
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
💵 $68k - $90k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Analyst
🦅 H1B Visa Sponsor
👻 Ghost score 0%
Where this job comes from
Posted on Mariner's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

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.
• Support advisor-directed bond portfolios • Help modernize and build a scalable, centralized fixed income trading desk • Implement and maintain new fixed income trading workflows and tools • Recommend process improvements to increase efficiency • Review advisor-directed bond inquiries for compliance with requirements • Aggregate bond inquiries, manage ticket routing, and update trade statuses • Evaluate bond bids and offers against inquiry criteria and make valuation judgments • Resolve trade settlement issues • Review daily execution reports for adherence to Mariner guidelines • Assist advisors with inquiries and questions • Prepare materials for best execution committee reviews • Collaborate with internal Mariner teams to optimize trade workflows
• Bachelor’s degree • Strong knowledge of Microsoft Office • Familiarity with fixed income securities • Experience trading fixed income securities (preferred) • Knowledge of fixed income trade settlement process (preferred) • Experience building relationships with financial professionals (preferred) • Familiarity with Salesforce, Slack, Charles River, and Smartsheet (preferred) • Diligence, accuracy, consistency, and thoroughness • Ability to prioritize and manage multiple tasks and projects • Excellent verbal, written, and interpersonal skills • Ability to work independently and on a team • Adaptability in a fast-paced, evolving environment • Willingness to deepen expertise in fixed income markets and products • Legally authorized to work in the United States
• Bonus eligibility • Progressive career opportunities • Professional growth support • Innovative workplace • Work-life balance • Camaraderie and teamwork culture • Diverse and supportive culture • Opportunity to expand investment responsibilities over time
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