Key Account Director - Escrow Real Estate and M&A

Birmingham - Onsite

Ebury Institutional services institutional clients with a range of treasury products including transactional accounts, escrow, FX risk management, cash management, and international payments.

The Key Account Director - Escrow Real Estate and M&A will be responsible for growing Ebury’s escrow client base across the UK with a focus on the Real Estate and M&A. The key focus will be on commercializing our escrow capabilities by partnering with various ecosystem players including law firms, real estate brokers, investment bank origination teams, and financial advisers.  

Responsibilities

• Outbound sales to new partnership opportunities and prospective partners to build a robust network of "Gatekeepers," including law firms, M&A attorneys, investment bankers, and real estate developers.
• Establish and maintain strong relationships with partners 
• Manage end-to-end sales process of new clients referred to by partners
• Deliver agreed sales and revenue targets 
• Analyze complex deal structures to recommend tailored escrow and paying agency solutions
• Work closely with the onboarding, legal, and midoffice teams to ensure seamless onboarding of new deals.

You

• An interest in real estate markets and M&A
• Enjoy building new relationships and build rapport easily.
• Graduate or undergraduate degree from a recognized university.
• Previous escrow experience.
• Experience of selling into and partnering with legal firms.

Why Join us?

• Industry leading compensation and the opportunity to quickly increase your earnings through a transparent commission scheme.
• Rapid career progression and a range of structured career paths including leadership, account management/dealing.
• Training and mentoring from some of the world’s most experienced and successful institutional sales professionals.
• International development opportunities including attending global bootcamps.
• At every step, you’ll be supported our Heads of Desk who have a vested interest in helping you perform and know first-hand what it takes to be successful in the role

Ready to launch your career with a global FinTech? Click the ‘Apply’ Today and discover your potential at Ebury!

You can also connect with me on LinkedIn - Freddie Mugridge

#LI-FM2

Mission

Speechify is the easiest way to listen to the world’s information. Articles on the web, documents in the cloud, books on your phone. We absorb it all and let you listen to it at your desk, on the go, at your own speed, and with tools that make learning easier, deeper, and faster.

What streaming services have done for audio entertainment, we’re doing for audio information. And whatever we’re doing seems to be working. We’re #1 in our category, and experiencing exponential growth.

Overview

We're looking for a Senior Software Engineer to join our Core Experiences Team. This team builds and maintains the foundational services and SDKs that power Speechify’s product experience across platforms. It's a critical role for someone who enjoys working at the intersection of product and infrastructure, thinks strategically, and is passionate about designing clear, reliable APIs and simple systems that directly enhance the user experience.

What You’ll Do

• Collaborate with Speechify’s Product Teams to scope projects, find ways to reduce scope to get faster feedback from customers, navigate the integration/UX tradeoffs relevant to different product teams, and deliver solutions via our cross-platform SDK
• Optimize existing functionality to ship things like faster loading and more intelligent parsing by designing more efficient abstractions and improving our algorithms
• Ship cloud functions, lightweight backend services, and jobs using Kotlin

An Ideal Candidate Should Have

• Systems thinking. You know that optimizing a system requires end-to-end design, and you believe simplicity is valuable.
• Speed. You work quickly to generate ideas and options and know how to decide which things can ship now and what things need time
• Focus. We’re a high-growth startup with a busy, remote team. You know how and when to engage or be heads down
• Collaboration. You know how to inspire, play, and negotiate with opinionated designers, marketers, and PMs
• Preferred Tech Stack:
  • Kotlin Multiplatform (Java experience is OK but role is Kotlin Multiplatform) 
  • Prior experience with GCP is a plus

What We Offer

• A fast-growing environment where you can help shape the company and product.
• An entrepreneurial-minded team that supports risk, intuition, and hustle.
• A hands-off management approach so you can focus and do your best work.
• An opportunity to make a big impact in a transformative industry.
• Competitive salaries, a friendly and laid-back atmosphere, and a commitment to building a great asynchronous culture.
• Opportunity to work on a life-changing product that millions of people use.
• Build products that directly impact and support people with learning differences like dyslexia, ADD, low vision, concussions, autism, and more.
• Work in one of the fastest growing sectors of tech, the intersection of artificial intelligence and audio.

