Director of Client Relations & Negotiations

Waverly Advisors, LLC • Birmingham, AL

3h • Onsite

About The Position

Waverly Advisors is a wealth management firm dedicated to serving its clients, employees, and communities, distinguishing itself through an intense client focus and in-depth financial planning that extends beyond investment management. The firm operates on the guiding principle of 'Serve'. This role is designed to uphold this principle, drive the firm forward, and foster personal and leadership growth. Waverly Advisors is seeking a Director of Client Relations & Negotiations to join its growing Registered Investment Advisor (RIA). While the role can be based in any of their locations, there is a strong preference for candidates located in Birmingham. This position is critical for supporting high-net-worth clients by negotiating favorable terms for major purchases such as vehicles, luxury assets, and other significant transactions. The role combines financial analysis, negotiation expertise, and relationship management to deliver exceptional value and enhance the overall client experience.

Requirements

• Bachelor’s degree in Finance, Business, or a related field
• 3+ years of experience in financial services, auto finance, or luxury asset acquisition.
• Strong understanding of loan and lease structures, credit analysis, and interest rate mechanics.
• Strong negotiation, communication, and client relationship management skills.
• Excellent analytical, organizational, and client communication skills.
• High attention to detail with the ability to manage multiple transactions simultaneously.

Nice To Haves

• MBA preferred.

Responsibilities

• Act as a trusted client advocate by representing clients in negotiations with vendors, dealerships, and service providers to obtain the best price.
• Serve as a subject matter expert on financing and leasing strategies, advising clients on loan structures, lease options, interest rate considerations, and cash flow impact and debt.
• Conduct market research on pricing trends, vendor offerings, and industry benchmarks to secure competitive terms.
• Assist clients with documentation, financing arrangements, and post-purchase follow-up to ensure a seamless experience.
• Build and maintain strong relationships with vendors and strategic partners to support efficient and favorable future negotiations.
• Analyze financing alternatives and structure lending and leasing solutions that align with clients’ liquidity needs, tax considerations, and long-term financial plans.
• Review and assist with loan and lease documentation, ensuring accuracy, completeness, and alignment with client objectives.
• Collaborate closely with advisors, compliance teams, and external partners to ensure transactions meet regulatory and fiduciary standards.

Benefits

• Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 11-50 employees