The Business Analyst will define configuration specifications, document business requirements, and map current and future state processes. They will also facilitate stakeholder sessions and collaborate with delivery teams to implement effective technology solutions.
This role involves processing and administering alternative investment allocations while ensuring data integrity across portfolio accounting systems. The associate will reconcile investment data, resolve discrepancies, and collaborate with advisory and technology teams to improve operational workflows.
Lead the design and implementation of enterprise-scale data architectures within a complex healthcare environment using Microsoft Azure. Define data models, governance frameworks, and integration solutions to support operational, analytical, and AI/ML use cases.
Lead a small team and coach independent financial advisors through scalable training, practice management, and professional development programs that strengthen business growth and client engagement. Partner with leadership to measure program effectiveness, support adoption of the firm’s platform and resources, and present performance insights and recommendations to executives.
The Learning Management Specialist oversees the daily operations, configuration, and user support of the Docebo LMS platform. They collaborate with cross-functional teams to manage learning content, ensure data accuracy, and optimize system functionality.
Manage and maintain internal asset allocation model portfolios and equity SMA strategies across client accounts. Coordinate rebalancing activities and ensure portfolio alignment with investment objectives and guidelines.
The Senior Project Manager will oversee healthcare projects from initiation to completion, ensuring they meet scope, budget, and schedule requirements. They will collaborate with clinical and non-clinical stakeholders to define objectives while managing resources and ensuring regulatory compliance.
The Salesforce Developer will manage the firm's Salesforce environment, including administration, user support, and the development of scalable solutions. They will also leverage Einstein 1 and Data Cloud features to drive AI-driven insights and optimize business processes.
The Performance Reporting Analyst will manage client data, generate performance reports, and ensure the integrity of investment and billing information within the Black Diamond software. They are responsible for monitoring transaction reports, tracking private equity and alternative investment data, and providing proactive support to ultra-high net worth clients.
Design, configure, and deploy Agentforce agents within the Salesforce Financial Services Cloud to automate advisor workflows and operational processes. Integrate these agents with MuleSoft APIs and external data feeds while implementing Einstein AI features to provide actionable insights.
The Analyst will manage and implement option investment strategies while monitoring and trading client accounts. They are responsible for conducting investment research, rebalancing portfolios, and communicating investment solutions to advisors.
The Senior Associate will manage the integration of newly acquired firms into Mariner's technology stack and operational workflows. This includes coordinating technology migrations, billing, trading, and reconciliation while fostering strong relationships with stakeholders.
The senior client service associate manages client relationships, oversees implementation processes, and coordinates daily administrative tasks. They also support client meetings, maintain financial records, and provide leadership and training to other team members.
The Senior Instructor will bridge the gap between innovation teams and financial advisors by delivering curriculum on AI and technology integration. They are also responsible for managing academy data, tracking advisor performance, and reporting insights to executive leadership.
The Learning Experience Specialist manages the day-to-day cohort experience for financial professionals, including scheduling, attendance, and reporting. They also design individualized development plans and foster an inclusive, psychologically safe environment to drive advisor competency growth.
The Learning Experience Specialist manages the day-to-day cohort experience for financial professionals, including scheduling, attendance tracking, and reporting on certification progress. They also design individualized development plans and facilitate meetings to foster an inclusive, psychologically safe learning environment.
The role is responsible for designing, scaling, and facilitating Motivational Interviewing-based communication curriculum for financial professionals. It involves direct coaching, leveraging AI-enabled transcript coding, and supervising instructors to ensure enterprise-wide advisor-client trust and engagement.
The Senior Instructor leads the curriculum development and training delivery for functional skills across Mariner's financial services business units. They collaborate with subject matter experts to define role-specific competencies and facilitate engaging learning experiences that bridge theory with practical application.
The Senior Instructor is responsible for designing, developing, and facilitating the Cross-Serve Enablement workshop series to foster collaboration across business units. They will author curriculum, create client-case simulations, and drive enterprise-wide adoption of a client-first, trust-based referral strategy.
The analyst will provide client service, troubleshoot operational issues, and collaborate with internal partners and vendors. They are also responsible for executing trades, managing rebalancing systems, and optimizing trading processes.
You will be responsible for implementing, configuring, and operating security controls across network, infrastructure, and hybrid cloud environments. Additionally, you will drive zero trust adoption and develop automation scripts to maintain security guardrails and observability systems.
The Director of Cyber GRC will lead the development and execution of cybersecurity governance, vendor risk management, and security awareness strategies. They will also oversee AI governance and ensure organizational compliance with financial regulations like SEC, FINRA, and NYDFS.
The analyst will evaluate public market asset classes, develop recommended investment strategies, and present findings to the Enterprise Investment Policy Committee. They will also collaborate with advisors on manager interviews, client onboarding, and asset class education.
The analyst will evaluate public market asset classes, develop recommended investment strategies, and present findings to the Enterprise Investment Policy Committee. They will also collaborate with advisors on manager interviews, strategy placements, and client portfolio reviews.
The Senior Data Architect will lead the design of enterprise data architectures within a complex healthcare environment, focusing on cloud platforms and interoperability. They will define data models, governance frameworks, and integration solutions while partnering with engineering and business teams to align data strategy with organizational goals.
Lead and enhance the firm's enterprise-wide compliance program while serving as a strategic advisor to the Chief Risk Officer. Oversee regulatory exams, policies, and the integration of AI and automation to modernize the compliance operating model.
Lead the overall architectural strategy and roadmap while evolving the Architecture Practice through standards and mentorship. Serve as a trusted advisor to C-suite executives and drive business growth through pre-sales and thought leadership.
Lead complex client engagements from strategy through execution while managing multidisciplinary consulting teams. Drive business growth through account development, proposal support, and the cultivation of executive-level stakeholder relationships.