Think you’re a good fit for this job? 

Tell us more about yourself and why you're interested in the role when you apply.
And don’t forget to include links to your portfolio and LinkedIn.

Not looking but know someone who would make a great fit? 

Refer them! 

Speechify is committed to a diverse and inclusive workplace. 

Speechify does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

Waverly Advisors is seeking a Director of Client Relations & Negotiations to join our growing RIA. This role may sit in any of our locations, with a strong preference for candidates located in Birmingham. This role plays a critical part in supporting high-net-worth clients by negotiating favorable terms for major purchases such as vehicles, luxury assets, and other significant transactions. The position combines financial analysis, negotiation expertise, and relationship management to deliver exceptional value and enhance the overall client experience. 

Director of Client Relations & Negotiations 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. 

Required Qualifications and Skills: 

• Bachelor’s degree in Finance, Business, or a related field; MBA preferred. 

• 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. 

Travel: 

• Minimal travel is required. 

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer. 

• Must be able to lift 15 pounds at times. 

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.  

Legal:  

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

We are looking to add a Trader to the team. The ideal candidate will possess strong computer and analytical skills and a willingness to contribute to a team. This role works closely with portfolio managers, advisors, and operations to maintain the integrity of trading workflows and contribute to the overall investment process. A successful candidate will have the ability to effectively communicate with team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities. 

Trader Responsibilities: 

• Primary responsibility for the trading functions within the firm as part of the trading team, including trading mutual funds, equities, options, and individual bonds in client accounts to ensure adherence with our recommended model portfolios.
• Analyze, create, and execute trades in client portfolios to bring into alignment with investment allocations.
• Process simple and complex tax trading requests for gain/losses at advisors’ requests.
• Monitor market conditions and execute trades in a timely and efficient manner.
• Work closely with the operations team to resolve trade-related issues and discrepancies. 
• Proactively analyze clients’ portfolio allocation to determine if they are within tolerance bands.  
• Audit client transactions, fees, cash balances, and securities to ensure compliance with firm policies.
• Utilize trading platforms, order management systems, and other financial tools to execute trades.
• Ensure adherence to internal controls, compliance requirements, and regulatory standards (e.g., SEC, FINRA).
• Participate in continuous process improvement efforts and support implementation of trading system enhancements.
• Maintain accurate records of trades and transactions.
• Run weekly reports for advisors.  

Travel:  

• No travel is required.  

Qualifications and Experience:  

• One to three years of industry experience, strongly preferred, particularly within an RIA.  
• Eclipse experience, preferred. 
• Experience working in a Portfolio Management System, Orion or Black Diamond preferred.  
• Bachelor’s degree in Finance, Economics, Accounting, Data Analytics or a related field.
• Options trading experience, preferred.
• Experience with portfolio rebalancing and tax loss harvesting.  
• Strong proficiency in MS Office, particularly Excel.  
• Ability to work both independently and in a team environment.  
• Series 65 preferred. Willingness to obtain Series 65 within 12 months if not already certified.  
• Experience with financial analysis software such as Bloomberg or Morningstar, preferred.
• Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.  
• Desire to work in a fast-paced, high growth company.  
• Excellent interpersonal skills
• A genuine desire to serve with excellence. 

Physical Requirements:  

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times 

Benefits:  

• Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
• 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.

Legal:  

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

Waverly Advisors is seeking a Transaction Manager to join our growing RIA. This role may sit in any of our locations, with a strong preference for candidates located in Birmingham. This role plays a critical part in supporting high-net-worth clients by negotiating favorable terms for major purchases such as vehicles, luxury assets, and other significant transactions. The position combines financial analysis, negotiation expertise, and relationship management to deliver exceptional value and enhance the overall client experience. 

