Mariner

Analyst

• Conduct due diligence and provide manager recommendations to support advisors
• Monitor recommended managers and investment strategies
• Source new ideas to fulfill client needs
• Conduct ad hoc research and create bespoke client deliverables
• Communicate with investment managers to evaluate investment philosophy, process, personnel, fees, vehicles, and performance
• Extract and interpret quantitative and qualitative data for decision making
• Create and maintain detailed due diligence reports in CRM system
• Develop educational presentations for alternative asset classes
• Participate in investment policy committee meetings
• Develop and maintain quarterly and annual reporting packages
• Present research findings to investment committees and advisors
• Support asset allocation advice by maintaining opinions on assigned asset categories
• Collaborate with other researchers and participate in peer reviews
• Attend and present at client investment reviews

Manager, Research – Private Equity

Accountant

• Accountant for multiple clients – including Ultra High Net Worth Families, Businesses and Private Foundations
• Receive, approve, and maintain monthly vendor invoices, cut checks and record monthly activity in accounting software
• Prepare and record monthly and quarterly invoicing, receivables, credit card allocations and intercompany transactions
• Reconcile bank and investment statements
• Process payroll for clients and help with quarterly reports.
• Maintain fixed assets in fixed asset software and keep depreciation updated
• Prepare monthly financial statements and other reports as needed.
• Work with client advisors to provide them with reports and documents as needed
• Assists tax professionals with tax information as needed
• Provide exceptional customer service and build rapport with clients
• Other duties will be determined and discussed

Staff Accountant

Financial Planning and Analysis

• Design and implement OCIO operating procedures, workflows, and controls.
• Own OCIO investment operations including trading coordination, cash movements, and reconciliations.
• Manage relationships with custodians, fund administrators, OMS/IBOR providers, and data vendors.
• Ensure proper controls and full auditability of all OCIO actions.
• Partner with Compliance on testing, documentation, and regulatory readiness.
• Lead technology implementation for OCIO portfolio management and automation.
• Support OCIO client transitions and onboarding.

Director, OCIO Investment Solutions

• 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

Portfolio Management Analyst

Security Engineer

• Responsible for the analysis and implementation, testing, operations, and maintenance of Information Security solutions
• Conduct assessments as required for the Information Security Program to determine whether systems performed as expected and provide input to the determination of operational effectiveness
• Day-to-day support for Information Security and Technology functions:
• o Malware Response Process
• o Log Management Process
• o Vulnerability Management Process
• o Tracking and reporting on information generated by Information Security Program activities
• Analysis of the security aspects of new or existing computer applications, software, or specialized utility programs

Information Security Engineer

Client Services Representative

• Serve as the primary, ongoing point of contact for clients, maintaining a professional and responsive relationship
• Process service requests accurately and in a timely manner (e.g., account maintenance, documentation, inquiries)
• Manage inbound and outbound client communications with attention to detail, tone, and follow-through
• Coordinate with internal departments (e.g., advisors, operations, compliance) to resolve client issues or requests
• Ensure all client interactions comply with regulatory and company standards
• Maintain accurate and up-to-date records of client interactions in CRM systems
• Proactively identify and anticipate client needs and provide appropriate solutions or referrals
• Continuously build knowledge of company products, services, and systems to better support clients

Client Service Associate

Sales

• Manage and resolve Platform cases (permissions, access, profile/role updates, troubleshooting)
• Provide timely resolution to reporting and dashboard issues
• Serve as a point of contact for Platform user support
• Build and maintain reports and dashboards
• Ensure reporting requests are scoped appropriately and align to business needs
• Maintain reporting consistency and data accuracy
• Develop and maintain Flows, validation rules, and light system enhancements
• Support incremental improvements driven by business requests
• Assist with testing and deployment activities
• Monitor and improve data hygiene within FSC
• Support validation improvements and standardization efforts
• Assist in troubleshooting integration-related issues
• Coordinate with vendors or technical teams as needed
• Support ongoing platform stability

Associate, Platform Management – Salesforce

Performance Marketing

• Lead the planning and execution of client acquisition activation across paid channels
• Translate growth strategy into actionable activation plans aligned with campaign and segment goals
• Partner with Media, Analytics, and Finance to guide activation and test-and-learn investment decisions
• Lead campaign briefing and collaborate with creative teams on messaging and asset development
• Ensure creative and messaging are informed by audience insights and optimized for channel performance
• Support strong communication and alignment across Marketing, Sales Desk, Field/Advisors, CX, Technology, and Digital teams
• Design and execute test-and-learn initiatives, including hypothesis development and test setup
• Partner with Marketing leadership to support campaign priorities and activation timelines
• Ensure performance data, testing insights, and digital engagement signals inform campaign optimization

Director, Performance Marketing

• Monitor the integrity of information, investigate and resolve discrepancies, and provide comprehensive investment reporting to an institutional client base.
• Reconcile and review previous day’s trades, transactions, and cash flows to maintain portfolio reporting accuracy.
• Manage and own all private equity and alternative investment data in our portfolio reporting system including tracking capital calls, distributions, and fund valuations for our high net worth clients.
• Daily Monitoring, reconciliation, and internal management of firms Separately Managed Accounts & relationships.
• Act as a subject matter expert as it relates to portfolio reporting, Alternative Investments, billing, and trading systems.
• Drive continuous improvement efforts to optimize processes and ensure accuracy and completeness of data leading to increased efficiency.

