Waverly Advisors, LLC
Wealth Management
SeniorNegotiator
“Senior Negotiator at Waverly Advisors, LLC. Skills: Negotiation, Financial analysis, Relationship management. Represent clients in negotiations with vendors. Advise clients on financing and leasing strategies”
Industry & Context.
Analytical skills
Minimal travel required, Prolonged periods of sitting at a desk, Working on a computer, Must be able to lift 15 pounds at times
What They're Looking For.
Must Have
Bachelor's degree in Finance, Business, or related, 3+ years of experience in financial services, auto finance, or luxury asset acquisition, Understanding of loan and lease structures, Understanding of credit analysis, Understanding of interest rate mechanics, Negotiation skills, Communication skills, Client relationship management skills, Analytical skills, Organizational skills, Client communication skills, High attention to detail, Ability to manage multiple transactions simultaneously
Nice to Have
MBA
What You'll Do.
Represent clients in negotiations with vendors
Advise clients on financing and leasing strategies
Conduct market research on pricing trends
Assist clients with documentation
Assist clients with financing arrangements
Build and maintain relationships with vendors
Analyze financing alternatives
Structure lending and leasing solutions
Review loan and lease documentation
Collaborate with advisors and compliance teams
How You'll Work.
Team & Collaboration
Collaborate closely with advisors; Collaborate closely with compliance teams; Collaborate closely with external partners
Communication Scope
Client communication skills
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