Investment Banking, Business Owner Solutions

🕒 3 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $150.000 - $300.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💸 Planejamento e Análise Financeira (FP&A)

🦅 Patrocina Visto H1B

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Mariner

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

💰 $75.000.000 Debt financing em 2022-02

Finance • B2B

A Mariner é uma empresa de gestão de patrimônio nacional que oferece serviços abrangentes de planejamento financeiro e gestão de investimentos para indivíduos, famílias, consultores e empresas. A empresa oferece soluções integradas, incluindo planejamento patrimonial, planejamento e preparação tributária, serviços de espólio e trustes, soluções de seguros, serviços de planos de aposentadoria, gestão de caixa institucional, e serviços de avaliação e consultoria. A Mariner apoia consultores com equipes internas e atende a uma variedade de segmentos de clientes—executivos, atletas profissionais, profissionais da área médica e odontológica, e proprietários de empresas—focando em aconselhamento fiduciário e estratégias patrimoniais colaborativas e sofisticadas.

Descrição

• Serve as a trusted advisor to business owners, executives, and multi-generational families, delivering integrated wealth, business transition, and legacy planning strategies aligned with complex financial objectives. • Develop, cultivate, and maintain high-value client relationships through proactive engagement, strategic guidance, and delivery of an exceptional client experience. • Identify, qualify, and advance sell-side and liquidity event opportunities by leveraging strategic networks, market intelligence, and collaborative business development efforts. • Build, manage, and convert a robust sales pipeline, contributing to revenue growth and expansion of key client segments through partnership with Wealth Advisors and opportunity teams. • Generate new business opportunities through targeted outreach, referral development, and relationship expansion within the privately held business owner and pre-liquidity markets. • Collaborate with Investment Banking professionals to originate, position, and execute transaction opportunities that align with client business and wealth objectives. • Lead pre-transaction planning initiatives focused on value optimization, tax efficiency, risk mitigation, and post-liquidity wealth management outcomes. • Coordinate cross-functional teams to deliver seamless integration of transaction advisory, wealth planning, tax, estate, and investment strategies before, during, and after liquidity events. • Represent the firm through industry events, professional associations, thought leadership activities, and community engagement to strengthen brand awareness and strategic partnerships. • Maintain disciplined business development practices, including pipeline management, forecasting, CRM utilization, regulatory compliance, and adherence to firm policies and risk management standards.

🎯 Requisitos

• Bachelor’s degree in finance, Economics, Business, or a related field • 15+ years of experience in investment banking, wealth strategy, or a related field • FINRA Series 65 license • Professional designations such as CFA, CFP®, CPA, or equivalent strongly preferred

🏖️ Benefícios

• Health insurance • Professional development opportunities • Flexible working hours • Opportunities for bonuses