Director, Investment Strategy

🕒 October 20

🇺🇸 United States – Remote

💵 $157k - $225k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Partner with advisors to develop investment and allocation proposals • Support client consultations and deliver high-stakes presentations • Lead investment proposal creation, including modeling, analytics, outputs, graphics, and messaging • Connect the Investment Strategy team, advisors, and internal strategies • Coordinate outreach and messaging across fixed income, structured notes, options, and private investments • Develop allocation models, advisor tools, resources, and investment collateral • Represent Mariner Investments in client meetings across client segments • Mentor investment strategists and guide education/onboarding specialists • Monitor wealth management trends and anticipate client needs • Integrate Research, OCIO, and Internal Strategies outputs into cohesive client-ready solutions • Maintain message consistency, objectivity, and client-centricity across the team

🎯 Requirements

• Bachelor’s degree required • 8+ years of relevant experience in investments, wealth management, private banking, consulting, or a related field • Proven expertise in allocation planning and structuring investments for diverse client objectives • Successful track record in client-facing investment discussions with sophisticated UHNW clients and prospects • Superior communication and presentation skills • Broad investment knowledge across asset classes and portfolio construction • Ability to represent Mariner’s full suite of investment offerings • Collaborative, team-oriented approach with cross-functional experience • Eligible to work in the United States • Advanced credentials such as MBA, CFA, or CAIA preferred

🏖️ Benefits

• Bonus eligibility • Progressive opportunities • Professional growth support • Community involvement opportunities • Innovative workplace • Camaraderie and teamwork culture • Work-life balance

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