Mariner

Vice President

• Define and lead the go-to-market strategy for organic growth by aligning channels, audiences, and messaging to business priorities
• Lead marketing across critical alliances including CPA, Credit Union/Banking, and Investment Banking, ensuring effective activation
• Drive corporate partnership marketing programs to expand our reach and engage new audiences
• Build and maintain ICPs and robust audience segmentation frameworks to power niche growth channels
• Translate competitive and market intelligence into actionable positioning updates and identify new opportunities with the growth team
• Design and visualize end-to-end client journeys across organic growth channels, holding accountability for conversion results
• Identify and optimize key moments in the client journey, aligning content and campaigns to each stage
• Collaborate with Lifecycle, Performance Marketing, and Analytics to improve conversions and remove friction points
• Create a clear framework for channel, touchpoint, and message cohesion
• Partner with Lifecycle, Performance Marketing, and Lead Desk to drive integrated contact acquisition, lead generation, and pipeline growth
• Ensure seamless transitions from awareness to engagement to pipeline conversion across channels
• Develop sales enablement tools and measure partner, content, and brand engagement outcomes
• Partner with events teams to build and execute a high-impact sponsorship strategy and integrate events into broader demand generation efforts
• Create and own content supporting organic growth channels, including hands-on development and production
• Collaborate with content leadership and brand team to ensure cohesive multichannel content and a differentiated market presence
• Drive earned media and communication strategies to reach new audiences
• Build scalable, repeatable programs across alliance and partner channels
• Deliver campaigns, content, and toolkits to encourage adoption and amplification within teams
• Ensure consistency across all partner initiatives
• Collaborate with Analytics leadership to tie marketing investments directly to business outcomes
• Define KPIs and manage measurement frameworks to monitor and communicate ROI
• Leverage insights to continuously refine strategy and improve effectiveness

Vice President – Go to Market

Financial Planning and Analysis

• Serve as a trusted advisor to business owners, executives, and multi-generational families, delivering integrated wealth, business transition, and legacy planning strategies aligned with complex financial objectives.
• Develop, cultivate, and maintain high-value client relationships through proactive engagement, strategic guidance, and delivery of an exceptional client experience.
• Identify, qualify, and advance sell-side and liquidity event opportunities by leveraging strategic networks, market intelligence, and collaborative business development efforts.
• Build, manage, and convert a robust sales pipeline, contributing to revenue growth and expansion of key client segments through partnership with Wealth Advisors and opportunity teams.
• Generate new business opportunities through targeted outreach, referral development, and relationship expansion within the privately held business owner and pre-liquidity markets.
• Collaborate with Investment Banking professionals to originate, position, and execute transaction opportunities that align with client business and wealth objectives.
• Lead pre-transaction planning initiatives focused on value optimization, tax efficiency, risk mitigation, and post-liquidity wealth management outcomes.
• Coordinate cross-functional teams to deliver seamless integration of transaction advisory, wealth planning, tax, estate, and investment strategies before, during, and after liquidity events.
• Represent the firm through industry events, professional associations, thought leadership activities, and community engagement to strengthen brand awareness and strategic partnerships.
• Maintain disciplined business development practices, including pipeline management, forecasting, CRM utilization, regulatory compliance, and adherence to firm policies and risk management standards.

Investment Banking, Business Owner Solutions

Full-stack Engineer

• Develop and maintain a .NET-based, proprietary advisor platform
• Build and enhance API and back-end services
• Write and optimize T-SQL queries and stored procedures for data access and reporting
• Troubleshoot bugs and performance issues
• Take direction from Senior Software Engineers and Project Leads
• Adhere to best practices in software development, including CI/CD, testing, code quality, and documentation
• Collaborate with other team members and contribute to team discussions
• Interact with internal clients regarding development details
• Document technical processes and system changes

Software Engineer

• Under direction of a senior software engineer, the software engineer develops, maintains, and enhances internally developed applications, tools, and utilities
• Develop and maintain a .NET-based, proprietary advisor platform
• Build and enhance API and back-end services
• Write and optimize T-SQL queries and stored procedures for data access and reporting
• Troubleshoot bugs and performance issues
• Take direction from Senior Software Engineers and Project Leads
• Adhere to best practices in software development, including CI/CD, testing, code quality, and documentation
• Collaborate with other team members and contribute to team discussions
• Interact with internal clients regarding development details
• Document technical processes and system changes

Associate Software Engineer

Operations

• Lead and mentor a team of professionals across Client Service and Operational Administration, fostering a culture of excellence and collaboration.
• Conduct performance evaluations, provide feedback, and guide professional development for team members.
• Manage escalated requests, resolving complex client and operational challenges efficiently.
• Oversee processes for asset movements, including wires, journals, checks, ACHs, and alternative investments.
• Ensure adherence to fraud and cybersecurity procedures and compliance with regulatory requirements.
• Monitor daily treasury operations, including trading, cashiering, and problem resolution.
• Optimize workflows and ensure operational congruence between departments.
• Supervise new accounts setup, onboarding, and ongoing account services.
• Collaborate with the Alternative Investments team to manage private equity, hedge funds, real estate, and other non-traditional assets.
• Enhance the client experience through proactive problem-solving and alignment of internal processes with client needs.
• Partner with advisors to provide subject matter expertise and ensure timely responses to inquiries.
• Work closely with custodians and third-party vendors to streamline transactions and address issues.
• Collaborate with leadership to implement best practices and develop strategic initiatives that improve efficiency and service quality.

