Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.
Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors.
Proactively generate new advisor relationships while deepening existing partnerships to maximize Net New Assets and market share.
Deliver high-impact presentations on Dimensional’s investment philosophy and performance at complex-level meetings and conferences.
Dimensional Fund Advisors is a leading global investment firm offering systematic, value-added investment solutions based on robust science. With a global team of over 1,600 passionate individuals, they foster a learning culture rooted in academia and teamwork.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Manage assigned portfolios to meet performance standards and generate value through trading strategies, risk management, and tax mitigation.
Apply quantitative techniques and index construction expertise to portfolio management, product development, and risk budgeting.
Influence ETF platform development, evaluate new markets, and collaborate with internal teams to deliver superior client experience.
SaplingsHR is a staffing and recruiting firm that connects talent with opportunities across various industries. The company is focused on providing recruitment solutions for mid-to-senior level positions.
Map HNW prospects and build donor pipeline from the ground up.
Develop relationship management infrastructure, including CRM systems and engagement plans.
Create compelling fundraising materials and design high-value cultivation events.
Educate! prepares youth in Africa to learn, earn and thrive by introducing employment-focused school subjects and livelihood boot camps, impacting over 500,000 youth in Uganda, Rwanda, Kenya, and Tanzania. It is a team of over 300 largely African staff and 300 volunteer youth mentors, with a growth-oriented culture and backing from major foundations like Mackenzie Scott.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Support advisor-facing product marketing and enablement for enterprise partner programs like Morgan Stanley and Edward Jones.
Execute campaigns to increase advisor engagement, adoption, and retention across partner workflows.
Collaborate cross-functionally with Product, Operations, and Relationship teams to deliver partner initiatives.
Ren is a financial services and wealth management company that provides charitable solutions and platform capabilities. As an equal opportunity employer, Ren fosters a collaborative culture with teams across product marketing, enterprise relationships, and operations.
Provide expert consulting on investor relations processes to hedge funds, private equity firms, and family offices.
Develop action plans, identify roadblocks, and implement policies, procedures, and controls for client IR operations.
Manage client onboarding, RFP/DDQ responses, and creation of marketing materials and performance reports.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit. With a team of former COOs, CFOs, and CCOs, plus a network of 700+ vetted advisors and 600+ coaches, they provide credible advice and reliable execution.
Build trusted relationships with high-net-worth donors and develop a scalable fundraising operation.
Map and engage West Coast tech and philanthropic networks to source new opportunities.
Design and host intimate convenings to connect prospects with Educate!'s mission and evidence.
Educate! prepares youth in Africa to learn, earn and thrive by introducing employment-focused school subjects and livelihood boot camps. With over 300 staff and 300 volunteer mentors, the organization is impact-obsessed and prioritizes a growth-oriented work environment.
Drive business growth by developing strategic relationships and generating new opportunities within financial services and technology sectors.
Own the full business development lifecycle, from prospecting and qualification to negotiation and closing complex enterprise engagements.
Collaborate closely with technical experts and leadership teams to deliver tailored solutions for sophisticated clients.
Jobgether uses AI-powered matching to connect candidates with hiring companies. They process applications efficiently and share top-fitting candidate shortlists with employers.
Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Lead product strategy and roadmap for the UHNW Regis platform, balancing near-term priorities with long-term goals.
Synthesize diverse inputs into clear problem statements and design integrated workflows to improve client and advisor experience.
Partner with engineering, operations, and external partners to deliver scalable, well-architected platform solutions.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across 90+ U.S. cities and are ranked #1 RIA firm by Barron's, with a diverse and flexible remote culture.
Lead the product roadmap for Advisor Experience, driving tools that improve advisor efficiency and client outcomes.
Build AI-powered features like Aspen AI for meeting prep and transcription to give advisors more time.
Partner with Wealth Operations & Experience to drive key metrics including Net Revenue Retention and Client NPS.
Mercer Advisors is a comprehensive financial services firm that integrates financial planning, investment management, tax, estate, and insurance to help families simplify their financial lives. With over 31,300 families served and a workforce where more than half are women, the company offers a flexible, national footprint and ranks #1 RIA firm by Barron's.
Develop and execute the firm's marketing strategy across retail and advisor audiences, driving brand awareness and AUM growth with clear KPIs.
Own multi-channel execution including email, digital advertising, webinars, events, content, and PR, ensuring rigorous quality control and compliance.
Manage budget, vendors, analytics, and AI tool usage to optimize team output and report performance insights to leadership.
Motley Fool Asset Management brings The Motley Fool's investing expertise to professionally managed ETFs, helping investors apply a long-term, high-conviction philosophy. It is a growing business within The Motley Fool, combining the entrepreneurial spirit of a scaling asset manager with the strength of a trusted financial brand.
Own the relationship and execution for one of two growth tracks: Regional Networks or Organizational Networks.
Build and manage high-touch relationships with leaders and implementing partners to drive activation strategy.
Capture learning from each market and partner to shape scaling of leader engagement strategy.
Stand Together is a philanthropic community that helps bold changemakers tackle root causes of America's biggest problems. With over 1,300 employees, the organization fosters a culture rooted in Principle Based Management, emphasizing transformation, innovation, entrepreneurialism, humility, and respect.
Contact qualified leads generated by Fisher's marketing group to evaluate high-net-worth prospects' financial goals.
Educate prospective clients on Fisher's offerings to help them become clients.
Manage your business remotely while covering a local territory within driving distance.
Fisher Investments Canada is a privately held, multi-billion dollar global investment firm active in over 16 countries. The company prioritizes client goals and offers a collaborative culture with a focus on results and long-term success.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Develop and execute strategic business plans to drive revenue growth in the local market.
Leverage an extensive network to acquire and manage relationships with Introducing Brokers.
Implement effective Go-to-market and Business Development strategies tailored to company objectives.
PrimeXBT is a top 10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs, through a proprietary platform and MetaTrader 5. The company is committed to expanding its global footprint and fostering a high-performance culture.