Senior Analyst, Trading
Mariner is seeking a highly motivated Senior Analyst, Trading to join our rapidly expanding trading and operations team. This is a unique opportunity for professional growth within a dynamic, entrepreneurial environment. We are looking for candidates who set high standards for themselves, excel in client service, thrive in fast-paced environments, and are eager to broaden and enhance their technical expertise.
Key Responsibilities
Manage daily trade flow across multiple brokers and custodians, monitoring orders and adjusting execution strategies in response to market conditions and order size.
Execute large and complex orders across various product lines using algorithmic trading tools and established execution strategies.
Coordinate with internal teams, brokers, and custodians to manage significant orders, resolve execution issues, and identify opportunities for process improvement.
Identify, research, and resolve trade errors and exceptions, tracking recurring issues and recommending system or process changes to minimize errors.
Deliver exceptional client service to internal teams by promptly addressing inquiries, troubleshooting problems, and responding urgently to time-sensitive requests.
Master multiple trading software systems and provide user support for troubleshooting.
Support the rollout and implementation of a new rebalancing system, including conducting parallel portfolio rebalances, analyzing any variances, and communicating with software vendors as needed.
Review and update trading system settings to optimize trading efficiency and precision.
Recommend and assist with enhancements to trading processes and systems, consistently seeking greater efficiency and effectiveness.
Contribute to projects that involve new software evaluation, onboarding new firms to existing systems, and driving process improvements through technology.
Qualifications
Bachelor’s degree in Economics, Finance, MIS, or a related business field required.
3+ years of trading or financial operations experience preferred.
Skills & Knowledge
Superior attention to detail, organizational skills, and time management abilities.
Excellent client service and communication skills.
Strong aptitude for technology with the ability to adapt quickly to change.
Solid decision-making and analytical abilities.
Experience with rebalancing or trading order management systems (OMS) such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or similar systems; experience with Charles River is a plus.
Proficiency in Excel; experience with VBA is preferred.
We invite you to explore a career at Mariner, where our associates enjoy a challenging and innovative work environment that fosters camaraderie, teamwork, and ongoing professional development. As a growth-oriented, entrepreneurial firm, Mariner recognizes and rewards talent, experience, and ambition.
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.
EOE M/F/D/V
Skills Required
- Bachelor’s degree in Economics, Finance, MIS, or a related business field
- 3+ years of trading or financial operations experience
- Experience with rebalancing or trading order management systems such as Charles River, Orion Advisor Services, Envestnet Tamarac, or RedBlack
- Proficiency in Microsoft Excel
- VBA experience
Mariner Wealth Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mariner Wealth Advisors and has not been reviewed or approved by Mariner Wealth Advisors.
-
Healthcare Strength — Health coverage is considered strong with medical, dental, and vision plans supported by wellness programs, HSA/FSA options, and telehealth. This breadth of healthcare support contributes meaningfully to perceived total compensation.
-
Retirement Support — A 401(k) with company match is a core element and is viewed as a strong part of the package. Retirement benefits are positioned as competitive within the overall offering.
-
Leave & Time Off Breadth — Paid time off, parental leave, and a set of paid holidays provide broad leave coverage. Reasonable work-life balance outside busy seasons further elevates the value of time-off benefits.
Mariner Wealth Advisors Insights
What We Do
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.








