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Mariner

Director, Investment Strategy

Mariner

. Partner with advisors to develop investment and allocation proposals .

Posted 10/20/2026full-timeRemote • United StatesLead💰 $157,000 - $225,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment allocation planning and structuring, with a strong focus on client-centric solutions and effective communication. Proven ability to mentor teams and integrate diverse investment strategies to meet sophisticated client needs.

Highest-signal resume keywords
Investment Allocation PlanningClient-Facing Investment DiscussionsWealth Management ExpertiseAdvanced Communication SkillsCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment Proposal CreationModeling and AnalyticsPortfolio ConstructionInvestment Strategy DevelopmentClient Consultation Support
Soft Skills
MentoringTeam-Oriented ApproachPresentation Skills
Tools & Technologies
Advisor ToolsInvestment Collateral
Certifications & Qualifications
MBACFACAIA
Industry Keywords
Wealth ManagementPrivate BankingInvestment StrategiesUHNW ClientsFixed IncomeStructured NotesOptionsPrivate Investments

About the role

Key responsibilities & impact
  • Partner with advisors to develop investment and allocation proposals
  • Support client consultations and deliver high-stakes presentations
  • Lead investment proposal creation, including modeling, analytics, outputs, graphics, and messaging
  • Connect the Investment Strategy team, advisors, and internal strategies
  • Coordinate outreach and messaging across fixed income, structured notes, options, and private investments
  • Develop allocation models, advisor tools, resources, and investment collateral
  • Represent Mariner Investments in client meetings across client segments
  • Mentor investment strategists and guide education/onboarding specialists
  • Monitor wealth management trends and anticipate client needs
  • Integrate Research, OCIO, and Internal Strategies outputs into cohesive client-ready solutions
  • Maintain message consistency, objectivity, and client-centricity across the team

Requirements

What you’ll need
  • 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 for diverse client objectives
  • Successful track record in client-facing investment discussions with sophisticated UHNW clients and prospects
  • Superior communication and presentation skills
  • Broad investment knowledge across asset classes and portfolio construction
  • Ability to represent Mariner’s full suite of investment offerings
  • Collaborative, team-oriented approach with cross-functional experience
  • Eligible to work in the United States
  • Advanced credentials such as MBA, CFA, or CAIA preferred

Benefits

Comp & perks
  • Bonus eligibility
  • Progressive opportunities
  • Professional growth support
  • Community involvement opportunities
  • Innovative workplace
  • Camaraderie and teamwork culture
  • Work-life balance