
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $78k - $104.5k / year
⏰ Full Time
🟠 Senior
🧐 Analyst
🦅 H1B Visa Sponsor
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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.
• Manage daily trade flow across multiple brokers and custodians, monitoring orders and adjusting execution strategies based on market conditions and order size • Execute large and complex orders across various product lines using algorithmic trading tools and established execution strategies • Coordinate with internal teams, brokers, and custodians to manage significant orders, resolve execution issues, and identify process improvement opportunities • Identify, research, and resolve trade errors and exceptions; track recurring issues and recommend system or process changes • Provide exceptional client service to internal teams by addressing inquiries, troubleshooting problems, and responding to time-sensitive requests • Master multiple trading software systems and provide user support for troubleshooting • Support rollout and implementation of a new rebalancing system, including parallel portfolio rebalances, variance analysis, and vendor communication • Review and update trading system settings to optimize trading efficiency and precision • Recommend and assist with enhancements to trading processes and systems • Contribute to projects involving software evaluation, onboarding firms to existing systems, and technology-driven process improvements
• Bachelor’s degree in Economics, Finance, MIS, or a related business field required • 3+ years of trading or financial operations experience preferred • Superior attention to detail, organizational skills, and time management abilities • Excellent client service and communication skills • Strong aptitude for technology and ability to adapt quickly to change • Solid decision-making and analytical abilities • Experience with rebalancing or trading order management systems (OMS), such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or similar systems • Proficiency in Excel • Experience with VBA preferred
• Bonus eligibility • Ongoing professional development • Work-life balance • Innovative work environment • Camaraderie and teamwork • Progressive career opportunities • Support for professional growth • Opportunities to give back to the community
Apply Now🔥 9 minutes ago
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