Summary

We are seeking an experienced Workers' Compensation Paralegal to join our team. As a Workers' Compensation Paralegal, you will work closely with our talented attorneys providing support before, during and after trials.

Responsibilities

• Prepare legal documents including pleadings, motions, affidavits, complaints, legal memoranda
• E-file all court documents in state and federal court
• Communications with clients, court, counsel, and others.
• Conduct legal research and factual investigation
• Prepare discovery documents, interrogatories, and responses
• Draft and server summons
• Coordinate and summarize depositions
• Prepare trial binders and exhibits
• Drafting pleadings, motions and appellate documents and filing them with the court
• Performing administrative duties (calendar hearings and deadlines, organize case files, manage logistics)
• Maintain pleadings and discovery indexes
• Organize exhibits, documents, evidence, briefs, and appendices
• Aid attorney with interrogatories and other discovery requests
• Gather relevant information from a variety of sources
• Liaise between trial teams and internal/external third parties
• Witness preparation
• Assisting with case settlements
• Other tasks as requested by the attorney

Qualification

• Associate degree, certificate, or equivalent work experience (preferred)
• 2+ years of litigation experience (preferred)
• Completion of a nationally accredited paralegal program (preferred)
• Experience in Personal Injury, WC, Premises, or other injury related practice areas (preferred)
• Must possess the ability to multi-task, prioritize, and manage workload with a positive attitude and minimal supervision
• Excellent written and verbal communication skills, proficient in calendaring depositions, mediations, and hearings
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment
• Extensive computer and database expertise; Microsoft Word, Excel, Outlook, and type no less than 35 wpm
• Remote and/or hybrid not eligible

#LI-KL1

Summary

We are seeking a qualified Legal Assistant to join our team. As a Legal Assistant, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace.

Responsibilities

• Perform administrative duties (scheduling calendar hearings and deadlines, organize case files, manage logistics).
• Maintain pleadings and discovery indexes.
• Organize exhibits, documents, evidence, briefs, and appendices.
• Implement and improve upon administrative processes for more efficient workflow.
• Collect, examine, and organize evidence and other legal documents for attorney review and case preparation.
• Draft and proofread correspondence and legal documents, such as pleadings and contracts.
• Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice.
• Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues in cooperation with the billing attorney.
• Communicate with clients and witnesses to schedule meetings, interviews, and depositions.
• Manage, organize, and maintain documents in paper or electronic filing systems.
• Performs other related duties as assigned to meet the needs of the business.
   

Qualification

• High school diploma or general education degree (GED) required.
• Associates degree in paralegal studies, a paralegal certificate, or a bachelor's degree is preferred
• At least 1 year of experience as an administrative assistant (preferably in a law firm or in a corporate legal department), legal assistant, legal secretary, or paralegal
• Experience in Social Security, Personal Injury, Workers Compensation, Premises Liability, or other injury related practice areas (preferred)
• Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a great attitude and minimal supervision
• Great written and communication skills, be proficient in calendar depositions, mediation, and hearings
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment
• Strong writing and communication skills along with attention to detail
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm
• Remote and/or hybrid not eligible

#LI-KL1

This is a remote role.

About Us

Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees while driving measurable ROI.

We believe gifting is more than just a transaction. It is about building genuine human connections that fuel business growth. Whether engaging prospects, celebrating customers, or recognising employees, our platform makes it easy to deliver personalised gifts, branded swag, and memorable events and brand experiences at scale through automated sourcing, storage, and global delivery.

Trusted by many of the most recognised names in technology and SaaS, Reachdesk integrates seamlessly with marketing, sales, and HRIS tech stacks and is powered by a world-class team with hubs in New York, London, and Lisbon.

We’re growing and looking for a Talent Associate to join us.

About the Role

Reachdesk is hiring a Talent Associate to support hiring quality, consistency, and speed across the business. This is an entry-level role designed for someone who is curious, proactive, and motivated to build a career in people-focused roles across the business.

This is not a traditional entry-level hiring role. At Reachdesk, we take a thoughtful, high-bar, and increasingly innovative approach to recruitment. We care deeply about interview quality, selection accuracy, candidate experience, and building hiring processes that actually identify high-performing candidates with the drive to succeed. That means structured assessments, clear evaluation standards, continuous process improvement, and a willingness to use smarter, more modern approaches to get better outcomes.

You’ll work closely with our People team and get hands-on experience of exceptional hiring in practice. You’ll learn how to identify strong candidates, support structured interviews, maintain high-quality process standards, and keep hiring workflows running smoothly from application through to decision. You’ll also contribute to a team that is always pushing to improve and finding smarter, more innovative ways to hire.