Transaction Manager 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. 

Required Qualifications and Skills: 

• Bachelor’s degree in Finance, Business, or a related field; MBA preferred. 

• 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. 

Travel: 

• Minimal travel is required. 

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer. 

• Must be able to lift 15 pounds at times. 

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.  

Legal:  

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

Mission

Speechify is the easiest way to listen to the world’s information. Articles on the web, documents in the cloud, books on your phone. We absorb it all and let you listen to it at your desk, on the go, at your own speed, and with tools that make learning easier, deeper, and faster.

What streaming services have done for audio entertainment, we’re doing for audio information. And whatever we’re doing seems to be working. We’re #1 in our category, and experiencing exponential growth.

Overview

We're looking for a Senior Software Engineer to join our Core Experiences Team. This team builds and maintains the foundational services and SDKs that power Speechify’s product experience across platforms. It's a critical role for someone who enjoys working at the intersection of product and infrastructure, thinks strategically, and is passionate about designing clear, reliable APIs and simple systems that directly enhance the user experience.

What You’ll Do

• Collaborate with Speechify’s Product Teams to scope projects, find ways to reduce scope to get faster feedback from customers, navigate the integration/UX tradeoffs relevant to different product teams, and deliver solutions via our cross-platform SDK
• Optimize existing functionality to ship things like faster loading and more intelligent parsing by designing more efficient abstractions and improving our algorithms
• Ship cloud functions, lightweight backend services, and jobs using Kotlin

An Ideal Candidate Should Have

• Systems thinking. You know that optimizing a system requires end-to-end design, and you believe simplicity is valuable.
• Speed. You work quickly to generate ideas and options and know how to decide which things can ship now and what things need time
• Focus. We’re a high-growth startup with a busy, remote team. You know how and when to engage or be heads down
• Collaboration. You know how to inspire, play, and negotiate with opinionated designers, marketers, and PMs
• Preferred Tech Stack:
  • Kotlin Multiplatform (Java experience is OK but role is Kotlin Multiplatform) 
  • Prior experience with GCP is a plus

What We Offer

• A fast-growing environment where you can help shape the company and product.
• An entrepreneurial-minded team that supports risk, intuition, and hustle.
• A hands-off management approach so you can focus and do your best work.
• An opportunity to make a big impact in a transformative industry.
• Competitive salaries, a friendly and laid-back atmosphere, and a commitment to building a great asynchronous culture.
• Opportunity to work on a life-changing product that millions of people use.
• Build products that directly impact and support people with learning differences like dyslexia, ADD, low vision, concussions, autism, and more.
• Work in one of the fastest growing sectors of tech, the intersection of artificial intelligence and audio.

The United States Based Salary range for this role is: 140,000-200,000 USD/Year + Bonus + Stock depending on experience

Think you’re a good fit for this job? 

Tell us more about yourself and why you're interested in the role when you apply.
And don’t forget to include links to your portfolio and LinkedIn.

Not looking but know someone who would make a great fit? 

Refer them! 

Speechify is committed to a diverse and inclusive workplace. 

Speechify does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

About Clear Street:

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. 

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. 

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

The Team

Clear Street’s Active division provides powerful tools for active traders, professional trading groups. The platform is designed for speed, efficiency and reliability for a fast paced trading environment. The team manages the client onboarding process, handles client fund movements, responds to operational inquiries from clients and internal team members, and provides support for account-related inquiries. The ideal candidate will have excellent communication skills, be detail oriented and client focused, a strong understanding of financial operations, and the ability to work efficiently in a fast-paced environment.

Responsibilities:
Front-line support for a retail active trading platform. Primary channel will be incoming phone calls, platform support cases and (potentially) live chat through Pylon during market hours. Handles platform questions, account issues, PDT inquiries, onboarding, and billing. Escalates execution/trading issues to trade desk specialists. Reports to Active Support Team Lead.

