Wealth Growth & Partnerships Lead

Waverly Advisors, LLC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with company match

12 paid holidays

Birthday week off

Job summary

Waverly Advisors, LLC is seeking a Business Development Officer to propel growth by driving prospecting activities, nurturing referral networks, and guiding prospective clients through discovery and proposal stages. You will collaborate with advisors across multiple offices and contribute to pipeline development in a client‑centric wealth advisory environment.

This role requires a strong track record in financial services sales, excellent communication, and the ability to travel to support

Qualifications

• 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 or asset management.
• Proven ability to build trust, manage relationships, and influence decision-makers.
• Proficiency in CRM platforms (Salesforce, Redtail) and Microsoft Office suite.

Responsibilities

• Partner with advisors to identify and engage prospective clients through targeted outreach and campaigns.
• Qualify leads and match prospects with the appropriate advisor based on need, location, and specialty.
• Assist advisors with proposal materials and support the prospect-to-client journey.
• Track pipeline activity and support process improvements across teams.

Skills

Relationship building

Sales & business development

Communication

CRM proficiency

Travel willingness

Education

Bachelor’s degree or higher in Business/Finance/Marketing

Tools

Salesforce

Redtail

Microsoft Office

Job description

Waverly Advisors, LLC is seeking a Business Development Officer to propel growth by driving prospecting activities, nurturing referral networks, and guiding prospective clients through discovery and proposal stages. You will collaborate with advisors across multiple offices and contribute to pipeline development in a client‑centric wealth advisory environment.

This role requires a strong track record in financial services sales, excellent communication, and the ability to travel to support