M&A Project and Relationship Manager

The role

The M&A Project and Relationship Manager serves as the primary relationship manager for prospective partner firms during the pre-close merger and acquisition process. This person builds trust with firm leadership, coordinates internal resources, and manages timelines to ensure a seamless experience through transaction close.

What you will do

• Serve as the primary relationship manager for prospective partner firms throughout the pre-close acquisition lifecycle.
• Build and maintain trusted relationships with firm principals, advisors, and key stakeholders.
• Guide prospective partners through each phase of the acquisition process.
• Coordinate communication between prospective partners and internal departments.
• Facilitate meetings, track action items, and manage follow-up activities.
• Monitor transaction timelines and proactively drive issue resolution.
• Partner with internal teams to support due diligence and integration planning activities.
• Develop and maintain project plans, status updates, and stakeholder communications.
• Ensure prospective partners understand key milestones, expectations, and next steps.
• Collaborate with post-close integration teams to ensure a smooth handoff.

Required qualifications

• 5+ years of experience in relationship management, client success, project management, business development, M&A support, or a related field.
• Proficiency with Microsoft 365.
• Strong ability to manage multiple complex projects and stakeholders simultaneously.
• Exceptional interpersonal, communication, and presentation skills.
• Proven ability to build credibility and trust with executive-level stakeholders.
• Strong organizational skills with high attention to detail.
• Ability to navigate ambiguity and adapt in a fast-paced, evolving environment.
• High degree of professionalism, discretion, and confidentiality.
• 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

• Bachelor's degree in Business, Finance, Communications, Management, or a related field
• Experience within the wealth management, financial services, RIA, banking, consulting, or professional services industry
• Experience working with CRM, project management, and workflow systems

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 with no 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 that offers in-depth financial planning.