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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 Lakeland, FL 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:

• 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, and schedules clients’ quarterly reviews with advisors.
• Works directly with a variety of financial custodians (Fidelity, Schwab) 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.
• Bachelor’s Degree or higher or, in lieu of a college degree, 5 years of experience in financial services.
• Experience with Fidelity and Schwab strongly 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
• Nine paid holiday days, 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
• 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 to the role via LinkedIn.

Apply Now

Compensation 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 a Compensation Analyst to the team in our Birmingham, AL office. The ideal candidate will possess strong analytical skills and a passion for serving others. We are looking for an individual with experience in accounting and a willingness to learn and efficiently execute all facets of Waverly’s compensation plans. A successful candidate will have the ability to effectively communicate with cross-functional team members, demonstrate critical attention to detail, exhibit a positive attitude, and possess willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.

Compensation Analyst Responsibilities:

• Process regular semi-monthly payroll cycles and occasional off-cycle payrolls within Waverly’s HRIS.
• Accurately calculate and process variable compensation components such as servicing, sourcing, and closing payments, true-ups, and pro-rated payments.
• Prepare detailed variable compensation summaries for advisors to review quarterly.
• Resolve discrepancies in variable compensation calculations.
• Input advisor payout schedules and other compensation components into Orion Portfolio Management System for all new clients, new accounts, and new advisors.
• Respond to employee inquiries regarding payroll and variable compensation.
• Assist with internal and external audits, providing necessary documentation and context.
• Provide training and support to employees on payroll and compensation processes.
• Maintain detailed records of all variable compensation calculations and payouts.
• Work with the Human Resources and Integration teams to implement compensation plans for new employees.

Travel:

• No travel is required.

Required Qualifications and Skills:

• Bachelor’s degree in Accounting.
• At least two years of experience in Staff Accounting or Payroll Accounting.
• Advanced knowledge of Excel.
• Strong analytical and quantitative skills.
• Exceptional attention to detail and ability to work in a fast-paced, high growth environment.
• Ability to collaborate effectively within a team.
• Self-starter with problem-solving ability, adaptability and flexibility.
• Ability to work both independently and in a team environment.
• A genuine desire to serve with excellence.

Preferred Qualifications and Skills:

• CPA ,CPP (Certification as a Payroll Professional), or similar certification preferred.
• Experience with variable compensation models.
• Experience working in financial services.
• Experience working in a Portfolio Management System (Orion, Tamarac, Black Diamond) preferred.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times

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
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals
• 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 to the role via LinkedIn.

Apply Now

Senior Investment 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 a Senior Investment Analyst to the investment team in our Atlanta, GA office, reporting directly to the Chief Investment Officer of Private Markets. As a Senior Investment Analyst, you will play a significant role in sourcing, evaluating, analyzing, and managing private market investments, with a particular focus on debt and equity opportunities within commercial real estate.

This position requires strong communication skills, a curious and investigative mindset, and a fundamental understanding of real estate as an asset class. Your expertise will be essential in providing strategic insights and recommendations to optimize portfolio performance and achieve investment objectives. A successful candidate will have experience analyzing and applying judgment as to the merits of individual projects.

In this role you will also participate in broader portfolio decisions that extend beyond real estate and gain exposure to the entire breadth of the Waverly investment platform, of which real estate is only one component.

Senior Investment Analyst Responsibilities:

• Conduct comprehensive analysis of real estate investment opportunities, including market research, financial modeling, and risk assessment.
• Perform manager due diligence on alternative investments, such as real estate and private credit, including writing memos and presenting new ideas to the Investment Committee.
• Monitor and evaluate the performance of existing investments, providing periodic updates and reports to stakeholders.
• Stay current on industry trends, market conditions, and regulatory changes that may impact investment strategies.
• Defend investment recommendations and engage in critical analysis alongside the research team and Investment Committee.
• Assist in the creation and design of materials used to communicate effectively with clients and advisors across a variety of channels.

Required Qualifications and Skills:

• Bachelor’s degree in Finance, Economics, Real Estate or a related field.
• 3+ years of experience in investment analysis, preferably within real estate or private markets.
• Demonstrable experience running a due diligence process on real estate or private fund investment opportunities.
• Advanced skills in financial modeling, valuation techniques, and investment analysis.
• Strong analytical and problem-solving skills, with the ability to interpret intricate financial data.
• Effective communication and presentation skills, with the ability to convey complex ideas and analysis to diverse audiences.
• Ability to work independently, prioritize tasks, and manage multiple projects simultaneously as part of a team in a fast-paced environment.
• Demonstrate integrity, professionalism, and ethical conduct in all aspects of work.
• A desire to grow your network.
• Proficiency in financial software and tools, such as Excel, Bloomberg, and real estate valuation platforms.

Preferred Qualifications:

• Experience working in financial services.
• Real Estate expertise a plus.

Travel:

• Moderate travel is required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

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 8 years of service.
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed.
• Compensation commensurate with experience.
• Professional development opportunities and support for relevant certifications.

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 to the role via LinkedIn.