Performance Reporting Analyst

• Lead and oversee all phases of specialty tax engagements, including cost segregation and R&D tax credit studies.
• Serve as the primary client contact, managing expectations, communications, and deliverables.
• Review and approve technical analyses, calculations, and reports for accuracy and quality.
• Supervise, mentor, and evaluate Associates and Senior Associates; provide real-time coaching and career development.
• Develop engagement budgets, manage project profitability, and support business development initiatives.
• Collaborate with internal and external CPAs, legal, and engineering professionals to resolve complex issues.
• Stay current on evolving tax laws, regulations, and guidance impacting specialty tax areas.

Manager, Specialty Tax

• Support the calculation, administration, and payment of third-party (3P) compensation programs**
• Interpret complex contract terms and operationalize them into scalable compensation logic**
• Partner with Legal and business stakeholders to implement new or amended agreements**
• Ensure consistent treatment across third-party populations, including legacy arrangements**
• Source, reconcile, and validate large volumes of data from CRM, billing, custody, and accounting systems**
• Configure, maintain, and enhance compensation system logic to support 3P programs**
• Validate compensation results, identify risks and recommend scalable technical solutions**
• Support audits and inquiries related to third-party compensation calculations and payments**
• Partner with Accounting, Legal, Compliance, Technology, and business teams to ensure accurate and timely payments**
• Serve as a technical escalation point for complex 3P compensation scenarios**
• Identify opportunities to standardize and automate third-party compensation processes**
• Build and maintain detailed documentation for compensation logic, data sources, and system workflows**
• Support system enhancements, migrations, and future-state design related to 3P compensation**
• Contribute to training and enablement materials for internal teams supporting third-parties

Senior Analyst, Incentive Compensation

• Define, maintain, and evolve the investment product roadmap, ensuring alignment with firm strategy while emphasizing usability, scalability, and long-term growth.
• Collaborate with advisor teams, operations, client service, incentive compensation, technology, and support teams to identify opportunities, gather requirements, and prioritize enhancements.
• Lead continuous improvement initiatives by proposing workflow enhancements, automation, and AI-driven capabilities that increase efficiency, adoption, and advisor experience.
• Own and prioritize the investment development backlog, translating business needs into clear user stories, acceptance criteria, and actionable requirements.
• Facilitate sprint planning, refinement, and prioritization sessions in partnership with engineering and leadership to ensure consistent execution and on-time delivery.
• Work cross-functionally to design and implement workflows across investment platforms and custodians, ensuring seamless integration for Wealth teams.
• Act as the primary liaison between stakeholders and technical teams, translating complex business needs into scalable, technical solutions.
• Serve as relationship manager for key platform partners (e.g., Orion, Charles River, CAIS, InvestorTools), coordinating roadmap alignment, integrations, and enhancements.
• Support testing, user acceptance, training, and rollout communications; monitor adoption and performance through KPIs and user feedback to inform future enhancements.

Product Manager, Investments and Trading

Operations

• Lead and coordinate broker-dealer operations and supervision support to ensure accurate, timely processing and high-quality service to clients and registered representatives.
• Serve as the primary point of contact for MSEC operations, partnering closely with Compliance, Licensing, vendors, product sponsors, carriers, and clearing firms.
• Oversee day-to-day account onboarding and maintenance, including data entry and reconciliation, NIGO resolution, and coordination with registered representatives prior to supervisory review.
• Support supervisory and compliance activities, including AML/CIP, OFAC, FinCEN 314(a), SEC Rule 17a-3 books and records, check supervision, and regulatory inquiries or examinations.
• Develop, maintain, and enhance operational procedures, controls, metrics, and documentation to ensure accuracy, consistency, and regulatory compliance.
• Train, coach, and mentor the Broker-Dealer Operations & Supervision Support team while modeling and reinforcing Mariner’s values.
• Assist with onboarding and transitions of registered representatives, including system access, licensing coordination, and ongoing consultative support.
• Drive innovation and continuous improvement through the evaluation and implementation of technology, automation, workflow enhancements, and AI-enabled solutions.
• Support special projects and operational initiatives, including system evaluations, mail and medallion processing, and other business-critical activities as needed.

Team Lead, Operations, Supervision

Compliance

• Lead execution of core compliance processes and initiatives within assigned areas, ensuring efficiency, consistency, and scalability across the organization.
• Maintain hands-on involvement in day-to-day compliance activities, providing practical guidance, issue resolution, and operational support as needed.
• Partner closely with the Chief Compliance Officer and compliance leadership to streamline policies, procedures, and workflows, driving continuous process improvement.
• Champion initiatives that reduce manual effort through enhanced documentation, technology solutions, and the adoption of digital compliance tools.
• Support the implementation and adoption of new systems, tools, and workflows that strengthen a modern, effective, and scalable compliance function.
• Manage and develop compliance associates through clear direction, ongoing feedback, and coaching, fostering a highly engaged and capable team.
• Serve as a trusted compliance resource to internal stakeholders by translating regulatory requirements into clear, actionable, and business-practical guidance.
• Provide compliance oversight for internal investment strategies, including review of processes, disclosures, controls, and regulatory filings to ensure accuracy and timeliness.

Director, Compliance

Human Resources

• Serve as a strategic partner to design and implement talent strategies
• Analyze performance data to identify trends and areas for improvement
• Lead HR initiatives related to organizational change
• Oversee effective development and delivery of performance management
• Drive alignment of programs and policies across the company