This role is ideal for someone who is organised, curious, highly detail-oriented, and excited by the idea of helping build a more modern and effective talent function.

What You’ll Do

Support screening and selection

• Review applications and help identify candidates who may be a strong fit.
• Support structured screening processes and learn how to assess candidates against clear criteria.
• Help ensure hiring managers spend time with candidates who are well matched to the role.
• Maintain clear and accurate notes so assessment decisions are well documented.

Help build and maintain high-quality hiring processes

• Support the creation and upkeep of practical hiring tools such as interview guides, screening criteria, and scorecards.
• Help keep hiring processes clear, organised, and consistent across roles.
• Spot gaps, inconsistencies, and opportunities for improvement, and raise them proactively.
• Contribute to a hiring environment that values rigour, clarity, and continual improvement.

Keep the hiring workflow moving

• Coordinate interviews and candidate communications with strong attention to detail.
• Keep ATS records accurate and up to date.
• Make sure notes, scorecards, feedback, and next steps are captured properly and on time.
• Support strong handoffs between recruiters, hiring managers, and candidates.

Contribute to a strong candidate experience

• Help deliver a smooth, professional, and responsive process for candidates.
• Communicate clearly and confidently with applicants and internal stakeholders.
• Support scheduling, follow-up, and interview logistics so the process runs efficiently.

Support hiring visibility

• Assist with job posting and promotion activity.
• Collaborate with Marketing on hiring-related posts and employer brand support where needed.
• Help improve candidate reach and interest through clear and well-presented role materials.

About You

We’re open to candidates from a variety of backgrounds. We’re looking for individuals who have high standards for their work, sound judgement, the ability to learn quickly in a fast-moving environment, and a strong motivation to continuously improve.

Must-have capabilities

• Strong attention to detail and pride in getting the small things right.
• Clear written and verbal communication.
• High organisation and the ability to manage multiple moving parts.
• Good judgement and the ability to follow a process carefully.
• A proactive attitude and willingness to take ownership of tasks.
• Curiosity and a genuine interest in people, hiring, and talent.
• Comfort working with systems, tools, and structured workflows.
• Reliability, follow-through, and a high standard of execution.
• Low ego, openness to feedback, and a strong willingness to learn.

Preferred qualifications

• A bachelor’s degree in Psychology, Business, Human Resources, Law, Sociology, or another relevant discipline.
• A strong interest in talent, hiring, people operations, or business operations.
• Previous experience in an administrative, coordination, customer-facing, or operational role is helpful, but not required.

About the Benefits

• Competitive salary with generous stock options.
• Flexible PTO, increasing with tenure, plus extra flexibility for life’s unexpected moments.
• Remote working.
• NEST Pension, 3% employer contribution.
• Dental, audio, visual, and life insurance.

We are an equal opportunity employer and value diversity at Reachdesk. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, disability status, or any other protected characteristic.

We process personal information submitted as part of your application in accordance with the Reachdesk Candidate Privacy Notice. Please review it here.

New data center development:

We give you the opportunity to work with cutting-edge technologies in data operations, cloud computing and infrastructure management. As global data center operations grow, there will be ample opportunities for career progression. Working in the data center directly impacts performance, customer satisfaction and efficiency, with the opportunity to contribute to new data center projects.You’ll collaborate with experts in AI data center development and operations, gaining insights from leaders in the field. This environment fosters innovation, and allows you to work on solutions that exceed industry standards in design and deployment.

The role

We are looking for a Lead Warehouse Logistics Specialist to oversee and coordinate all warehouse and logistics operations for data center hardware. This role ensures that inbound/outbound shipments, inventory accuracy, and equipment provisioning meet operational standards. This position implies full accountability for the logistics function, people management, cross-department coordination, and risk management, as well as developing long-term improvements to support business growth.

Your responsibilities will include: 

1. Warehouse & Shipment Management

• Ensure timely and accurate processing of inbound and outbound shipments.
• Establish and maintain SOPs for shipping and material handling.
• Oversee packaging standards for equipment.
• Handle escalations with warehouse operations.
• Identify bottlenecks and optimize warehouse workflows.
• Identify opportunities for process and tools improvement.

2. Inventory & Asset Control

• Lead cyclical and annual inventory checks across all warehouse and external storage locations.
• Guarantee data accuracy in the inventory system (ERP, WMS).
• Assets creation process supervision.
• Analyze inventory discrepancies and implement preventive measures.

