Investment Banking, Business Owner Solutions

Mariner

Investment Banking Leader specializing in business transitions, wealth planning for business owners, and strategic exits. Collaborating with clients to navigate complex liquidity events and optimize financial objectives.

Posted 6/5/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $150,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a trusted advisor to business owners, executives, and multi-generational families, delivering integrated wealth, business transition, and legacy planning strategies aligned with complex financial objectives.
Develop, cultivate, and maintain high-value client relationships through proactive engagement, strategic guidance, and delivery of an exceptional client experience.
Identify, qualify, and advance sell-side and liquidity event opportunities by leveraging strategic networks, market intelligence, and collaborative business development efforts.
Build, manage, and convert a robust sales pipeline, contributing to revenue growth and expansion of key client segments through partnership with Wealth Advisors and opportunity teams.
Generate new business opportunities through targeted outreach, referral development, and relationship expansion within the privately held business owner and pre-liquidity markets.
Collaborate with Investment Banking professionals to originate, position, and execute transaction opportunities that align with client business and wealth objectives.
Lead pre-transaction planning initiatives focused on value optimization, tax efficiency, risk mitigation, and post-liquidity wealth management outcomes.
Coordinate cross-functional teams to deliver seamless integration of transaction advisory, wealth planning, tax, estate, and investment strategies before, during, and after liquidity events.
Represent the firm through industry events, professional associations, thought leadership activities, and community engagement to strengthen brand awareness and strategic partnerships.
Maintain disciplined business development practices, including pipeline management, forecasting, CRM utilization, regulatory compliance, and adherence to firm policies and risk management standards.

Requirements

What you’ll need

Bachelor’s degree in finance, Economics, Business, or a related field
15+ years of experience in investment banking, wealth strategy, or a related field
FINRA Series 65 license
Professional designations such as CFA, CFP®, CPA, or equivalent strongly preferred

Benefits

Comp & perks

Health insurance
Professional development opportunities
Flexible working hours
Opportunities for bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth planningbusiness transition strategieslegacy planningsales pipeline managementtransaction advisorytax efficiencyrisk mitigationbusiness developmentmarket intelligenceclient relationship management

Soft Skills

strategic guidanceclient engagementcollaborationleadershipcommunicationrelationship buildingproactive engagementproblem-solvingnegotiationteam coordination

Certifications

FINRA Series 65CFACFPCPA