Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...

60 Waverly Logistician Jobs Hiring Near You
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Business Development Officer
Atlanta, GA · On-site
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Business Development Officer
Atlanta, GA · On-site
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Business Development Officer
Atlanta, GA · On-site
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Business Development Officer
Atlanta, GA · On-site
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Manage event logistics, outreach, attendance tracking, and post-event follow-up. Sales Operations ...
Superintendent - Waverly, MI
Lansing, MI · On-site
Waverly, MI Position: Superintendent REQ ID: 12295 Barton Malow is looking for an experienced ... Develop site logistics plans for the entire project with assistance to maximize productivity and ...
Superintendent - Waverly, MI
Lansing, MI · On-site
Waverly, MI Position: Superintendent REQ ID: 12295 Barton Malow is looking for an experienced ... Develop site logistics plans for the entire project with assistance to maximize productivity and ...
Superintendent - Waverly, MI
Lansing, MI · On-site
Waverly, MI Position: Superintendent REQ ID: 12295 Barton Malow is looking for an experienced ... Develop site logistics plans for the entire project with assistance to maximize productivity and ...
Superintendent - Waverly, MI
Lansing, MI · On-site
Waverly, MI Position: Superintendent REQ ID: 12295 Barton Malow is looking for an experienced ... Develop site logistics plans for the entire project with assistance to maximize productivity and ...
Client Service Associate
$14 - $19.25/hr
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... office logistics. * Maintain office operations and facilities by stocking common areas ...
Client Service Associate
$14 - $19.25/hr
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... office logistics. * Maintain office operations and facilities by stocking common areas ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... office logistics. * Maintain office operations and facilities by stocking common areas ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... office logistics. * Maintain office operations and facilities by stocking common areas ...
Certified Medical Assistant - Primary Care - Waverly
Charlotte, NC · On-site
$16 - $20.50/hr
... logistical tasks. (Regulatory Notes: Medical assistants must adhere to the MA scope of practice ... support our Primary Care team at Waverly, Monday - Friday 8 am to 5 pm). Primary Job ...
Certified Medical Assistant - Primary Care - Waverly
Charlotte, NC · On-site
$16 - $20.50/hr
... logistical tasks. (Regulatory Notes: Medical assistants must adhere to the MA scope of practice ... support our Primary Care team at Waverly, Monday - Friday 8 am to 5 pm). Primary Job ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and ... office logistics. * Maintain office operations and facilities by stocking common areas ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and ... office logistics. * Maintain office operations and facilities by stocking common areas ...
Certified Medical Assistant - Primary Care - Waverly
Charlotte, NC · On-site
$16 - $20.50/hr
... logistical tasks. (Regulatory Notes: Medical assistants must adhere to the MA scope of practice ... support our Primary Care team at Waverly, Monday - Friday 8 am to 5 pm). Primary Job ...
Quick apply
Certified Medical Assistant - Primary Care - Waverly
Charlotte, NC · On-site
$16 - $20.50/hr
... logistical tasks. (Regulatory Notes: Medical assistants must adhere to the MA scope of practice ... support our Primary Care team at Waverly, Monday - Friday 8 am to 5 pm). Primary Job ...
Senior Executive Assistant, Chief of Staff
Seattle, WA · On-site
$140K - $175K/yr
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. Wearen ... Manage the Regional Director's calendar, priorities, and meeting logistics, serving as strategic ...
Senior Executive Assistant, Chief of Staff
Seattle, WA · On-site
$140K - $175K/yr
Waverly Advisors' primary goal is to serve our clients, one another, and our communities. Wearen ... Manage the Regional Director's calendar, priorities, and meeting logistics, serving as strategic ...
Travel Speech Language Pathologist in Waverly, NE
Waverly, NE · On-site
$40 - $60/hr
... about logistics. Enjoy weekly pay and robust benefit offerings including health, dental, vision ... Located near vibrant Waverly, NE, this position offers a unique blend of small-town charm with easy ...