3. Team Management

• Lead and mentor a logistics team.
• Distribute tasks, monitor performance, and conduct onboarding process.
• Act as escalation point for operational and staffing issues.
• Resource mangement (internal + outsource)

4. Stakeholder Communication

• Act as primary logistics contact for data center engineers, project managers, and procurement teams.
• Manage relationships with relevant partners.

5. Risk Management

• Assess and mitigate risks related to logistics operations, including equipment damage, delays and theft.
• Establish safety protocols in handling heavy, fragile equipment.
• Perform root-cause analysis of logistics incidents and implement corrective actions.
• Coordinate with data center operations and security teams to align risk management practices.

We expect you to have:

• 5+ years in warehouse/logistics operations, preferably in IT hardware or data centers.
• Proven leadership experience (managing people and processes).
• Strong knowledge of shipping standards and inventory systems.
• Analytical mindset with ability to drive continuous improvement.
• Excellent communication and stakeholder management skills.

Key Employee Benefits:

• Health Insurance: 100% company-paid medical, dental, and vision coverage for employees and families.
• 401(k) Plan: Up to 4% company match with immediate vesting.
• Parental Leave: 20 weeks paid for primary caregivers, 12 weeks for secondary caregivers.
• Disability & Life Insurance: Company-paid short-term, long-term, and life insurance coverage.

Compensation

We offer competitive salaries ranging from $115K to $150K OTE, which includes base salary and bonus.

Join Nebius Today!

Are you an experienced Class A CDL holder ready to take your driving career to the next level? If so, we are seeking dedicated and safety-conscious drivers to join our team and invite you to apply.  Find out more!

As a Super-Sod Class-A CDL Driver, you’ll be responsible for transporting our seed, sod and soil products to our customers.  We strive for efficiency and reliability and ensure timely deliveries while adhering to all safety and regulatory standards. If you value a rewarding career with competitive pay, great benefits, and opportunities for growth, we’d love to hear from you! 

Super-Sod Class-A CDL Commercial Drivers are expected to work as a valued member of the shipping and receiving operations. This job will primarily consist of regional vehicle operations involving positioning and moving trucks and trailers on and between our farms, retail facilities, and commercial/residential properties.

💰 Weekly Pay | 🏡 Home Every Night | 🚚 Modern Fleet  | Full-Time CDL-A Truck Driver | Mills River, SC

Essential Functions

1. Operate company-owned and leased trucks to facilitate shipping and receiving operations.
2. Operate trucks for the delivery, pickup and relocation of farm products and materials.
3. Perform required before-, during- and after-operation “user maintenance” and provide required reports.
4. Provide outstanding customer service during delivery and pickup operations.
5. Operate all MHE or Material Handling Equipment.
6. Maintain all required certifications required by DOT and OSHA and company safety programs.
7. Maintain and protect all property in excellent condition.
8. Perform any other tasks assigned to support and improve the overall team operations.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position Type and Expected Hours of Work

Typical work hours are Monday through Friday, 7:00 a.m. to 5:00 p.m., though actual days and hours may vary at the discretion of the Regional Driver Manager or Logistics Director.

During the harvesting season (typically March through September,) Saturday work may be required, usually from 7:00 a.m. to 12:00 p.m.  Weekly hours increase, averaging 55–60 hours per week instead of the standard 40.

Part-time roles may be considered and are subject to discussion and agreement between the driver and manager.

Travel

Travel is primarily regional interstate hauling during the business day, although some out-of-the-area and evening travel may be expected.

Required Education and Experience

1. Applicants must be at least 23 years of age to be considered for this position.
2. 2+ years proven experience in commercial truck driving required.
3. Clean driving record with no major or excessive violations within previous 3 years
4. Must possess valid Class A CDL and Medical Card, including muti-state certification status.
5. Must pass background check and drug test.
6. Skilled at driving and parking large, heavy vehicles.
7. Alert, focused, and detail oriented.
8. Physically and mentally fit.
9. Ability to lift up to 50 lbs. at a time.
10. Possess great physical stamina and focus during long driving shifts.
11. Able to operate electric lift, hand trucks, pallet jacks, etc.
12. Proficient using GPS and other routing systems.
13. Map reading and route planning experience.
14. An innate sense of direction.
15. Self-starter who works well independently.
16. Disciplined, dependable, and resourceful.
17. High level of composure and good stress management.
18. High school diploma or GED required.

Competencies

1. Technical Capacity.
2. Customer/Client Focus.
3. Ethical Conduct.
4. Time Management.
5. Leadership.
6. Problem Solving/Analysis.

