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.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.
Track the markets around the clock, staying informed on global events and crypto trends.
Research with rigour using a data-driven approach to assess trends and trade ideas.
Shape the daily shows by identifying key topics and curating scripts for live audiences.
Crypto Banter is the world's number one live crypto streaming channel, sharing breaking news and alpha to the world. The company has over 10 million monthly views and is a group of misfits and entrepreneurs obsessed with building the most profitable community.
Analyzes, investigates, and evaluates loss to determine coverage and claim disposition for complex financial lines claims.
Manages litigation process, sets reserves, and prepares comprehensive reports to communicate trends and issues.
Participates in mediations, arbitrations, and claims audits while maintaining adjuster licenses.
Liberty Mutual is an insurance company that provides property and casualty insurance products and services. With a large employee base, the company fosters an inclusive culture with comprehensive benefits and opportunities for professional development.
Conduct outreach and discovery calls with sellers and advisors to qualify acquisition opportunities.
Perform historical financial underwriting and earnings quality assessments on potential deals.
Build and maintain relationships with investment bankers, brokers, and advisors to grow deal pipeline.
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Founded in 2019, they operate subsidiaries with over $400 million in consolidated revenue across 40+ industries and 30 states, with a culture that values ownership, humility, curiosity, and sustainable performance.