[Hiring] Director, Investment Strategy @Mariner

Role Description

The Director, Investment Strategy serves as a key member of Mariner’s Investment Strategy Team, working in close collaboration with the Managing Director to unite centralized investment functions—including Research, OCIO, and Internal Strategies—with Mariner’s comprehensive investment solutions and business units (INDE, WLTH, ULTR). This individual will play a dynamic, multi-faceted role:

• Supporting advisors in structuring allocations and investment proposals.
• Advising on Mariner’s suite of investment solutions.
• Creating customized outputs for advisors and clients.
• Championing investment strategy initiatives to enhance client engagement and foster business growth.

As a prominent communications leader, the Director will consistently deliver actionable, holistic investment guidance, both internally and to clients. Success in this position requires:

• Exceptional communication and organizational skills.
• A deep understanding of Mariner’s investment offerings.
• Strong analytical capabilities to create meaningful resources that empower both advisors and clients.

Qualifications

• Bachelor’s degree required.
• 8+ years of relevant experience in investments, wealth management, private banking, consulting, or a related field.
• Proven expertise in allocation planning and structuring investments to address a diverse range of client objectives.
• Successful track record in client-facing investment discussions, including engagement with sophisticated UHNW clients and prospects.

Requirements

• Advanced credentials preferred (MBA, CFA, CAIA, or equivalent).
• Superior communication and presentation skills, with the ability to convey complex investment concepts to a variety of audiences.
• Broad investment knowledge across asset classes and portfolio construction, able to represent Mariner’s full suite of offerings.
• Collaborative, team-oriented approach, with demonstrated success working across functions (Research, OCIO, Internal Strategies, and Business Units).

Benefits

• Progressive opportunities for associates.
• Active nurturing of professional growth.
• Commitment to community involvement.
• Diverse culture with support for achieving career goals.
• Innovative workplace fostering camaraderie, teamwork, and work-life balance.