Mariner · 12 hours ago
Specialist, Investment Services
One Marina Park Drive, Boston, MA, 02210, US
Full-time
Hybrid
Mid Level
4+ years expMariner is a privately held national financial services firm focused on meeting modern wealth needs. The Specialist, Investment Services will support advisors by acting as a primary point of contact for service needs and investment-related questions, emphasizing relationship management and effective communication.
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
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