About this role
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