National Managing Director, Mariner Capital Advisors

If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

Mariner Capital Advisors (MCA) is seeking a National Managing Director to build, execute, and lead strategy. The Managing Director will own the design and execution of MCA’s strategy, lead the team in execution and be the primary owner of all operational components for MCA, including building, implementing, and overseeing the systems, processes, workflows, and procedures.  Preferred candidate will be able to thrive in a dynamic, collaborative, and fast-paced environment.   

• Align MCA’s business goals with Mariner’s vision.   
• Strategically implement improvements across the greater Mariner organization to enable scale and growth of our investment banking offering. 
• Design a business strategy, oversee and manage its successful execution.  
• Define target client market for investment banking services. 
• Develop referral network with niche bankers to support broader needs of Mariner advisors and clients beyond boutique investment banking capabilities with client first mentality, ensuring MCA is an advisor centric offering. 
• Build advisor education, roll out of offering and services. 
• Manage MCA team interaction with 1000+ advisors across greater Mariner organization.  
• Educate COIs and other third-party referral sources on MCA offerings and support to further strengthen greater Mariner relationships and grow MCA.  
• Work with key stakeholders to develop a clear understanding of their business needs, define project goals, and ensure alignment with strategic objectives. 
• Oversee strategic teams to analyze internal operations and identify areas of enhancement. 
• Develop, motivate, and guide MCA teams through exceptional leadership and on-going mentoring as a cornerstone to the management team’s career development. 
• Build relationships of trust across functions and organizations; collaborate effectively across teams to define strategy, goals and commitment to timelines and deliverables. 
• Establish and execute disciplined reporting mechanisms to proactively keep leadership and the team informed of organizational progress. 
• Develop actionable business initiatives that ensure alignment with short and long-term objectives developed in tandem with executive leadership. 
• Work with leadership team to develop the MCA’s annual planning process to establish annual goals with key measurements delivered quarterly to assess success and reporting metrics. 
• Supervise all deals at MCA including those requiring brokerage licensing and FINRA oversight.  
• Work collaboratively with back-office teams across the Mariner organization to develop policies and procedures, including but not limited to acting as supervisory principal at affiliated BD over M&A function at Mariner.  

• A minimum of 7 years of M&A Investment banking experience 
• Series 79, 24
• Working knowledge of deal structuring and closing principals  
• Experience with valuation, modeling and financial forecasting 

 SKILLS AND KNOWLEDGE 

• Strong communication and networking skills, with the ability to lead, coach and mentor teams to achieve strategic goals. 
• Entrepreneurial, self-starting personality with strong team orientation. 
• Excellent leadership skills, including the ability to develop trust and credibility, lead by example, and motivate high-performing teams. 
• Ability to partner with the principal and executive team to build a highly inclusive culture ensuring team members thrive and organizational outcomes are met. 
• Ability to work in a fast-paced, team-based environment with minimal supervision. 
• Knowledge of market trends. 
• Knowledge of securities regulations and M&A. 
• Ability to work with tight deadlines. 

Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. 

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. 

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $ 150,000/year to $250,000/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

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Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.