Director, Investment Strategy & Client Solutions

Mariner; United States; On-site; USD 190,000 - 270,000; Full time

Job summary

Mariner is seeking a Director of Investment Strategy to lead the Investment Strategy Team, collaborating with the Managing Director to unite research, OCIO, and internal strategies with Mariner’s investment solutions across business units. The role supports advisors, structures allocations, and creates client-ready resources while advancing strategic initiatives.

The successful candidate will communicate complex investment concepts clearly, manage relationships with UHNW clients, and mentor

Qualifications

• Bachelor’s degree required.
• 8+ years of relevant experience in investments, wealth management, private banking, consulting, or a related field.
• Proven expertise in allocation planning and structuring investments to address a diverse range of client objectives.
• Successful track record in client-facing investment discussions, including engagement with sophisticated UHNW clients and prospects.

Responsibilities

• Partner with advisors to develop investment and allocation proposals, support client consultations, and deliver high-stakes presentations that reinforce the consistent and effective use of Mariner’s investment platform.
• Lead the creation of investment proposals, collaborating with advisors on modeling and analytics, designing outputs and graphics, and crafting effective messaging for various client objectives.
• Serve as a central contact point to enhance connectivity between the Investment Strategy team, advisors, and Mariner’s internal strategies—particularly within equity-focused strategies—and coordinate outreach and messaging across fixed income, structured notes, options, and private investments.
• Act as a thought partner, developing allocation models, advisor tools, resources, and investment collateral for both advisors and clients, in collaboration with the Managing Director and Investment Strategy Team.
• Represent Mariner Investments in client meetings across all segments—from emerging affluent to ultra-high-net-worth clients and prospects.
• Help grow and support the capabilities of the Investment Strategy Team, mentoring investment strategists at all experience levels and guiding education/onboarding specialists.
• Stay informed on wealth management trends, ensuring the Investment Strategy team and Mariner anticipate and address client needs through innovative investment solutions.
• Integrate outputs from Research, OCIO, and Internal Strategies to deliver cohesive, client-ready solutions tailored to the unique needs of each business unit.
• Champion and maintain a culture of message consistency, objectivity, and client-centricity across the entire team.

Skills

Superior communication and presentat

Broad investment knowledge acrossasset

Collaborative, team-oriented approach

Education

Bachelor’s degree

MBA

CFA

CAIA

Job description

Mariner is seeking a Director of Investment Strategy to lead the Investment Strategy Team, collaborating with the Managing Director to unite research, OCIO, and internal strategies with Mariner’s investment solutions across business units. The role supports advisors, structures allocations, and creates client-ready resources while advancing strategic initiatives.

The successful candidate will communicate complex investment concepts clearly, manage relationships with UHNW clients, and mentor