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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].

Apply Now

Private Market Operations 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 for a Private Market Operations Manager in Atlanta, Georgia to join our team and help design and build a best-in-class Private Markets platform. This is a hands-on role for someone excited to shape new systems, scale operations, and drive innovation.

This person will work closely with the Chief Investment Officer and supervise the day-to-day accounting and finance administrative functions in support of the firm’s Private Markets investment activities. A successful candidate will be a self-starter and can effectively communicate internally and cross functionally. Attention to detail, problem solving skills, and a forward-thinking approach are critical in all tasks and responsibilities. This position offers a great opportunity to become a part of a team that is passionate about growth, innovation, and collaboration.

Private Market Operations Manager Responsibilities:

• Help design and manage the operational processes for Private Markets.
• Serve as a key liaison between investment, operations, compliance, and client service teams, ensuring the smooth execution, monitoring, and reporting of Private Markets investments.
• Manage the day-to-day activities of the Private Markets operations team by leading the execution of departmental goals and objectives.
• Manage all internal and external communications related to Private Markets operations, including timing of financial and tax reporting.
• Implement and design process improvements and scalable initiatives to improve the efficiency of the team.
• Coordinate with external service providers, including custodians, administrators, and auditors. Ensure all financial reporting deadlines are met on time.
• Ensure compliance with all regulatory requirements and internal policies.

Travel:

• Travel may be required at different times during the year and is estimated to be between 10% and 20%.

Qualifications and Experience:

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• Five to ten years of experience in investment operations, fund administration, or back office, with an understanding of Private Markets investment vehicles.
• Experience working in a Portfolio Management System, such as Orion or Black Diamond.
• Advanced level of Excel proficiency (Index/Match, VLookup, Pivot Tables, Data Integration, etc.).
• Self-starter that is proactive and able to anticipate the needs of those the role supports.
• Have excellent time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met.
• Maintain a high level of organization and have great attention to detail.
• Ability to adapt to changing priorities and conditions throughout the day or week all while continuing to respond calmly and maintain performance standards.
• Positive attitude with a willingness to learn.
• Strong communication and interpersonal skills.

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 via LinkedIn.

Apply Now

Financial Planner

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 Financial Planner to the team in our Atlanta, GA office. The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.

Financial Planner Responsibilities:

• Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
• Develop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
• Evaluate clients’ financial documents including their income, expenses, and liabilities to complete planning work with an advisor’s direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
• Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
• Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
• Build and maintain strong client relationships through regular communication and proactive support.
• Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
• Collaborate with other team members to deliver holistic financial planning solutions to clients.

Travel:

• Occasional travel to meet with clients may occur.

Required Qualifications and Skills:

• Bachelor’s degree in Finance, Financial Planning, Business, or a related field.
• Two to five years’ experience performing financial planning in the financial services industry, preferably in an RIA or broker/dealer.
• Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience strongly preferred.
• CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP Certification in less than 2 years.
• Experience with Salesforce, Orion, and Schwab is strongly preferred.
• Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
• Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
• High level of professionalism and integrity.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Ability to analyze large amounts of financial data and comply with regulations.
• Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
• Empathy and a strong desire to serve external clients and internal team members.

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.
• Nine paid holiday days per year, plus two floating 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, 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 via LinkedIn.

Apply Now

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.