---
title: 'Associate, Manager Research at Mariner'
canonical: 'https://feeny.ai/job/associate-manager-research-mariner-united-states-ybe9y7bkaddw'
type: 'job'
last_seen: '2026-10-29'
---

# Associate, Manager Research at Mariner

- **Company:** Mariner
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-28
- **Last confirmed live:** 2026-10-29
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/b51e017f-b3a9-4662-bfb8-51aeaec9a39a

## Job description

Job Summary:

This role serves as a vital link between the research team and advisors supporting Mariner clients. Key responsibilities include:

- Translating Research into Action: Convert research analyst perspectives and market insights into clear, actionable deliverables for advisors.
- Delivering Scalable Solutions: Develop standardized yet adaptable frameworks, such as search books and research-driven narratives, tailored to meet diverse client needs.
- Enabling Advisor Effectiveness: Provide advisors with intuitive, efficient, and impactful resources for client interactions, such as the Morningstar Report Portal.

Essential Duties and Responsibilities:

- Lead the quarterly refresh of the Mariner Manager Monitor (3M), ensuring the accuracy and accessibility of manager data for advisors.
- Conduct manager searches for public markets and open-end real estate.
- Serve as a subject matter expert for advisors using the Morningstar Report Portal and support the development of new reporting functionality.
- Produce monthly and quarterly capital markets materials.
- Build asset allocation studies in Morningstar for institutional clients.
- Design and implement surveys on public fixed income and public equities.
- Provide support to advisors regarding data and reporting inquiries.
- Maintain the Research Wealth Focus List within Morningstar.

Required Education and Experience:

- Bachelor’s degree in finance, economics, statistics, or a related field.
- 1-3 years of experience in finance, investments, analytics, or a similar area.
- Advanced Excel skills, including experience with large data sets.
- Strong written and verbal communication skills.
- Exceptional attention to detail and ability to manage multiple deliverables under tight deadlines.

Preferred Education and Experience:

- Experience with Morningstar Direct and eVestment.
- Familiarity with manager research, asset allocation, or capital markets concepts.
- Proficiency with AI tools to expedite research, analysis, and drafting, coupled with a willingness to learn new technologies.
- CFA designation or progress toward the credential.
- Experience developing presentations or client-facing materials.

## #LI-JS1

## #LI-REMOTE

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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