Jobs 1 - 20 out of 317 for Mariner

Lead the curriculum development and training delivery for Functional Skills across Mariner’s financial services business units. Define role-specific skill requirements, set capability standards, and deliver engaging training. Document and develop training for functional skills, facilitate Capstone c...

The Cross-Serve Leader is responsible for the comprehensive design, development, and facilitation of the Cross-Serve Enablement workshop series. This role transforms the firm-wide cross-serve strategy into practical habits that advisors can apply, enhancing understanding of client needs and ensuring...

The Technology & Analytics Manager ensures Mariner Academy’s advisors harness AI, technology, and data to enhance the advisor-client relationship. Responsibilities include partnering with IT and Innovation, translating developments into actionable learning, designing and delivering curriculum, manag...

The Leader, CCC Coaching & Development is responsible for building, scaling, and continuously enhancing the Motivational Interviewing (MI)-based Client Centered Communication (CCC) curriculum at Mariner. This role ensures Mariner Academy's communication training is an ongoing process reinforced by c...

The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive ...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include client onboarding, meeting preparation, creating financial plans, and delivering exceptional client experiences.

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include client onboarding, meeting preparation, creating financial plans, and delivering exceptional client experiences.

Job Summary:The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communicat...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include supporting client onboarding, scheduling meetings, developing materials, observing client meetings, participating in follow-up tasks, contributing ideas for c...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include supporting client onboarding, scheduling meetings, developing materials, observing client meetings, participating in follow-up tasks, contributing ideas for c...

Job Summary:The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communicat...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include client onboarding, scheduling meetings, developing materials, observing client meetings, participating in follow-up tasks, contributing ideas for client servi...

Job Summary:The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communicat...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include client onboarding, scheduling meetings, developing materials, observing client meetings, participating in follow-up tasks, contributing ideas for client servi...

Job Summary:The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communicat...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include client onboarding, scheduling meetings, developing materials, observing client meetings, participating in follow-up tasks, contributing ideas for client servi...

Manage and mentor a growing team of professionals, build and maintain strong client relationships, oversee consulting and tax projects, review tax returns and financial statements, collaborate with peers to develop strategic tax planning solutions, and guide research on complex tax issues.

Manage and mentor a growing team of professionals, build and maintain strong client relationships, oversee consulting and tax projects, review tax returns and financial statements, understand clients’ broader financial needs, collaborate on strategic tax planning solutions, guide research on complex...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include supporting client onboarding, scheduling meetings, developing materials, observing client meetings, participating in follow-up tasks, contributing ideas for c...

Assist staff members in servicing high net worth clients through financial planning and client relationship support. Responsibilities include supporting client onboarding, scheduling meetings, developing materials, observing client meetings, participating in follow-up tasks, contributing ideas for c...