Investment Banking, Business Owner Solutions

Mariner Investment Banking partners with business owners to maximize value and navigate complex liquidity events, including business sales, recapitalizations, and strategic exits. The team works closely with Mariner Wealth Advisors to integrate transaction advisory, valuation, tax planning, estate planning, and wealth management into a seamless client experience. By combining sell-side investment banking expertise with holistic wealth planning, the team helps business owners optimize outcomes before, during, and after a transaction. Mariner's collaborative approach is designed to help clients preserve, grow, and transfer wealth while achieving both business and personal financial objectives.

The Investement Banking leader serves as a trusted advisor to business owners and multi-generational families, delivering sophisticated wealth planning solutions aligned with complex financial, business, and legacy objectives. This role specializes in identifying and cultivating business transition and liquidity event opportunities, helping clients navigate critical milestones with strategic insight and confidence. Working at the intersection of Wealth Strategy and Investment Banking, the Managing Director integrates comprehensive planning with transaction advisory to optimize outcomes before, during, and after a business sale or transition. Success in this role requires a highly relationship-driven professional who excels at business development, client advocacy, and delivering exceptional client experiences.

Responsiblities

• Serve as a trusted advisor to business owners, executives, and multi-generational families, delivering integrated wealth, business transition, and legacy planning strategies aligned with complex financial objectives.

• Develop, cultivate, and maintain high-value client relationships through proactive engagement, strategic guidance, and delivery of an exceptional client experience.

• Identify, qualify, and advance sell-side and liquidity event opportunities by leveraging strategic networks, market intelligence, and collaborative business development efforts.

• Build, manage, and convert a robust sales pipeline, contributing to revenue growth and expansion of key client segments through partnership with Wealth Advisors and opportunity teams.

• Generate new business opportunities through targeted outreach, referral development, and relationship expansion within the privately held business owner and pre-liquidity markets.

• Collaborate with Investment Banking professionals to originate, position, and execute transaction opportunities that align with client business and wealth objectives.

• Lead pre-transaction planning initiatives focused on value optimization, tax efficiency, risk mitigation, and post-liquidity wealth management outcomes.

• Coordinate cross-functional teams to deliver seamless integration of transaction advisory, wealth planning, tax, estate, and investment strategies before, during, and after liquidity events.

• Represent the firm through industry events, professional associations, thought leadership activities, and community engagement to strengthen brand awareness and strategic partnerships.

• Maintain disciplined business development practices, including pipeline management, forecasting, CRM utilization, regulatory compliance, and adherence to firm policies and risk management standards.

Qualifications

• Bachelor’s degree in finance, Economics, Business, or a related field

• 15+ years of experience in investment banking, wealth strategy, or a related field

• FINRA Series 65 license

• Professional designations such as CFA, CFP®, CPA, or equivalent strongly preferred

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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.