As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Responsibilities. Build and maintain client relationships aimed at client retention. s...
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to...
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to...
This client-facing Administrative Assistant role is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associate’s clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations. The primary responsibilities of the Administrative Assistant are to greet all clients and guests ...
The Information Security Analyst will work as part of the Information Security team to develop, improve, report and maintain key information security processes, policies and procedures. In coordination with the various technical teams and business teams, this person will play a key role in helping the Firm accomplish its information security objectives. Responsibilities. Develop and maintain cybersecurity plans, strategy, and policies to support ...
Responsibilities. Record transactions for proper accounting treatment, prepare general ledger entries, and reconcile accounts during the month-end close process. Maintain and balance accounting sub-ledgers to the general ledger for various asset and liability accounts. Prepare work papers, schedules, and reconciliations in support of financial statements, audits and tax return preparation. Build and maintain strong working relationships with inte...
As the creative director, you will be the visionary leader overseeing all aspects of the organization's creative output. This role requires a combination of artistic talent, strategic thinking, and strong leadership skills to inspire and guide a team of creative professionals. The successful candidate will produce compelling and innovative work that aligns with the company's brand identity and objectives. Responsibilities include conceptualizin...
The event manager plays a critical role in the planning, coordination and execution of various events within Mariner. This position requires a high level of organizational skills, attention to detail and the ability to work effectively under pressure to ensure successful outcomes. The event manager will work on both tactics and strategy by collaborating closely with other team members, vendors and stakeholders to deliver memorable and impactful e...
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities. Work...
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to...
