The Strategy Only Team supports clients nationwide by providing access to investment-only advice, without requiring a full wealth management engagement. The team delivers institutional-quality portfolios, custom asset allocation, and investment oversight while focusing on client relationships and ongoing guidance. The team leverages enterprise portfolio management, ensuring consistency, discipline, and scalability across investment-only relationships. As a result of significant growth, we are hiring a Client Advisor to join Mariner. The Client Advisor will manage client relationships supported by Mariner’s extensive referral programs. The Client Advisor is responsible for providing financial guidance to clients and assistance to our referral partners. Responsibilities - Serve as the primary point of contact for client relationships, managing day-to-day communication and leading regular client meetings to address needs and provide updates. - Maintain and grow existing client relationships by proactively resolving issues, identifying service improvements, and ensuring a high level of client satisfaction and retention. - Prepare and deliver customized portfolio and performance reports, including quarterly billing and performance reporting approvals. - Research and resolve technical or account-related issues, leveraging internal systems and collaborating with internal teams to ensure accurate client information and reporting. - Partner closely with portfolio managers and cross-functional departments to coordinate client servicing, reporting accuracy, and portfolio communication. - Support business development efforts by identifying growth opportunities, collaborating with business development teams on client acquisition, and maintaining relationships with external referral partners. Qualifications - 3+ years of prior experience working in financial services, preferably in an Advisor/Financial Consultant or like role - Bachelor’s degree in business, finance or another related field is preferred. - Series 65 or 7/66 Skills and Knowledge - Sales support experience preferred - Strong understanding of the financial services industry and financial consulting responsibilities - Knowledge of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning is a plus - A positive attitude and high energy level - Ability to handle multiple tasks and priorities - Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills #LI-ML1 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. EOE M/F/D/V

Role Description Hillel International’s Advancement Pillar is seeking a highly organized and detail-oriented Campaign and Donor Relations Associate to join the Advancement and Philanthropic Services team. This position supports Hillel’s mission by managing donor communications, ensuring the accuracy of gift and donor data, and facilitating smooth financial processing and stewardship. The ideal candidate is a systems thinker with excellent communication skills, a proactive work ethic, and a desire to grow in the fundraising and nonprofit sectors. This position is fully remote and open to eligible candidates in the United States. What You’ll Do - Donor Relations & Stewardship: - Serve as the primary point of contact for donor inquiries via phone and email, providing high-quality support and customer service. - Manage the production and distribution of donor acknowledgments, tribute notifications, and pledge reminders. - Track and report on planned giving commitments and associated documentation. - Maintain up-to-date constituent records and ensure accuracy across all touchpoints. - Gift Processing & Finance Liaison: - Accurately process incoming donations across multiple channels, including checks, wires, stock, online gifts, and donor-advised funds. - Partner with the Finance team to reconcile donations and ensure accurate coding and reporting on a daily, weekly, and monthly basis. - Serve as a liaison between the Advancement and Finance teams and local Hillels regarding gift processing and documentation. - Data & Reporting: - Manage donor records in Salesforce, including gift entry, donor profiles, and engagement activity. - Run regular reports to track campaign and donor activity; perform data audits to ensure system integrity. - Support direct mail and digital fundraising campaigns by managing lists and gift imports in coordination with external vendors. - Team & Event Support: - Play an integral role in backend logistics and data support for Advancement events and webinars. - Collaborate with key programmatic teams to ensure donor information is gathered, shared, and used effectively. - Take on special projects and administrative tasks as needed to support the broader Campaign Services team. Qualifications - A bachelor's degree. - At least two years of professional work experience or internships. - A passion for mission-driven work and curiosity about fundraising strategy. - Strong attention to detail, organizational skills, and the ability to manage multiple priorities simultaneously. - Excellent interpersonal and communication skills, both written and verbal. - Proficiency in Microsoft Office, particularly Excel; prior experience with Salesforce or another CRM preferred. - A self-starting attitude with a collaborative spirit and willingness to learn. - Experience in a fundraising, customer service, or data-focused role is a plus. - Commitment to confidentiality and ethical handling of donor data. Benefits - Competitive salary range: $50,000 to $55,000, commensurate with experience. - This position is fully remote and open to eligible candidates in the United States. - Full suite of employee benefits, including health insurance, retirement plan, generous paid time off, parental leave, and flexible spending plans. - Ongoing professional development, training, and mentoring opportunities. - A dynamic, values-driven work environment with passionate colleagues. Company Description In 1923, Rabbi Benjamin Frankel started Hillel with humble means, a noble mission and a breathtaking vision: to convey Jewish civilization to a new generation. Today, Hillel International continues to enrich the lives of Jewish students and is the largest Jewish campus organization in the world at nearly 1,000 colleges and universities across North America and around the world. As Hillel evolves as an organization, the mission remains steadfast: to create lasting connections with every Jewish student that foster an enduring commitment to Jewish life, learning, and Israel and train them to become the next Jewish leaders. Hillel is an equal opportunity employer. We are committed to creating an accepting and inclusive environment for all.

• Responsible for leading the development, implementation, and management of training programs • Drive the continuous improvement of customer service training • Enhance employee performance and align training initiatives with organizational goals • Regularly assess the training needs of teams • Design, implement, and oversee training programs for customer operations functions • Mentor and coach team members • Collaborate with senior leadership and stakeholders to ensure alignment of training initiatives with organizational objectives • Track and analyze effectiveness of training programs

We are seeking a reliable and organized Vacation Services Specialist to support clients by coordinating travel details, managing reservations, and ensuring vacation plans run smoothly from start to finish. This fully remote role is ideal for someone who enjoys helping others, managing information, and providing consistent client support. In this position, you will communicate with clients to gather travel details, assist with coordinating reservations, and help organize schedules and confirmations. You will also review travel information for accuracy, track updates, and maintain organized records within internal systems. The ideal candidate is proactive, detail-oriented, and comfortable managing multiple tasks while working independently in a remote environment. Key Responsibilities - Coordinate vacation reservations and scheduling details - Communicate with clients to gather travel information and preferences - Review travel plans to ensure accuracy and completeness - Track confirmations and provide updates to clients - Maintain organized records within internal systems Qualifications - Strong communication and organizational skills - Attention to detail and strong time-management abilities - Comfortable using digital tools and online systems - Customer service, administrative, or coordination experience preferred but not required Additional Details - Fully remote position - Training and ongoing support provided - Supportive team environment with opportunities to develop new skills Applicants must be citizens of the US, UK, Australia, Spain, Mexico, or LATAM regions.