Mariner

Director

• Act as a trusted advisor and strategic coach to Independent advisors
• Design, build, and oversee comprehensive advisor coaching and development programs
• Provide individual and group coaching to advisors
• Facilitate interactive training using workshops, role plays, peer coaching, simulations, and case-study-based methodologies
• Develop scalable frameworks, growth paths, onboarding programs, and professional development initiatives
• Cultivate internal advisor talent by identifying development needs and mentoring emerging advisors
• Collaborate closely with Mariner Independent leadership to determine advisor development needs
• Create effective training guides, playbooks, conversation frameworks, and learning resources
• Support advisors in leveraging all available Mariner Independent technology
• Assist advisors in clearly articulating their value proposition
• Establish and monitor metrics, feedback loops, and performance benchmarks
• Foster a culture of continuous learning, collaboration, accountability, and excellence

Director, Advisor Coaching – Strategy

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, Advisor Coaching – Strategy

Vice President – Go to Market

Investment Banking, Business Owner Solutions

Software Engineer

Associate Software Engineer

Director of Operations