Mariner

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
• Participate in obtaining new clients in partnership with strategic relationships and community networks
• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements
• Commitment to continuing education, team development, training and mentoring new tax associates

Senior Tax Manager

Performance Marketing

• Lead the planning and execution of client acquisition activation across paid channels, while driving strong collaboration across owned and earned channels.
• Translate growth strategy into actionable activation plans aligned with campaign and segment goals
• Partner with Media, Analytics, and Finance to guide activation and test-and-learn investment decisions, including prioritization of spend across channels, initiatives, and experiments.
• Lead campaign briefing and collaborate with creative teams on messaging and asset development
• Ensure creative and messaging are informed by audience insights and optimized for channel performance
• Partner with media and analytics teams to review performance and identify optimization opportunities
• Support strong communication and alignment across Marketing, Sales Desk, Field/Advisors, CX, Technology, and Digital teams
• Partner with the Digital team to align acquisition efforts with Mariner.com content, engagement strategy, and on-site user journeys
• Ensure landing experiences and on-site pathways support campaign objectives and conversion goals
• Incorporate digital engagement signals into activation planning and optimization decisions
• Design and execute test-and-learn initiatives, including hypothesis development, test setup, evaluation criteria, and budget considerations
• Define test KPIs aligned with campaign and business outcomes (e.g., leads, conversions)
• Apply core testing and measurement principles (e.g., control vs. exposed, confidence thresholds) to ensure credible insights
• Develop test briefs in partnership with creative, media, analytics, Sales Desk, Field/Advisor, and Digital teams
• Maintain a centralized repository of test learnings and support sharing of insights across teams
• Translate test results into practical recommendations for messaging, creative, audience targeting, channel mix, and on-site experience optimization
• Partner with Marketing leadership to support campaign priorities and activation timelines
• Collaborate with Sales Desk and Field/Advisor teams to align activation efforts with downstream conversion needs
• Work with CX, Technology, and Digital teams to incorporate experience and engagement insights into activation planning
• Ensure performance data, testing insights, and digital engagement signals inform campaign optimization and on-site improvements
• Collaborate across media, creative, analytics, and Digital teams to support cohesive full-funnel execution
• Provide creative feedback informed by channel performance, testing results, and user engagement behavior

Director, Performance Marketing

Client Services Representative

• Build and maintain client relationships aimed at client retention
• Manage new client implementation process
• Coordinate and direct client activities with other team members
• 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
• Review activities within the job scope for sufficient controls to prevent errors
• Attend and participate in learning opportunities
• Perform other duties as assigned

Client Service Associate

Security Engineer

• Engineer and operate modern security platforms.
• Implement, run, and optimize enterprise-level security tooling across detection, identity, cloud, endpoint, and governance technologies.
• Conduct deep-dive security assessments.
• Evaluate systems, configurations, and architecture through hands-on testing and analysis—delivering actionable insights that directly influence engineering and business decisions.
• Strengthen core security operations.
• Support and mature processes such as: - Malware response and remediation - Vulnerability management and patch governance - SIEM log analysis, correlation, and monitoring - Incident documentation, reporting, and lifecycle management
• Improve systems by design—not by accident.
• Embed security into applications, infrastructure, and business initiatives from the outset, partnering with IT and engineering teams to identify risks and drive effective mitigations.
• Contribute through data, insights, and experimentation.
• Analyze trends, surface patterns, and help refine the firm’s Information Security Program through continuous improvement and cross-functional engagement.

Information Security Engineer

Learning and Development

• Lead the design and development of innovative learning materials, including eLearning modules, ILT, microlearning, simulations, and job aids.
• Partner with SMEs and business leaders to translate complex concepts into learner-friendly content.
• Ensure instructional design aligns with organizational strategy, regulatory requirements, and industry best practices.
• Provide oversight and quality assurance for content developed by other L&D team members.
• Deliver virtual training sessions with excellence, adapting delivery style for diverse audiences.
• Act as a role model for classroom management, learner engagement, and facilitation best practices.
• Mentor other facilitators to enhance their delivery effectiveness and learner impact.
• Serve as a consultant with SMEs, guiding the development of accurate and engaging training content.
• Support L&D functions on organization-wide projects, ensuring that learning and adoption needs are embedded into project plans.
• Partner with leaders across departments to align learning solutions with business objectives and change management initiatives.
• Lead internal L&D projects, including the design, implementation, and evaluation of enterprise learning programs.
• Support the development and growth of Learning Specialists, Instructional Designers, and Training Specialists through mentoring and coaching.
• Collect feedback and analyze performance data to measure program effectiveness and identify opportunities for improvement.
• Promote a culture of continuous learning and innovation across the L&D team and the broader organization.

Senior Associate, Learning & Development – Advisor Enablement

Director

• Lead Pathway DC and Cash Balance solutions implementation and service delivery
• Manage Implementation and Service Teams
• Build relationships with wealth advisors and external vendors
• Identify opportunities to improve efficiency and scale business

Director, Pathway DC

• Build and maintain client relationships aimed at client retention
• Manage new client implementation process, coordinate, and direct client activities with other team members
• 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
• Review activities within the job scope to prevent errors, fraud, and misstatements
• Attend and participate in learning opportunities through client service associate meetings
• Perform other duties as assigned

Client Service Associate – Pilot/Signals Project

• 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, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
• 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