Partnership Success Manager - M&A & Integration Lead

Waverly Advisors, LLC; Birmingham (AL); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health coverage

401(k) match & profit sharing

Twelve paid holidays

Birthday week extra vacation day

Sabbatical after seven years

Zusammenfassung

Waverly Advisors, LLC is seeking a Partnership Success Manager to act as the primary relationship manager for prospective partner firms through the pre-close acquisition process. You will coordinate with executive leadership, operations, compliance, and other teams to ensure a smooth engagement and timely close.

The role requires strong relationship-building, project management, and communication skills, with travel as needed in a fast-paced, professional services environment.

Qualifikationen

• Bachelor's degree in Business, Finance, Communications, Management, or related field preferred.
• 5+ years of experience in relationship management, client success, project management, business development, M&A support, or related field.
• Experience in wealth management, financial services, RIA, banking, consulting, or professional services preferred.
• Proficiency with Microsoft 365; strong ability to manage multiple complex projects and stakeholders.

Aufgaben

• Serve as the primary relationship manager for prospective partner firms through the pre-close acquisition lifecycle.
• Build trusted relationships with firm principals, advisors, and key stakeholders.
• Guide prospective partners through each phase of the acquisition process for a smooth experience.
• Coordinate communication between partners and internal departments (executive leadership, operations, compliance, finance, technology, marketing, HR).
• Facilitate meetings, track action items, and manage follow-up to maintain momentum.
• Monitor timelines, identify risks, and drive issue resolution.
• Support due diligence and integration planning activities with internal teams.
• Develop and maintain project plans, status updates, and stakeholder communications.

Kenntnisse

Relationship mgmt

Project management

M&A support

Communication

CRM experience

Ausbildung

Bachelor's degree

Tools

Microsoft 365

CRM systems

Jobbeschreibung

Waverly Advisors, LLC is seeking a Partnership Success Manager to act as the primary relationship manager for prospective partner firms through the pre-close acquisition process. You will coordinate with executive leadership, operations, compliance, and other teams to ensure a smooth engagement and timely close.

The role requires strong relationship-building, project management, and communication skills, with travel as needed in a fast-paced, professional services environment.