Experience / Skills:

• At least 2 years in fintech or brokerage support
• Professional trading experience and/or in a trading support function like Operations or Client Services across equities, options, or futures (futures is strongly preferred)
• Strong verbal & written communication
• Calm and composed under emotional pressure
• Client Service skills, can work to identify and resolve issues
• Must have active Series 7 & Series 63
• Active Series 3 preferred.  If not active, must be prepared to pass the exam within 3 months of joining.

Preferred Experience / Skills:

• Experience at a retail trading brokerage pre
• Familiarity with retail (active) trading or professional platforms
• Experience with Pylon or similar support platforms
• Knowledge of PDT rules, margin mechanics, and order types

We Offer:
At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, beginning on January 2, 2023, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.  #LI-Hybrid

About Clear Street:

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. 

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. 

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

The Team

Clear Street’s Active division provides powerful tools for active traders, professional trading groups. The platform is designed for speed, efficiency and reliability for a fast paced trading environment. The team manages the client onboarding process, handles client fund movements, responds to operational inquiries from clients and internal team members, and provides support for account-related inquiries. The ideal candidate will have excellent communication skills, be detail oriented and client focused, a strong understanding of financial operations, and the ability to work efficiently in a fast-paced environment.

Responsibilities:
Front-line support for a retail active trading platform. Primary channel will be incoming phone calls, platform support cases and (potentially) live chat through Pylon during market hours. Handles platform questions, account issues, PDT inquiries, onboarding, and billing. Escalates execution/trading issues to trade desk specialists. Reports to Active Support Team Lead.

Experience / Skills:

• At least four (4) years in fintech or brokerage support
• Professional trading experience and/or in a trading support function like Operations or Client Services across equities, options, or futures (futures is strongly preferred)
• Excellent verbal & written communication
• Calm and composed under emotional pressure
• Client Service skills, can work to identify and resolve issues
• Must have active Series 7 & Series 63
• Active Series 3 preferred.  If not active, must be prepared to pass the exam within 3 months of joining.

Preferred Experience / Skills:

• Experience at a retail trading brokerage pre
• Familiarity with retail (active) trading or professional platforms
• Experience with Pylon or similar support platforms
• Knowledge of PDT rules, margin mechanics, and order types

We Offer:
At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, beginning on January 2, 2023, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.  #LI-Hybrid

Please note: this role is Remote UK, no overseas candidates or work from overseas will be acceptable due to nature of our customer data management policies. Travel to client sites although very unlikely may occur and will be fully reimbursed by Kerv Group.

About Us

Launched in July 2020, the Kerv Group is a next-generation customer-first, cloud-first provider, created to help customers achieve successful business outcomes in a new digital era. We are undergoing an exciting period of transformation and growth following the acquisition of seven highly successful organisations, and we are now over 900 employees.

About the Role

As a result of growth in a new area of business, we are looking for an operationally focused individual to take ownership of our production and development AWS of infrastructure.

We currently host software for our own products, as well as custom software for 30+ customers across five AWS tenants and one Azure tenant. These environments support a range of applications and customers, from SMEs to large public-sector organisations, some of whom require CIS-compliant infrastructure. 

This role is the first step in creating a more mature infrastructure management capability. This role is a combination of hands-on cloud operations, security remediation, change control, automation and cost optimisation. 

Your part to play

You will help run and improve our AWS environments across production and development, with a strong focus on security, stability, compliance and cost control. 

Working with our existing security tooling, including OX Security and Wiz, you will identify and prioritise vulnerabilities, drive remediation activity, and maintain a forward plan to reduce risk and improve the security posture of our customer and internal environments. This includes owning patching and security updates across the estate, ensuring critical and high vulnerabilities are addressed within agreed timescales in line with Cyber Essentials and our customer obligations. 

