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Key Responsibilities:
- Partner with advisors to support proposals, client consultations, and high-stakes presentations.
- Serve as a primary point of contact fostering collaboration between Investment Strategy team and advisors.
- Collaborate with Managing Director to deliver allocation models and advisor tools.
Qualifications:
- 8+ years of experience in investments, wealth management, or consulting.
- Demonstrated expertise in allocation planning and structuring investments.
- Outstanding communication and presentation abilities.
Success Measures:
- Improved client retention and conversion evidenced by new mandate wins.
- Strengthened internal alignment reducing fragmented investment guidance.
- Establishment of a unified investment voice measured by advisor engagement.
Mariner Wealth Advisors
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.