Waverly Advisors, LLC · 2 days ago
Business Development Officer
Birmingham, AL
Full-time
Onsite
Senior Level
5+ years expWaverly Advisors, LLC is a wealth management firm focused on serving clients through in-depth financial planning. The Business Development Officer will support a team of advisors in driving business development efforts, nurturing relationships, and guiding prospective clients through the discovery process.
FinanceFinancial ServicesImpact Investing
Responsibilities
Partner with advisors to identify and engage prospective clients through targeted outreach and strategic campaigns
Qualify leads and match validated prospects with the appropriate Waverly advisor based on need, location, and specialty
Assist advisors with proposal preparation, presentation materials, and support throughout the prospect-to-client journey
Help implement systems to track and optimize advisor business development pipelines
Serve as the firm’s liaison with key localized referral sources including custodians, CPAs, estate attorneys, and other professional partners
Maintain and strengthen existing referral relationships while developing new high-quality referral channels
Track referral activity and support joint initiatives with external partners
Collaborate on the design and execution of business development events across Waverly markets in conjunction with the Marketing department, including:
Client-hosted referral events
Strategic networking events
Educational sessions for prospects and centers of influence
Manage event logistics, outreach, attendance tracking, and post-event follow-up
Maintain accurate records of pipeline activity and engagement in the firm’s CRM system
Partner with Marketing and Advisor teams to ensure alignment on campaigns, materials, and messaging
Report on business development KPIs and contribute to continual process improvement
Support onboarding of new advisors by educating them on the firm’s growth resources
Identify process improvements and technology enhancements to increase advisor efficiency and conversion rates
Qualification
Required
Bachelor's degree or higher in Business, Finance, Marketing or a related field
5+ years of experience in sales, business development, or relationship management within financial services, asset management, or private banking - preferably within an RIA
Knowledge of financial advisory practices, including fee-based planning, client acquisition, and referral-based growth
Proven ability to build trust, manage relationships, and influence decision-makers
Strong communication, organizational, and interpersonal skills with the ability to work across multiple teams and locations
Demonstrated track record of success in sourcing, development and closing new business
Proficiency in CRM platforms (Salesforce, Redtail, etc.) and Microsoft Office suite
Willingness to travel to support regional teams
Benefits
Health, Dental, and Vision benefit options
401K
Twelve paid holidays per year
Extra vacation day on your birthday week
Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service
Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed
Compensation commensurate with experience
Company
Waverly Advisors, LLC
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$30.05M2023-07-25Private Equity· $30.05M
Leadership Team
Josh Reidinger
Chief Executive Officer
Heath Echols
Chief Technology Officer
Recent News
2025-12-03
Mergers & Acquisitions
2025-11-07
Company data provided by crunchbase