---
title: 'Associate Family Office at Mariner'
canonical: 'https://feeny.ai/job/associate-family-office-mariner-tulsa-yggtde63f66h'
type: 'job'
last_seen: '2026-09-17'
---

# Associate Family Office at Mariner

- **Company:** Mariner
- **Location:** Tulsa, OK
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-14
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/88e056fc-1991-4269-97ec-f34d4c1b5800

## Job description

Job Summary The Associate, Family Office supports accurate and timely financial administration and reporting for family office clients. This role manages day-to-day accounting activities and contributes to financial statements, cash flow forecasts, budgets, and liquidity reports that inform client planning and decision-making. The Associate works closely with client advisors and accountants to organize financial information, support tax preparation, and deliver reliable reporting. This opportunity provides experience across accounting, trust administration, entity management, and other essential family office services.

## Responsibilities

- Process accounts payable activities, including reviewing invoices, issuing payments, maintaining vendor records, and reconciling bank accounts.
- Prepare monthly financial statements and maintain accurate records of financial transactions and account activity.
- Support accounts receivable functions, including invoicing, collections, credit card allocations, and intercompany transactions.
- Assist with monthly, quarterly, and annual personal financial statements and provide client advisors with financial reports and supporting documentation.
- Coordinate with accountants to gather, organize, and provide the information needed for tax planning and tax return preparation.
- Assist with cash flow forecasting, budgeting, and liquidity reporting to support client financial planning and decision-making.
- Maintain organized client records, entity documentation, and reporting calendars to promote accurate and timely information delivery.
- Support trust administration, entity management, and family office projects and initiatives.

## Requirements

- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- One to three years of experience in accounting, finance, bookkeeping, family office services, wealth management, or a related professional services environment.
- Proficiency with Microsoft Office, including intermediate Microsoft Excel skills.
- Basic understanding of financial statements, accounting principles, and financial recordkeeping.

## Skills

- Demonstrates strong attention to detail, organization, and analytical thinking.
- Manages competing priorities, deadline-driven work, and multiple simultaneous projects effectively.
- Collaborates effectively within a team while maintaining responsibility and accountability for individual work.
- Exercises sound discretion and maintains strict confidentiality in all client matters.

## #LI-MK1

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. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

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