• Learn how to explain the firm’s mission, investment philosophy, and client experience to potential clients • Assist team members with identifying, researching, and qualifying prospective clients • Help create presentation materials, proposals, and follow-up communications • Participate in meetings, training sessions, and strategy discussions to understand the client acquisition process • Conduct market or demographic research to uncover new business opportunities • Observe experienced professionals to learn best practices in consultative, ethical selling • Learn and work in Mariner’s CRM system to track outreach and client interactions • Work with marketing and client service teams to ensure smooth communication and a consistent client experience • Always maintain the highest standards of professionalism and client confidentiality