Mariner · 2 months ago
Senior Institutional Advisor
38710 Woodward Ave, Bloomfield Hills, MI, 48304, US
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expMariner is a firm that prioritizes client-centric advice and professional growth. The Senior Advisor, Institutional Investments will provide strategic advice on fixed-income portfolios and asset-liability management, while also developing investment strategies and supporting clients through various consulting services.
ConsultingFinancial ServicesRisk Management
Responsibilities
Advise clients (primarily community banks and credit unions) on their fixed income investment portfolios and asset-liability management (“ALM”) on a non-discretionary basis to optimize the return, while managing risk (e.g., ALM, interest rate, credit, liquidity, concentration) and complying with applicable regulations
Assist in the development and analysis of investment and funding strategies and present them to clients’ CEO, CFO, and ALCO
Attend and make presentations in client board and ALCO meetings in person and/or virtually
Provide clients with asset/liability management consulting
Perform creditworthiness (due diligence) of securities issuers
Assemble and prepare investment portfolio data reports for ALCO and board meetings
Conduct independent, third party asset - liability model reviews for banks and credit unions
Participate in new business development
Qualification
Required
Bachelor's degree required
A minimum of 8+ years' experience working in banking and/or credit union investment portfolio management, fixed income investments, financial analysis, investment advisory work and asset-liability consulting
Series 65, required (or meet the exam waiver requirement by holding one or more of the following designations, CFP, ChFC, PFS, CFA or CIC)
Willingness to travel
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Investment News
2026-01-21
Morningstar.com
2025-08-26
2025-05-02
Company data provided by crunchbase