Business Development Officer

Responsibilities

• Prospecting & Advisor Collaboration
• Qualify leads and match validated prospects with the appropriate Waverly advisor based on need, location, and specialty.
• Aid advisors with proposal preparation, presentation materials, and support throughout the prospect-to-client journey.
• Implement systems to track and optimize advisor business development pipelines.
• Referral Relationship Management
• 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.
• Event Planning & Execution
• 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.
• Sales Operations & Reporting
• 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.

Requirements

• 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.

Skills

• Strong communication, organizational, and interpersonal skills.
• Ability to work across multiple teams and locations.
• Proven ability to build trust, manage relationships, and influence decision-makers.
• Knowledge of financial advisory practices, including fee-based planning, client acquisition, and referral-based growth.
• Proficiency in CRM platforms (Salesforce, Redtail, etc.) and Microsoft Office suite.

Benefits

• Comprehensive Health, Dental, and Vision coverage.
• 401(k) retirement plan with match and profit sharing.
• Twelve paid holidays each year.
• Extra vacation day during your birthday week.
• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
• Compensation commensurate with experience.