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The Client Relationship Manager manages UHNW client relationships, overseeing financial needs, cash management, and coordinating multiple entities while ensuring timely execution and accuracy of requests.

Research Analysts conduct due diligence, recommend managers, monitor investments, and create reports to support Mariner advisors' needs and asset allocation.

As a Wealth Advisor, you will collaborate with a wealth management team to create financial strategies for high net worth clients, manage client relationships, and support new client acquisition while mentoring junior advisors.

The Associate Wealth Advisor supports high net worth clients by preparing financial plans, executing client requests, and building relationships with them while collaborating with the wealth advisor team.

The Senior Wealth Analyst supports the advisory team by analyzing investments, creating financial reports, and participating in strategy discussions for Ultra High Net Worth clients.

The Associate Wealth Consultant will manage outbound sales calls, develop client relationships, support sales initiatives, and ensure client satisfaction within the organization.

The Director manages Pathway DC and Cash Balance solutions, enhancing client engagement, supervising implementation, and improving operational efficiency.

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.