You will work within our change control process, making sure infrastructure changes are properly assessed, documented, scheduled and communicated. You will also look for opportunities to automate repeatable operational tasks, improve consistency, reduce manual effort and support ongoing cost optimisation across our cloud estate. 

As part of a small team, you will work closely with engineering, service and product colleagues to keep our platforms secure, resilient and efficient. You will also support the Service Desk with escalations where needed. 

You will also: 
• Manage the day-to-day operation of AWS and Azure environments across multiple customer and internal estates. 
• Plan and deliver patching, system updates and infrastructure changes. 
• Use OX Security, Wiz and other tools to identify, triage and track vulnerabilities through to resolution. 
• Maintain a prioritised programme of work covering remediation, technical debt and broader security improvements. 
• Contribute technical input into change control, including impact assessments, implementation plans, rollback plans and scheduling. 
• Maintain and improve CIS-aligned configurations and controls where required. 
• Drive cost optimisation initiatives across AWS, including usage reviews, rightsizing and reducing waste. 
• Improve operational efficiency through automation, scripting and better tooling. 
• Support incident resolution, root cause analysis, documentation and continuous improvement. 

 All about You

You must have: 
• Hands-on experience supporting cloud infrastructure in live production environments, with strong experience in AWS and working knowledge of the other. 
• Experience of day-to-day infrastructure operations, including patching, vulnerability remediation and implementing production changes. 
• Experience working within a controlled change process in a production environment. 
• A solid understanding of cloud security fundamentals, including identity and access management, networking, platform hardening and general security best practice. 
• Experience using automation or scripting to reduce manual effort and improve operational consistency. 
• Strong organisational, troubleshooting and communication skills, with the ability to prioritise work and see actions through to completion. 
• Awareness of security and compliance requirements such as Cyber Essentials, CIS or similar good practice.

 Ideally you will also have: 
• Experience across both AWS and Azure. 
• Experience with OX Security, Wiz, or similar cloud security and posture management tooling. 
• Experience supporting multi-customer or multi-tenant environments. 
• Experience with Infrastructure as Code or configuration and deployment tooling such as Terraform, Ansible, Jenkins, PowerShell, Bash or Python. 
• Experience supporting public-sector or other regulated environments. 
• Experience identifying and delivering cloud cost optimisation initiatives. 
• Experience supporting operational escalations or working closely with a Service Desk. 
• Relevant certifications such as AWS, Azure, security or ITIL qualifications. 

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

We are looking to add a Business Development Officer to our growing team. The Business Development Officer will play a central role in the firm’s growth by supporting a team of advisors across several Waverly offices. This individual will own the front end of the business development pipeline, driving prospecting activity, nurturing strategic referral relationships, and helping guide prospective clients through the discovery and proposal process. This role is ideal for a highly motivated professional who combines relationship-building skills with a strong understanding of wealth advisory services, a proven track record of success, and a passion for helping others. 

Business Development Officer Responsibilities: 

Prospecting & Advisor Collaboration 

• 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 based on need, location, and specialty. 

• 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. 

Referral Relationship Management 

• 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. 

Event Planning & Execution 

• Collaborate on the design and execution of business development events across Waverly markets in conjunction with the Marketing department, including: 

• Client-hosted referral events 

• Strategic networking events 

• Educational sessions for prospects and centers of influence 

• Manage event logistics, outreach, attendance tracking, and post-event follow-up. 

Sales Operations & Reporting 

• Maintain accurate records of pipeline activity and engagement in the firm’s CRM system. 

• Partner with Marketing and Advisor teams to ensure alignment on campaigns, materials, and messaging. 

• Report on business development KPIs and contribute to continual process improvement. 

• Support onboarding of new advisors by educating them on the firm’s growth resources. 

• Identify process improvements and technology enhancements to increase advisor efficiency and conversion rates. 

