Back to Jobs
Mariner Wealth Advisors
Finance & Accounting 23h ago

Senior Analyst, Trading

Mariner Wealth Advisors
United StatesUnited States
Full-time
Not Disclosed
Mid-Level

Job Description

Key Skills Required

Master these to land this role

Order Management SystemsTradingExcelVBAFinancial Analyst

Want to know if you're a match for this job?

Calculate My Match Score

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.

How would you rate this job post?

See what other professionals think about this role.

banner
logo

Mariner Wealth Advisors

View Company Profile

Mariner Wealth Advisors (operating under marinerwealthadvisors.com) is the premier, enterprise-grade national wealth advisory pioneer, registered investment advisor (RIA) giant, and holistic financial orchestration powerhouse engineered to operate as the definitive, high-velocity asset management, strategic tax planning, specialized estate design, and corporate retirement consultation layer for individuals, high-net-worth families, and business institutions nationwide. The company completely eliminates the severe systemic friction of traditional wealth preservation—where clients lose long-term financial momentum to fragmented point-solutions, disconnected tax preparation loops, generic uncoordinated insurance brokers, and high-fee legacy broker-dealers—by deploying a deeply unified, advisor-led financial planning matrix. Moving far beyond traditional, passive automated robo-advisors or basic transactional investment registries, Mariner Wealth Advisors natively unifies active portfolio management across diverse multi-asset allocations, in-house specialized trust administration, proactive multi-state tax mitigation strategies, customized family office services, and business succession planning into a single high-availability client ecosystem. Consistently ranked by Barron's among the absolute top Registered Investment Advisers in the United States, the firm manages and advises on hundreds of billions of dollars in multi-tiered client assets with production-hardened fiduciary precision. Under the hood, its sophisticated corporate core—backed by elite institutional equity partners including Leonard Green & Partners—coordinates high-concurrency client reporting systems, unified direct-indexing engines, specialized research analytics portals, and strict regulatory compliance bridges engineered to withstand rigorous SEC oversight while maximizing after-tax wealth velocity. What sets Mariner Wealth Advisors apart is its uncompromising dedication to replacing disjointed, isolated investment management loops with absolute multi-disciplinary advisory transparency and capital momentum; by bridging the gap between performance-intensive institutional market intelligence and personalized front-line financial destiny fulfillment, the enterprise remains the definitive cornerstone of modern algorithmic wealth management and large-scale asset transformation.

Safety First

  • Never pay for a job application.
  • Do not share sensitive bank info.
  • Verify the client before starting work.
Learn More
Senior Analyst, Trading at Mariner Wealth Advisors | HireSkys