’ Values.
- We researched, identified, and connected with 450 potential prospects about the opportunity, receiving 339 applications.
- We presented 6 finalists after 12 weeks of outreach and interviews.
- Veris received a signed offer of employment from the new ED on July 2, 2019, six months after we published the opportunity.