Required Qualifications and Skills:  

• 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 - preferably within an RIA. 

• 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 with the ability to work across multiple teams and locations. 

• 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. 

Travel: 

• Frequent travel to Waverly locations  

Physical Requirements:  

• 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 

Benefits:  

• Comprehensive Health, Dental, and Vision coverage to support your overall well-being.

• 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.

Legal:  

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

Waverly Advisors is seeking an Estate Planning Consultant to join our growing, multi-state RIA, with a strong preference for candidates based in Birmingham, AL. This role works closely with Wealth Advisors and Senior Estate Planning Consultants to review, coordinate, and implement estate planning strategies, with a primary focus on detailed document analysis and implementation support. The position also coordinates with clients and outside estate planning attorneys to ensure documents are accurate, complete, and aligned with client intent, and does not provide legal advice. 

Estate Planning Consultant Responsibilities: 

• Review estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations, to ensure alignment with client goals and planning strategies. 

• Prepare detailed estate plan summaries, flowcharts, and implementation checklists for internal and client use. 

• Identify inconsistencies, outdated provisions, or gaps in estate planning documents and escalate findings to senior planning staff. 

• Coordinate with estate planning attorneys to track document drafts, revisions, and execution. 

• Assist with estate plan implementation, including account titling reviews and beneficiary alignment. 

• Maintain accurate and organized estate planning records in CRM and document management systems. 

• Support ongoing estate plan maintenance by monitoring life events, asset changes, and planning updates. 

• Collaborate with Wealth Advisors to integrate estate planning with broader financial planning strategies.  

Required Qualifications and Skills: 

• Bachelor’s degree in Finance, Business, Legal Studies or a related field;  

• 5-10 years of experience in estate planning, financial planning, trust administration, or wealth management. 

• Working knowledge of estate tax laws across five or more states. 

• Experience working in or with an RIA, law firm, trust company, or financial advisory firm.  

• High attention to detail with strong organizational and analytical skills. 

• Excellent written and verbal communication skills. 

• Ability to manage multiple priorities and work independently while collaborating with senior team members.  

Travel: 

• Minimal travel 

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer. 

• Must be able to lift 15 pounds at times. 

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.  

Legal:  

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

While this posting appears on the Alexander Shunnarah Trial Attorneys careers site, please note that this position is with JB Brown Criminal Trial Practice.

JB Brown Criminal Trial Practice is a high-performing criminal defense firm dedicated to delivering exceptional advocacy and service to people facing the most challenging moments of their lives. Known as The People’s Defender, we combine strategic trial skill with a client-centered approach rooted in trust, urgency, and clear communication.

We are seeking a Case Coordinator—a driven, persuasive, emotionally intelligent sales professional who can guide prospective clients through the decision to hire our firm.

Key Responsibilities

• Conduct in-depth phone consultations to understand legal needs, explain next steps, and communicate the firm’s value.

• Maintain timely follow-up using CRM systems to maximize conversion rates.

• Collaborate with attorneys and staff to ensure a seamless handoff once a client retains our services.

• Track metrics and maintain accurate records of conversations, follow-ups, and outcomes.

• Provide a high level of empathy, professionalism, and clarity during stressful and emotional client situations.

What This Role Is Not

• Not a basic intake role taking down information

• Not customer service or administrative support

• Not a legal assistant position

Preferred Background & Experience

Candidates with experience in persuasion-heavy, emotionally charged, or urgency-based sales environments perform exceptionally well here. Strong consideration will be given to candidates with experience in:

• Rehab admissions / treatment center intake

• Car sales, finance managers, desk managers, or closers

• High-ticket phone sales or call-center sales roles

• Insurance sales

• Bail bonds intake

• Collections or payment negotiation roles

• Any role requiring confident conversations about pricing, urgency, and objection handling

Ideal Candidate Traits

• Exceptional verbal communication and emotional intelligence

• Strong closer mentality; can ask for the sale and secure commitment

• Comfortable discussing fees and guiding people into payment decisions

• Thrives in a fast-paced environment with fluctuating call volume

• Compassionate tone paired with confident direction

• Highly organized with strong follow-up discipline

• Able to stay calm and structured when dealing with people under stress

Details

• Base hourly rate plus commission. Typical earnings range from $60,000–$75,000 annually, with the opportunity to exceed this range as commission scales uncapped with performance.

