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Training Manager

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

We are looking to add a Training Manager to our Operations team. The Training Manager will be responsible for assessing organizational learning needs, developing training materials, and delivering onboarding and continuous learning initiatives across departments. This individual will play a critical role in driving team performance, improving operational efficiency, and supporting our culture of continuous improvement. The ideal candidate will have strong communication and presentation skills and the ability to work cross-functionally.

Training Manager Responsibilities:

• Develop and facilitate training programs for new hires and acquired firms on firm systems and software, standards, and policies
• Create and deliver ongoing training for advisors, client service teams, and operations staff on topics such as CRM usage, workflow processes, and client experience standards
• Partner with department leads to identify training needs and skill gaps and build targeted learning solutions
• Develop and maintain a library of training resources (videos, manuals, e-learning modules, job aids, etc.)
• Collaborate with Compliance and Operations to ensure all training aligns with industry regulations and firm standards
• Evaluate the effectiveness of training initiatives through assessments, feedback, and performance metrics
• Stay current with trends in adult learning, financial services technologies, and training best practices
• Coordinate and manage firm-wide training sessions in collaboration with external vendors to ensure ongoing education on core firm systems and software (e.g., CRM, portfolio management system, etc.)

Travel:

• Some travel is required to support training needs at various firm locations.

Required Qualifications and Skills:

• Bachelor’s degree in Education, Human Resources, Business, or a related field
• 3+ years of experience in a training, instructional design, or professional development role, preferably within financial services or an RIA firm
• Strong understanding of the RIA environment, including industry tools (e.g., CRM systems like Salesforce and custodians like Schwab or Fidelity)
• Experience developing training content and delivering presentations to diverse audiences
• Proficiency in learning technology platforms (LMS, e-learning tools like Articulate or Camtasia, Microsoft 365)
• Excellent communication, facilitation, and organizational skills
• Strong analytical mindset and ability to measure training effectiveness

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:

• Health, Dental, and Vision benefit options
• 401K
• Twelve paid holiday days 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

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.

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at [email protected].

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Client Service Associate

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

We are looking to add an experienced Client Service Associate to the team in our Atlanta, GA office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities. 

Responsibilities: 

• Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.  
• Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.  
• Responds to all internal and external client requests in a timely manner.  
• Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.  
• Assists in all meeting preparation including binding and preparing presentation materials.  
• Coordinates with Private Fund team on any alternative investment subscriptions and redemptions. 
• Reviews all quarterly reports and invoices. 
• Works directly with a variety of financial custodians (Schwab, Pershing) to establish, maintain and update all new and existing client accounts. 
• Tracks and updates client-related information in SharePoint and Redtail including but not limited to contact information, investment advisory agreements, client-related notes and correspondence, and other relevant information or documentation.  
• Tracks information sent to financial custodians for verification of receipt and completed work.  
• Assists with tracking client money movement requests and communicating that information to Advisors. 
• Notifies Wealth Advisors if trades are needed related to client money movement requests.  
• Processes Required Minimum Distributions (RMD’s) for clients on an annual basis.  
• Follows Waverly compliance policies and procedures related to client requests and other matters. 

Travel:  

• Minimal travel is required.  

Qualifications and Experience:  

• At least 1 year of client service experience in an RIA or Broker/Dealer, strongly preferred. 
• Bachelor’s Degree or higher or, in lieu of a college degree, 5 years of experience in financial services. 
• Experience with Schwab is required. Experience with Pershing and Fidelity is preferred. 
• Familiarity with portfolio accounting systems and client relationship management software is preferred. 
• Proficiency in Microsoft Office.  

Competencies and Skills:  

• Proactive, team player who values building positive relationships with clients and colleagues.
• Detail-oriented self-starter.
• Highly organized. 
• Strong verbal and written communication skills.
• Can-do attitude where no task is too big or small. Ability to juggle demands of multiple people and deadlines. 

• Positive attitude with a willingness to learn. 

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:  

• Health, Dental, and Vision benefit options 
• 401K 
• Twelve paid holidays 
• 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 
• 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. 

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please apply via LinkedIn.

Apply Now

Integration Data Analyst

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

We are looking to add an Integration Data Analyst to our growing integration team, ideally working in our Birmingham, AL headquarters. The Integration Data Analyst is an essential part of the Waverly Advisors team and our M&A strategy. As an Integration Data Analyst, you will play a key part in preparing partner firm data, coordinating the client consent process, and setting the stage for smooth post-close integration.  Additionally, you will own the process for obtaining and tracking client consent.  You will work closely with the rest of the pre-close integration team as well as build positive relationships with clients.  A successful candidate will have strong Excel skills, high emotional intelligence (EQ), the ability to manage shifting priorities, an energetic and positive mindset, and a willingness to learn. Resiliency, flexibility, and the ability to anticipate needs are necessary in all tasks and responsibilities. 

