Director, Investment Strategy

Mariner

7d•$157,000 - $225,000

About The Position

The Director, Investment Strategy is a key member of Mariner’s Investment Strategy Team, working closely with the Managing Director to connect centralized investment functions—including Research, OCIO, and Internal Strategies—with Mariner’s investment solutions and business units (INDE, WLTH, and ULTR). The role supports advisors in developing allocations and investment proposals, advises on Mariner’s investment solutions, creates customized materials for advisors and clients, and advances investment strategy initiatives that strengthen client engagement and business growth. The Director is a communications leader who delivers actionable, holistic investment guidance internally and to clients. The position calls for strong communication, organizational, and analytical capabilities, along with deep knowledge of Mariner’s investment offerings. The Director also helps develop the Investment Strategy Team, mentors investment strategists, and supports education and onboarding specialists. Mariner describes its workplace as innovative and collaborative, with camaraderie, teamwork, work-life balance, progressive opportunities, professional growth, and support for a diverse culture.

Requirements

Bachelor’s degree.
At least 8 years of relevant experience in investments, wealth management, private banking, consulting, or a related field.
Expertise in allocation planning and structuring investments to address a diverse range of client objectives.
A successful track record in client-facing investment discussions, including with sophisticated UHNW clients and prospects.
Superior communication and presentation skills, including the ability to explain complex investment concepts to diverse audiences.
Broad investment knowledge across asset classes and portfolio construction, with the ability to represent Mariner’s full suite of offerings.
A collaborative, team-oriented approach and demonstrated success working across Research, OCIO, Internal Strategies, and business units.

Nice To Haves

Advanced credentials such as an MBA, CFA, CAIA, or equivalent.

Responsibilities

Partner with advisors to develop investment and allocation proposals, support client consultations, and give presentations that promote effective use of Mariner’s investment platform.
Lead the creation of investment proposals, collaborating with advisors on modeling and analytics, designing outputs and graphics, and developing messaging for different client objectives.
Connect the Investment Strategy team, advisors, and Mariner’s internal strategies, particularly equity-focused strategies, and coordinate outreach and messaging across fixed income, structured notes, options, and private investments.
Develop allocation models, advisor tools, resources, and investment collateral in collaboration with the Managing Director and Investment Strategy Team.
Represent Mariner Investments in client and prospect meetings across segments, from emerging affluent to ultra-high-net-worth.
Support the Investment Strategy Team’s capabilities by mentoring investment strategists and guiding education and onboarding specialists.
Monitor wealth management trends so the team can anticipate and address client needs with innovative investment solutions.
Integrate outputs from Research, OCIO, and Internal Strategies into cohesive, client-ready solutions tailored to each business unit.
Promote consistent messaging, objectivity, and a client-centric culture across the team.
Act as a thought partner, peer reviewer, and mentor across the Investment Strategy team, from Director to Analyst level.