Business Development Officer

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.
• Aid 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.

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.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times
• Must be able to access and navigate each department at the organization’s facilities

Benefits

• Comprehensive Health, Dental, and Vision coverage
• 401(k) retirement plan with match and profit sharing
• Twelve paid holidays each year
• An extra vacation day during your birthday week
• Responsible Time Off Policy
• Paid sabbatical program
• Compensation commensurate with experience

Legal

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.