Director, Investment Strategy

Mariner

Director of Investment Strategy at Mariner Investments responsible for client engagement and investment guidance. Collaborate across teams to deliver tailored investment solutions for wealth management.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesLead💰 $125,600 - $310,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in investment allocation planning and structuring, with a strong focus on client engagement and communication. Capable of mentoring team members and synthesizing complex investment strategies to meet diverse client objectives.

Highest-signal resume keywords

Investment Allocation PlanningClient-Facing Investment DiscussionsPortfolio ConstructionCommunication and Presentation SkillsTeam Collaboration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Investment KnowledgeWealth ManagementPrivate BankingConsultingAsset Class ExpertiseStructured NotesEquity-Focused ApproachesFixed IncomeClient Solutions SynthesisInvestment Strategy Development

Soft Skills

CollaborationMentoringClient-Centric ApproachInformation Flow ManagementMessage Consistency

Certifications & Qualifications

MBACFACAIA

Industry Keywords

Wealth Management SectorUHNW ClientsInvestment ProposalsClient ConsultationsHigh-Stakes Presentations

About the role

Key responsibilities & impact

Partner with advisors to support proposals, client consultations, and high-stakes presentations, ensuring the effective and consistent application of Mariner’s investment platform.
Serve as a primary point of contact, fostering collaboration and information flow between the Investment Strategy team, advisors, and internal Mariner strategies—particularly in equity-focused approaches, as well as fixed income, structured notes, and private investments.
Collaborate with the Managing Director and Investment Strategy Team to conceptualize and deliver allocation models, advisor tools, and resources that integrate Mariner’s diverse investment offerings.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW clients and prospects.
Help build and enhance the capabilities of the Investment Strategy Team, including mentoring strategists of varying experience levels and supporting education/onboarding efforts.
Stay informed on trends and innovations in the wealth management sector, ensuring Mariner remains at the forefront of client-focused investment solutions.
Synthesize outputs from Research, OCIO, and Internal Strategies into comprehensive, client-ready solutions tailored to specific business unit needs.
Promote a culture of message consistency, objectivity, and client-centrism across the team.

Requirements

What you’ll need

8+ years of relevant experience in investments, wealth management, private banking, consulting, or related fields.
Demonstrated expertise in allocation planning and structuring investments to match diverse client objectives.
Proven success in client-facing investment discussions, including interactions with sophisticated UHNW clients and prospects.
Comprehensive investment knowledge across asset classes and portfolio construction, with the ability to represent all of Mariner’s offerings.
Outstanding communication and presentation abilities, with the skill to convey complex investment concepts to varied audiences.
Collaborative, team-oriented approach with proven ability to work across functions (Research, OCIO, Internal Strategies, Business Units).
Advanced credentials preferred (MBA, CFA, CAIA, or equivalent).

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses
Innovative workplace