Mariner · 20 hours ago
Specialist, Investment Services
Boston, MA
Full-time
Hybrid
Mid Level
4+ years expMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. The Specialist, Investment Services will support advisors utilizing MMAS strategies through the Envestnet platform, acting as a primary point of contact for service needs and investment-related questions, while building strong relationships with advisors.
ConsultingFinancial ServicesRisk Management
Responsibilities
Serve as a primary point of contact for Mass Mutual Advisors (MMLIS) advisors using MMAS strategies on the Envestnet/WMS platform
Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement
Respond to advisor inquiries related to portfolios, strategy implementation, performance, and general investment questions
Effectively collaborate with team members while also performing independently
Support advisors throughout the sales and service lifecycle, including: Coordinating and delivering investment and marketing collateral, Assisting advisors with preparation for client and prospect meetings, including portfolio explanations and talking points
Participate on the MMAS Research Committee to stay informed on portfolio positioning, investment philosophy, and market outlook in order to better support advisor conversations
Proficiency with the Envestnet platform functionality and portfolio implementation best practices. And ability to share with advisors
Conduct regular outbound calls to advisors as part of ongoing service, relationship management, and platform engagement
Document advisor interactions and service activity using Salesforce CRM
Qualification
Required
Bachelor's degree required
A minimum of 4 years of experience in the financial services or wealth management industry, preferably in an advisor-facing or client service role
Working knowledge of investment products, portfolio strategies, and market concepts sufficient to support advisor discussions
Series 65 license required (or ability to obtain within a defined onboarding period, if applicable)
Preferred
CFA candidate or progress toward the CFA designation preferred, particularly as it relates to enhancing advisor communication and credibility
Familiarity with MassMutual Life Investment Services (MMLIS) strongly preferred
Experience supporting advisors on the Envestnet platform highly preferred
Strong relationship-management and client-service orientation
Clear, professional verbal and written communication skills
Ability to translate investment concepts into advisor- and client-friendly language
Strong organizational skills with the ability to manage multiple advisor relationships simultaneously
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Proficiency in Envestnet Platform
Detail-oriented, responsive, and dependable in a fast-paced environment
Collaborative mindset with the ability to work effectively within a team
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
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