Job description
Overview:
Mariner Wealth Advisors is seeking a Trading Support Associate for a remote position. The primary responsibility is to support the Mariner Operations team by providing exceptional service and support to our internal teams. This is a chance to join a trading team that is growing quickly, giving associates significant opportunity for growth and personal development. People that are successful in this role have high expectations for themselves, strong critical thinking skills, a strong sense of urgency, and are excited to learn new software.
Responsibilities:
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.#LI-SA1 #LI-REMOTE
EOE M/F/D/V
Top RIA Firms: Barron’s awarded 2022, 2021, and 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 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022). The published rankings are based on firm surveys, and the firm’s filings with the regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.
If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors 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 Wealth Advisors is seeking a Trading Support Associate for a remote position. The primary responsibility is to support the Mariner Operations team by providing exceptional service and support to our internal teams. This is a chance to join a trading team that is growing quickly, giving associates significant opportunity for growth and personal development. People that are successful in this role have high expectations for themselves, strong critical thinking skills, a strong sense of urgency, and are excited to learn new software.
Responsibilities:
- Provide timely and accurate trade execution with multiple custodians as requested by advisors. This does not require decision making on trades, but rather simply executing a high volume of trades as requested
- Process recurring trade request such as rebalancing accounts against a defined model
- Process one-off trade request such as raising cash for withdrawals
- Complete cross checks around trading as needed and recommend improvements to current processes
- Work with members of the Operations team as well as other departments and internal clients of Mariner on both recurring processes and new requests that involve trade execution and reporting on trade execution
- Manage and prioritize multiple time sensitive requests
- Capture trade execution data, analyze data, create quality checks on the data to ensure accuracy, and research any outliers as a result of those quality checks
- Work with all aspects of trade execution data from multiple offices utilizing different order management systems
- Bachelor’s degree and proficiency with Microsoft Excel required
- 1 - 3 years Trading or Operations experience preferred
Skills & Knowledge
Strong aptitude for computer systems and enjoy collaborating with other associates on a variety of tasks and processes- Must be client service focused, which will involve responding to emails, cases and phone calls.The Trading team prides itself on always trying to find a better way and the candidate will enjoy challenging the status quo and embracing change
- Must be curious by nature, always asking why, and seeking to understand the background of what they are doing
- Experience with rebalancing or trading order management software (OMS) such as Orion Advisor Services, Eze Castle, Envestnet Tamarac, Moxy, RedBlack, Morningstar Total Rebalance Expert (TRX), iRebal, Trade Warrior, Blaze Portfolio, or other similar is a plus
- Experience with custodians such as Fidelity Investments, Schwab, or TD Ameritrade is a plus
- Experience with Alteryx, PowerBI, Visual Basic, SQL, or similar work experience is also a plus
Mariner Wealth Advisors 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.#LI-SA1 #LI-REMOTE
EOE M/F/D/V
Top RIA Firms: Barron’s awarded 2022, 2021, and 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 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022). The published rankings are based on firm surveys, and the firm’s filings with the regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.
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