--- title: 'Analyst, Options at Mariner' canonical: 'https://feeny.ai/job/analyst-options-mariner-united-states-dc1wfhq33zvq' type: 'job' last_seen: '2026-09-10' --- # Analyst, Options at Mariner - **Company:** Mariner - **Location:** United States - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-09-09 - **Last confirmed live:** 2026-09-10 - **Apply:** https://jobs.ashbyhq.com/mariner-careers/5077bb8b-7d55-419e-bcc3-adc47d965c4c ## Job description Analyst, Options ## About Mariner Join Mariner, a dynamic and growing firm offering significant opportunities for professional advancement. We pride ourselves on a culture that values initiative, analytical thinking, and a drive to succeed. If you set high expectations for yourself, are highly analytical, and motivated, we invite you to consider this unique opportunity. Position Overview We are seeking an Analyst, Options to join our team in a combined trader and analyst role. This individual will be responsible for the management and implementation of option investment strategies, as well as the monitoring and trading of client accounts. ## Key Responsibilities Investment Analysis - Conduct research on portfolio holdings, staying current on stock-specific news and events. - Manage customized client portfolios in line with investment objectives. - Research and develop tailored investment solutions for high-net-worth individuals and institutional clients. Trading - Implement investment action decisions as part of the portfolio team. - Monitor account positions daily and ensure allocations align with client goals. - Generate and execute trades at the account level, investing new accounts and liquidating terminated ones. - Rebalance accounts in response to contributions or withdrawals. - Execute trades across multiple asset classes, with a focus on options and equities. - Ensure timely and accurate trade execution throughout the day, as directed by Advisors. - Continuously evaluate and enhance trading processes and procedures to improve efficiency and execution quality. Communication - Effectively communicate investment solutions and recommendations to advisors, supporting their efforts to serve clients. - Provide clear analysis on client accounts and rationale for portfolio management decisions. ## Qualifications - Bachelor’s degree in business, finance, or accounting required; graduate degree and/or CFA or other relevant professional designation preferred. - 1-3 years of experience in investments or financial analysis. - General understanding of common options trading strategies. - Experience using Bloomberg, Orion, Moxy, or other order/trade management systems preferred. - Advanced proficiency in Excel. - Excellent verbal and written communication skills. If you are looking to join a high-performing team within a collaborative and growth-oriented environment, we encourage you to apply and become part of Mariner’s continued success. 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. By submitting your application, you agree to the collection and use of your personal information as described in our [Employee and Applicant Privacy Notice](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/). ## EOE M/F/D/V ## About Mariner ## Company Overview - **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support. - **Entity Type**: Private (privately held) - **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources) - **Founded**: 2006 - **Founders**: Marty Bicknell ## Core Business - **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform. - **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors. - **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities. ## Products & Services - **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists. - **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration. - **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise. - **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm. ## Market Standing - **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation) - **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006. - **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed. - **Growth Signals**: - Sustained ranking as a top‑tier RIA. - Active acquisition strategy (multiple firms joining the Mariner family). - Continued investment in people, technology, and capabilities. - Donated through the Mariner Foundation in 2025. ## Competitive Advantages - **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent). - **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing. - **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella. - **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first. ## Strategic Focus - **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices. - **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development. - **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients. - **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs. ## Why Work Here - **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission. - **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy. - **Notable perks and benefits**: - Comprehensive healthcare (medical, vision, dental) - Paid time off, 11 paid holidays, parental leave - 401(k) with company match - Wellness program, HSA & FSA, life & AD&D insurance - Telehealth, associate assistance fund, health & wellness awards - Education reimbursement, wealth advisory services - Client and associate referral bonuses, peer recognition program - Paid volunteer hours, identity theft protection - Discounts at local and national stores - **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors. ## Sources 1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/) 2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/) 3. [joinmariner.com](https://joinmariner.com/) 4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/) 5. 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