Waverly Advisors
The Partnership Success Manager serves as the primary relationship manager for prospective partner firms during the pre-close merger and acquisition process. This role ensures a seamless and positive experience for acquisition partners by building trust, coordinating cross-functional resources, and managing timelines throughout integration planning and due diligence. The position acts as the central point of contact to align all parties and facilitate a smooth handoff to post-close integration teams.
As a fee-only fiduciary, our financial advisors offer asset and wealth management, investment, tax, estate and financial planning services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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