
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
💵 $97k - $119.6k / year
⏰ Full Time
🟠 Senior
👨💼 Executive Assistant
🦅 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 the operational infrastructure for multiple onsite and virtual Academy cohorts • Coordinate calendars, communications, registration, attendance, materials, technology, travel, venues, and vendors • Administer virtual learning logistics, facilitator support, troubleshooting, and meetings • Develop and maintain standard operating procedures, templates, and communication protocols • Track learner participation, assessments, completion, and cohort records • Identify and resolve operational risks and improve processes using feedback and operational data • Serve as the Executive Director’s primary operational partner • Translate strategy into actionable plans with timelines, ownership, and follow-up • Prepare executive materials, agendas, briefings, and status updates • Coordinate cross-functional projects and represent the Academy in meetings • Steward the Academy brand and coordinate internal and external presence • Manage industry award submissions, recognition opportunities, supporting materials, and positioning calendars • Support cohort facilitation, group coaching, assessments, scheduling, communications, and learner materials • Coordinate cross-serve and One Mariner initiatives across business units • Partner on technology, data, learning-platform, reporting, dashboard, analytics, automation, and implementation initiatives • Manage travel, venue, vendor, and technology relationships • Monitor expenses and support budgeting, invoices, vendor management, governance, and documentation
• Bachelor’s in Business, Communications, Hospitality, Education, Organizational Development, Operations, or related field (or equivalent experience) • 5+ years in program management, operations, executive support, learning and development, event management, consulting, or related area • Demonstrated experience with complex, multi-stakeholder programs • Experience managing both onsite and virtual programs or events • Proven ability to independently juggle multiple projects and stakeholders • Experience improving operational processes and documentation • Experience supporting executive or enterprise-level programs preferred • Background in financial/professional services or consulting preferred • Leadership or executive development program experience preferred • Familiarity with LMS, assessment tools, project management, CRM, and dashboards preferred • Brand management and corporate communications experience preferred • Experience preparing award, association, or conference submissions preferred • Experience with CliftonStrengths or similar assessment tools preferred • Experience using AI or automation to improve processes preferred • Exceptional operational leadership and project management • Strategic partnership and anticipation of executive needs • Strong service orientation and learner experience focus • Excellent communication skills for diverse audiences • Cross-functional influence and collaboration skills • Sound judgment, discretion, and professionalism • Brand and detail orientation • Comfort with technology platforms, data, and reporting tools • Commitment to continuous improvement and adaptability • Dependable, proactive, and accountable for outcomes • Currently legally authorized to work in the United States
• Bonus eligibility • Progressive opportunities • Professional growth support • Community involvement opportunities • Innovative workplace • Camaraderie and teamwork culture • Work-life balance • Diverse culture with career-goal support
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