Mariner

Investment Services Specialist

Mariner

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • United States

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About the role

  • Support advisors utilizing MMAS strategies through the Envestnet platform (WMS)
  • Act as a primary point of contact for day-to-day service needs, investment-related questions, and ongoing relationship management
  • Communicate investment philosophy, portfolio positioning, and market views clearly
  • Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement
  • Respond to advisor inquiries related to portfolios, strategy implementation, performance, and general investment questions
  • Collaborate with team members while performing independently
  • Coordinate and deliver investment and marketing collateral
  • Assist advisors with preparation for client and prospect meetings
  • Participate on the MMAS Research Committee to stay informed on portfolio positioning, investment philosophy, and market outlook
  • Proficiency with the Envestnet platform functionality and portfolio implementation best practices
  • Conduct regular outbound calls to advisors as part of ongoing service and relationship management
  • Document advisor interactions and service activity using Salesforce CRM

Requirements

  • Bachelor’s degree required
  • A minimum of 4 years of experience in the financial services or wealth management industry, preferably in an advisor-facing or client service role
  • Working knowledge of investment products, portfolio strategies, and market concepts sufficient to support advisor discussions
  • Series 65 license required (or ability to obtain within a defined onboarding period, if applicable)
  • CFA candidate or progress toward the CFA designation preferred, particularly as it relates to enhancing advisor communication and credibility
  • Familiarity with MassMutual Life Investment Services (MMLIS) strongly preferred
  • Experience supporting advisors on the Envestnet platform highly preferred
Benefits
  • Approximately 15-25% travel requirement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment productsportfolio strategiesmarket conceptsMMAS strategiesportfolio implementation best practices
Soft Skills
relationship managementcommunicationcollaborationproactive outreachservice engagement
Certifications
Bachelor's degreeSeries 65 licenseCFA candidate