Senior Analyst - Advisor Compensation

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.

The Senior Analyst - Advisor Compensation plays a critical role in the design, administration, and continuous improvement of variable compensation programs supporting revenue-producing roles. This position owns the accuracy, execution, and communication of incentive compensation processes while partnering closely with leadership, advisors, Human Resources, Finance, Operations, and Technology.

This role is well suited for an experienced analyst who enjoys working with complex data, translating calculations into clear business explanations, and improving compensation processes in a fast-growing environment. Prior experience in variable, incentive, or sales compensation is ideal; however, candidates with strong analytical or financial backgrounds and transferable experience are encouraged to apply.

Compensation Program Ownership

Senior Analyst - Advisor Compensation Responsibilities

• Serve as a trusted and professional resource for all matters related to variable and incentive compensation.
• Administer quarterly variable compensation processes, including validation, adjustment handling, and reconciliation.
• Ensure accuracy, transparency, and consistency in compensation outcomes.
• Support compensation plan changes driven by leadership, including transitions related to onboarding, retirements, or role changes.

Stakeholder Communication & Education

• Translate compensation calculations and processes into clear, understandable explanations for advisor and business stakeholders.
• Develop and deliver educational materials and process documentation related to variable compensation plans.
• Present high-level overviews of compensation processes during integration phases and ongoing education sessions.
• Partner with leadership to reinforce expectations, timelines, and governance around compensation cycles.

Cross-Functional Collaboration

• Collaborate with Human Resources and Integration teams to implement compensation plans for new hires and acquired advisors.
• Work closely with Finance, Billing, Operations, and Technology teams to reconcile data, resolve discrepancies, and improve controls.
• Act as a liaison between business stakeholders and data/technology partners to enhance compensation infrastructure.

Infrastructure, Data, and Process Improvement

• Maintain and enhance variable compensation models, tools, and supporting documentation.
• Analyze trends, risks, and recurring issues within compensation outcomes to recommend process improvements.
• Support revenue-based contingent growth calculations, deferred earn-outs, and related reporting.
• Participate in special projects involving compensation, analytics, or system improvements.

Team Support & Continuity

• Cross-train on all aspects of variable compensation to provide coverage and process continuity.
• Document procedures and workflows to enable scalability and redundancy.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Business Administration, Data Analytics, or a related field.
• 4+ years of experience in one or more of the following areas:
• * Incentive or sales compensation
• * Variable pay or commission administration
• * Payroll analytics
• * Revenue operations
• * Finance, FP&A, or compensation analytics
• Advanced proficiency in Microsoft Excel, including complex formulas, lookups, pivots, and data validation.
• Experience working with complex datasets where accuracy, controls, and auditability are critical.
• Proven ability to explain technical or quantitative concepts to non-technical audiences.
• Strong analytical mindset with exceptional attention to detail.

Preferred

• Experience calculating variable compensation or sales commission is strongly preferred.
• Background in financial services, wealth management, or advisor compensation models.
• Familiarity with fee-based billing, compensation adjustments, or reconciliation workflows.
• Exposure to integration or acquisition-related compensation processes.
• Experience partnering with data, systems, or technology teams to improve compensation tools.

Key Attributes For Success

• Professional, credible, and trustworthy in all interactions.
• Highly organized and capable of managing multiple priorities in a dynamic environment.
• Collaborative and adaptable, with a strong sense of ownership.
• Comfortable navigating ambiguity while maintaining precision and control.
• Committed to continuous learning and process improvement.

Travel

• No 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.
• 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 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.