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. 

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Interacts professionally and timely with internal and external clients via email, phone and in-person
• Financial Strategy
• Leads complex technical work and strategic financial consulting regarding employee benefit plans
• Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
• Drives local process improvements and supports innovation
• Marketing/RFPs
• Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
• Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
• Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
• Renewals
• Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
• Leads recommendations to client regarding renewal analysis
• Utilizes actuarial models to assess changes to risk and plan structure
• Partnership & Negotiation
• Negotiates with carriers based on client’s targeted goals
• Maintains ongoing relationships with carrier and vendor partners
• Underwriting & Analysis
• Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
• Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
• Develops and communicates self-funded IBNP analysis to client
• Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
• Reporting
• With minimal guidance, analyzes data for inconsistencies and trends
• Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
• Builds and customizes reports to fit client needs
• Presentation
• Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
• Training & Mentorship
• Provides mentorship to analysts and performs technical review of work
• Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
• Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 6+ years of similar or related experience
• Prefer college graduate, 4-year degree or equivalent experience
• Proficiency with MS Office Suites
• Attains Life and Health license & maintains through continuing education requirements
• Limited travel required (less than 25%)
• Understands concepts of underwriting and actuarial computations
• Analyzes and interprets data
• Effectively manages multiple projects while meeting timelines
• Ability to be firm and persuasive when needed, while maintaining good relationships
• Handles confidential information with tact and discretion

#LI-JS1

Job Summary: 

As a stylist, you are a true gorjana ambassador! Wearing, layering, and styling looks for our customers. You demonstrate a genuine passion for creating an elevated customer experience in our retail stores. Your goal is to bring brand awareness, product knowledge and the art of layering to life through intentional customer service. 

Your Day to Day Includes: 

Customer Service: 

• You approach guests proactively in a warm and welcoming manner to help make a difference in their day. We love interacting with our customers and demonstrate confidence in approaching them.
• You are a brand ambassador, eager to share your passion for gorjana with others.
• You curate memorable experiences for each guest, surprising and delighting them with our service standards.
• You deliver exceptional customer experience to ensure we create brand loyalty and build a lasting relationship with all of our customers.
• You are aware of customers at all times and are responsible for holding keys to caselines in accordance with best practices and LP strategies.
• You are solution-oriented, using the resources available to you to handle customer concerns in the moment and seek partnership if needed to ensure the customer leaves fully satisfied with their experience in store with us.
• You may be asked to deescalate/report customer service concerns or incidents as they occur from time to time, along with submitting an incident report.

Styling:

• You wear your gorjana jewelry to work each day, creatively layering stacks to inspire guests and demonstrating gStyle standards at all times.
• You develop expertise in our collections and product offerings to guide guests through styling decisions, using tools and resources to ensure the customer is informed & educated on the products.
• You confidently present curated styling choices to guests highlighting intentionality, versatility and personalization to the customers needs.

Sales:

• You leverage deep product knowledge and elevated, intentional language to drive meaningful connections and results.
• Conversion underpinned by authenticity is key - we don’t force or compete for sales, we turn every footstep into an opportunity to create a lasting experience for the customer, and win as a team
• You are self-motivated and seek to better your personal performance and that of your team on a daily basis.
• You take pride in owning your individual performance progress and utilize internal resources as a means to further develop your sales skills.
• You champion team success and customer satisfaction by participating in and encouraging team-selling on the sales floor.

Collaboration:

• You contribute to our people-first approach by being positive, helpful, and respectful to others.
• You exhibit a team player mentality and enjoy working with team mates towards a common goal.
• You look for opportunities to pitch-in, whether it is to support your team, store leadership or the customer your initiative is what drives you.
• You thrive off receiving feedback and use it as a tool for personal and professional growth. Respecting the direction given by leadership is an important part of our collective success.

Operations: 

• You are comfortable leveraging technology (POS) to support daily store operations and pay close attention to timelines and updates as it relates to technology and systems in your role.
• You maintain floor standards by following visual directives and take pride in maintaining our beautiful store environment.
• You take initiative restocking and completing tasks in downtime to support store and sales readiness.
• You help fulfill Buy Online, Pick Up In Store (BOPIS) and Same Day Delivery orders (SHIPSI), ensuring every customer enjoys a smooth and convenient shopping experience.
• You will assist with receiving weekly allocation shipments in a timely manner to ensure the right items hit our floor at the right time.
• You are mindful of service standards and processes, keeping our policies front of mind when servicing the customer.
• You take great care with team equipment, and utilize best-practices when it comes to handling and securing tech.
• You may be asked to open and close the store which would require responsibility for a store key and alarm code.
• You may be asked to assist with the labeling or re-ticketing of items as needed.

There may be times when you are asked to help facilitate additional duties in the store, or may serve as a point-of-contact for Business Partners in the absence of a Manager being present. Some of these duties are outlined below, however this is not an exhaustive list.

• You conduct weekly cycle counts with an attention to detail in order to maintain inventory accuracy and support effective product allocations from our studio.
• You execute monthly floorset directives that highlight new product launches and our Southern California, timeless yet modern roots. You may be asked to submit floorset pictures to corporate for approval.
• You handle weekly cash deposits with precision, making sure everything is counted, balanced, and deposited smoothly.
• You facilitate the weekly return of warranty items to the Warehouse, ensuring all shipments are prepared, documented, and sent on schedule. 
• You contact and utilize the appropriate business partners for resources and guidance as needed.

Job Requirements: 

• Love for the gorjana brand
• Must be 18 years of age or older
• Must have the flexibility to work a variety of shifts, including evenings, weekends or holidays as needed by the business
• Ability to lift or move at least 50 lbs 
• Ability to bend, squat, twist, and reach
• Ability to stand and/or walk for at least 6 hours per shift
• Must be legally authorized to work in the country in which the store is located
• Ability to open or close the store

At gorjana, you can expect:

Perks: 

• On-site training, development, and mentorship
• Internal growth opportunities and  pathways to leadership
• Generous employee discount and Monthly Product Allowance 
• Amazing company culture 
• Competitive Wages & Performance-based increases

Benefits: 

• Medical, Vision, Dental and Life Insurance*
• Paid Time Off*
• 401K program, with employer match and matching program* 

Compensation: 

• Hourly wage between $18-21
• Commission, based on personal sales

*eligibility qualifiers may apply

We participate in E-Verify to confirm employment eligibility for all new hires. E-Verify compares information from your Form I-9 to official records to confirm authorization to work in the United States.