The Director of Investment Strategy acts as a bridge between centralized investment functions and wealth management business units to structure allocations and advise on investment solutions. They are responsible for delivering holistic investment guidance to clients and developing resources to enhance advisor engagement.
Mariner
38 Remote Job Openings at Mariner
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.
Serve as the technical authority for the Financial Services Cloud platform, owning technical design and data modeling. Lead the development of advanced features while mentoring junior team members and optimizing platform health.
Design and deploy Agentforce agents and autonomous workflows within the Salesforce Financial Services Cloud ecosystem. Integrate AI tools with MuleSoft APIs and external data to enhance advisor and client experiences.
The role involves administering a Salesforce environment for approximately 100 users, focusing on Financial Services Cloud and Einstein 1. Responsibilities include designing scalable programmatic solutions using Apex and LWC, integrating third-party apps, and leveraging AI for business insights.
The role involves owning the configuration, governance, and optimization of the enterprise Slack workspace and its integration with Salesforce Financial Services Cloud. Key duties include managing user provisioning, app permissions, and ensuring compliance with financial services regulations.
The role involves administering a 100-user Salesforce environment and developing scalable solutions using Apex, LWC, and Flows. It also focuses on leveraging Einstein 1 and Data Cloud to provide AI-driven insights and unified client profiles.
Architect and develop integration layers connecting Salesforce Financial Services Cloud to core financial platforms and third-party data sources. Design and maintain Slack-powered workflows and AI-driven integrations to enhance user experiences and business operations.
Lead business development and transaction execution for emerging middle-market companies, focusing on founder-led and privately held businesses. Act as a strategic advisor guiding clients through M&A, capital raises, and liquidity events while leveraging the firm's advisor network.
Lead the overall architectural strategy and roadmap while evolving the Architecture Practice through standards and talent development. Serve as a trusted advisor to C-suite executives and drive business growth through pre-sales and strategic client engagement.
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.
The Business Analyst will define configuration specifications, business requirements, and process maps for client-based projects. They will collaborate with delivery and sales teams to design and document system processes and facilitate stakeholder sessions for improvement.
Define and execute the enterprise-wide data strategy and governance framework to support long-term business objectives and AI ambitions. Establish standards for data quality, semantic architecture, and secure integration across the organization to treat data as a strategic asset.
Senior Change Management Consultant (Future Opportunities)
Mariner
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Full Time
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13 days ago
Mariner
Lead high-profile digital and culture transformation projects by developing change management strategies and communication plans. Act as a trusted advisor to senior stakeholders to ensure the successful adoption of new technology and operational processes.
The role is responsible for the strategy, governance, and enhancement of technology platforms supporting the Institutional business, specifically Salesforce and participant education tools. It focuses on optimizing the retirement-to-wealth referral ecosystem to drive growth and measurable value.
Lead the security engineering and architecture organization to build scalable technical capabilities across infrastructure, data, and AI enablement. Accountable for developing a platform-and-assurance function that supports company growth, regulatory requirements, and product modernization.
Leads the Cyber GRC, Third-Party Vendor Risk Management, and Security Awareness teams to build scalable governance capabilities. Ensures regulatory compliance and manages AI governance and cyber risk reporting for board-level intelligence.
Manage internal asset allocation model portfolios and equity SMA strategies while monitoring for model drift and cash needs. Coordinate rebalancing activities and collaborate with internal teams to ensure portfolios align with investment objectives and operational standards.
Oversee the onboarding and maintenance of client accounts and facilitate trading and settlement processes across various platforms. Serve as a subject matter expert for investment queries and support the operational infrastructure for wealth management teams.
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.
Lead complex client engagements from strategy through execution while managing multidisciplinary consulting teams. Drive business growth through account development, proposal support, and the maintenance of executive-level stakeholder relationships.
Provide strategic operational support to the President and Vice President by managing complex calendars and tracking leadership initiatives. Drive organizational accountability by facilitating leadership meetings, maintaining Salesforce data, and developing executive performance dashboards.
Provide strategic operational support to the President and Vice President by managing complex calendars and tracking leadership initiatives. Drive organizational accountability by facilitating meetings, maintaining Salesforce data, and developing executive performance dashboards.
Manage sales opportunities, accounts, and CRM data integrity within Salesforce to support the sales lifecycle. Monitor public procurement portals and coordinate the qualification and submission process for bids and proposals.
The role focuses on managing sales opportunities and CRM data integrity within Salesforce to support the Sales and Business Development teams. It involves monitoring public procurement portals and coordinating the qualification and submission process for bids and proposals.
The Data Analyst will transform raw data into actionable business insights through data manipulation, statistical analysis, and visualization. They are responsible for building interactive dashboards and leveraging AI tools to automate routine tasks and enhance analytical workflows.
Define and execute the go-to-market strategy for organic growth by aligning channels, audiences, and messaging to drive revenue. Lead strategic alliances and design end-to-end client journeys to optimize conversion and pipeline contribution.
Change Management Consultant - Bilingual (French & English)
Mariner
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Full Time
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a month ago
Mariner
The consultant will lead change management strategies and communication plans to support digital and operational transformations for key clients. They will act as trusted advisors to senior stakeholders, coaching teams and assessing change impacts to ensure successful adoption.
Manage the full client service lifecycle for ultra-high-net-worth relationships, including onboarding and account maintenance. Act as a subject matter expert and operational leader to ensure seamless service across custodial platforms and internal teams.
Design and guide the delivery of complex, integrated end-to-end solution architectures on Microsoft Azure for a large-scale healthcare transformation program. Translate business requirements into scalable technical roadmaps while ensuring interoperability across application, data, and integration layers.
Design and guide the delivery of complex, integrated end-to-end solution architectures on Microsoft Azure for a large-scale healthcare transformation program. Translate business requirements into scalable technical roadmaps while ensuring interoperability across application, data, and integration layers.
Lead the design and implementation of enterprise data architectures and governance frameworks within a complex healthcare environment using Microsoft Azure. Architect robust data integration solutions to support operational and analytical use cases, including AI/ML and advanced analytics.
Design, build, and maintain scalable data pipelines within an Azure-based healthcare environment to enable interoperability and AI/ML use cases. Integrate complex data sources while ensuring data security, privacy, and governance standards are met.
Design, build, and scale data pipelines within an Azure-based healthcare environment to enable interoperability and AI/ML use cases. Integrate complex data sources and implement robust quality, validation, and monitoring frameworks.
The Client Relationship Manager serves as the primary point of contact for ultra-high-net-worth clients, managing their day-to-day financial and administrative needs. They act as a central hub to coordinate between internal teams, CPAs, attorneys, and advisors while overseeing cash management and financial reporting.
Lead relationships with ultra-high-net-worth families by providing integrated, customized financial advice across complex scenarios. Coordinate with internal specialists in tax, estate, and investments to deliver comprehensive planning solutions.
The analyst is responsible for conducting due diligence on investment managers and providing research-backed recommendations to support advisors. They also create bespoke client deliverables, maintain reporting packages, and monitor assigned alternative asset classes.
Change Management Consultants will support healthcare organizations in applying change management principles and methodologies. They will act as trusted advisors, providing guidance to healthcare leaders and stakeholders to support adoption and sustainable change.