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Form of workIf you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
The Senior Advisor, Institutional Investments position at Mariner Wealth Advisors is the ideal role for a financial services professional looking to join a firm that has been ranked as a top five RIA by Barron’s for the last five years. The successful candidate will be an experienced, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
- Advise clients (primarily community banks and credit unions) on their fixed income investment portfolios and asset-liability management (“ALM”) on a non-discretionary basis to optimize the return, while managing risk (e.g., ALM, interest rate, credit, liquidity, concentration) and complying with applicable regulations
- Assist in the development and analysis of investment and funding strategies and present them to clients’ CEO, CFO, and ALCO
- Attend client board and ALCO meetings in person and/or virtually
- Provide clients with asset/liability management consulting
- Perform creditworthiness (due diligence) of securities issuers
- Assemble and prepare investment portfolio data reports for ALCO and board meetings
- Conduct independent, third party asset - liability model reviews for banks and credit unions
- Participate in new business development opportunities
- Bachelor’s degree required
- A minimum of 5+ years’ experience working in banking and/or credit union investment portfolio management, fixed income investments, financial analysis, investment advisory work and asset-liability consulting
- Series 65, required (or meet the exam waiver requirement by holding one or more of the following pre-qualifying designations, CFP, ChFC, PFS, CFA or CIC)
- CFA preferred
- Willingness to travel on occasion
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.
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