Role Description We're seeking an experienced marketing copywriter to support a high-priority push across web, paid media, and sales enablement. This role is execution-focused and designed to help move work forward quickly. You'll partner closely with the team's Integrated Marketing Lead and Growth team to produce high-quality B2B marketing assets that drive lead generation and clearly articulate the client's differentiated value in a competitive FinTech landscape (e.g., Carta, Cake Equity). Role: - Copywriter with Financial/FinTech expertise Hourly Rate: - $75/hr Location: - Remote but based in EST Project Start: - ASAP Duration: - Hours and Contract Length will vary based on deliverables, duration, and scope which will be defined before project starts. What You’ll Do: - Execute copy and content updates across website pages, brochures, sales collateral, campaign and paid media assets (LinkedIn, Google Ads) - Translate an evolving brand voice and value proposition into clear, compelling B2B content, aligning existing and new content to a consistent tone - Support lead generation efforts targeting HR and CFO audiences across private and public companies - Collaborate with internal stakeholders including: Integrated Marketing Lead, Growth Marketing Lead, and Web Manager - Work within defined project scopes and SOWs with clear deliverables and timelines - Bring a strong point of view — offering thoughtful pushback, fresh ideas, and creative perspective when appropriate Qualifications - Demonstrated experience in FinTech and/or Financial Services - A strong understanding of lead generation marketing principles and performance-driven content creation - Ability to work independently and deliver reliable, high-quality results with minimal oversight - Comfort and experience working collaboratively with in-house teams - A laid-back, easy-to-work-with, and dependable demeanor, fitting into a small, collaborative team culture - Experience working with global teams, with a preference for candidates based on the East Coast Company Description We Are Rosie provides strategic consulting and talent solutions for the marketing industry. We partner with more than 200 of the world’s biggest brands and agencies to help them solve unique marketing challenges with the best people, swiftly and at scale. Founded by former advertising executive Stephanie Nadi Olson in 2018, We Are Rosie is on a mission to redefine how marketing works, with an inclusive, human-centric approach that’s better for business and better for marketers. Our company has been recognized as an industry trailblazer and earned many accolades, including being named to the 2023 Global Top 100 Inspiring Workplaces, the Inc. 5000 2022, and Adweek’s Fastest Growing Agencies in 2021. We Are Rosie is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, marital status, or any other status protected under federal, state, or local law.

• Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends • Contribute to the Company’s rolling forecasts, annual operating plan, and long-range projections • Analyze and report on key SaaS metrics (ARR, churn, retention) to support monthly forecasting and reporting • Calculate incentive compensation (commissions, sales bonuses) on a monthly basis and provide insights into how to streamline the process • Execute key month- and quarter-end close activities, preparing accurate reporting deliverables for both internal and external stakeholders • Collaborate with cross-functional teams to implement processes and tools to control data integrity and alignment between systems • Identify and execute process improvements, including ways to leverage AI to improve reporting accuracy and efficiency • Support other ad hoc finance items and special projects

• Partner with advisors to support proposals, client consultations, and high-stakes presentations, ensuring the effective and consistent application of Mariner’s investment platform. • Serve as a primary point of contact, fostering collaboration and information flow between the Investment Strategy team, advisors, and internal Mariner strategies—particularly in equity-focused approaches, as well as fixed income, structured notes, and private investments. • Collaborate with the Managing Director and Investment Strategy Team to conceptualize and deliver allocation models, advisor tools, and resources that integrate Mariner’s diverse investment offerings. • Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW clients and prospects. • Help build and enhance the capabilities of the Investment Strategy Team, including mentoring strategists of varying experience levels and supporting education/onboarding efforts. • Stay informed on trends and innovations in the wealth management sector, ensuring Mariner remains at the forefront of client-focused investment solutions. • Synthesize outputs from Research, OCIO, and Internal Strategies into comprehensive, client-ready solutions tailored to specific business unit needs. • Promote a culture of message consistency, objectivity, and client-centrism across the team.

• Define and evolve the architecture, strategy, and long-term roadmap for the financial services domain. • Design and build secure, scalable systems supporting payments, billing, collections, and ledger management. • Lead integrations with banks, payment processors, fintech partners, and financial service providers. • Collaborate closely with Finance, Product, and Engineering leaders to align technical solutions with business objectives. • Establish and drive best practices around reliability, observability, transaction integrity, and financial accuracy. • Mentor senior and staff engineers through architecture reviews, technical guidance, and engineering leadership. • Lead investigation, resolution, and prevention efforts for issues impacting financial systems and money movement. • Assess emerging technologies, payment solutions, and AI capabilities that improve efficiency, reliability, or customer experience.