Jobs at Mariner Wealth Advisors

Provide comprehensive wealth management and customized financial plans for high‑net‑worth clients. Cultivate client relationships, execute client requests, support business development, and mentor junior advisors while collaborating with the wealth management team.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

Lead investment strategy efforts bridging Research, OCIO, and Internal Strategies with Wealth and UHNW business units. Design allocation models, advise advisors and clients on Mariners solutions, synthesize research into client-ready outputs, support business development, mentor team members, and promote consistent, client-centric investment messaging to improve retention and drive new mandates.

Lead and advance the enterprise-wide compliance program, set strategic vision, oversee policies, monitoring, testing, training, exams, and investigations. Serve as CCO for entities, partner with business and legal teams, drive technology-enabled transformation, mentor leaders, and ensure regulatory alignment across the firm.

The Client Relationship Manager manages UHNW client relationships, overseeing financial needs, cash management, and coordinating multiple entities while ensuring timely execution and accuracy of requests.

Lead organic growth go-to-market strategy, alliances, and partner channels to drive pipeline and revenue. Design end-to-end client journeys, coordinate content and campaigns, enable sales/partners, and measure ROI with analytics. Own events/sponsorships, corporate partnership programs, and scalable channel activations to expand reach and improve conversion outcomes.

Lead enterprise data strategy and governance to establish semantic architecture, metadata, lineage, stewardship, and standards enabling trusted data for AI, analytics, and operations. Define operating model, policies, reference architectures, and roadmaps while partnering with Legal, Compliance, Security, Technology, and business leaders to ensure regulatory compliance and enterprise-wide adoption.

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.

Manage assigned client portfolios: set up portfolios, perform rebalances, tax-loss harvesting, cash management, coordinate onboarding, and collaborate with advisors and trading teams while maintaining accurate data.