Partnership Success Manager

Waverly Advisors, LLC • Birmingham, AL

9d

About The Position

Waverly Advisors is seeking a Partnership Success Manager to serve as the primary relationship manager for prospective partner firms throughout the pre-close merger and acquisition process. The role is responsible for creating a seamless, positive experience from initial engagement through transaction close. As the central point of contact, the manager builds trust with firm leadership, coordinates internal resources, manages timelines, and keeps stakeholders aligned through integration planning and due diligence.

The position works across executive leadership and departments including operations, compliance, finance, technology, marketing, and human resources. It also partners with post-close integration teams to support a smooth handoff. Some travel is required. The role involves prolonged periods sitting at a desk and working on a computer, lifting up to 15 pounds at times, and accessing and navigating departments at the organization’s facilities.

Requirements

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

Nice To Haves

• Bachelor’s degree in Business, Finance, Communications, Management, or a related field is preferred.
• Experience in wealth management, financial services, RIA, banking, consulting, or professional services is strongly preferred.
• Experience working with CRM, project management, and workflow systems is strongly preferred.

Responsibilities

• 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 and support a smooth, positive experience.
• Coordinate communication between prospective partners and internal departments, including executive leadership, operations, compliance, finance, technology, marketing, and human resources.
• Facilitate meetings, track action items, and manage follow-up activities to maintain momentum during active transactions.
• Monitor transaction timelines, identify potential risks or delays, 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 support a smooth handoff at transaction close.
• Maintain detailed records, documentation, and activity tracking within applicable systems.
• Support continuous improvement initiatives related to the firm’s acquisition and onboarding process.

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 the employee’s birthday week.
• Responsible Time Off Policy with no annual PTO limits, balanced with team responsibilities and business needs.
• Paid sabbatical program providing four consecutive weeks of paid time off after seven years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level