Director of Operations

🕒 June 1

🇺🇸 United States – Remote

💵 $100k - $140k / year

⏰ Full Time

🔴 Lead

⚙️ Operations

🦅 H1B Visa Sponsor

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

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

• Lead and mentor a team of professionals across Client Service and Operational Administration, fostering a culture of excellence and collaboration. • Conduct performance evaluations, provide feedback, and guide professional development for team members. • Manage escalated requests, resolving complex client and operational challenges efficiently. • Oversee processes for asset movements, including wires, journals, checks, ACHs, and alternative investments. • Ensure adherence to fraud and cybersecurity procedures and compliance with regulatory requirements. • Monitor daily treasury operations, including trading, cashiering, and problem resolution. • Optimize workflows and ensure operational congruence between departments. • Supervise new accounts setup, onboarding, and ongoing account services. • Collaborate with the Alternative Investments team to manage private equity, hedge funds, real estate, and other non-traditional assets. • Enhance the client experience through proactive problem-solving and alignment of internal processes with client needs. • Partner with advisors to provide subject matter expertise and ensure timely responses to inquiries. • Work closely with custodians and third-party vendors to streamline transactions and address issues. • Collaborate with leadership to implement best practices and develop strategic initiatives that improve efficiency and service quality.

🎯 Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field. Advanced certifications (e.g., CFP, CFA) are a plus. • 3–5 years of experience in a management role within financial operations, wealth management, or investment advisory services. • Comprehensive understanding of traditional asset management, including dollar-cost averaging, asset allocation, and tax implications of transactions. • Expertise in custodial platforms (e.g., Charles Schwab, Fidelity, TD Ameritrade) and alternative investment operations. • Strong leadership skills with a proven track record of managing and developing high-performing teams. • Exceptional problem-solving abilities and a commitment to operational excellence. • Proficiency in technology platforms and tools, with an aptitude for learning new systems.

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Innovative workplace • Culture that fosters camaraderie, teamwork and work-life balance