Referral Bonus
New Associate Referrals
Program Overview
Our principles and values are most successfully executed through the hiring of talented and dedicated individuals. As a reward for the referral of quality candidates, we offer an Associate Referral Bonus program.
The cash value of a referral bonus is dependent upon the type and level of position filled by the referred candidate. Awards are payable following the new Associate’s three (3) month anniversary. The following is a guideline for payment; please see the Mariner’s Associate Handbook for more information regarding eligibility and payment guidelines.
To receive credit for referrals please have your referral indicate your name when submitting a resume to iCIMS or on the application.
| Back Office Referral Schedule | Client-Facing Referral Schedule | Total |
|---|---|---|
| Admin/Staff (entry level to Sr. Associates) | Admin/Staff (entry level to Sr. Associate) | $1,000 |
| Technical (Managers, Analyst and Technology Experts) | Advisor (Advisors and Managers) | $2,000 |
| Management (Directors, Heads and Vice Presidents) | Senior Advisor (Senior Advisors/Consultants, Heads and Directors) | $3,000 |
| Executive (Officers) | $5,000 |
Referral Champions Program
Program Overview
The Referral Champions Program leverages and rewards Mariner Associates for their efforts to refer new clients to Mariner. Eligible Associates who make a qualified Client Referral will receive a Referral Bonus equal to 20% of first year of Net Revenue, paid quarterly. Client referrals can be of any size and benefit from Mariner’s broad capabilities however, the Referral Bonus is intended for new, fee-based clients (wealth and institutional advisory services) or Investment Banking engagements only.
The Referral Champions Program empowers Mariner Associates to positively impact others by providing resources like scripts and communication templates to assist in engaging in referral conversations. To be eligible, ALL referrals must be submitted to the Wealth & Institutional Referral Opportunity Form, accessible through the Referral Opportunity Form tile on your Okta dashboard, NOT submitted directly to an advisor.
Please see the Referral Champions Program policy for more information regarding program eligibility.