Director, Investment Strategy

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $125.6k - $310.3k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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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

• Partner with advisors to support proposals, client consultations, and high-stakes presentations, ensuring the effective and consistent application of Mariner’s investment platform. • Serve as a primary point of contact, fostering collaboration and information flow between the Investment Strategy team, advisors, and internal Mariner strategies—particularly in equity-focused approaches, as well as fixed income, structured notes, and private investments. • Collaborate with the Managing Director and Investment Strategy Team to conceptualize and deliver allocation models, advisor tools, and resources that integrate Mariner’s diverse investment offerings. • Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW clients and prospects. • Help build and enhance the capabilities of the Investment Strategy Team, including mentoring strategists of varying experience levels and supporting education/onboarding efforts. • Stay informed on trends and innovations in the wealth management sector, ensuring Mariner remains at the forefront of client-focused investment solutions. • Synthesize outputs from Research, OCIO, and Internal Strategies into comprehensive, client-ready solutions tailored to specific business unit needs. • Promote a culture of message consistency, objectivity, and client-centrism across the team.

🎯 Requirements

• 8+ years of relevant experience in investments, wealth management, private banking, consulting, or related fields. • Demonstrated expertise in allocation planning and structuring investments to match diverse client objectives. • Proven success in client-facing investment discussions, including interactions with sophisticated UHNW clients and prospects. • Comprehensive investment knowledge across asset classes and portfolio construction, with the ability to represent all of Mariner’s offerings. • Outstanding communication and presentation abilities, with the skill to convey complex investment concepts to varied audiences. • Collaborative, team-oriented approach with proven ability to work across functions (Research, OCIO, Internal Strategies, Business Units). • Advanced credentials preferred (MBA, CFA, CAIA, or equivalent).

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses • Innovative workplace