Location: Remote (US only) + 60–80% travel to jobsites nationwide

About Human Agency

We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional talent across disciplines. Our mission is to bring on individuals, from creative producers to technical experts to entrepreneurial leaders, who can help us realize this next chapter of growth.

We are a company of doers. Leaders roll up their sleeves, teams work flat, and everyone contributes to what ships. Titles don't insulate us from feedback or basics. We invite critique, learn quickly, and keep raising the bar. The best ideas win here, no matter where they come from, because clients trust us to deliver the strongest outcomes every time.

Our clients' missions, products, and bottom lines are sacred. We immerse ourselves in their world, becoming stewards of their goals and partners in solving big problems. Every product, strategy, or asset we create must be both beautiful and functional; practical, usable, and designed for real-world impact.

Humans are our most valuable resource, and we only grow by hiring people who push us forward. Across strategy, engineering, design, data, and operations, we seek out teammates who raise the bar and make us better. Always hire up, never down.

We partner with organizations of all sizes to explore, design, and implement AI strategies that are secure, scalable, and human-centered. We believe AI should amplify human potential, not replace it and we build with that conviction in every engagement. From advisory and tooling to implementation and education, we meet clients where they are at and help them integrate AI in ways that align with their mission and values. Our goal is to empower teams to work smarter, move faster, and unlock new possibilities through thoughtful, responsible innovation.

And through it all, we lead with purpose, love, and adventure. We do meaningful work with people we care about, and we make the ride an adventure worth taking. Because at Human Agency, who we are and how we work are one and the same.

The Opportunity

We partner with large design-build companies (~$10B revenue) that employ thousands of project engineers and project managers running complex jobsites across the country. Human Agency is building custom AI tools and strategies to make those teams dramatically more effective. The missing piece is someone who lives in the field, understands how construction actually works, and can connect the dots between emerging technology and real jobsite needs.

That’s this role. You’ll travel to active jobsites, shadow project teams, and develop a deep, current picture of how work gets done, where it breaks down, and where technology can genuinely help. You’ll be the person who’s wildly up to speed on everything happening in construction technology — from autonomous equipment to AI-assisted estimating to reality capture — and can evaluate where each piece might actually fit in the real workflows you’re observing.

You carry two mandates. Enablement: helping field teams understand and leverage AI tools to work better, faster, and smarter. Intelligence: capturing expert knowledge from the people who actually build things, understanding the technology landscape with depth and nuance, and feeding those insights directly into Human Agency’s venture studio and product roadmap. Your perspective shapes what we build, who we invest in, and how we think about making our design-build partners great.

What You’ll Own

Field Intelligence & Expert Knowledge Capture

• Conduct structured job shadows of Project Engineers, Project Managers, and superintendents across project types — healthcare, industrial, data centers, commercial — to map how work actually flows day-to-day and where the friction, waste, and brilliance live.
• Extract and codify expert knowledge from experienced construction professionals. The people you shadow know things that aren’t written down anywhere. Your job is to capture that institutional intelligence and make it an asset.
• Synthesize field observations into actionable briefs for Human Agency’s venture studio and product teams, directly informing what to build, what to invest in, and where the biggest opportunities are.
• Build and maintain a living knowledge base of construction workflows, pain points, and technology gaps across our design-build partners’ project portfolios.
• Identify systemic patterns across jobsites and project types that point to high-leverage opportunities for technology intervention or process improvement.