New
Travel Speech Language Pathologist in Waverly, NE
Waverly, NE · On-site
$40 - $60/hr
... about logistics. Enjoy weekly pay and robust benefit offerings including health, dental, vision ... Located near vibrant Waverly, NE, this position offers a unique blend of small-town charm with easy ...
New
Hospitalist
Waverly, OH · On-site
$107.25 - $141.75/hr
Seeking Hospitalists forlocum coverage at Adena Pike Medical Center in Waverly, Ohio . Echo Locum ... logistics, payroll, and licensing support. Program details: * 1 day MD * Nights covered remotely
Hospitalist
Waverly, OH · On-site
$107.25 - $141.75/hr
Seeking Hospitalists forlocum coverage at Adena Pike Medical Center in Waverly, Ohio . Echo Locum ... logistics, payroll, and licensing support. Program details: * 1 day MD * Nights covered remotely
Fleet Deckhand - Waverly, KY
Waverly, KY · On-site
$245/day
Fleet Deckhand - Waverly, KY This is a full-time, non-exempt level position. Pay- $245/day Position ... Our breadth, depth, insights, facilities and logistical expertise give us unparalleled capabilities ...
Fleet Deckhand - Waverly, KY
Waverly, KY · On-site
$245/day
Fleet Deckhand - Waverly, KY This is a full-time, non-exempt level position. Pay- $245/day Position ... Our breadth, depth, insights, facilities and logistical expertise give us unparalleled capabilities ...
Hospitalist
Waverly, OH · On-site
$107.25 - $141.75/hr
... Medical Center in Waverly, Ohio. This opportunity offers flexible shifts with no minimum ... Full-service credentialing, logistics, payroll, and licensing support Shift & Schedule * Flexible ...
Hospitalist
Waverly, OH · On-site
$107.25 - $141.75/hr
... Medical Center in Waverly, Ohio. This opportunity offers flexible shifts with no minimum ... Full-service credentialing, logistics, payroll, and licensing support Shift & Schedule * Flexible ...
Emergency Medicine Physician
Waverly, OH · On-site
Seeking Emergency Medicine Physicians for Pike Community Hospital in Waverly, Ohio for locum ... credentialing, logistics, payroll, and licensing support. Program details: * Annual ED visits ...
Emergency Medicine Physician
Waverly, OH · On-site
Seeking Emergency Medicine Physicians for Pike Community Hospital in Waverly, Ohio for locum ... credentialing, logistics, payroll, and licensing support. Program details: * Annual ED visits ...
Emergency Medicine Physician
Waverly, OH · On-site
... Hospital in Waverly, Ohio. This role offers flexible shifts with no minimum requirements ... Full-service credentialing, logistics, payroll, and licensing support Shift & Schedule * Flexible ...
Emergency Medicine Physician
Waverly, OH · On-site
... Hospital in Waverly, Ohio. This role offers flexible shifts with no minimum requirements ... Full-service credentialing, logistics, payroll, and licensing support Shift & Schedule * Flexible ...
Waverly Jobs Information

Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 2 days ago
Job description
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 Business Development Officer to our growing team. The Business Development Officer will play a central role in the firm's growth by supporting a team of advisors across several Waverly offices. This individual will own the front end of the business development pipeline, driving prospecting activity, nurturing strategic referral relationships, and helping guide prospective clients through the discovery and proposal process. This role is ideal for a highly motivated professional who combines relationship-building skills with a strong understanding of wealth advisory services, a proven track record of success, and a passion for helping others.
Business Development Officer Responsibilities:
Prospecting & Advisor Collaboration
- 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.
- Assist 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.
Referral Relationship Management
- 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.
Event Planning & Execution
- 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.
Sales Operations & Reporting
- 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.
Required Qualifications and Skills:
- 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.
Travel:
- Frequent travel to Waverly locations
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 to support your overall well-being.
- 401(k) retirement plan with match and profit sharing to help you invest in your future.
- Twelve paid holidays each year.
- An extra vacation day during your birthday week-so you can celebrate you!
- Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
- Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven 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.
About Waverly Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Birmingham, AL, US
Year founded
1999