Responsibilities: 

• Collect, organize, and validate pre-close data from prospective partner firms using advanced Excel skills. 
• Assist in the preparation of client data and determine required consents based on household and account structure. 
• Manage and execute the delivery of client consents via DocuSign, ensuring accuracy, completeness, and timely follow-up. 
• Serve as a key liaison to partner firm teams, guiding them through the data and consent process. 
• Maintain detailed documentation, audit trails, and status updates throughout the pre-close phase. 
• Monitor progress and address any issues or delays in the consent process in a timely manner. 
• Identify opportunities to streamline workflows and enhance data collection and
  consent procedures. 
• Support and occasionally lead partner or internal training efforts related to DocuSign workflows and data expectations. 

Travel:  

• Minimal travel is required.  

Our Ideal Candidate Will:  

• Have a bachelor’s degree in business, Finance, Information Systems, or related field. 
• 2–4 years of experience in business analysis, client operations, or M&A support. 
• Advanced proficiency in Microsoft Excel (e.g., running basic macros, pivot tables,
  VLOOKUP/XLOOKUP, filters, conditional formatting). 
• Strong working knowledge of Microsoft 365 (Outlook, SharePoint, Word, Teams). 
• Excellent interpersonal skills and ability to build trust with both internal teams and
  external partners. 
• Exceptional attention to detail and organizational skills; able to manage multiple
  priorities simultaneously. 
• Strong verbal and written communication skills. 
• High emotional intelligence and a collaborative, solutions-focused mindset. 
• Ability to quickly learn new systems, tools, and workflows. 
• Experience with data validation and reconciliation. 
• Familiarity with CRM systems (Salesforce, Redtail, etc.). 
• Exposure to change management, especially in M&A or organizational transitions. 
• Familiarity with custodial platforms such as Schwab, Fidelity, or Pershing. 
• Basic understanding of compliance and regulatory considerations in the
  RIA/financial services space. 
• Handle confidential and sensitive information with discretion and professionalism.  

Assessment Requirement 

All candidates that are moved forward after a second interview will be required to successfully complete and pass an internal data analytics assessment demonstrating proficiency in Excel, including: 

• Lookups 
• Formulas 
• Pivot tables 
• Conditional formatting 
• Data validation techniques 
• Analytical review of data findings  

Physical Requirements:  

• Prolonged periods of sitting at a desk and working on a computer. 

Benefits:  

• Health, Dental, and Vision benefit options. 
• 401K. 
• Twelve paid holiday days 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 with us. 
• 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. 

Interested in applying? 

If you believe you would be a good fit for our team and would like to be considered for this position, please apply by sending your resume to [email protected]   

Apply Now

Reporting Specialist

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

We are looking to add a Reporting Specialist to our team. The Reporting Specialist is an essential part of the Waverly Advisors team, critical in ensuring that our advisors and client service teams have timely, accurate, and well-branded portfolio reports that support exceptional client experiences. The ideal candidate will have a strong foundation in finance or accounting, experience with relational databases, and a passion for data integrity and process improvement. Resiliency, flexibility, promptness, and an energetic and positive attitude are necessary in all tasks and responsibilities. 

Responsibilities: 

Report Development & Maintenance 

• Design, build, and maintain portfolio reports using our portfolio management system (Orion).  
• Create and manage queries and datasets using Excel to support reporting needs. 
• Ensure reports are accurate, visually consistent, and aligned with firm branding. 

Data Management & Analysis  

• Develop a deep understanding of how data flows into and through our portfolio management system.  
• Monitor data integrity and troubleshoot discrepancies or anomalies in reporting outputs.  

System & Process Expertise 

• Learn and document key settings and configurations within the portfolio management system.
• Understand the downstream impact of global and local settings changes on reporting and operations. 

Cross-functional Collaboration 

• Partner with advisors, client service teams, and operations to understand reporting needs. 

Continuous Improvement 

• Identify opportunities to streamline reporting processes and improve data workflows. 
• Stay current on best practices in financial reporting and data visualization. 

Travel:  

• Minimal travel is required.  

Qualifications and Experience:  

• Bachelor’s Degree or higher in Finance, Accounting, Business Analytics, or a related field. 
• 2+ years of experience in wealth management, financial services, or a related industry. 
• Proficiency in SQL, Microsoft Access, and Excel (including picot tables, formulas, and charts). 
• Experience with portfolio management systems (e.g., Orion, Tamarac, Black Diamond) is a plus. 
• Familiarity with Salesforce reporting and dashboard creation. 
• Strong attention to detail and a commitment to data accuracy. 
• Excellent communication and collaboration skills.  
• Service-oriented mindset with a desire to support internal teams. 
• Analytical thinker with a passion for solving problems and improving processes. 
• Comfortable working independently and managing multiple priorities. 

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:  

• Health, Dental, and Vision benefit options 
• 401K 
• Twelve paid holidays 
• 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 
• 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. 

Interested in applying? 

If you believe you would be a good fit for our team and would like to be considered for this position, please apply by sending your resume to [email protected]