Jobs at Mariner Wealth Advisors

The Tax Manager will oversee client relationships, manage a team, ensure tax compliance, and develop tax strategies for high-net-worth clients.

Provide comprehensive wealth management and financial planning to high-net-worth clients, prepare customized plans and portfolios, cultivate client relationships, support client requests, help obtain new clients, and train and mentor junior advisors and client service staff.

Support a wealth advisor team to create customized financial plans and portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client information, participate in sales efforts, and develop skills with investment and financial-planning software. Focus on relationship support, retention, and team collaboration.

Lead insurance operations team to drive service excellence for financial advisors through reporting, escalations, process improvements, project management, cross-functional collaboration, and people leadership to ensure consistent, high-quality operational performance.

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.

Wealth Advisors create personalized wealth plans for high net worth clients, cultivating relationships, and collaborating with team members while providing comprehensive financial advice.

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.

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.

As a wealth advisor, you'll collaborate with a team to design customized wealth plans for high net worth clients, focusing on comprehensive financial strategies. Responsibilities include client engagement, portfolio management, and mentoring junior staff.

Serve as the Financial Services Cloud solution architect and lead developer: design data models and integrations, build Apex and LWC solutions, enforce development standards, manage org health and releases, collaborate with MuleSoft/Agentforce teams, and mentor developers to meet compliance, performance, and scalability needs.

Support licensed advisors by coordinating client meetings, preparing paperwork and financial plan drafts, gathering client data, researching portfolios, taking meeting notes, and assisting with follow-up to deliver effective wealth management and develop advisor skills.

Support a wealth advisor team to create customized financial plans and portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client relationships, participate in sales efforts, and develop proficiency with investment and financial planning software.

Own configuration, governance, and optimization of the enterprise Slack workspace. Manage user provisioning, channels, apps, Workflow Builder automations, Slack Connect, and Slack/Salesforce FSC integrations. Enforce compliance and data retention with Legal/Compliance/IT Security, monitor usage analytics, serve as Slack SME and escalation point, and maintain integration and governance documentation.

The Senior Wealth Advisor will lead a wealth management team to create wealth plans, cultivate client relationships, and mentor associates. Responsibilities include client meetings, providing comprehensive advice to high-net-worth clients, and participating in business development.

The Senior Wealth Advisor will lead a team to develop wealth plans, manage client relationships, and provide tailored investment strategies to high-net-worth clients.

The Senior Wealth Advisor leads a team to create financial strategies for high-net-worth clients, fostering relationships and mentoring staff.

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.

Senior HR leader responsible for HR technology strategy, HRIS/HCM and payroll oversight, HR operations, compliance, workforce analytics, acquisitions/divestiture HR support, vendor management, and building scalable HR service delivery and shared services to improve employee experience and business performance.

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.

Support a wealth advisor team providing comprehensive financial planning for high-net-worth clients: prepare customized plans and portfolios, execute client requests, nurture relationships, assist in sales, and develop proficiency with financial planning software.