Director of Operations

Analyst

• Review, model, analyze, and rebalance investment portfolios.
• Develop an understanding of investments, markets, and planning.
• Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports.
• Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.
• Create and deliver prospective client proposals and inventories.
• Become an expert in one of the core disciplines/tools (technology, concept, etc.).

Senior Wealth Analyst

Client Services Representative

• Deliver the UHNW client experience
• Oversee daily workflow
• Provide technical expertise
• Foster custodial relationships
• Problem resolution
• Collaborate cross-functionally
• Maintain operational integrity
• Contribute to process improvement

Senior Client Service Associate

Consultant

• Identify, qualify, and develop high-quality sales opportunities, meeting established performance metrics.
• Manage lead generation initiatives, call campaigns, and strategies to secure new clients.
• Engage with prospects through inbound calls, outbound follow-ups, emails, and other approved communication channels.
• Follow established scripts and communication protocols, ensuring accurate record-keeping within the CRM system.
• Build trust and rapport with prospective clients, maintaining high levels of integrity and accountability.
• Collaborate effectively within a dynamic internal sales team, fostering open communication.
• Demonstrate strong organizational skills with the ability to multi-task and meet targets in a fast-paced environment.
• Deliver exceptional customer service and ensure client satisfaction.

Associate Wealth Consultant, Digital Team

• Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
• Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
• Present complete, timely and accurate client deliverables
• Compliance to the Firm’s quality control standards
• Additional projects, furthering the service of clients, as needed

Senior Tax Associate

• Build and maintain client relationships aimed at client retention
• Manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
• Maintain client paper files and electronic data files in a timely manner
• Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Responsible for the day-to-day administrative duties of the office
• Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
• Perform other duties as assigned

Client Service Associate

• Act as a strategic proxy to the CIO, anticipating needs, shaping priorities, and enabling high-impact execution across IT and the broader organization
• Orchestrate cross-functional collaboration across business units to align technology strategies with enterprise objectives, ensuring prioritization transparency, accountability, and measurable outcomes
• Drive executive alignment on key initiatives, enabling faster decision-making and cohesive enterprise execution
• Lead the creation of executive-ready communications, including board materials, dashboards, and insights that clearly articulate IT strategy, progress, risks, and value creation
• Oversee company-wide IT communications, strengthening transparency and trust with internal and external stakeholders
• Manage strategic vendor and partner relationships, ensuring strong performance, innovation, and commercial value
• Oversee the IT operating budget, driving financial discipline, forecasting accuracy, cost optimization, and effective resource allocation
• Lead enterprise-wide strategic programs and initiatives, ensuring scope alignment, risk mitigation, and consistent delivery against business outcomes
• Implement modern delivery practices, governance frameworks, and portfolio management disciplines to enhance execution predictability and operational excellence
• Lead multi-year IT strategic planning and technology roadmapping aligned to business strategy, digital modernization goals, and innovation priorities
• Evaluate emerging technologies and industry trends to inform strategic investment decisions
• Identify operational bottlenecks and organizational friction, designing and implementing process improvements that elevate productivity, service quality, and collaboration
• Champion a culture of continuous improvement, data-driven decision-making, and customer-centric IT service delivery

Vice President, Office of the CIO

Accounts Payable

• Process invoices accurately and ensure proper coding, approvals, and documentation.
• Maintain organized accounts payable records and vendor files.
• Support weekly payment runs, including checks, ACH, and wires.
• Partner with the Accounts Payable Manager to ensure timely and accurate payments.
• Respond to inquiries from CRMs, internal teams, and vendors regarding invoices and payments.
• Assist with CRM projects.
• Identify and escalate discrepancies or process issues.
• Support process improvements to enhance efficiency and accuracy.
• Maintain compliance with firm policies and internal controls.

Accounts Payable Clerk

• Participate in pre-market and internal deal kickoff calls to develop comprehensive understanding of seller’s business, value drivers, risks, and positioning
• Lead proactive buyer outreach and engagement
• Communicate the deal narrative effectively
• Qualify and manage buyer interest
• Facilitate meaningful relationships with prospective buyers
• Analyze buyer information and synthesize feedback
• Serve as a central coordination point between buyers and deal execution team

Associate, Investment Banking

Account Manager

• Serve as the primary point of contact for UHNW clients, managing day-to-day financial and coordinating administrative needs
• Oversee cash management, bill pay, and money movement across multiple accounts and entities
• Review and communicate financial reports, budgets, and cash flow to clients
• Coordinate and manage multiple entities, real estate holdings, and business interests
• Ensure timely execution of client requests while maintaining accuracy and attention to detail
• Act as the central hub between clients, advisors, CPAs, attorneys, and internal teams
• Proactively identify issues, anticipate needs, and recommend solutions

Client Relationship Manager

Accounting Manager

• Own the full-cycle AP process, ensuring accuracy, efficiency, and timeliness across all transactions
• Process and code vendor invoices in an ERP system with a high degree of accuracy
• Execute and manage payment runs through Paymode, ensuring seamless and timely disbursements
• Serve as a key point of contact for vendors and internal teams, resolving issues quickly and professionally
• Reconcile vendor statements and proactively clear outstanding items
• Support month-end close by meeting critical processing deadlines
• Uphold internal controls and approval workflows to maintain financial integrity
• Monitor and manage the team’s shared mailbox, ensuring timely responses to vendor inquiries