---
title: 'Senior Analyst, Trading at Mariner'
canonical: 'https://feeny.ai/job/senior-analyst-trading-mariner-united-states-ghnz9mek23a9'
type: 'job'
last_seen: '2026-09-17'
---

# Senior Analyst, Trading at Mariner

- **Company:** Mariner
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-14
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/031d4aee-365c-4235-95bd-b0138f26dd3d

## Job description

## Overview

Mariner is seeking strong candidates for a full-time, remote Analyst/Sr. Analyst, Trading position. In this pivotal role, you will manage and maintain internal asset allocation model portfolios and equity SMA strategies across client accounts. Your primary responsibility will be to implement portfolios, oversee portfolio drift and cash needs, ensure model alignment, and coordinate rebalancing activities to uphold the highest standards of portfolio management.

The successful candidate will demonstrate strong analytical and organizational skills, meticulous attention to detail, and a comprehensive understanding of portfolio management concepts and investment operations. As a key contributor, you will closely collaborate with internal teams to keep portfolios aligned with model objectives, while driving process enhancements and operational scalability initiatives.

## Key Responsibilities

- Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts
- Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds
- Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models
- Oversee the seamless implementation of new accounts into model portfolios and investment strategies
- Monitor portfolio activity to ensure adherence to investment guidelines and model objectives
- Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies
- Maintain and update accurate portfolio, account, and model data within portfolio management and trading systems
- Provide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and Pershing
- Identify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency within portfolio management
- Support the ongoing development and enhancement of internal portfolio management processes and procedures
- Develop advanced expertise in portfolio management systems and tools used across the organization

## Qualifications

- Bachelor’s degree in Finance, Accounting, Economics, or a related business field (preferred)
- Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or a similar field
- Series 65 preferred; required for advanced positions
- Experience with portfolio management, rebalancing, or trading systems (preferred)
- Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing (preferred)

Knowledge, Skills, and Abilities

- Deep understanding of portfolio management and investment concepts
- Excellent analytical and problem-solving abilities
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
- Independent and self-motivated, with minimal supervision required
- Effective organizational and time management skills with a sense of urgency
- Strong technical aptitude and ability to quickly master new systems and technologies
- Advanced proficiency in Microsoft Excel and experience analyzing large data sets
- Critical thinking skills and sound decision-making abilities
- Strong written and verbal communication skills
- Collaborative approach to working with internal stakeholders and cross-functional teams
- High level of professionalism and commitment to operational accuracy and consistency

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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