Contech Landscape & Evaluation

• Maintain comprehensive, current knowledge of the construction technology landscape. You should have an informed opinion on every major platform, startup, and emerging capability in the space.
• Evaluate emerging technologies like Bedrock Robotics (autonomous heavy equipment), reality capture tools, AI co-pilots for estimating and scheduling, and next-generation project management platforms against real jobsite needs you’re observing firsthand.
• Develop technology fit assessments: given what you see in the field, where could a given tool actually create value vs. where would it be shelfware? Your judgment on this is the product.
• Brief Human Agency and client leadership on contech trends, investment-worthy companies, and technology bets with a practitioner’s perspective, not a vendor’s pitch.
• Contribute directly to Human Agency’s venture studio thesis on where the AEC industry is heading and which technology gaps represent real opportunities.

AI Enablement & Coaching

• Help jobsite teams understand and adopt AI-assisted workflows that Human Agency has built for the client — tools for submittals, change orders, RFP assessment, meeting synthesis, quality knowledge, and more.
• Run hands-on coaching sessions (1:1, small group, lunch-and-learns) that translate AI capabilities into construction language. You’re teaching a PM how this saves them an hour on submittals, not lecturing about large language models.
• Identify the highest-leverage AI use cases for specific roles and project types based on what you’re seeing in the field, and work with our product team to customize solutions accordingly.
• Serve as the credible, trusted voice on AI and technology for field teams. You earn this by understanding their work, not by evangelizing from a slide deck.
• Surface adoption barriers, user friction, and workflow mismatches back to the product team so tools get better with every jobsite visit.

Who You Are

Required

• Construction industry experience (3+ years) with time spent on or around jobsites. You know what a three-week lookahead is, you’ve seen a PE’s actual day, and you understand the difference between how construction is supposed to work and how it actually works. Backgrounds in project engineering, project management, field operations, or construction technology.
• Deep fluency with the contech landscape. You follow the space obsessively — you know the players, the platforms, the funding rounds, and the gaps. You have a point of view on where it’s all heading.
• AI literacy that goes beyond using ChatGPT. You’ve built workflows, automated processes, and can demonstrate how AI tools change the way people work. You can teach this to others.
• Exceptional communication skills across audiences — you can have a credible conversation with a superintendent on a slab at 6am and brief a C-suite on technology strategy at 2pm.
• Comfort with heavy travel (60–80%) to jobsites across the country. This role lives in the field, not behind a desk.
• Natural credibility with construction professionals. You’re respected in those rooms because you understand the work, not just the tools.

Preferred

• Direct experience with construction technology platforms (Procore, PMWeb, OpenSpace, Bluebeam, BIM tools, or similar) — either as a power user, implementer, or builder.
• Background in construction technology or AEC innovation — whether at a startup, a GC’s operations or innovation team, or a technology consultancy serving the industry.
• Experience in technology evaluation, venture analysis, or strategic advisory roles where your judgment on “will this actually work” was the deliverable.
• Familiarity with how AI products are built — understanding how field insights and user research translate into product decisions.
• Comfort operating in a consulting structure where you’re a Human Agency team member embedded in a client’s organization and culture.

Why This Role Matters

Construction is a $13 trillion global industry where the people doing the work are brilliant but chronically underserved by their tools. Technology companies build for construction from the outside. Consultants advise from conference rooms. Nobody is living on jobsites, capturing what experts actually know, staying current on every emerging technology, and connecting those two things together.

That’s the gap this role fills. Your field intelligence shapes what Human Agency builds, who we invest in, and how we help our design-build partners operate at the highest level. Your enablement work ensures that the tools we’ve already built actually land with the people who need them. You’re the connective tissue between technology and the real world — and in an industry this large and this underserved, that’s a position with enormous leverage.

Equal Opportunity Commitment

Human Agency is an Equal Opportunity Employer. We value diverse backgrounds and strive to build an inclusive culture where everyone feels welcomed and empowered.