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Role Overview

Manage assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs
Work with advisors and wealth teams to understand client's needs & goals
Champion adoption of portfolio management tools across Mariner
Coordinate onboarding of wealth advisory teams from legacy portfolio management systems to current system
Perform portfolio reviews looking for opportunities to rebalance, tax-loss harvest, and invest or generate cash depending on need

Requirements

Bachelor’s degree in Accounting, Finance or other related business major preferred
3+ years of prior experience working in a financial planning, investment management, brokerage firm, or other organization that provided relevant experience
Series 65 or equivalent
Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.)

Benefits

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses

Mariner

Open Positions (1)

Data

Portfolio Management Analyst