Investment Banking, Business Owner Solutions

🕒 il y a 6 jours

🇺🇸 États-Unis – Télétravail

💵 $150 000 - $300 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

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Mariner

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💸 Finance

🤝 B2B

💰 €75 000 000 Debt financing en 2022-02

Finance • B2B

Mariner est une société nationale de gestion de patrimoine qui fournit des services complets de planification financière et de gestion d'investissements à des particuliers, des familles, des conseillers et des entreprises. La société propose des solutions intégrées incluant la planification patrimoniale, la planification et la préparation fiscales, les services de succession et de fiducie, des solutions d'assurance, des services pour les régimes de retraite, la gestion de trésorerie institutionnelle, ainsi que des services d'évaluation et de conseil. Mariner accompagne les conseillers avec des équipes internes et dessert une gamme de segments de clients — cadres, athlètes professionnels, professionnels de la santé et de la dentisterie et propriétaires d'entreprises — en se concentrant sur un conseil fiduciaire et des stratégies patrimoniales collaboratives et sophistiquées.

Description

• 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.

🎯 Exigences

• 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

🏖️ Avantages

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