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Director, Private Investments

Company: Mariner Wealth Advisors
Location: Kansas City
Posted on: January 16, 2022

Job Description:

We are currently seeking strong candidates for our Director, Private Investments position in the Overland Park, Kansas office. This individual will be responsible for the management and oversight of illiquid alternatives and private investments offering for Mariner Wealth Advisors and Mariner Platform Solutions. If you are looking to build your career with a firm that puts the client first by providing 360 advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
RESPONSIBILITIES:Research & Platform Management

  • Develop and implement strategy for alts/privates offering that provides a best in class offering to support an advisor centric model
  • Responsible for diligence process of third party platforms as well as any other private/alternative investments that are made available to wealth advisors
  • Maintain a flexible approach when evaluating managers and strategies to align with the fast paced, flexible nature of the organization
  • Responsible for ongoing monitoring and diligence of historically approved offerings; as well as recurring offerings such as solutions for 1031 exchange opportunities
  • Work closely with the portfolio implementation team and manager research team to ensure consistency of message on illiquid and liquid offerings
  • Responsible for maintaining and updating list of current offerings with appropriate checklists to keep advisors informed of how to access offerings
  • Collaborate with 1248 Holdings to learn and understand any affiliated offerings or deal flow that may be attractive to MWA clients as an offering Communication
    • Collaborate with Education & Training team on best ways to educate advisors on the privates/alts platform and offerings. We are looking to advance the firms private investments process by developing rules, policies, procedures, and education around the proper use of alternatives and private investments in a portfolio keeping concentration, diversification, liquidity needs in mind to ensure client & firm success
    • Update advisors on new offerings as well as performance updates on current investments on a regular basis
    • Responsible for collateral and content to support the privates/alts platform
    • Work with advisory teams and operations to ensure reporting on private investments is accurate
    • Serve as in-house expert on the privates/alts platform, supporting advisor inquiries as needed
    • Collaborate with the rest of the investment management group on new ideas that help to solve problems and provide leverage to advisors Leadership
      • As the team grows, focus on strengthening leadership and professional development across team including self
      • Build relationships with key stakeholders across the organization such as field leadership, leaders of back office departments and advisory solutions groups
        QUALIFICATIONS:
        • Bachelors degree in business, finance, or accounting
        • CFA Charter holder or other designations preferred
        • Minimum 10 years work experience in financial services, specifically with experience in illiquid alternatives and private vehicles
        • Knowledgeable across asset classes such as credit, equity, real estate and hedge funds
        • Previous experience working third party platform offerings is preferred
        • Experience in working with advisory teams inside of a wealth management team is preferred
          We welcome your interest in being a part of the Mariner Wealth Advisors team. We offer associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. EOE M/F/D/Vby Jobble

Keywords: Mariner Wealth Advisors, Kansas City , Director, Private Investments, Executive , Kansas City, Kansas

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