Investment Banking, Business Owner Solutions

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🔥 9 minutes ago

🇺🇸 United States – Remote

💵 $150k - $300k / year

⏰ Full Time

🟠 Senior

🔴 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

• 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.

🎯 Requirements

• 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

🏖️ Benefits

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