Work Environment

The employee will be expected to work outside in all weather conditions and must have suitable clothing. They must have the ability and willingness to work in adverse conditions, not just including extreme weather but enclosed spaces and heights up to 80 feet. The employee will be expected to work around and with machinery that distributes loud noises and exhaust. Personal Protective gear is provided by the employer. This position does require handling and operating of heavy equipment which may introduce a high risk to slips, trips and falls.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Company drivers are required to sit and steer for long periods of time while having the ability to coordinate several parts of the body, such as arms and legs, while operating a commercial truck. A driver will be expected to operate forklifts used for loading and unloading sod and other farm and retail products. Drivers must be able to get in and out of their trucks multiple times throughout the day as well as on and off forklifts multiple times each day using three-point contact. Must have adequate leg, foot, arm and hand control to climb into cab, operate foot controls and safely navigate vehicle through traffic and weather.

Supervisory Responsibility
This position requires personal time management and scheduling. 

Summary

We are seeking a qualified  Litigation Assistant to join our team. As a Litigation Assistant, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace.

Responsibilities

• Perform administrative duties (scheduling calendar hearings and deadlines, organize case files, manage logistics)
• Maintain pleadings and discovery indexes
• Organize exhibits, documents, evidence, briefs, and appendices
• Implement and improve upon administrative processes for more efficient workflow.
• Collect, examine, and organize evidence and other legal documents for attorney review and case preparation
• Draft and proofread correspondence and legal documents, such as pleadings and contracts
• Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice
• Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues in cooperation with the billing attorney
• Communicate with clients and witnesses to schedule meetings, interviews, and depositions
• Manage, organize, and maintain documents in paper or electronic filing systems
• Performs other related duties as assigned to meet the needs of the business

Qualification

• High school diploma or general education degree (GED) required
• Associates degree in paralegal studies, a paralegal certificate, or a bachelor's degree is preferred
• Bilingual English and Spanish (preferred)
• At least 2 years of experience as an administrative assistant (preferably in a law firm or in a corporate legal department), legal assistant, legal secretary, or paralegal
• Experience in Personal Injury, WC, Premises, or other injury related practice areas. (preferred)
• Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a great attitude and minimal supervision
• Great written and communication skills, be proficient in calendar depositions, mediation, and hearings
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment
• Strong writing and communication skills along with attention to detail
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm
• Remote and/or hybrid not eligible

#LI-KL1

About Ernesta:

Ernesta is on a mission to bring gorgeous, design-focused custom rugs to homes and places of gathering through an enjoyable, frictionless, and affordable experience. At the same price as a store-bought standard-sized rug, a custom-cut rug from Ernesta will not only be a better fit, but also a better buying experience.  We believe that high-quality custom design shouldn't be out of reach for consumers and aim to address this need in the multi-billion dollar global rug industry.

Driven by our collective mission, our team is hungry, hardworking, and highly ambitious. We’re problem solvers, innovators, design enthusiasts, and executors. We are relentlessly focused on creating and delivering beautiful and delightfully simple solutions and experiences for our customers. Together, we are excited and humbled by the opportunity to expand the market for custom rugs and allow more people to live in elevated design settings.  Put simply, we believe more soft surfaces mean happier homes.

About the Role: 

Ernesta is looking for an experienced part-time Sales and Design Consultant (who we call a Design Assistant) to join the Retail team in our retail showroom located in Birmingham, MI.  You will be a key hire to help build an enjoyable, frictionless, and industry-defining rug buying experience. This is an opportunity to join a small but visionary team - a high impact role pioneering a new age of customer experience. As a Design Assistant you will wear two hats. First, you will educate and advise customers on rug selection, material selection, and spatial planning. Second, you will be a customer champion – delighting customers and assisting with inquiries, concerns, and matters related to orders, delivery, and more. In each interaction, you will take pride in building strong relationships with customers and ensuring their happiness and loyalty at every touchpoint. 

What You’ll Do:

• Set the industry standard for customer experience and sales
• Drive sales through customer followup and outreach 
• Deliver exceptional design and product expertise to customers
• Maintain a clean, organized, and on-brand showroom that delights customers at every touchpoint
• Provide customers a high quality and personalized experience through multiple channels - in person, chat, text, email, video, phone. 
• Advise customers on floor plan layout, material selection, and custom rug measurements
• Provide a fantastic experience to our customers by responding to inquiries and resolving order-related matters such as order tracking, product inquiries, delivery logistics, and more. 
• Surprise and delight customers - exceed their expectations - create memorable experiences
• Learn innovative technologies to help customers visualize their space i.e CAD modeling, adobe, 3D rendering, etc.
• Maintain feedback loops to improve internal processes 

Qualifications Include: 

