Mariner

Vice President

• 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, CIO

Consultant

• Collaborate with a consulting team to onboard new independent advisors, prepare and provide thoughtful & actionable portfolio recommendations
• Effectively work with your team and available resources in support of our advisors
• Participate in Mariner Independent Portfolio Management & Consulting team strategic initiatives
• Collaborate with other Mariner investment teams to bring the best of Mariner’s investment capabilities to independent advisor consulting relationships
• Active participant in obtaining new advisor clients in partnership with strategic relationships
• Commitment to continuing education, training and talent development at all levels, trains and mentors new & junior members of consulting team

Consultant – Independent Portfolio Management & Consulting

Client Services Representative

• Build and maintain client relationships aimed at client retention; manage new client implementation process
• Maintain client paper files and electronic data files in a timely manner
• Responsible for the day-to-day administrative duties of the office
• Understand the client’s overall business needs and help identify value-added services
• 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

Client Service 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, 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

Human Resources

• Build strong, consultative partnerships with leaders and associates
• Coach leaders on performance, engagement, and career development
• Monitor engagement trends and partner with leaders to create action plans
• Provide strategic guidance on associate relations, policy interpretation, and employment law
• Execute HR processes that shape the employee lifecycle
• Partner closely with HR peers across Talent, Learning, Benefits, and Compliance

Senior HR Business Partner

• 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

Manager

• Define, configure, and manage sandbox/test environments to support experimentation and proof-of-concept activities.
• Collaborate with IT to create, maintain, and deactivate user accounts and oversee requests for entering and exiting the test environment.
• Ensure alignment with innovation governance policies and maintain adherence to data security, compliance, and ethical standards.
• Oversee information exchange with external collaborators to ensure data is shared appropriately and securely.
• Partner with proof-of-concept users and project teams to understand their needs, access requirements, and technical dependencies.
• Track and provide regular updates on environment utilization, performance, and capacity.
• Identify, document, and escalate issues or new environment requirements to appropriate stakeholders.
• Recommend enhancements to the lab infrastructure, integrations, and processes to optimize innovation experimentation.

Innovation Lab Manager

• Manage all day-to-day facilities operations for the headquarters office, including:
• Maintenance, repairs, janitorial, HVAC, electrical, plumbing, furniture, and space management
• Breakrooms, conference rooms, storage areas, and common space standards
• Vendor coordination and performance management
• Ensure a clean, safe, well-maintained, and professional work environment
• Support internal meetings, events, and executive needs as required
• Manage facilities-related budgets, invoices, and service contracts
• Build and implement a centralized national facilities management program for 100+ field offices
• Serve as the primary remote facilities support (“call center” model) for all locations nationwide
• Establish standardized:
• Service delivery processes
• Preventative maintenance programs
• Response times and service level expectations
• Vendor standards and scopes of work
• Own the facilities ticketing/work order system and ensure timely resolution of all issues
• Coordinate services with landlords, property managers, and national service providers
• Reduce operational burden on local office staff by centralizing facilities support

Manager, National Facilities

Director

• Partner with Advisors to deliver comprehensive tax planning across estate, charitable, and business succession needs
• Actively assist Senior Wealth Consultants and Advisors in demonstrating the value of working with Mariner
• Assist with comprehensive wealth assessments by reviewing financial plans and models
• Develop and present estate and tax strategy to prospective clients
• Create thought leadership and whitepapers by providing expertise on complex topics
• Conduct research of technical matters for complex tax and planning needs

Director, Wealth Strategy

Procurement

• Manage incoming procurement requests through a ticketing/workflow system
• Ensure requests are properly documented, categorized, and routed
• Track request status from intake through completion
• Follow up on stalled items to drive cycle-time efficiency
• Serve as a primary point of contact for internal customers
• Provide frequent, clear status updates on requests
• Communicate next steps, timelines, and documentation needs
• Deliver high-level customer service with a professional, solutions-oriented mindset
• Collect required documentation for contracts, renewals, and new purchases
• Track approvals and signature status
• Prepare and organize procurement files and records
• Support contract routing and execution workflow
• Maintain structured digital recordkeeping
• Schedule meetings with business owners, legal, security, IT, and vendors
• Prepare agendas and capture follow-ups when needed
• Coordinate calendars and ensure stakeholders are aligned
• Follow defined procurement processes and controls
• Support process improvements as volume scales
• Maintain accuracy, consistency, and audit readiness
• Assist with reporting, metrics, and dashboards as needed

Procurement Associate

• Support market growth and achievement of revenue and profitability goals
• Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs
• Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.
• Conduct regular presentations of Mariner Wealth Advisors’ services to referral partner associates in those associates’ offices and at various regional events. Profile and understand prospective client need and match those requirements to the firm’s offerings
• Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms
• Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
• Develop and maintain a high level understanding of solutions, products and services
• Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals, presentations and consult on pricing
• Keep abreast of current trends and new business development opportunities
• Leverage community relations and development centers of influence to generate leads and facilitate introductions

Senior Wealth Consultant

• Managing and mentoring a growing team of professionals, driving a high-degree of skill and expertise through client-centric service
• Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Manage consulting, 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
• Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Support and guide the research of technical matters for complex tax needs and updates to regulations
• Commitment to continuing education, team development, training and mentoring new tax associates

Vice President, CIO

Consultant – Independent Portfolio Management & Consulting

Client Service Associate

Client Service Associate

Senior HR Business Partner

Client Service Associate

Client Service Associate

Innovation Lab Manager

Manager, National Facilities

Director, Wealth Strategy

Procurement Associate

Senior Wealth Consultant

Manager, Tax