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Financial 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 Financial 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 data analysis 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.

Financial Analyst Responsibilities:

• 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 variable compensation.
• Assist with internal and external audits, providing necessary documentation and context.
• 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, Business Administration, Finance, Data Analytics or a related field.
• At least two years of experience in financial analysis, data analysis, or 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.

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

Data Reconciliation 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 Data Reconciliation Specialist to the team in our Birmingham, AL headquarters. The Data Reconciliation Specialist will work with our Billing and Operations teams to manage and analyze data related to portfolio management and financial custodians. This role involves working closely with the Orion portfolio management system to ensure accurate data integration, reporting, and analysis to support the firm’s investment strategies and client reporting. A successful candidate will be able to effectively communicate with internal team members and have excellent attention to detail, a positive mindset, and a willingness to learn.  Resiliency, flexibility, and the ability to anticipate needs are necessary in all tasks and responsibilities.

Responsibilities:

• Investigate and resolve data discrepancies by liaising with custodians, internal teams, and other stakeholders.
• Maintain and update the Orion portfolio management system with accurate and timely data.
• Work interdepartmentally to integrate data from various financial custodians into the Orion system.
• Ensure data integrity and consistency across all financial systems and custodians.
• Document and track data reconciliation issues to ensure they are resolved effectively and efficiently.
• Troubleshoot and resolve any issues related to data feeds and system integrations.
• Assist in the setup and maintenance of data feeds and interfaces.

Travel:

• Little to no travel is required.

Our Ideal Candidate Will:

• Have 2-5 years of experience in data reconciliation, data analysis, or operations within an RIA or broker/dealer.
• Experience working in Portfolio Management Software. Orion is strongly preferred.
• Bachelor’s degree in Data Analysis, Finance, Business, Economics or a related field.
• Understand Microsoft Office Suite and be willing to learn and quickly grasp firm technologies.
• Be a detail-oriented self-starter who is motivated by serving others and completing tasks efficiently and with excellence.
• Possess excellent communication and organizational skills and have a willingness to learn.
• Proactively initiate action and anticipate the needs of those the role supports.
• Exhibit strong initiative and a team player mentality.
• Have a can-do attitude where no task is too big or small.
• Read and connect with people and respond accordingly in varying situations.
• Adapt to changing priorities and conditions while maintaining a positive attitude and achieving performance standards.
• Exercise independent time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met.
• Handle confidential and sensitive information with discretion and professionalism.

Physical Requirements:

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

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

Marketing 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 seeking a highly motivated, creative, and detail-oriented Marketing Associate with expertise to join the team in our Birmingham, AL headquarters. As a crucial part of Waverly Advisors, you will support our marketing efforts to enhance brand visibility, attract new clients, and maintain strong relationships with existing clients. The Marketing Associate will work closely with the marketing team and financial advisors to create and execute marketing campaigns that align with the firm’s objectives.

The ideal candidate will possess demonstrated marketing skills and a passion for serving others. 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.

Key Responsibilities:

• Assist in coordinating, planning and executing marketing events across our multiple office locations, including Waverly-hosted events, external speaking engagements, and sponsorships.  Tasks to include emailing invitations and RSVP management, event space/catering coordination, promotional items, and more.
• Work closely with the Marketing and Integration Teams to execute all marketing related tasks required when onboarding new firms via acquisition, including but not limited to signage, scheduling headshots, and flipping legacy websites on the acquisition close date.
• Ensure all marketing efforts adhere to the firm’s branding guidelines and messaging, working closely with the Compliance team on marketing reviews.
• Create all new employee biographies and add to the Waverly website in a timely manner.
• Format and upload Waverly job postings to the company website.
• Provide support as needed for the Waverly Web Store.
• Lead efforts related to annual external surveys and rankings.
• Help maintain and update the company website, ensuring content is current, engaging, and SEO-optimized.
• Assist in managing and optimizing digital marketing efforts, including SEO and email campaigns.
• Create and distribute client-facing marketing materials such as brochures, presentations, and newsletters.
• Monitor and report on the performance of marketing campaigns using analytics tools. Provide insights and recommendations for improvement.
• Conduct research on competitors and industry trends to inform marketing strategies.

Travel:

• Minimal travel is required.

Required Qualifications and Skills:

• Bachelor’s degree in Marketing or a related field.
• 1-3 years of experience of marketing experience, with experience working in the financial services industry strongly preferred.
• Proficiency in digital marketing platforms (Google Ads, Facebook Ads, LinkedIn).
• Experience with marketing automation tools (e.g., Levitate, HubSpot, Mailchimp).
• Strong writing, editing, and proofreading skills.
• Knowledge of SEO and content marketing best practices.
• Proficiency in Adobe Creative Suite, Canva, or similar design software.
• Excellent organizational and project management skills.
• Ability to work independently and in a team environment.
• Strong attention to detail and creativity.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 30 pounds at times

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
• 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.