• 2+ years of experience in a consumer-facing role.  2+ years of direct consumer sales and/or account management experience is required. 
• Passionate about interior design and home décor. You stay up to date on home décor trends.
• Delights in communicating and building trust with customers, self motivated, curious, empathetic, and great at listening
• Solutions oriented with sound judgment, business sense, and high integrity. Willingness to provide creative solutions and wear many hats. 
• High level of proficiency working online across multiple software tools, 2D/3D tools, Zoom, Google suit, etc.
• Great time management and organizational skills with high level of accountability
• Ability to establish and improve processes. Excited to establish and build feedback loops within the organization and across business units. 
• This role is located in our Retail Showroom and will require a flexible schedule, including weekend and holiday hours.

Nice to Have:

• Experience with design tools and spatial planning 
• BA or experience working in a creative field, interior design, art history, architecture, etc. 

Ernesta is committed to inclusion. We are an equal opportunity employer and do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

The anticipated starting base pay for this role is between $20 - $30 per hour. This range represents the low and high end of the anticipated pay range for this role. The actual base pay is dependent upon many factors, such as: experience, education, and skills. 

#LI-Onsite

About Ernesta:

Ernesta is on a mission to bring gorgeous, design-focused custom rugs to homes and places of gathering through an enjoyable, frictionless, and affordable experience. At the same price as a store-bought standard-sized rug, a custom-cut rug from Ernesta will not only be a better fit, but also a better buying experience.  We believe that high-quality custom design shouldn't be out of reach for consumers and aim to address this need in the multi-billion dollar global rug industry.

Driven by our collective mission, our team is hungry, hardworking, and highly ambitious. We’re problem solvers, innovators, design enthusiasts, and executors. We are relentlessly focused on creating and delivering beautiful and delightfully simple solutions and experiences for our customers. Together, we are excited and humbled by the opportunity to expand the market for custom rugs and allow more people to live in elevated design settings.  Put simply, we believe more soft surfaces mean happier homes.

About the Role: 

Ernesta is looking for an experienced full-time Sales and Design Consultant (who we call a Design Assistant) to join the Retail team in our showroom located in Birmingham, MI.You will be a key hire to help build an enjoyable, frictionless, and industry-defining rug buying experience. This is an opportunity to join a small but visionary team - a high impact role pioneering a new age of customer experience. As a Design Assistant you will wear two hats. First, you will educate and advise customers on rug selection, material selection, and spatial planning. Second, you will be a customer champion – delighting customers and assisting with inquiries, concerns, and matters related to orders, delivery, and more. In each interaction, you will take pride in building strong relationships with customers and ensuring their happiness and loyalty at every touchpoint. 

What You’ll Do:

• Set the industry standard for customer experience and sales
• Drive sales through customer followup and outreach 
• Deliver exceptional design and product expertise to customers
• Maintain a clean, organized, and on-brand showroom that delights customers at every touchpoint
• Provide customers a high quality and personalized experience through multiple channels - in person, chat, text, email, video, phone. 
• Advise customers on floor plan layout, material selection, and custom rug measurements
• Provide a fantastic experience to our customers by responding to inquiries and resolving order-related matters such as order tracking, product inquiries, delivery logistics, and more. 
• Surprise and delight customers - exceed their expectations - create memorable experiences
• Learn innovative technologies to help customers visualize their space i.e CAD modeling, adobe, 3D rendering, etc.
• Maintain feedback loops to improve internal processes 

Qualifications Include: 

• 2+ years of experience in a consumer-facing role.  2+ years of direct consumer sales and/or account management experience is required. 
• Passionate about interior design and home décor. You stay up to date on home décor trends.
• Delights in communicating and building trust with customers, self motivated, curious, empathetic, and great at listening
• Solutions oriented with sound judgment, business sense, and high integrity. Willingness to provide creative solutions and wear many hats. 
• High level of proficiency working online across multiple software tools, 2D/3D tools, Zoom, Google suit, etc.
• Great time management and organizational skills with high level of accountability
• Ability to establish and improve processes. Excited to establish and build feedback loops within the organization and across business units. 
• This role is located in our Retail Showroom and will require a flexible schedule, including weekend and holiday hours.

Nice to Have:

• Experience with design tools and spatial planning 
• BA or experience working in a creative field, interior design, art history, architecture, etc. 

Ernesta is committed to inclusion. We are an equal opportunity employer and do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

The anticipated starting base pay for this role is between $20 - $30 per hour. This range represents the low and high end of the anticipated pay range for this role. The actual base pay is dependent upon many factors, such as: experience, education, and skills. 

#LI-Onsite

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.