Business Development Officer

The role

The Business Development Officer will drive the front end of the business development pipeline by prospecting, nurturing referral relationships, and guiding prospective clients through the discovery and proposal process. This role supports a team of advisors across several Waverly offices.

What you will do

• 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.
• 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.
• 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.
• Collaborate on the design and execution of business development events.
• Manage event logistics, outreach, attendance tracking, and post-event follow-up.
• Maintain accurate records of pipeline activity and engagement in the firm’s CRM system.

Required 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, asset management, or private banking.
• 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.
• 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.
• 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

Nice to have

• preferably within an RIA

Benefits

• Comprehensive Health, Dental, and Vision coverage
• 401(k) retirement plan with match and profit sharing
• Twelve paid holidays each year
• An extra vacation day during your birthday week
• Responsible Time Off Policy giving flexibility without annual PTO limits
• Paid sabbatical program: four consecutive weeks of paid time off after seven years of service

About the company

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. They are a wealth management firm with an intense client focus.